RevOps Overview

RevOps is a comprehensive deal desk platform that B2B sales teams use to create accurate and fast quotes, reduce manual errors in the sales process, and simplify complex pricing models. It’s designed to handle complex quoting scenarios typical in the SaaS and technology sectors, including recurring, tiered, and usage-based pricing models, multi-tiered discounting, ramp deals, and guided selling processes. On top of that, contract management and renewal capabilities make RevOps a one-stop shop for handling the entire customer lifecycle. RevOps Deal Desk helps businesses close deals faster, reduce contract errors, and maintain financial transparency by automating and optimizing these processes.

The platform is particularly valuable to RevOps and Sales Ops leaders, enabling them to build scalable, efficient deal desk operations. Key features include customizable templates for various sales agreements, a powerful approvals engine, and seamless integrations with popular CRMs. It also integrates with collaboration tools, subscription management platforms, e-signature tools, and team workspaces to create a connected and efficient sales ecosystem. Tailored features and advanced quoting capabilities don’t just speed up the SaaS sales process. They guarantee accuracy and consistency across all your sales workflows.

RevOps is a “revenue acceleration platform” that streamlines pricing calculations, quoting, and contracting processes for modern sales teams. It’s designed for the SaaS sales process, which includes recurring billing, multi-tiered discounts, usage-based pricing models, and quotes with multiple fixed- and variable-rate line items.

Its core capabilities include:

• Customizable templates
• Simplified SKU management
• Flexible pricing models
• Collaborative deal-making
• Sandbox Mode for testing configurations
• Built-in e-signature
• Seamless integrations
• Revenue and financial insights

Customizable templates: In the easy-to-use Agreement Builder, reps can create and save customized sales agreement templates to streamline the deal creation process. Admins can add pre-approved blocks SKUs and terms that reps can add to deals. They can even clone an existing template to iterate and test multiple configurations without wasting time.

Simplified SKU management: The SKU Creation Wizard offers a step-by-step guide for different configuration options and an in-depth tour for SKUs with advanced tiered and metered pricing. SKUs work with various pricing structures and date formats. Whether it’s an annual SKU with fixed dates, an overage SKU with custom dates, or other configurations, RevOps has you covered.

Flexible pricing models: RevOps supports a variety of pricing models, including usage-based, tiered, and ramped pricing, allowing businesses to tailor their pricing strategies to customers’ specific needs. It also supports ramp schedules, co-terming, true-ups, minimum commitments, and upsells/cross-sells.

Collaborative deal-making: Features for deal collaboration, including @ mentions and section tagging, allow team members to work together efficiently, ensuring that all necessary inputs are captured and approved. Members of the deal desk can make comments, get feedback, and make changes (with role-based permissions) to contracts without leaving the platform.

Sandbox Mode for testing configurations: RevOps offers a sandbox environment where startups can test and experiment with different deal configurations, pricing models, and approval workflows without affecting live data. This feature allows startups to refine their processes and strategies in a risk-free setting before rolling out changes to their sales teams.

Built-in e-signature: Without the need for third-party software, your team can send a finalized quote to the customer. It’s guided and interactive, so they can click, sign, and send it back to you with no hassle whatsoever. The platform automatically stores signed documents for future reference.

Seamless integrations: RevOps integrates natively with Salesforce Sales Cloud and HubSpot CRM. It also integrates with Stripe for billing and subscription management, Slack for notifications and team collaboration, DocuSign for e-signature workflows, and Google Workspace to automatically manage all your RevOps users.

Revenue and financial insights: The software automatically generates financial insights such as ARR and ASC-606-compliant revenue recognition data. That way, you always have transparency and accuracy in financial reporting.

For RevOps and Sales Ops leaders, there are significant advantages to using RevOps. The most notable are:

• Pricing guardrails protect profit margins and deal desk guardrails define who can edit which fields on sales agreements
• Seamless quoting for complex SaaS products, corresponding services, and pricing structures
• Interactive quote building, approval, and signature for a dramatically better selling and buying experience
• Faster deal closure with higher win rates and better customer retention
• Increased accuracy, consistency, and compliance in sales contracts
• Improved visibility into the sales pipeline and more accurate revenue forecasting
• Reduced quote-to-cash cycle time and increased productivity for sales reps and the deal desk team
• Automated data cleaning and syncing to ensure top-quality data in CRM, 100% of the time

RevOps is designed to solve the complexities of selling SaaS and corresponding services to different types of customers in various industries. Here’s how it caters to businesses of different sizes across the SaaS industry:

SaaS startups

Flexible deal structuring: RevOps allows startups to easily manage complex pricing structures and terms, including the ability to create, customize, and save templates for various types of sales agreements. This flexibility helps startups adapt quickly to market changes and customer needs without getting bogged down in administrative details.

Dynamic ramp schedules: RevOps provides dynamic ramp schedules, allowing startups to set up flexible payment plans and adjust commitments over time. That way, you can manage your cash flow more effectively by tailoring payment terms to align with faster customer growth and startup revenue cycles.

Finance operations automation: The platform includes built-in functionality for automatic subscription revenue recognition and financial insights, including ASC-606 compliance. This feature helps startups maintain accurate financial records and comply with accounting standards, which is challenging for smaller SaaS companies with limited finance and accounting resources.

Enterprise SaaS vendors

Automated approvals engine: Whenever a quote exceeds a specific threshold or requires an exception, RevOps automates the quote approval process by routing it to the appropriate members of the Sales Ops or deal desk team. This streamlines and accelerates the deal desk’s review process, which is complicated and bureaucratic at the enterprise level.

Advanced contract management: RevOps allows enterprise SaaS vendors to manage and store all essential sales documents — such as quotes, proposals, and contracts — in the cloud. That way, only authorized personnel can access and edit these documents, streamlining the process of modifying contracts for upgrades or renewals without starting from scratch each time.

Support for multiple pricing models: Enterprise SaaS companies often use a variety of pricing models beyond standard subscriptions. RevOps lets reps quote customers for subscriptions, setup or implementation fees, and usage-based fees all in one quote. It’s easy for customers to understand what they’re getting, and there’s a seamless handoff with billing.

Salesforce Sales Cloud and HubSpot CRM users

Native CRM integration: RevOps integrates natively with both Salesforce and HubSpot, allowing users to manage and create deals directly within their CRM platforms. This ensures all deal data remains consistent and up-to-date across systems, reducing the need for manual data entry and minimizing errors.

Custom mappings and data import: The platform supports custom data mappings, enabling users to import products, line items, and customer information, including multiple addresses and contacts, directly from their CRM. Relevant data from CRM is always synchronized and easily accessible within RevOps.

Real-time document generation: Users can generate and send quotes, proposals, NDAs, MSAs, order forms, contracts, and more through CRM. Redlining and DocX generation. features are also available to ensure consistency and accuracy in sales documents. Reps can even attach other agreements to RevOps Quotes.

RevOps offers three pricing tiers designed to cater to different business needs and scales. Here is a breakdown of each tier and what they entail:

Starter

Price: $49.00 per template per month

Features:

• Unlimited deal creation and signing
• Real-time quoting with a built-in pricing calculator
• Up to 10 users
• Ability to create various agreements like MNDAs and MSAs
• e-Sign up to 10 agreements per month per template
• Add one business profile with limited custom branding

Scale

Price: $59.00 per user per month

Features:

• Robust guardrails and approval workflows for a scalable deal process
• Access to user roles, teams, and permissions
• Flexibility in handling complex pricing
• Up to 5 workflows
• Unlimited QuickSign e-Signatures
• Unlimited templates
• Support for up to 3 business profiles with full custom branding

Enterprise

Price: $75.00 per user per month

Features:

• Ability to add an unlimited number of business profiles with full custom branding
• Custom on-boarding and integrations
• Custom pricing options
• Access to early feature releases
• Unlimited templates and workflows
• Unlimited QuickSign and DocuSign e-Signatures
• NET 30 terms available
• Concierge support with priority feature requests

While RevOps is a great solution for SaaS quoting, it isn’t the only option out there for businesses looking to streamline their sales process.

Here are a few of its competitors and alternative options:

Salesforce CPQ

While businesses using RevOps benefit from its native integration with Salesforce, they may also want to consider Salesforce CPQ. The native quoting tool within Sales Cloud offers advanced pricing and quoting capabilities within the familiar Salesforce interface. It takes a more tradtional approach to quoting, making it a good fit for a wider range of companies, including those in IT services, computer software, and manufacturing. Use RevOps if you need a highly flexible solution with rapid implementation and minimal IT involvement. Use Salesforce CPQ if you’re already heavily invested in the Salesforce ecosystem and require seamless integration with Salesforce CRM, especially if your business involves complex configurations or your system requires custom coding.

DealHub CPQ

DealHub CPQ is a comprehensive configure, price, quote platform designed to streamline the quoting process for sales teams. It includes features like guided selling, digital sales rooms, contract management, subscription management, and billing to support complex SaaS sales operations. Known for its no-code setup, it’s ideal for small to medium-sized businesses and enterprises looking for a scalable solution that simplifies the quoting process while supporting complex pricing models and integrations with major CRMs. Compared to RevOps.io, DealHub’s platform is more extensive. Since it supports sales/buyer engagement, contract lifecycle management, subscription billing, and additional features like sales playbooks, it’s the better solution for a business looking for an all-in-one product suite that drives revenue.

Subskribe

If you already use a different CPQ, you may want to try Subskribe as an alternative to switching vendors. Subskribe works by integrating with your existing CPQ solution and adding subscription billing, usage-based pricing, revenue recognition, and term management features with enterprise-grade scalability. One of its biggest differentiators is its powerful analytics engine, which gives insights into your cost structure, price optimization, sales performance, recurring revenue growth, and subscriber churn. It also integrates with many of the same tools as RevOps (e.g., DocuSign, HubSpot, Slack, Stripe), making it a viable alternative for those using a tech stack similar to that supported by RevOps.io.

Andrew Parker

Andrew is a professional copywriter with expertise in creating content focused on business-to-business (B2B) software. He conducts research and produces articles that provide valuable insights and information to his readers.

RevOps Overview

• 1Why this product is good
• 2Product Details
• 3What are the advantages of using RevOps?
• 4What industries are best suited for this solution?
• 5Prices
• 6Is there anyone else out there?
• 7FAQs