RevOps

RevOps

RevOps, founded in 2018, is a modern Deal Desk platform that integrates with Salesforce, HubSpot, Slack, and DocuSign to help businesses build scalable Deal Desk operations.

Company History

RevOps was founded in 2018. Since its inception, the company has been dedicated to helping businesses build scalable Deal Desk operations. The platform integrates with various tools and systems to provide seamless, efficient workflows for sales and operations teams.

Services

RevOps offers a modern Deal Desk platform designed to streamline and scale deal desk operations for businesses. The platform supports various pricing models, including usage-based, ramping, bucket pricing, and volume discounts. It includes features such as automated approval workflows, pricing guardrails, and total data integrity to ensure efficient and error-free deal management.

Product Features

RevOps integrates with Salesforce, HubSpot, Slack, and DocuSign, offering a native eSignature solution as well. The platform provides a centralized agreement repository to reduce contract errors and unify branding. Key features include 'Collaborate Mode', which allows users to see deviations from standard templates and comment or approve sections of deals. Other features encompass automated renewal processes, pre-submit validation functions, editable billing frequency term API names, and a SKU creation wizard.

Document Support

RevOps supports the creation of various documents such as NDAs, MSAs, agreements, and quotes in formats like Word, PDF, and HTML. The platform provides sandbox mode for testing new features, a SKU Library Import feature, and the capability to clone templates, simplifying iterative testing and configuration. Custom mappings ensure synchronization of data to any field or object in Salesforce, and reassignment of out-of-office signatures prevents deal blocks when a signatory is unavailable.

Automation and Integrations

RevOps is designed to automate various processes, freeing up time for Customer Success teams and improving customer retention. The platform integrates seamlessly with tools such as Salesforce, HubSpot, Slack, and DocuSign. It supports detailed tracking of deal viewers and allows unauthorized visitors to request access. The automation of renewals and features like approval topic enhancements contribute to streamlined and efficient deal management.

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