RevOps Pros and Cons

RevOps has totally streamlined our QTC process - we were using systems that weren't totally connected to create quotes and order forms, and everything had to go to approval since we couldn't trust the tools on their own. We've now totally streamlined the creation of orders to RevOps.io - reps and CSMs keep saying how much they prefer this process. It's a few clicks and everything auto-populates for them, and writes back to our CRM, and they can trust the data is accurate. We've managed to automate approval for some of our templates and products. The coding/calculation abilities for SKUs has also been super neat to set up - we were able to move our implementation fee calculator off of a GSheet into RevOps.io. Review collected by and hosted on G2.com.

Would like there to be more flexibility of templates and modules in a drag-and-drop fashion. Also currently limited reporting - would like to see how much we're discounting, how often, on what SKUs, etc. Review collected by and hosted on G2.com.

Ease of Use, Implementaiton, Pricing SKUs, Financial Formulas, Branding, CRM Integration. Review collected by and hosted on G2.com.

Nothing, I have evaluated 5-7 similiar softwares in the market and I have been using RevOps now for over 3 years. Nothing compares in my opinion. Review collected by and hosted on G2.com.

Great support from Dan and the customer success team in getting the platform to do what we needed it to do in terms of price controls. Very intuitive to set up and administer. Delivers strong pricing controls and dynamic approval workflows based on the changes to pricing and terms. Connected smoothly to Hubspot to prepopulate our deal info for each contract, and synced back quickly and accurately. Based on daily usage, we've pushed the CPQ functionality to the brink and come away impressed and satisfied each time. Review collected by and hosted on G2.com.

We'd like additional flexibility with signature line placement for attached agreements, as well as the ability to choose the order in which the order form appears in a document bundle. Additionally, expanded use of rich text instead of markdown text would be appreciated. However, neither of these items detract from the quality of the CPQ experience. Review collected by and hosted on G2.com.

All the benefits of CPQ, but useable and configurable without being a salesforce developer. We've used RevOps since our sales team was 2, and it's easily scaled with us up to 10. We use it daily and are able to relatively seamlessly train both new reps and new administrators as we grow. Review collected by and hosted on G2.com.

My only mild feedback is wishing there was a "diff view" so our dealdesk team could see what reps have changed between iterations of order forms. Review collected by and hosted on G2.com.

Revops.io stands out as a top-notch platform for optimizing revenue operations. Its robust features and intuitive interface have significantly boosted our revenue generation strategies. The ability to unify sales, marketing, and customer success processes under one roof has streamlined our operations and improved collaboration between teams.

One of the standout features of Revops.io is its comprehensive analytics capabilities. The platform empowers us with deep insights into our revenue pipeline, allowing us to identify bottlenecks and areas for improvement. This data-driven approach has been instrumental in making informed decisions and driving revenue growth.

Furthermore, Revops.io's automation features have been a game-changer. Automating routine tasks has freed up valuable time for our teams, enabling them to focus on high-impact activities that drive revenue. The seamless integration with our existing tech stack has made the transition effortless, ensuring a smooth and efficient experience.

In summary, Revops.io is a powerful tool for organizations seeking to optimize their revenue operations. Its analytics prowess and automation capabilities have helped us enhance efficiency, align strategies, and drive revenue growth. If you're looking to supercharge your revenue operations, Revops.io is a stellar choice. Review collected by and hosted on G2.com.

Learning Curve: Some users might find that Revops.io has a steeper learning curve, especially for those not familiar with revenue operations platforms. The complexity and the time it takes to get accustomed to all the features might be a concern for some users.

Cost: Depending on the pricing structure, users might feel that the cost of Revops.io is on the higher side, especially for smaller businesses or startups with limited budgets. The value they perceive may not align with the price they are paying. Review collected by and hosted on G2.com.

RevOps has been a great tool for us after migrating from PandaDoc. It helps us to achieve two things:

a) Create and edit contracts for multiple entities lightning fast

b) Build the sequential approval processes around it to ensure our business requirements (discounts granted etc. are met)

What I love most about the platform is its term library, you can build out different terms and easily add/remove them to a contract. This makes red-line edits for us mega fast (e.g. logo usage approved by client vs. approved on written renewal). By building out an extensive term library we can make red-line edits pretty self-sufficient for our AEs. A second thing to mention is that you have internal contract collaboration so different stakeholders can comment and discuss red-lines requested, discounts granted, etc.

On top, very impressed with their integration to DocuSign, you don't even need a DocuSign contract, as it comes with their subscription. After introducing revops.io, we also launched a dedicated deal-desk slack channel, and all comments/signature updates/views get synced to that channel, helping to bring transparency to our paper process.

One last thing I want to mention: We had a couple of for us specific feature requests and the team always listened and tried to find a way to squeeze it into their roadmap, we have experienced a very dedicated support level. Review collected by and hosted on G2.com.

The tool is pretty technical, and some features are well-thought-through, but even though I'd say I am a technical person (CRM admin) I struggle to immediately understand all features and how they could benefit us as a company. In my opinion, this holds us back from leveraging the platform even more. Review collected by and hosted on G2.com.

Great documentation and straight-forward to setup on your own; Support team is fantastic and is very quick with replies. It was simple and easy to integrate SFDC and RevOps. Sales team uses RevOps on a daily basis to simplify the CPQ process. Review collected by and hosted on G2.com.

Some of the advanced customizations utilize RevOps' specific syntax, so there's a little bit of a learning curve. Review collected by and hosted on G2.com.

RevOps is fliexible and easy to use. We can get reps going in minutes, not hours. The team is also super responsive to feedback and makes changes based on what's best for us and what we need~ Review collected by and hosted on G2.com.

It's a little basic to look at, I always wish we could jazz it up in fonts, colors etc. Review collected by and hosted on G2.com.

I was introduced to Revops.io as we looked for a simple CPQ tool for our Sales teams. Revops.io was very easy to implement and administer internally. With a little initial help from their team, we were up and running in no time.

Prior to Revops.io we were manually reviewing and approving deals. With the growth planned for our team, we did not see this as sustainable.

With implementing auto approval workflows, we have been able to accelerate deal approvals by approximately 20% .

Revops.io has a wonderful and collaborative team. They have been tremendous partners as we continue to grow and scale our business. Review collected by and hosted on G2.com.

Reporting and analytics are still in beta, I believe, and could use a little work, but we are accomplishing what we need by bringing the information into Salesforce.

Improvements to discount workflows were just released and waiting for the leveling workflows.

Overall we are happy! Review collected by and hosted on G2.com.

The flexibility of the templates and ease of administration. My team prefers we have prebaked templates for our different deal types and RevOps makes it very easy for us to accomplish this. We have a slack channel that connects our team directly with their technical team. Our Account Manager is always SO fast to respond (shout out to Dan, he's the greatest) and they are always willing to answer our questions and work with us. Review collected by and hosted on G2.com.

There's not really anything I dislike about the tool. There are things I wish it had (maybe better template versioning), but honestly any feedback we give to the RevOps team, they either already have something in the works to improve or they put it on their list to fit into their roadmap at some point. I don't have anything negative to say about the tool. Review collected by and hosted on G2.com.