Manual intervention in the Rev-Ops workflow leading to inefficiency and non-productivity.
We are planning to introduce automated workflow for
Streamline marketing campaign operations by automating the campaign launch process from the initial request to execution and reporting.
Increase speed-to-lead by automating lead ingestion, cleansing, enrichment, scoring, routing, and actionable SDR alerts.
Sales pipeline management
Drive accurate forecasting by prompting reps for key opportunity information throughout the opportunity lifecycle. Finalize deals faster by automating your deal desk.
Scaled customer growth and retention
Reduce churn risk and increase expansion by combining product, support, and go-to-market data to create a Customer360 view, then alert account teams about key customer hurdles and milestones.
Goals & Success
Success delivery rates for each automated workflow
Number of automated workflow created per week
Data integration across multiple platforms like salesforce to google sheets to drive to slack, wiithout hampering the ongoing process.
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Open Issues & Key Decisions
API calls and possible latency issues
Maintenance of data security guidelines
Following are the key milestones which we are planning.
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