Revenue Operations Platforms
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HubSpot Operations Hub (based on technology from the former PieSync that was acquired by HubSpot November 2019) is a two-way contacts integration platform. The vendor emphasizes quick and easy setup automated customer and client data matching and updating between apps.
Mediafly Intelligence360, based on InsightSquared's solution acquired by Mediafly in 2021, is a sales analytics and development platform that also supports demand generation analytics and SaaS reporting. It is designed for providing insights into sales processes, closing rates, pipeline…
ScaleXP provides a comprehensive financial reporting platform for B2B subscription or SaaS companies.
Key features include:
Consolidated SaaS metrics across all countries, business units and reporting entities
Dynamic dashboards built using AI prompts
Ability to build reports using ERP and CRM data, including the ability to link directly to general ledger level detail or sp…
Revenue Grid is an AI Guided Selling platform that nudges sales teams with step-by-step guidance towards actions that bring the best results, shows deals at risk, and prioritizes tactics with the greatest impact.
Guided Selling is a new concept in B2B selling that focuses on the needs and challenges of sales teams. The vendor states their philosophy is to provide step-by-step guidance on each deal reps have in their pipeline a…
Clevenue is a Sales Capacity Planning platform that helps businesses build sales plans in minutes, not months. Combining live data with advanced models, it creates a view of projected revenue far into the distant future, with guidance showing the user who to hire and when.
Clevenue…
People.ai is a revenue intelligence platform for go-to-market teams. The platform promises to help sales, marketing and customer success teams uncover every revenue opportunity from every customer.
Customers include: Lyft, Gainsight, Tanium and Palo Alto Networks. People.ai helps them capture contacts, activity and engage…
Revlitix is a revenue analytics platform helping RevOps Teams to -
Combines Sales, Marketing, SDR performance, and budget data into 1 unified GTM view.
Diagnose Pipeline Bottlenecks Early and Forecast revenue By Teams, Channels, Products, and Industry.
Automate manual audits, save time, and Get More ROI From their C…
Graphiti is a revenue intelligence and business observability platform that aims to empower companies of all industries and sizes to maximize revenue and drive growth through providing visibility into their revenue streams, supporting data-driven decisions.
Graphiti helps revenue leaders and RevOps teams to create optimal go-to-market plans and identify growth opportunities and revenue bottlenecks with its advanced analysis and optimization modules. The platform eliminates the need for manual calculations and d…
SalesSunday is a SaaS-based product that helps companies manage, improve, and gamify their sales and operations, with the goal of making sales and operations fun and interesting. Helps companies build and monitor their SOPS (standard operating procedure), design call scripts in All…
Praction is presented as an automated Chief Revenue Officer, designed to offer comprehensive GTM performance indicators and prescriptive playbooks tailored to any company’s growth strategy.
From pre-sale value assessments to post-sale value realization, Ecosystems is an enterprise cloud platform for quantifying customer value. Out-of-the-box, Ecosystems digitizes and scales the core needs of all stakeholders involved in managing customer value: Sales, Customer Success,…
BoostUp is a Revenue Operations and Intelligence Platform from the company of that name in Santa Clara, designed to drive predictable revenue, 95% or greater forecast accuracy, unified data, and actionable risk insights for a company's pipeline, opportunities, accounts, and renewals.…
Xactly Forecasting enables users to tackle the toughest pipeline challenges and deliver the results that matter to everyone from the CRO to Finance. Xactly Forecasting helps to improve sales and revenue forecasting accuracy using artificial intelligence (AI) and machine learning…
Truly is a software solution used to build AI-Enabled bots that eliminate complex repetitive tasks for reps/managers, reduce manual errors and improve CRM data quality. Its no-code rulesets give out-of-the-box functionality (eg: parse new email body, parse email signature, etc) as…
Troops is a sales pipeline tool that uses artificial intelligence to enable users to configure Salesforce reports, set up notifications and alerts, and search for and edit Salesforce records from within Slack. Examples of companies using Troops include Square, Flexport, Looker, InVision,…
Baremetrics headquartered in San Francisco provides metrics, forecasting, analytics, insights and engagement tools for teams using Stripe, Braintree, Chargify, Recurly, that provides business metrics like MRR, LTV, and subscription Churn.
Clari is a predictive sales analytics and sales forecasting solution from the company of the same name headquartered in Sunnyvale.
RightRev aims to enable businesses to automate revenue recognition for compliance with the latest accounting requirements such as ASC 606 and IFRS 15.
Flexibility is key to staying competitive in ever-changing global markets. RightRev states their goal is to keep pace with the user's business, offering 360° support for subscription, software, hardware, and service-based companies alike. They further state that their system is built for scalability…
SalesDirector.ai is a sales forecasting and coaching tool that uses artificial intelligence to make predictions and recommendations based on combined CRM, Email, Calendaring and call log data.
Databook’s main enterprise intelligence platform helps market teams quickly understand customers.
Humanlinker is a desktop app dedicated to enterprise sales leaders and sales operations, that aims to help them to build the best account based selling strategy. It is presented as a solution that brings together all of the sales stack to boost the productivity of sales teams.
ayeQ helps B2B software companies create a revenue operations discipline to improve growth, helping customers to create the right culture, process, and systems to optimize resources across marketing and sales. The ayeQ platform brings the entire process together to align teams on…
Nue is a quote-to-revenue platform on Salesforce designed to meet the needs of the modern business and configure dynamic pricing. Users can sell on any channel (self-service + direct sales), to expand customer revenue and manage renewals. With Nue, RevOps teams can deploy opportunity-…
VertifyData is a cloud-based integration platform with core integration capacities, including a drag-and-drop interface and real-time synchronization. It also offers over 80 prebuilt connectors and templates, plus customizable integrations for scaling businesses.
German company ChartMogul offers their subscription analytics and revenue recognition application to companies relying on their subscriber base. The application integrates with a number of popular subscription billing services (Stripe, Braintree, Recurly, etc.).
Learn More About Revenue Operations Platforms
What are Revenue Operation Platforms?
Revenue Operation (RevOps) platforms can be thought of as the next evolution of sales forecasting, predictive sales analytics, and marketing analytics software—all rolled into one. These platforms provide businesses with an integrated go-to-market approach that connects sales, marketing, and customer support/success.
Currently, these departments function separately from one another with different processes and operations in many businesses. While sales, marketing, and customer success teams will remain distinct from one another going forward, revenue operations software seeks to help companies align all revenue-driving teams across the business. This enables organizations to make more accurate revenue forecasts and fine-tune their current marketing and sales processes and functions, such as sales performance management and incentive compensation management.
In order to have a unified revenue operations strategy, organizations need to be able to track prospect and customer data throughout the lead and customer lifecycle and visualize how it impacts revenue streams and pipeline across the business. This means the data needs to be centralized, well maintained, and shared across teams.
This is where revenue operation platforms come into play. More specifically, these platforms unify data generated and tracked in marketing operations systems (e.g. CRM and marketing automation platforms), in sales operation platforms (e.g. CRM and sales enablement platforms), and customer success/service operations (e.g. CRM and customer success platforms).
Revenue operations platforms can be used as an organizations’ ‘single source of truth’ that houses all contact information, details about outreach and customer interactions, and can use artificial intelligence capabilities to create revenue forecast models based on this data.
Revenue Operations vs. Sales Operations
There is a large degree of overlap between revenue operations and sales operations, though there are a few key differences. The biggest difference is that sales operations only pertains to sales team activities and aims to make sales processes more efficient and streamlined. Comparatively, revenue operations software seeks to unite sales operations with marketing and customer success operations to better forecast and plan for revenue growth.
The primary goals of these two disciplines are slightly different too, though they are interrelated. Sales operations aims to help reduce friction within the sales process, thereby making sales reps more productive and (ultimately) profitable. Revenue operations, on the other hand, is not as narrowly focused on the sales team. Instead, it aims to grow pipeline and revenue by connecting data and processes across the marketing, sales, and customer service/success departments.
Revenue Operation Platform features
Most revenue operations platforms include the following capabilities:
Contact and activity capture
Sales forecasting
Sales analytics
AI-powered analytics and insights
Revenue reporting and intelligence
Pipeline and revenue dashboard
Account health dashboard
Automated CRM updates
Data aggregation from third-party platforms
Integration with third-party platforms (e.g. CRM, marketing automation, sales enablement platforms)
Revenue Operation Platform Comparison
Before investing in a revenue operations platform, consider these key factors:
- Is your organization prepared for this type of solution? I.e. are marketing operations, sales operations, and customer service operations still siloed within your business? Even if you purchase a state-of-the-art revenue operations platform, you likely won’t be able to fully utilize the platform unless your company leadership is on board with using a unified revenue operations strategy.
- Are there existing tools this platform will be replacing? If so, you should look into the data migration process from your existing platforms to the revenue operation platforms you’re considering. On a related note, make sure the revenue operations solutions you’re considering will integrate with the other essential marketing and sales software you use. This may include your CRM, marketing automation, sales engagement, and customer success platforms.
Pricing Information
Prices can vary depending on the number of users and the range of features included. The cost can range from $25 user/month up to multiple hundreds of dollars per user per month. Most revenue operations platform providers do not openly disclose pricing information on their website. However, they will provide a pricing quote upon request.
Related Categories
Frequently Asked Questions
What do revenue operations platforms do?
What are the best revenue operations platforms?
Revenue operations platforms are the next generation of sales and marketing operations software, combined within one platform. Currently, some of the most popular revenue operations platforms include:
As this is an emerging technology category, we will likely see more growth in the number of revenue operations platforms available in the coming years. To learn more about revenue operations platforms and how they help align the sales, marketing, and customer service functions, see TrustRadius’ software category page.