While “Remote Work” definitely emerged as 2020’s hottest new business trend, there was another less-showy business trend bubbling just below the surface.
Revenue Operations, or RevOps for short, has been around for a few years, but the strategy is really having its moment. According to LeanData’s “The State of Revenue Operations” report shows that between 2018 and 2019, there was an 80% increase in companies with a Revenue Operations group.
What is it? Simply put, the role of Revenue Operations is to ensure that the goals and activities of the three departments which typically drive revenue — sales, marketing, and customer service — are all synchronized and integrated.
Sounds easy, right? Not so much. We’ve found that companies who miss their revenue goals tend to do so by stepping into the very same three patches of quicksand. As it happens, these patches are ones that Windward Hub can help teams sail right over.
Everyone knows a go-to-market team is only as good as their go-to-market playbook. The thing is, go-to-market strategies have become infinitely more complex, with a large number of tactical elements combined with greater complexity in buying behavior.
To counteract this, RevOps teams need to have a clear, cohesive strategy that incorporates the complexities and leverages technologies to support them.
A great product launch playbook must be equal parts comprehensive, repeatable, creative, and collaborative.
The entire focus of a RevOps group is to reduce friction so your revenue teams (marketing, sales, customer service) can work as effortlessly and efficiently as possible. Things like automation, clear processes, and integrated technologies help reduce that friction for internal teams and for buyers and customers.
We have found that without a clear sales process and systems in place, sales reps are more likely to “go rogue” and do their own thing which may cause problems and confusion. That’s why we made Windward Hub so easy to use. No coding is required, so users can easily drag and drop to follow the process and create approved templates.
Hub allows RevOps teams to make and manage templates for the recurring documents like proposals, quotes, and contracts. And, it enables sales to merge those templates with data from multiple data sources like your CRM platform and internal data sources. It also streamlines production and improves collaboration. Windward Hub puts all your document automation in one place for easy management and use across your entire revenue process.
RevOps’ failure is more likely to happen to organizations whose people, processes, and technologies remain largely siloed and disconnected. Lots of companies suffer from using a fragmented approach. They use multiple disconnected data systems and go-to-market motions across siloed teams operating without orchestration.
Seamless integration like Windward Hub offers allows systems to talk to one another, share data, and give teams the exact info they need when they need it. Ultimately, this integration speeds up the process, delights customers, and brings in more revenue.
A single company-wide solution is needed for the marketing department’s proposals, quotes and contracts from sales, and agreement renewals, and other documents from customer success. A solution must also be flexible enough to allow a team to populate templates with data from multiple data sources.
With an effective strategy, smooth sales enablement, and the right technologies in place, companies can operate more efficiently and resiliently and meet their revenue growth goals.
Windward Hub’s tools provide a smooth and consistent sales process critical for business growth. Teams can easily use Hub to create proposals, quotes, and contract templates.
The dynamic template that runs Hub lets your team incorporate data from any source. Your sales folks will be able to close deals faster with quick and easy auto-generated proposals, quotes and contracts.
Establishing a compliant document distribution process will help you reduce risks, and avoid mistakes and gaps in account history. Hub empowers teams to easily share and store documents in a centralized account view within your existing CRM.
Have you ever been to a large family reunion? The kind where you’re meeting far-flung branches of relatives for the very first time? They may have the same last name as you, they may have the same CHIN as you, but until you meet that day—you are utter strangers.
Enter the volleyball tournament and the rib cook-off. After spending an entire day relaxing, eating, and having fun with your new-to-you Great Aunt Judy, you now have a frame of reference to grow your connection. The email chain that goes around about the next family reunion won’t be nearly so scary or off-putting. You’ll all remember fondly how Cousin Len ruined the rib sauce with vinegar and how brazenly Granny McGee cheated at horseshoes.
Most large companies are essentially groups of people and processes that have never had a family reunion. Everything feels foreign, everything is disconnected, everyone feels a little awkward. There is no connective tissue. Sharing a document automation system that is easy to use, is like throwing a week-long family reunion. It makes it that much easier to work together and work toward the same goal.
Windward Hub is a comprehensive, hosted solution teams can use to generate, manage, and share all of their documents with the click of a button. Hub provides streamlined production of contracts, proposals, sales collateral, insurance policies, loan documents, pharma reports, and much more.
Windward Hub connects seamlessly to more than 1800 applications. Moreover, It works with the tools your team already uses such as Salesforce, Microsoft Dynamics, HubSpot, and other ERPs & CRMs.
Because we achieve this robust performance without using code, the process of documenting becomes much less time-consuming and expensive. At the end of the day, you want to run your business in the most efficient way possible. To do so, you need flexible, proactive individuals on a team that works across your company. You also need to equip those individuals with the power to easily generate documentation for processes.
Windward Hub lets your people automate the creation of complex documents from dynamic data and quickly spin them into incredibly beautiful layouts.
The Windward Hub platform is designed to make your experience frustration-free from start to finish. You don't have to be an IT professional. You can integrate it into any application to generate complex documents from dynamic data in one click. No other solution is as quick to implement.