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We digitize RevOps to streamline workflows

Optimize information flows across marketing, sales & customer success to improve growth & your customer experience

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Revenue Operations

Revenue Operations (RevOps) is the alignment of marketing, sales and customer success operations to drive growth through operational efficiency across your company's process, platform and people.

Did you know - 86% of executives said revenue operations is key to meeting their goals, but only 41% were very confident they understand what it is. Further, companies that did deploy RevOps grew revenue 3x faster than those that didn’t. (Forrester)

Historically, companies have worked in siloed departments with disparate missions, disconnected customer experiences, and disjointed analytics - leaving vast sums of money on the table.

High-performing sales teams are already using artificial Intelligence (AI) to generate insights, prioritize opportunities, and automate data entry into CRMs.

Without proper RevOps, we’ve heard clients say they have:

  • missed hand-offs in the customer journey
  • fragmented data and blind spots across siloed teams
  • no feedback loop between sales, marketing, product and customer success teams
  • different departments have different objectives and goals  

The top 12 benefits of Rev Ops are:

Management & Strategy

  1. Cross functional alignment on priorities & objectives 
  2. Resource & performance planning
  3. Data decision framework

Process Automation

  1. Closed loop processes through workflow design, joint processes & handoffs
  2. Increased responsiveness
  3. Reduction of costs through elimination of redundancies

Technology & Project Management

  1. Aligned Tech stack design
  2. More strategic use of technology
  3. Common tech usage & enablement

Data & Analytics

  1. Data governance (single source of truth) 
  2. Common view on pipeline health, forecast analysis & funnel conversion
  3. Less revenue leakage

How we can help

Poeta Digital can help you connect your team’s workflow processes to increase communication, efficiency, data utilization and ultimately, increase revenue while creating an excellent customer experience.  

Let us help you create an end-to-end process and workflow that drives revenue generation, the identifies clear KPIs, unifies processes and automation that sales, marketing and customer service can use.

Unify these teams with a single source of truth to strategize and run effective go-to-market motions. Let's show you how.

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Marketing is essential in building awareness, generating leads, cross-selling, engaging existing customers, and refining the customer journey.

Poeta Digital will utilize RevOps practices to create cross-functional software to help the marketing and sales teams work together to share data, metrics, objectives and achieve company goals.

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When sales and marketing are aligned and share the same tools, dashboards, data, objectives and goals - great things can happen.

Poeta Digital will utilize the RevOps framework to transform the sales funnel into a flywheel so you get greater revenue accountability, achieve higher quota attainment, and improve  sales team morale.

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Customer Experience

In RevOps, the customer service team is immersed in the sales cycle before the deal is closed.

RevOps helps unify a strategy for customer service, branding, messaging, and sales tactics across the entire customer journey.

Poeta Digital will streamline “hand-off” processes and ensure all teams are responsible for customer success and revenue generation.

We connect Revenue Operations elements to streamline your business


Don't take our word for it

My experiences with Poeta have been excellent. From the development of the application we’ve been working on, to the rollout and marketing, the staff with Poeta have been engaged and approachable throughout, leading to a very successful process and outcome. Couldn’t be happier!
Jared Froese CEO & Founder, AFIT Learning
Poeta is a very professional and experienced company. They were able to position our company for immediate growth and success. Highly recommended
Ali Oonwala nuPharma
Poeta designed and built a complete mobile application that digitizes paper and manual workflows. Member engagement and retention has increased.
Todd Millar CEO, TEC Canada

Poeta Digital is proud to support small, medium & multinational organizations in any industry

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Some of our clients

See how others have benefited


For 35 years, TEC's proven process has helped over 25,000 executives become better leaders. TEC’s members are as diverse as the wide range of businesses they run -  enthusiastic entrepreneurs and existing business leaders, passionate about making a difference at work and in the world around them. 

Technologies supported

Check out some of our other industry leading services

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API Integration

Effective API integration is essential to ensuring efficient and effective data management. Without it, you’ll find yourself entering data at multiple points, increasing the likelihood of errors and – let’s face it – eating up time you could spend doing more important things. Poeta can help you integrate your entire stack, improving workflow and ensuring data integrity.

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Workflow Optimization

Our Systems Enablement Platform for Revenue Operations connects your sales, marketing and services teams to align goals, create an efficient workflow process, drive and recognize revenue all to create a great customer service experience. Poeta Digital can help you connect your team’s workflow processes to increase communication, efficiency, data utilization, and increase revenue.

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CRM Integration

If your CRM is efficient, your business is more efficient. But a poorly integrated system, or one that doesn’t mesh with your business processes, can cause plenty of headaches. We’re here to help make sure your CRM investment pays off, by building a system that works for you from the moment it launches. And if you’re battling a system that doesn’t work for you now, we’ll help transform it into the right fit.