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
- Cross functional alignment on priorities & objectives
- Resource & performance planning
- Data decision framework
Process Automation
- Closed loop processes through workflow design, joint processes & handoffs
- Increased responsiveness
- Reduction of costs through elimination of redundancies
Technology & Project Management
- Aligned Tech stack design
- More strategic use of technology
- Common tech usage & enablement
Data & Analytics
- Data governance (single source of truth)
- Common view on pipeline health, forecast analysis & funnel conversion
- 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.
Marketing
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.
Sales
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.
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
Poeta Digital is proud to support small, medium & multinational organizations in any industry
Some of our clients
See how others have benefited
TEC CANADA
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
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.
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.
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.