Revenue Operations Platforms

Best Revenue Operations Platforms include:

People.ai, Troops, ChartMogul, SalesDirector.ai, and Baremetrics.

Revenue Operations Platforms Overview

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:

  1. 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.
  2. 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.


Revenue Operations Products

(1-13 of 13) Sorted by Most Reviews

InsightSquared Sales Analytics

InsightSquared Sales Analytics 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 and revenue forecasts, calculating KPIs, and market…

Clari

Clari is a predictive sales analytics and sales forecasting solution from the company of the same name headquartered in Sunnyvale.

People.ai

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…

Troops

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,…

ChartMogul

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.).

SalesDirector.ai

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.

Baremetrics

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.

InsightSquared Marketing Analytics

InsightSquared Marketing Analytics provides details on marketing performance and sales handoffs, including demand generation, marketing attribution to measure impact of marketing efforts on sales pipeline, web and email marketing performance, and related analytics.

Sugar Discover (formerly Corvana)

Sugar Discover is a revenue and customer analytics tool based on the Corvana analytics tool acquired by SugarCRM in 2019. It aims to makes it fast and easy to extract insights from Sugar data. With it, the vendor says users can track and analyze meaningful and actionable metrics,…

Varicent Lead to Revenue

Varicent Lead to Revenue (formerly FunnelCake, acquired October 2020) is a Revenue Operations Platform designed to help customers drive growth across sales, marketing, and customer success. From lead to revenue, Varicent Lead to Revenue aims to enhance the CRM ecosystem to improve…

ProfitWell

ProfitWell headquartered in Boston offers revenue operations products designed to reduce churn, optimize pricing, and give users accurate, free revenue reporting, including a free service that provides subscription metrics.

Outreach Commit (formerly Canopy.io)

Outreach Commit is a revenue operations and sales forecasting software solution based on the Canopy.io solution, which Outreach acquired in October 2021.

Xceedance Operations Management

Xceedance provides technology supporting insurance operations, which capabilities extending across submissions management, document management, billing and collections, renewal management, and other support (e.g. communications).

Frequently Asked Questions

What do revenue operations platforms do?

Revenue operations platforms help organizations align their sales, marketing, and customer service/success departments to produce more accurate revenue forecasts. These products unite lead and customer data collected in third-party systems like CRMs, marketing automation platforms, and sales enablement software to provide teams with a comprehensive picture of pipeline and overall revenue growth.

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.

What’s the difference between revenue operations and sales operations?

Revenue operations is similar to sales operations in that it aims to provide insight into how sales teams can become more efficient, productive, and profitable. However, the big difference between the two is that sales operations is primarily focused on sales team processes and functions, while revenue operations looks at marketing, sales, and customer service processes and data in a comprehensive way.

How much does revenue operations software cost?

Customers can expect to pay anywhere between $25 per user per month up to a few hundred dollars per user per month for revenue operations platforms. Prices vary widely based on the number of users and the range of features the platform includes. A majority of revenue operations vendors do not publicly disclose pricing information on their websites but will provide more information upon request.