Revenue operations (RevOps) specialist agents

Keeps the CRM clean, the pipeline honest and marketing and sales working from the same rules. Finds where deals stall and why they are won or lost.

• Hugo, Sales pipeline analyst: Find where deals stall and what to fix first, from your own pipeline export.
• Esther, CRM administrator: A cleaner CRM your team can trust, with every fix listed and sourced.
• Ines, Win-loss analyst: Learn why deals are won, lost or cancelled, and what to change, from your own notes.
• Siddharth, Marketing automation specialist: Lifecycle stages, lead scoring rules and workflow specs for your marketing tool.
• Gregory, Sales territory and quota planner: Fair territories and quotas from your own sales history, with the capacity maths shown.
• Thulani, CRM implementation specialist: A CRM set up around how you sell: stages, fields, views and automations your team uses.

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