Project:
Team: @product
Contributors:
TL;DR:
Status:
Shipping:
Problem Alignment
The Problem
Manual intervention in the Rev-Ops workflow leading to inefficiency and non-productivity.
High-level Approach
We are planning to introduce automated workflow for
Campaign operations
Streamline marketing campaign operations by automating the campaign launch process from the initial request to execution and reporting.
Lead management
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
Succes metrics
Success delivery rates for each automated workflow Adoption metrics
Number of automated workflow created per week Solution Alignment
Key Features
Data integration across multiple platforms like salesforce to google sheets to drive to slack, wiithout hampering the ongoing process.
Key Flows
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Open Issues & Key Decisions
API calls and possible latency issues
Maintenance of data security guidelines
Launch Readiness
Key Milestones
Following are the key milestones which we are planning.
Launch Checklist
Make sure you answer all of the questions below and involve necessary stakeholders.
Instructions if "Yes” (or unsure)