RevOps Data Automation solutions are software tools that enable businesses to automate and streamline their revenue operations (RevOps) processes. This is achieved by including all business-related operations that affect revenue generation, such as marketing, sales, and customer success. The features and capabilities of these solutions include lead generation and qualification, data cleansing and normalization, pipeline management, forecasting, and reporting. These solutions also integrate with other systems and platforms, such as CRM, marketing automation, and data analytics tools, to provide a comprehensive view of the customer journey and revenue performance. As a result, businesses improve efficiency, reduce manual errors, and gain insights that enable them to make data-driven decisions and increase revenue.
Revenue data solutions (RDS) provide proprietary, third-party and AI/ML-driven customer data to commercial teams. They make this data accessible as a stand-alone offering and/or through a SaaS product for integration into various technologies across the revenue tech stack. Data-driven commercial teams rely on RDS’ actionable context and guidance to prioritize and engage buyers. RDS solutions are used across functions to facilitate scoring, planning, business analytics and data management.
Revenue intelligence platforms are third-party solutions that enhance the activity management, deal insights and pipeline analytics offered by sales force automation (SFA) platforms. Predominantly used by B2B sales organizations, revenue intelligence platforms facilitate the capture of sales interactions and coach sellers to quickly anticipate buyers’ needs. They use AI/ML technology to amplify the value of commercial data, accelerate sales cycles and provide better visibility and insights on pipeline performance.
Sales engagement applications (SEAs) streamline how sellers execute sales activities and deal workflows at scale. They optimize seller productivity by combining three key capabilities into a single interface: multichannel engagement (e.g., email, voice, SMS, video, social media), outbound workflow execution and time-saving AI/automation. Sellers rely on SEAs to streamline guidance into whom to engage and when, and what messaging to use, while capturing sales activities back into sales force automation (SFA) platforms.