Marketing Ops & Revenue Ops Automation
Reclaim Your Time and Improve
The average revenue ops professional spends 40% of their time each week on manual tasks. It's time to break free from the processes that are holding you and your team back.
Amplify productivity by automating your marketing ops & revenue ops processes
Marketing and revenue operations teams are under constant pressure to deliver results with accuracy and efficiency. Unfortunately, most MOps & RevOps teams are entrenched in time-consuming manual processes that are prone to human error and difficult to scale.
Our marketing and revenue ops automation services are designed to help these teams streamline their workflows, eliminate repetitive tasks and effectively manage marketing, sales and customer success activities.
Services We Provide
Workflow Automation: Simplify and standardize manual or semi-manual processes to improve efficiency.
Marketing & Revenue Technology Integration: Connect your tools and platforms for seamless data sharing, campaign execution and revenue tracking.
Campaign Management & Sales Process Automation: Automate multi-channel campaigns, lead nurturing and revenue forecasting.
Data Management Automation - Ensure accurate data collection, cleansing and reporting with less effort.
Custom Solutions - Every organization is unique and our team can design automation strategies that align with your goals and challenges.
RevOps Use Cases
- Lead Routing – Assign leads to the right reps based on complex criteria like geo, industry or behavior.
- Deal Management – Surface account intel at different stages to keep deals moving forward.
- Forecasting & Reporting – Generate proactive alerts when revenue forecasts deviate from expectations.
- CPQ – Streamline contract approvals, invoicing and payment tracking for faster revenue recognition.
- Customer Lifecycle Management – Automate onboarding, QBRs, renewals and upsells.
Marketing Ops Use Cases
- Campaigns & Assets – Streamline marketing asset and campaign creation workflows across platforms.
- Data Management – Automate list uploads and data quality to maintain accurate customer data.
- Event & Webinars – Accelerate event setup time and streamline post-event communications.
- Performance Reporting – Deliver report summaries to stakeholders and flag issues in real-time.
- Content Personalization – Easily personalize content at scale with data from multiple sources.
Benefits of Automation
Save Time and Resources
Reduce the hours spent on manual, repetitive tasks such as data entry, lead scoring, campaign setup.
Improve Data Accuracy
Ensure data integrity, consistent execution and adherence to brand guidelines across marketing and revenue ops.
Scale Your Efforts
Scale campaigns, workflows, sales processes and reporting without adding additional personnel or resources.
Enhance Team Collaboration
Improve cross-functional collaboration by reducing bottlenecks and ensuring team members are on the same page.
Gain Actionable Insights
Create a unified view of campaign performance and revenue metrics in order to make informed decisions.
Increase ROI
Run more efficient campaigns, optimize revenue processes and reduce operational costs in sales and marketing.
Start Streamlining Your Marketing and Revenue Ops
Schedule a consultation and discover how to eliminate inefficiencies and unlock new levels of productivity. Together we can build a smarter, faster and more effective future for your marketing and revenue operations teams.