RevOps Reviews

RevOps is fliexible and easy to use. We can get reps going in minutes, not hours. The team is also super responsive to feedback and makes changes based on what's best for us and what we need~

It's a little basic to look at, I always wish we could jazz it up in fonts, colors etc.

We used to use HubSpot quotoing but our product mix was just to complex to show correctly and confused our customers. This tool gives us the flexiblity to show quotes how we want and still use the HubSpot functionality of Line item for billing tools.

The features are intuitive and easy to work with.

-Product Catalog works well

-Syncing with Salesforce is fast and easy to troubleshoot

-Templates are flexible and easy to pass data between systems

I think there is some room for improvement in the documentation and (this may be my fault) but I find myself testing in Production, which is not ideal in many scenarios.

Product Catalog Management - Easy to manage and change SKUs

Deal Execution - Easy UI and templates work well for reps

Deal Approval - pretty good deal logic for approvals

SLA Documentation - Use of Custom Properties allows for easy data movement between systems

RevOps has really helped manage and standardize our orders. It's straightforward to use and has a good amount of customization (with different workflows, etc.). The support team is extremely responsive and helpful with any questions, issues, set-up, etc. that we have!

There's nothing I really dislike about RevOps - there's some small bugs, but the team is always helpful and responsive with work arounds, or has let us know it's on their roadmap.

RevOps helps standardize our order forms and process.

I was introduced to Revops.io as we looked for a simple CPQ tool for our Sales teams. Revops.io was very easy to implement and administer internally. With a little initial help from their team, we were up and running in no time.

Prior to Revops.io we were manually reviewing and approving deals. With the growth planned for our team, we did not see this as sustainable.

With implementing auto approval workflows, we have been able to accelerate deal approvals by approximately 20% .

Revops.io has a wonderful and collaborative team. They have been tremendous partners as we continue to grow and scale our business.

Reporting and analytics are still in beta, I believe, and could use a little work, but we are accomplishing what we need by bringing the information into Salesforce.

Improvements to discount workflows were just released and waiting for the leveling workflows.

Overall we are happy!

Quote creation, multiple quote creation, pipeline visibility, deal activity/status, discount approval

The flexibility of the templates and ease of administration. My team prefers we have prebaked templates for our different deal types and RevOps makes it very easy for us to accomplish this. We have a slack channel that connects our team directly with their technical team. Our Account Manager is always SO fast to respond (shout out to Dan, he's the greatest) and they are always willing to answer our questions and work with us.

There's not really anything I dislike about the tool. There are things I wish it had (maybe better template versioning), but honestly any feedback we give to the RevOps team, they either already have something in the works to improve or they put it on their list to fit into their roadmap at some point. I don't have anything negative to say about the tool.

Previously we were working out of word documents for our contract templates, which means version control can spin out of control fast. We were finding there were different versions of our templates everywhere, and reporting on contracts was hard for two reasons: every deal was custom in a sense because all of our templates were out of whack, and none of our data automatically synced into our sfdc fields. We had to depend on our reps to put it in, which gives lots of room for human error or humans just not doing it. Now we have solid template control, we can be confident all contracts are signed on the most up-to-date version, and we're confident all of the correct contract data writes directly back to our CRM. We were also finding that reps were forgetting to re-upload signed contracts into sfdc so finding them all again was a pain as they were mostly in someone's inbox. RevOps uploads a signed version to the opportunity immediately. That's made a huge difference for us.

Scalable, affordable and can handle a large amount of data

Some minor bugs here and there but they are responsive

We are able to build our product library and easily create quotes

Deal desk functionality is super easy. The ability to implement complicated pricing structures automatically is huge. Easy to collaborate with our team.

Sometime we don't get notifications on approvals, but that's rare and often related to reps not @ mentioning someone in a comment.

Complicated contracting process with many manual steps. Lack of oversight and transparency at a leadership level.

Revops.io stands out as a top-notch platform for optimizing revenue operations. Its robust features and intuitive interface have significantly boosted our revenue generation strategies. The ability to unify sales, marketing, and customer success processes under one roof has streamlined our operations and improved collaboration between teams.

One of the standout features of Revops.io is its comprehensive analytics capabilities. The platform empowers us with deep insights into our revenue pipeline, allowing us to identify bottlenecks and areas for improvement. This data-driven approach has been instrumental in making informed decisions and driving revenue growth.

Furthermore, Revops.io's automation features have been a game-changer. Automating routine tasks has freed up valuable time for our teams, enabling them to focus on high-impact activities that drive revenue. The seamless integration with our existing tech stack has made the transition effortless, ensuring a smooth and efficient experience.

In summary, Revops.io is a powerful tool for organizations seeking to optimize their revenue operations. Its analytics prowess and automation capabilities have helped us enhance efficiency, align strategies, and drive revenue growth. If you're looking to supercharge your revenue operations, Revops.io is a stellar choice.

Learning Curve: Some users might find that Revops.io has a steeper learning curve, especially for those not familiar with revenue operations platforms. The complexity and the time it takes to get accustomed to all the features might be a concern for some users.

Cost: Depending on the pricing structure, users might feel that the cost of Revops.io is on the higher side, especially for smaller businesses or startups with limited budgets. The value they perceive may not align with the price they are paying.

Helping send out NDAs and contract proposals for customers

RevOps has been a great tool for us after migrating from PandaDoc. It helps us to achieve two things:

a) Create and edit contracts for multiple entities lightning fast

b) Build the sequential approval processes around it to ensure our business requirements (discounts granted etc. are met)

What I love most about the platform is its term library, you can build out different terms and easily add/remove them to a contract. This makes red-line edits for us mega fast (e.g. logo usage approved by client vs. approved on written renewal). By building out an extensive term library we can make red-line edits pretty self-sufficient for our AEs. A second thing to mention is that you have internal contract collaboration so different stakeholders can comment and discuss red-lines requested, discounts granted, etc.

On top, very impressed with their integration to DocuSign, you don't even need a DocuSign contract, as it comes with their subscription. After introducing revops.io, we also launched a dedicated deal-desk slack channel, and all comments/signature updates/views get synced to that channel, helping to bring transparency to our paper process.

One last thing I want to mention: We had a couple of for us specific feature requests and the team always listened and tried to find a way to squeeze it into their roadmap, we have experienced a very dedicated support level.

The tool is pretty technical, and some features are well-thought-through, but even though I'd say I am a technical person (CRM admin) I struggle to immediately understand all features and how they could benefit us as a company. In my opinion, this holds us back from leveraging the platform even more.

We use RevOps for our internal approval flows, contract red-lining, and collaboration around contracts & MNDAs. It helped us to bring more transparency into our approval flows and thus improved our deal-desk function.

Easier to understand and work with to get better solutions

Its extensive and have features that are not required

Configuring price, quote , order and contract