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How To Avoid The 3 Most Common Obstacles to RevOps Success

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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.

Obstacle #1: There’s No Shared Revenue Strategy

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.

Obstacle #2: Too Much Friction in the Buying Process

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.

Obstacle #3: Disconnect Between Departments

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.

Creating the Connective Tissue for a Better Sales Process

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.

A High-Performing RevOps Team Can Transform A Company’s Sales Strategy

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.

Learn more about Windward Hub and try a free trial today.

Tags Start & End

Tags Can Start & End Anywhere

Appendix B

.NET code for multi-page image output

Appendix A

Java code for multi-page image output

Data Bin Search

The Data Bin can now be searched to find a table, column, node or other piece of data without scrolling through it all.

Shrink to Fit

This will shrink the contents of a cell until it fits the defined cell size.

Time Zone Conversion

A new Windward macro has been added to help with converting dates and times from UTC time to the local time zone.

Image Output Format

New image output formats added.

PostScript Output Format

PostScript, commonly used with printers and printing companies, has been added as an additional output format.

New and Improved Datasets (Designer, Java Engine, .NET Engine)

Datasets have been re-written from scratch to be more powerful and easier to use.

Stored Procedure Wizard (Designer)

This works for all tag types that are connected to a SQL-based data source (Microsoft SQL Server, Oracle, MySQL, or DB2).

Boolean Conditional Wizard (Designer)

Before, conditional statements could only be written manually. Now they can also be built using our intuitive Wizard interface.

Reorganized Ribbon

The ribbon menus have been re-organized and consolidated to improve the report design workflow.

XPath 2.0 as Data Source

Adds various capabilities such as inequalities,descending sort, joins, and other functions.

If you've just discovered us, we're excited. Learn more about Windward document automation software now.

Try Windward with our 14-day free trial and start creating documents in quick time with our low/no code solutions.

SQL Select Debugger

SQL Select  Debugger

  • The look and feel was improved
  • Stored Procedure Wizard
  • Improved Exceptions pane

If you've just discovered us, we're excited. Learn more about Windward document automation software now.

Try Windward with our 14-day free trial and start creating documents in quick time with our low/no code solutions.

Tag Editor/Tag Selector

Added a Query tab as a field for typing or pasting in a select statement

  • Color Coding of Keywords
  • TypeAhead
  • Evaluate is now "Preview"

If you've just discovered us, we're excited. Learn more about Windward document automation software now.

Try Windward with our 14-day free trial and start creating documents in quick time with our low/no code solutions.

Rename a Datasource

All tags using that Data source will be automatically updated with that name.

If you've just discovered us, we're excited. Learn more about Windward document automation software now.

Try Windward with our 14-day free trial and start creating documents in quick time with our low/no code solutions.

Connecting to a Data Source

New single interface to replace 2 separate dialog boxes

If you've just discovered us, we're excited. Learn more about Windward document automation software now.

Try Windward with our 14-day free trial and start creating documents in quick time with our low/no code solutions.

Tag Tree

Displays of all the tags in the template, structured as they are placed in the template. This provides a simple & intuitive way to see the structure of your template. Also provides the capability to go to any tag and/or see the properties of any tag.

Added Javelin into the RESTful Engine

If you've just discovered us, we're excited. Learn more about Windward document automation software now.

Try Windward with our 14-day free trial and start creating documents in quick time with our low/no code solutions.

Support for Google Application Engine Integration

The ability to integrate the Windward Engine into Google’s cloud computing platform for developing and hosting web applications dubbed Google Applications Engine (GAE).

If you've just discovered us, we're excited. Learn more about Windward document automation software now.

Try Windward with our 14-day free trial and start creating documents in quick time with our low/no code solutions.

Additional Refinement for HTML Output

  • Improved indentation for ordered and unordered lists
  • Better handling of template header and footer images
  • Better handling for background images and colors

If you've just discovered us, we're excited. Learn more about Windward document automation software now.

Try Windward with our 14-day free trial and start creating documents in quick time with our low/no code solutions.

Redesigned PDF Output Support

This new  integration will allow for processing of complex scripts and bi-directional  text such as Arabic.  Your PDF output  will be much tighter and more closely match your template, and we’ll be able  to respond rapidly to PDF requests and fixes.

If you've just discovered us, we're excited. Learn more about Windward document automation software now.

Try Windward with our 14-day free trial and start creating documents in quick time with our low/no code solutions.

PowerPoint Support

Includes support for new ForEach and slide break handling, table header row repeat across slide breaks, and native Microsoft support for charts and images.

If you've just discovered us, we're excited. Learn more about Windward document automation software now.

Try Windward with our 14-day free trial and start creating documents in quick time with our low/no code solutions.

Tags are Color Coded

Tags are color coded in the template by type, making it easy to visually identify them.

If you've just discovered us, we're excited. Learn more about Windward document automation software now.

Try Windward with our 14-day free trial and start creating documents in quick time with our low/no code solutions.

Increased Performance

Version 13’s core code has been reworked and optimized to offer a reduced memory footprint, faster PDF generation and full documentation of supported features and limitations in the specifications for DOCX, XLSX and PPTX.

If you've just discovered us, we're excited. Learn more about Windward document automation software now.

Try Windward with our 14-day free trial and start creating documents in quick time with our low/no code solutions.

Advanced Image Properties

Documents can include advanced Word image properties such as shadows, borders, and styles.

If you've just discovered us, we're excited. Learn more about Windward document automation software now.

Try Windward with our 14-day free trial and start creating documents in quick time with our low/no code solutions.

Improved HTML Output

Windward has updated HTML output to reflect changing HTML standards.

If you've just discovered us, we're excited. Learn more about Windward document automation software now.

Try Windward with our 14-day free trial and start creating documents in quick time with our low/no code solutions.

Version 13 New Data Sources

Windward now works with a slew of new datasources: MongoDB, JSON, Cassandra, OData, Salesforce.com

If you've just discovered us, we're excited. Learn more about Windward document automation software now.

Try Windward with our 14-day free trial and start creating documents in quick time with our low/no code solutions.

Generate Code

The Generate Code tool in the designer allows you to open an existing template and, with a click of a button, automatically create a window with the code needed to run your current template with all data sources and variables. Simply copy this code and paste into your application's code in the appropriate place. You now have Windward integrated into your application.

You only need to do this once. You do not do this for each template. Instead, where it has explicit files for the template and output, change that to parameters you pass to this code. Same for the parameters passed to Windward. This example uses explicit values to show you what to substitute in where.

Pivot Tables Adjusted in Output

Any pivot tables in an XLSX template are carried over to the XLSX output. The ranges in the pivot ranges are adjusted to match the generated output. So your final XLSX will have pivot tables set as expected in the generated file.

This makes creating an XLSX workbook with pivot tables trivial.

Imported Template Can be Set to Match the Parent Styles

In an imported sub-template, if its properties for a style (ex. Normal) differ from the parent template's properties for the style, the use in the sub-template can be set to either use the properties in the sub-template, or the properties in the parent.

You set to retain when you don't want the child template's styling to change when imported. You set to use the parent when you want the styling of the imported template to match the styling in the parent.

Any explicit styling is always retained. This only impacts styling set by styles.

Tags can be Placed in Text Boxes

Tags can be placed in text boxes. Including linked text boxes. This gives you the ability to set the text in a textbox from your data.

Tags can be Placed in Shapes & Smart Art

Tags can be placed in shapes & smart art. This gives you the ability to set the text in a shape from your data.

HTML Output Supports Embedded Images

When generating HTML output, the engine can either write bitmaps as distinct files the generate HTML references, or it can embed the images in the HTML providing a single file for the output.

Footnotes & Endnotes can Have Tags

You can place tags in pretty much any part of a template, including in footnotes & endnotes.

Document Locking Supported in DOCX & XLSX

Any parts of a DOCX or XLSX (PowerPoint does not support this) file that are locked in the template, will be locked the same in the output.

Specify Font Substitution

If a font used in the template does not exist on the server generating a report, the font to substitute can be specified.
In addition, if a glyph to be rendered does not exist in the font specified, you can specify the replacement font. This can be set distinctly for European, Bi-Directional, and Far East fonts.

Process Multiple Datasources Simultaneously

If you need this - it's essential. And if you don't need it, it's irrelevant.

Windward enables you to build a document by applying multiple datasources to the template simultaneously. When Windward is merging the data into a template, it processes the template by handling each tag in order, and each tag pulls from different datasources. (As opposed to processing all of one datasource, then processing the next.)

This allows the select tag to use data from another datasource in its select. For example, if you are pulling customer information from one data source, you can then pull data from the sales datasource using the customer ID of the customer presently processing to pull the sales information for that customer. If you're interested in patching together your data from multiple datasources, read this post on our blog.

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