Revenue Operations & Intelligence (RO&I) Software Resources
Articles, Glossary Terms, Discussions, and Reports to expand your knowledge on Revenue Operations & Intelligence (RO&I) Software
Resource pages are designed to give you a cross-section of information we have on specific categories. You'll find articles from our experts, feature definitions, discussions from users like you, and reports from industry data.
Revenue Operations & Intelligence (RO&I) Software Articles
The Emerging Market for Revenue Operations and Intelligence Software
Data forms the core of every business decision made today. However, disparate and siloed data disconnect processes, technologies, and people across various go-to-market (GTM) teams. Organizations have realized the importance of aligning their sales, marketing, and customer success teams to work together to utilize available data instead of just focusing on individual team goals. This is where revenue operations & intelligence (RO&I) software enters.
by Blue Bowen
Increased Adoption of Revenue Operations Leads to New G2 Category
Over the last few years, businesses have started to understand that in order to retain customers and drive more predictable revenue, there needs to be better alignment with customer data across departments that are involved with influencing revenue.
by Michael Gigante
Revenue Operations & Intelligence (RO&I) Software Glossary Terms
Revenue Operations & Intelligence (RO&I) Software Discussions
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Question on: Clari
Is it possible to edit a template in-line when using gmail?Sometimes I will notice an error in an email (often a single character that I would like to fix). Is it possible to make a correction to a template without having to find it again on the full Groove website? If not, even a simple "open this template in the Groove editor" would be tremendously helpful. I
Yes!
1. Hit Goove icon
2. Select you template
3. hit the pencil in the top right
4. Done. :)
I am unable to translate this text as it is already in English. If you have text in an unknown language, please provide it for translation.
Refresh and check for updates.
I am unable to translate imperative verbs, so there is no translation needed for this text.
Yes, you can.
Hi Nathan,
Currently it isn’t possible to edit the template directly in-line when you’ve inserted it into a new message, but you can still edit this template within Gmail by selecting the template option from the Groove compose bar and then clicking on the template from your Recent list. Once you’ve selected the template there you can use the pencil icon to make edits to the body of the template. Here's a screenshot showing what that looks like: https://share.getcloudapp.com/d5u0PZQb
The changes you've made to that template won't immediately reflect in your message so you will need to re-insert the template in order to see those, but hopefully this helps to save some time rather than having to go into the Groove app itself to make those changes.
Yep! You can edit a template on the fly, in the email compose window. You can also update and save any edits easily in the compose email window.
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Question on: People.ai
what is the best use of People.AI for sales reps?Hello Mitchel,
Thank you for your question. We have a page dedicated to People.ai's Solutions for Sales on our website (https://people.ai/solutions/sales/). If you want more details or to speak to someone in person let me know and I will arrange it.
Kind regards,
Kathy
0
Question on: Fullcast
Does Fullcast do territory segmentation and planning?My company is in growth mode and we are having a difficult time scaling our territory planning. Can Fullcast help?
Yes! Fullcast is an end-to-end GTM Planning Platform. A core part of the GTM plan are territories. The platform helps you quickly create your annual (or quarterly) territory plan - without spreadsheets. You also save time because the plan is automatically deployed to your CRM. Fullcast also enables you to make run-time changes to your plan. So if you add new sales reps mid-year, you can easily make those territory changes and execute immediately. The Platform keeps all the other run-time GTM functions (e.g., quotas, lead routing) operating in sync, eliminating chaos and keeping your sales team on target.
Revenue Operations & Intelligence (RO&I) Software Reports
Mid-Market Grid® Report for Revenue Operations & Intelligence (RO&I)
Winter 2025
G2 Report: Grid® Report
Grid® Report for Revenue Operations & Intelligence (RO&I)
Winter 2025
G2 Report: Grid® Report
Enterprise Grid® Report for Revenue Operations & Intelligence (RO&I)
Winter 2025
G2 Report: Grid® Report
Momentum Grid® Report for Revenue Operations & Intelligence (RO&I)
Winter 2025
G2 Report: Momentum Grid® Report
Small-Business Grid® Report for Revenue Operations & Intelligence (RO&I)
Winter 2025
G2 Report: Grid® Report
Enterprise Grid® Report for Revenue Operations & Intelligence (RO&I)
Fall 2024
G2 Report: Grid® Report
Small-Business Grid® Report for Revenue Operations & Intelligence (RO&I)
Fall 2024
G2 Report: Grid® Report
Mid-Market Grid® Report for Revenue Operations & Intelligence (RO&I)
Fall 2024
G2 Report: Grid® Report
Grid® Report for Revenue Operations & Intelligence (RO&I)
Fall 2024
G2 Report: Grid® Report
Momentum Grid® Report for Revenue Operations & Intelligence (RO&I)
Fall 2024
G2 Report: Momentum Grid® Report