How Salesforce Can Support RevOps

Revenue Operations (RevOps) is focused on bringing together sales, marketing, and customer service to accelerate growth, provide more predictable revenue, and streamline and optimize the processes that drive success. Basically, RevOps works to ensure that your business is as profitable as it can be.

Salesforce can be one of the most powerful tools in your RevOps arsenal, because it was specifically designed to break down the silos between departments and provide a complete, holistic view of how customers interact with your brand – giving you the information you need to succeed.

Let’s look at how Salesforce can support the three key objectives for RevOps.

1. Accelerate Growth: For businesses to grow revenue, they must generate more sales – and to generate more sales, they must increase the number of qualified leads. Salesforce is the leader in lead generation, offering a host of tools to help you better attract, target, manage, track and nurture leads in your system. Create lead reports and dashboards, automate workflows, alerts and reminders, and ensure that none of those precious leads fall through the cracks.
2. Streamline and Optimize Processes: Another way to increase revenue is to increase efficiencies and productivity by automating cumbersome or manual processes. Salesforce offers a number of automation tools, including Lightning Flow, which provides definite process automation for every Salesforce app, experience, and portal. At Kisler Group, we can help you identify the business processes that are slowing you down and automate them to save you time, money, and effort.
3. Provide More Predictable Revenue: In June of this year, Salesforce announced new revenue optimization features, built right into Sales Cloud 360, specifically to enhance revenue forecasting and predictability. These features include:

• Pipeline Inspection – provides actionable pipeline insights in a simple, consolidated view
• Flexible Forecasting – allows RevOps teams to customize their forecasting tools based on specific industry models to improve accuracy
• AI-powered Einstein Conversation Insights – identify important revenue issues from video and call transcripts that can lead to shifts in strategy or policy
• Revenue Analytics Templates – automate and enrich the forecasting process by using AI and machine learning in combination with customer behavior data

Additionally, your Salesforce Admin can still pull valuable information such as qualified leads, conversion ratio, closed/won ratio, marketing ROI, and SLAs to help provide clarity on revenue expectations for the coming month, quarter or year.

We’re a certified Salesforce Consulting Partner, and we specialize in RevOps development to help your business grow and thrive. To learn more about the services we offer and how we can help your company use Salesforce to drive revenue, visit our website or contact us today!