Everything You Need to Know About Gross Revenue Retention RevOps 10 min In a world where every organization is looking to acquire new customers, an often overlooked source of revenue is – Revenue Retention. Revenue made by retaining customers is the lifeblood of a successful organization. Retained customers often have higher lifetime value, reflecting their satisfaction and loyalty. Satisfied customers also contribute to a positive brand image and word-of-mouth referrals, giving companies a competitive edge.    Moreover, long-term customer relationships offer opportunities for cross-selling and upselling, while their feedback helps businesses refine and enhance their products and services, ultimately driving sustained growth and success. Revenue retention is pivotal for companies because it signifies the ability to sustain existing customer relationships and, consequently, maintain a stable revenue flow. Retaining customers not only lowers customer acquisition costs but also bolsters long-term profitability and growth.  To measure the revenue for retained customers, companies often use a metric called Gross Revenue Retention (GRR).    What is GRR? Gross Revenue Retention refers to a business’s capacity to keep its current customers. When a business successfully holds onto its customers, it maintains its revenue. In more straightforward terms, Gross Revenue Retention is the percentage of customers a business manages to keep at their current pricing or contract value. It stands as a pivotal customer retention metric for subscription-based companies and those operating in the SaaS industry. The comprehension and monitoring of GRR enable them to assess the overall efficiency of their customer retention tactics. The significance of Gross Revenue Retention goes beyond customer retention; it also functions as a gauge for prospective investors who consider this ratio when assessing a company’s investment suitability. How to Calculate GRR The Gross Revenue Retention rate formula measures the percentage of current customers retained over a specific timeframe. You can determine it using the following GRR formula: In this equation, MRR start represents the Monthly Recurring Revenue at the beginning of the month. This figure represents the recurring revenue at the outset of any period for which we want to compute the Gross Revenue Retention. Churn signifies the decline in revenue resulting from customers canceling their subscription or terminating their contract with the company. It represents a total revenue loss. Contraction, on the other hand, denotes the reduction in revenue caused by customers switching to a less expensive subscription plan. It entails a partial revenue loss since the customer’s revenue has decreased, but the revenue stream is not completely terminated. Let’s consider a quick example to calculate GRR for company XYZ, using the following financial figures: – Monthly Recurring Revenue: $15,000 – New Sales: $2,000 – Upselling to existing customers: $2,000 – Customer Attrition (Churn): $1,000 – Customer Downgrades: $1,000 By using Gross Revenue Retention rate formula: GRR = (15,000 – (1,000 + 1,000)) / 15,000 GRR = (15,000 – 2,000) / 15,000 GRR = 13,000 / 15,000 GRR = 0.8667 (rounded to 2 decimal places) GRR = 86.67% As mentioned earlier, the calculations do not include new sales and upselling. After this calculation, we find that XYZ SaaS company has a GRR of 86.67%, indicating that it successfully retained 86.67% of its revenue from existing customers. Apart from GRR, another popular metric used by organizations to measure revenue retention is NRR.  What is NRR? Net Revenue Retention (NRR) is a customer retention metric that assesses a company’s ability to grow its revenue from existing customers. It considers the revenue generated from current customers while considering any losses due to churn, contraction, or downgrades. NRR provides insight into the overall health of a company’s customer base and its effectiveness in retaining customers and expanding revenue from those customers through upselling or cross-selling. The formula for calculating NRR is as follows: A positive NRR value indicates that a company is retaining its existing customers and increasing revenue from them. Conversely, a negative NRR suggests that losses from customer churn, contraction, and downgrades are outpacing revenue growth from the existing customer base. Gross Revenue Retention vs Net Revenue Retention Gross Revenue Retention (GRR) and Net Revenue Retention (NRR) are two important financial indicators that underscore a company’s capacity to hold onto customers and sustain its revenue. The key difference between GRR vs. NRR centers around whether expansion revenue is considered. GRR concentrates solely on revenue derived from current customers without factoring in any supplementary income stemming from upsells, cross-sells, or upgrades. This metric offers insights into your company’s ability to maintain its fundamental revenue streams over time. The greater the proximity of GRR to 100%, the more favorable the situation. However, this is contingent on the size of the customer base. Small and medium-sized businesses (SMBs) tend to experience higher churn rates and lower retention figures. Conversely, NRR considers retained customer revenue while also incorporating growth-related activities, like opportunities for upselling and cross-selling to existing clients. NRR presents a more holistic view of your company’s overall retention performance. NRR serves as a useful tool for business owners and stakeholders to assess the business’s expansion. It functions as a growth indicator, offering insights into the effectiveness of cross-selling and upselling strategies. An NRR value greater than 100% signifies growth, while NRR at 100% denotes a static business. When NRR is below 100%, it indicates a decline. According to advisor Dave Kellogg, a solid median NRR for private companies stands at 104%. It’s important to emphasize that NRR exclusively considers existing customers. To gain a comprehensive understanding of the business’s performance, it’s advisable to combine NRR with other metrics. Now that we have understood the difference between Gross Revenue Retention vs Net Revenue Retention, let’s understand the importance of tracking GRR for companies.  Importance of GRR As mentioned before, Gross Revenue Retention serves as a stability gauge for SaaS companies, revealing the initial revenue at the start of a period and how much has been eroded by the end. SaaS firms monitor GRR to gauge how strongly customers have either severed ties with or weakened their connections to the company. A higher customer loss may signal potential problems with

Top 4 CRM AI Use Cases RevOps 10 min 91% of companies with more than 11 employees use Customer Relationship Management (CRM). However, only 12% of them actually use an AI-powered CRM tool! A lot of users believe that AI in CRM is still in the future and the current processes don’t require automation. But is this the case? What is an AI-powered CRM, and what are its use cases? Can businesses realize real benefit by using AI in their CRM? If so, what are the processes they can automate? We discuss all this, and a lot more in this detailed blog post. Read on. What is AI in CRM? CRM manages and maintains relationships with customers, prospects, and other business contacts. AI in CRM refers to integrating AI technologies into CRM software and processes to enhance customer interactions and improve business outcomes. AI in CRM enables businesses to analyze vast amounts of customer data, predict customer behavior, automate tasks, and personalize customer experiences. It empowers companies to deliver more targeted marketing, provide proactive customer support, and make data-driven decisions, ultimately leading to better customer satisfaction and increased sales. Why is AI required in CRM in 2025? In the modern business world, organizations require AI due to the following reasons: 1. Increasing unstructured data As the number of transactions grows, so does the volume of customer data. While this presents an opportunity for businesses to gain deeper insights into their customers, it also poses the challenge of managing and extracting relevant information from the predominantly unstructured data. However, AI tools offer a solution by converting unstructured data, which accounts for approximately 90% of the total data, into structured data, enabling businesses to leverage valuable information effectively. 2. Complex processes and relationships In addition to the expanding data volume, the rise in transactions leads to more intricate business processes and relationships. This complexity hinders a clear understanding of company relationships and accurate analysis of customer patterns. According to Xant, sales representatives spend over half of their time within CRM attempting to manage tasks more efficiently. AI technology presents a solution to this challenge by automating many of these tasks and providing valuable insights. By understanding customer sentiments, businesses can promptly address issues, improve their offerings, and enhance overall customer satisfaction. Benefits of AI-powered CRM Let’s have a detailed look at the benefits of AI-powered CRM. 1. Clean CRM data AI can help you achieve comprehensive contact lists for each account in your CRM by extracting them from your representatives’ email inboxes, calendars, and Zoom meetings. You can precisely categorize Account contacts and Opportunity Contact Roles (OCR) based on their engagement and relevance to ongoing Opportunities. AI can also automatically enhance each contact with updated job titles and phone numbers that remain up-to-date whenever changes occur. 2. Qualified pipeline Detect the absence of pre-engaged contacts or leads within the CRM. Conduct campaigns targeting GDPR-compliant contacts to expand the pipeline and expedite sales cycles, and identify contact roles to enhance targeted outreach efforts. 3. Tech Stack Audit Deep dive into the existing tools that your company is using. Identify all redundancies, and find opportunities to streamline the entire tech stack. i. Map Out Tools Compile a list of all tools used by teams, noting their purpose and how they work with the CRM. ii. Evaluate Use and Cost Determine if tools are actively used or if there are duplicates. Look for cost-saving opportunities by consolidating tools when possible.   3. Supercharged ABM You can recover inactive and lost deals and impact ongoing opportunities by employing Account-based Marketing (ABM) campaigns with current first-party buyer contacts directly sourced from sellers’ email inboxes and calendars. Increase funnel conversions by precisely targeting buyers through deep insights into buyer engagement within high-priority accounts, their buying roles, and the current sales stage of each account. 4. Data analysis and insights AI can allow you to process and analyze vast amounts of customer data to identify patterns, trends, and customer preferences, allowing businesses to make data-driven decisions. 5. Predictive analytics AI algorithms can predict customer behavior, such as identifying potential churn or predicting purchase intent, helping businesses proactively address customer needs. 6. Sentiment analysis AI can analyze customer sentiments from various sources, such as social media and surveys, helping companies understand customer satisfaction levels and identify potential issues. 7. Lead scoring and nurturing Assess and prioritize leads based on their likelihood to convert, optimizing sales efforts and increasing conversion rates. 8. Personalization AI Customer Relationship Management (CRM) systems have the capacity to customize customer engagements through the examination of valuable customer information like previous buying patterns, online activities, and demographic details. Subsequently, this data can be utilized to personalize marketing communications, suggest products, and facilitate customer support interactions, catering to the distinctive requirements and preferences of each individual customer. 9. Chatbots Chatbots can deliver immediate customer support, thereby enhancing response times. These chatbots are capable of addressing common inquiries, offering product suggestions, and handling uncomplicated transactions. Consequently, this expedites the overall process and allows human agents to concentrate on more intricate and demanding matters. 10. Omnichannel presence AI-driven CRMs have the capability to deliver smooth and uninterrupted customer support through various communication channels, including email, social media, chat, and phone. This enables customers to interact with businesses through their preferred means, leading to enhanced engagement and satisfaction. 11. Sales forecasting and performance analysis CRM can analyze historical sales data, market trends, and external factors to predict future sales performance accurately. This enables businesses to make informed decisions, allocate resources efficiently, and set realistic sales targets for their teams. 12. Churn Prediction and Customer Retention AI can analyze customer behavior and historical data to predict the likelihood of customer churn. By identifying potential churn risks, businesses can implement targeted retention strategies to reduce customer attrition and improve loyalty.  With so many benefits, it is no wonder that businesses use AI-powered CRM for various business use cases. Let’s have a look at some of them:    https://www.youtube.com/watch?v=j8-8i1LNk3k&t=624s Top AI CRM Use Cases By analyzing

How to Stop Your Reps From Dreading CRM Data Entry RevOps 10 min CRM adoption. Two words which are enough to run a chill down a revenue leader’s spine. Less than 40% of companies have full-scale adoption of a CRM. Why?  The #1 challenge while adopting or working with a CRM is data entry leading to an even bigger problem of CRM failures. No wonder, 23% of people say that manual data entry is one of the major barriers of beginning to use a CRM or the challenges of using one regularly. This is where the revenue leaders must jump in to ensure that CRM usage is not seen as a punishment, but rather as a valuable tool that eases their sales reps’ day-to-day lives. Don’t know where to start? Fret not!  In this article, we will address the pain points of your reps while dealing with CRM data entry and how you can stop them from dreading it. In the end, we will also be sharing a tool that can take away all the data entry fatigue.     https://www.youtube.com/watch?v=8zM0jwDaP88&t=3671s Reps Dread CRM Data Entry No prizes for guessing that reps HATE CRM data entry. Yet they are inundated time and again to spend time on this manual task. Rather than helping them sell more. RevOps tech stack expert Don Otvos outlines his approach to getting rid of the data entry fear. But before we solve it for you, let’s discuss why the CRM dashboard instills dread in the minds of reps using it. 1. Disconnect from selling  When reps spend a major chunk of time punching data into the CRM system, they may feel disconnected from the core purpose of their job, which is – to sell and build relationships with customers.  Engaging in data entry tasks can pull them away from actively interacting with potential clients, leading to frustration and a sense of detachment from their primary sales goals. 2. Perceived lack of value Some reps may struggle to see the direct benefits of data entry in their day-to-day selling activities. They might question whether the time and effort invested in feeding information into the CRM actually contribute to closing deals.  This perception can make data entry feel like a mundane and non-rewarding task, resulting in reluctance and disinterest. 3. Time-consuming & tedious nature  Manual data entry is quite frustrating as its repetitive and time-consuming which further requires careful attention to detail.  Reps end up spending a significant time of their workday typing in information, updating records, and managing records which can be mentally draining and lead to reduced job satisfaction. Instead, reps prefer to invest their time & energy in more impactful sales-related activities. CRM data entry bogs down your sales as 35% of salespeople are spending over an hour a day on data entry work eating up the time they should be spending on selling. 4. Increased workload Sales reps have the most demanding schedules and on top of their schedules comes the dreadful CRM data entry.  It can feel like an additional burden creating a sense of overwhelm, as reps need to balance their selling responsibilities with the admin task of maintaining accurate and updated CRM records. 5. Data privacy concerns Dealing with customer data requires a high level of responsibility and discretion. Reps may worry about the potential consequences of mishandling sensitive customer information or accidentally sharing confidential data with unauthorized individuals.  These concerns add to the stress and anxiety of the data entry process, as reps are always trying to maintain data privacy and adhere to relevant regulations.   https://www.youtube.com/watch?v=Nhp3R9b-a5s&t=1s 5 Ways to Stop your Reps from Dreading CRM Data Entry RevOps can make things easier for the reps by deploying tools and streamlining processes. We will discuss these in detail now.  1. Simplify the data entry process & use automation The first and foremost thing to do for getting rid of the reps’ fear is to make things easy for them. How? One word – automation.  By automating data entry processes, you can relieve the burden on your sales reps. The automation tools work quietly in the background, eliminating the need for reps to manually input data saving them 8+ hours of time every week.  As Don Otvos aptly puts it,  Additionally, you may use tools that are compatible with mobile devices allowing reps to update information on the go, further easing the data entry burden. 2. Incorporate voice-to-text and AI assistants Typing lengthy notes and updates can be a time-consuming task for sales reps. You may deploy voice-to-text functionality, to enable reps to dictate their interactions, follow-ups, and insights directly into the CRM.  AI-powered assistants can transcribe voice inputs accurately and categorize them appropriately, ensuring data integrity while saving valuable time for your sales team. 3. Integration with sales tools Make sure you integrate the CRM with other sales tools to improve the data entry completeness by eliminating duplicate efforts and ensuring a holistic view of customer interactions.  For instance, when a sales rep schedules a meeting in their calendar, the CRM should automatically update the relevant contact’s record with the appointment details.  Similarly, integrate email clients so that reps can easily log email interactions and track correspondence history within the CRM. 4. Real-time alerts To prevent data entry tasks from piling up and becoming overwhelming, implement real-time alerts and notifications.  Notify reps about essential tasks, follow-ups, or deadlines through the CRM. With timely reminders, sales reps can promptly act on essential tasks preventing any lapses in customer communication.  For instance, Nektar Buzz pushes the right insights to the right people at the right time. The sights are directly sent to Slack or Teams so that sales teams can be alerted about deals in real-time without adopting yet another dashboard.  5. Showcase the value of CRM data Communicate the importance of accurate and timely CRM data to your sales team. Regularly share success stories and use case scenarios that illustrate how leveraging CRM data has directly contributed to closing deals, understanding customer needs, and creating tailored sales strategies.  By demonstrating the tangible benefits of data entry,

10 Ways to Improve Sales Efficiency in 2025 RevOps 10 min In every business, strategies are crafted, deals are made, and profits are pursued,  But there exists a hidden force that can make or break a business’ journey toward success.  Efficiency. That’s right!  Efficiency in business is like the wind beneath the wings of a soaring eagle, pushing it to new heights with minimal effort.  To be precise, efficiency is the ability to achieve maximum output with minimal wasted resources, time, or effort.  And within sales, efficiency is a pretty important aspect of a healthy sales pipeline. It is the guiding star that illuminates the way to increased revenue, more conversions, and sustainable growth.  In this blog, we will delve into the impact of sales efficiency, actionable insights to boost it, calculation methods, and the metrics you need to track. Let’s get started with the basics.  What is Sales Efficiency? Sales efficiency refers to the ability of a sales team/rep to generate better results with the least amount of resources, time, and effort.  It is about finding ways to simplify and optimize every stage of the sales cycle, from lead generation and prospecting to qualification, presentation, negotiation, and closing.  That doesn’t mean your reps have to constantly make more calls or send more emails. Instead, they must focus on high-quality leads, prioritize activities that have better ROI, and eliminate unnecessary steps without hampering sales success. In a nutshell, sales efficiency is about focusing on the right activities, with the right people, at the right time. But, isn’t this sales effectiveness?  Definitely not! Read on. Sales Efficiency vs. Sales Effectiveness Businesses often use sales efficiency and sales effectiveness interchangeably. While they are closely related, they focus on different aspects of the sales process.  Sales efficiency is working optimally towards achieving the sales goals while sales effectiveness is more about setting the right goals and making sure progress is made in that direction.  Think of the concept of sales efficiency as a car’s speed, while sales effectiveness is the destination the car is trying to reach. Sales efficiency involves optimizing the car’s speed, fuel, and minimizing stops, allowing it to reach its destination faster and with less cost.  In contrast, sales effectiveness is all about choosing the right route, navigating through traffic, and making necessary adjustments to ensure the car reaches its desired destination. Sales effectiveness is the quality of the actions, while efficiency is the speed of the actions. Julie Thomas, President and CEO at Value Selling Associates To achieve success in sales, it’s essential to prioritize both efficiency and effectiveness.  Neglecting efficiency could result in a sales team struggling to achieve its goals within the required timeframe. Meanwhile, ignoring effectiveness could lead to a lot of effort being put in without making any progress toward the right goals. Enough of pessimism! Let’s shift our perspective to how sales efficiency can positively impact your business outcomes.  How Does Sales Efficiency Boost Revenue? Sales efficiency can indeed make a significant difference in the success and growth of a business. Here are some ways in which sales efficiency can have a positive impact: 1. Resource optimization Sales efficiency plays an integral role in optimizing resources within the sales function. By identifying areas of inefficiency and eliminating low-impact activities, businesses can allocate their resources effectively.  This includes streamlining sales processes, automating routine tasks, and leveraging tech to introduce productivity in processes. It also helps to identify the most effective sales channels and optimize human resources by aligning suitable responsibilities with the reps’ skill sets. Optimal resource allocation helps businesses create a lean and effective sales operation. 2. Identify improvement areas & refine sales performance As a company strives for sales efficiency, it carries out a thorough evaluation of its sales processes and team performance, exposing multiple areas for improvement and growth opportunities. By analyzing data and metrics, companies are able to pinpoint bottlenecks, inefficiencies, and areas of underperformance. This then allows them to correct measures for increasing productivity, optimizing workflows, and eliminating blockers.  3. Improved customer experience Sales efficiency goes beyond just closing deals; it also focuses on delivering an exceptional customer experience throughout the sales journey.  Efficient sales processes ensure that every interaction with customers is meaningful, valuable, and tailored to their specific requirements, leading to higher customer satisfaction, retention, and ultimately, efficient growth. Eric Welsh, Director of RevOps at Demostack defines efficient growth as “every team in a go-to-market function working towards the same objective.” Check out his full conversation with us below.   https://www.youtube.com/watch?v=BQL_wSyj9mE&t=716s 4. Improved sales forecasting Sales efficiency empowers businesses to improve their sales forecasting capabilities as well. With streamlined processes, data analysis, historical trends, and market insights, businesses can collect relevant data points consistently and promptly, facilitating more accurate sales forecasting.  This enables them to allocate resources effectively, set realistic targets, and make informed business decisions. 5. Adaptability to market changes Sales efficiency equips businesses with the agility and flexibility to adapt to dynamic market conditions.  By continuously monitoring market trends, customer behavior, and competitor activities, companies can proactively adjust their sales strategies and approaches. This allows them to seize emerging opportunities and overcome challenges.  Efficient sales processes also help them to quickly respond to changing customer needs, competitive landscape, and tech advancements, ensuring sustained growth.  Measuring Sales Efficiency Measuring sales efficiency is a must for businesses to assess their performance and identify areas where improvement is needed.  One commonly used formula to measure sales efficiency is: Sales Efficiency = (Revenue / Sales & Marketing Costs) x 100 This formula calculates the ratio of revenue generated to the costs incurred in sales and marketing activities. It provides a quantitative measure of how effectively a company is utilizing its resources to generate revenue.  A higher sales efficiency ratio indicates that the business is generating more revenue relative to its sales and marketing costs, suggesting a more efficient and effective sales operations. Now, you may want to ask – what is a good sales efficiency ratio? A high sales efficiency ratio generally indicates a strong sales performance,

A Guide to Outreach Salesforce Integration RevOps 10 min For sales and marketing professionals, managing and nurturing leads and prospects is a critical function that can make or break a deal. Salesforce and Outreach, two powerful tools in their own right, have emerged as game-changers in this regard.  Outreach is a unified sales engagement platform that facilitates your sales opportunities and improves productivity. It has a wide range of applications, from intelligent sales automation to buyer sentiment analysis, and it does much more. On the other hand, Salesforce is the number one Customer Relationship Management(CRM) platform that leverages your marketing, sales, IT, and other services. When you connect Outreach to Salesforce, their benefits get multiplied. This integration creates a synergy that supercharges your sales and marketing efforts, allowing you to take a more holistic approach to customer relationship management. In this blog, you will be introduced to Salesforce and Outreach, along with their key features. Following this, you will get to know the purpose behind Salesforce Outreach Integration, their connection requirements, and the steps involved in establishing these connections. What is Salesforce Integration?  Salesforce integration refers to connecting Salesforce with other software applications or systems to enable seamless data sharing and communication between them. Integration is essential for businesses because it allows them to streamline their operations, improve efficiency, and provide a unified view of customer data across different departments and systems. Integrating Salesforce with Outreach is a strategic move for many sales and marketing teams seeking to supercharge their outreach efforts. When integrated with Salesforce, Outreach gains access to Salesforce’s rich customer data, enabling sales teams to personalize outreach efforts with up-to-date information. This integration allows for seamless lead and contact synchronization, real-time activity tracking, and automated task creation, significantly improving efficiency in managing sales workflows.  The integration between Outreach and Salesforce generates and modifies records in both systems, subsequently harmonizing the two platforms to maintain identical information. Depending on their workflow, users can employ Outreach or Salesforce as their primary front-end application. This integration allows users to engage in both inbound and outbound activities, facilitating strategic communication with Leads, Contacts, and Accounts. Moreover, it empowers organizations to maintain a cohesive view of their sales pipeline, ensuring that sales and marketing teams are aligned and can effectively nurture leads and drive conversions. Purpose of Outreach Salesforce Integration By utilizing Outreach, you can monitor your entire sales pipeline, extract more insightful data, and achieve a more comprehensive understanding of revenue attribution across all your activities. Salesforce stands out as a top-tier CRM platform renowned for its exceptional features and capabilities. When you establish a connection between Outreach and Salesforce, the advantages of both platforms are mutually shared, enhancing work quality. The integration of Salesforce and Outreach enables seamless record creation and updates on both platforms. Depending on your workflow preferences post-integration, you can use Outreach or Salesforce as your primary front-end application. This flexibility allows you to significantly improve your Inbound and Outbound strategies through well-planned communication with your Accounts, Contacts, and Leads. Integrating Outreach with Salesforce offers several benefits for sales and marketing teams, including: 1. Streamlined workflow The integration eliminates manual data entry by syncing prospect and customer information between Outreach and Salesforce. This streamlines workflow, reduces data duplication, and saves time for your sales and marketing teams. 2. Improved data accuracy By keeping data consistent across both platforms, the integration enhances data accuracy and minimizes errors, leading to more reliable insights and decision-making. 3. Enhanced lead management Sales teams can efficiently manage leads, contacts, and opportunities within Salesforce and engage with them through Outreach, ensuring that no potential lead falls through the cracks. 4. Personalized outreach Sales reps can personalize outreach efforts using up-to-date information from Salesforce, such as lead status, interactions, and historical data, leading to more effective communication and higher conversion rates. 5. Automated tasks Outreach can automatically create tasks and reminders based on Salesforce data, ensuring that follow-ups and important actions are never missed. 6. Advanced reporting Integrating the two platforms allows for comprehensive reporting and analytics, providing insights into outreach performance, lead conversions, and campaign effectiveness. 7. Sales productivity Reps can work within their preferred platform (Outreach or Salesforce) while benefiting from seamless data exchange, reducing context-switching and increasing productivity. 8. Account-based marketing (ABM) With synchronized data, marketing teams can run more targeted ABM campaigns, aligning their efforts with sales strategies to engage high-value accounts effectively. 9. Sales cadences Outreach offers customizable sales cadences for email sequences, calls, and follow-ups, allowing reps to automate and optimize their outreach strategies within Salesforce. 10. Scalability As your business grows, the integration scales with you, accommodating larger prospect and customer databases and supporting your evolving sales and marketing needs. Integrating Salesforce with Outreach enhances efficiency by automating many manual tasks, such as data entry and lead nurturing. This not only saves valuable time but also reduces the risk of errors. It also provides a 360-degree view of prospect and customer interactions by syncing data between the two platforms, enabling teams to make more informed decisions and deliver personalized outreach. Steps in Outreach Salesforce Integration Now that we have looked at the benefits of Outreach Salesforce integration let’s go through the steps and requirements for the merger: 1. Outreach requirements To establish a connection between Outreach and Salesforce, several prerequisites need to be met: As an Outreach User, you must hold the Admin role within the Outreach Platform to access the plugin settings for establishing connections. To facilitate communication and synchronization with Salesforce, REST API calls are essential. It’s important to note that REST API calls are accessible exclusively in the Enterprise and Unlimited editions, and they are not available in the Professional Edition. In the case of the Salesforce Professional Edition, it’s necessary to procure API Call Bundles and acquire Web API Packages to meet the requirements for integration. 2. Salesforce requirements To establish a connection between Salesforce and Outreach, these conditions must be met: As a Salesforce User, you should possess knowledge of the procedures for creating, modifying, and removing

7 Elements of a Successful Deal Review RevOps 10 min Knowing the in-and-out of deals will make your revenue generation predictable. With a deal review, you can know what’s going on in your pipeline, pivot wherever necessary and get ahead of risks. But it’s easier said than done. Most deal reviews end up being futile exercises. Instead of being organized sessions that empower your reps to sell better, they end up being unplanned, ad-hoc sessions that add little to no value to your sales team. The result? Inaccurate revenue forecasts, missed targets, and a dip in rep morale.  With the right strategy, you can use your next deal review to unlock your revenue potential. And most importantly – help your reps win more. This guide covers details on how you can use a deal review to your advantage. What is a Deal Review? A deal review is a meeting between a sales manager and a sales rep about the deals in a rep’s pipeline. Sales managers and reps review engagements with accounts. The aim is to determine the probability of closing specific deals. For deals that are stuck, next-best actions are agreed upon. The primary purpose of a deal review is to help the sales person develop sales strategies to win a deal. It focuses on a myriad of factors for sales reps to help customers reach a confident buying decision. If done right, deal reviews can be a game changer for sales execution. They can usher in a culture of consistent improvement across the organization. And help sales teams deliver exceptional results.  A well-structured deal review process clarifies sales issues and uncovers reasons why a prospect might not buy, as well as assists the sales team in removing roadblocks and accelerating the opportunity.  Deal review sessions are sometimes viewed as inspection or even micromanagement by sales leaders by many vendors. But they are very important if the company wants to grow in the right direction. Aseem Kishore, CEO, AKInternetconsulting.com Why Do You Need Deal Reviews? The pandemic-induced move to virtual selling has made selling harder than ever. 40% of companies failed to meet their quota in 2021. 93% of sales reps are experiencing significant challenges with virtual selling. Sales people are only spending one-third of their time talking to prospects. It’s a crucial time for leaders to help reps navigate this complex environment and win more deals. Deal review is that tool leaders can use to address these challenges. Here are some top advantages of deal reviews. 1. Identify risks and opportunities Deal reviews enable sales teams to bring the most effective deals to the forefront. An effective deal review can warn your sales teams of deal risks early on. With the right information, reps can act fast and influence the outcome of the deal to their advantage. Sales teams can focus on deals that are most likely to close. This prevents wastage of time and energy on deals that are probably not even real. Focusing on the right deals translates to better productivity and higher win rates. 2. Align with cross-functional teams An effective deal review throws light on why some deals are stuck due to a lack of collaboration. For example, a manager might see that a rep is not going beyond the demo stage. To help add more value to the demo, the rep can take help from a solution engineer for insights. Or the marketing team can help with some collateral. The product team can help with a better understanding of your feature differentiation. Working together can help sell more. A deal review can enable such cross-functional collaborations. Customer-facing teams can support each other and work towards common goals. 3. Increase rep accountability Each deal review finishes with a list of activities for the rep to do. A regular follow-up on those activities through deal reviews makes reps more accountable. Depending on what the rep has to do next to close the deal, progress can be tracked. This regular overview makes reps more aware of their own actions. It pushes them to do their best to close the deal. 4. Gain executive support Executive deal reviews present an opportunity for reps to seek support from leadership to help them close a top deal. This can include leveraging executive connections with a champion of an account. Or provide sponsorship to close a high priority deal. Reps can leverage the expertise and network of their executives to strengthen the deal. Executives can also bring in a new perspective into approaching the deal. For example, your rep might find that the champion of the deal went to the same business school as your CEO. Reps can use an executive deal review as an opportunity to leverage this connection and take advantage of it. 5. Develop sales reps Deal reviews tell managers where reps are lacking. By knowing the areas reps need help with, managers can get straight to the point and develop reps in 1-1 sessions. Knowing where to coach on reduces time wastage and leads to action that pushes deals forward. With more action-oriented coaching, sales reps keep getting better at selling. This has a multiplier effect on win rates and revenue generated. For example, a deal review can inform a manager that the rep has not followed up with a prospect in over 30 days. The manager can focus on telling the rep to follow-up, and coach on the best ways to reach out to the prospect that might have gone cold.  A successful deal review should be able to validate and bring in more clarity to certain key areas. Are we solving the customer problem or helping them achieve their goals with our approach or product? Are we interacting with the right set of stakeholders? Have we understood the key concerns and objections? Are we prepared to handle them?Are we good on the pricing as well as the model? Is the implementation timeline good enough?In short, a good deal review should increase the chance of winning by helping to handle customer

Don’t overpay for People.ai, get these 10 instead RevOps 10 min Data-driven decision-making reigns supreme today for any modern sales team. And revenue intelligence solutions have emerged as essential tools for them to stay competitive and achieve their sales targets. People.ai has garnered attention as a comprehensive platform that harnesses AI to enhance revenue operations.  However, in the pursuit of optimizing their revenue strategies, prudent sales teams recognize the importance of exploring People AI alternatives that align more precisely with their specific requirements. This article looks at the best alternatives to People.ai to understand the diverse options that will help you enhance efficiency in your sales operations. What is PeopleAI? People.ai has established itself as a prominent player in sales operations . It has gained widespread recognition for its expertise in guiding enterprise sales teams toward optimal pipeline growth and revenue generation strategies. People.ai’s enterprise revenue intelligence platform is a strategic tool for organizations striving to navigate intricate sales cycles efficiently. Fueled by its proprietary AI technology, People.ai empowers sales teams to engage discerningly with critical stakeholders within targeted accounts. The platform takes a methodical approach that expedites sales cycles and positions businesses to secure high-value deals. Embedded within this approach is an acute awareness of the fundamental role of interpersonal connections in driving successful transactions. Top PeopleAI Alternatives Here are ten People AI alternatives you should consider for your business. 1. Nektar.ai Nektar is a top-tier People AI alternative focusing on revenue operations and intelligence. A cohesive contact and activity capture system, Nektar’s primary commitment revolves around maintaining CRM data integrity and cleanliness. Nektar’s driving force is seamless aggregation and proficient management of contact interactions and activities. They contribute to a comprehensive vantage point for revenue intelligence.  The systematic approach lays the foundation for organizational workflows for enhanced efficiency. Furthermore, Nektar offers an unobstructed perspective into the intricacies of revenue generation processes. The unwavering dedication to preserving CRM integrity and ensuring data hygiene solidifies Nektar’s role as an indispensable revenue intelligence platform. Key features: Actionable pipeline visibility Accurate, complete CRM data and reporting Account-based selling Targeting untapped revenue opportunities 2. Setsail Setsail is a pioneering player in sales optimization. It offers a comprehensive solution that empowers organizations to discern the winning selling behaviors propelling revenue growth. Meticulously monitoring the activities of sales representatives, deals, and accounts helps Setsail equip you with the insights necessary to maintain a competitive edge.  A cutting-edge revenue intelligence solution, it goes beyond mere sales activity tracking. It provides the means to gauge the alignment of reps’ actions with strategic objectives. With Setsail, integrating revenue intelligence into the sales process becomes a transformative step. It lets you stay informed about your sales team’s performance and ensure that suitable activities are pursued for optimal results. Key features: Analyze top reps’ activities Track behaviors that drive revenue for your business. Data-backed signals to identify prosperous areas in your sales process 3. Einstein Activity Capture (EAC) EAC introduces a fluid solution that harmonizes data interchange between Salesforce and email and calendar applications. It guarantees data precision and up-to-the-moment relevance. The tool effectively establishes a live linkage between essential platforms of your sales operations.  The intricacies of data management are effectively alleviated by EAC, allowing your sales team the liberty to channel its energies toward sales activities of greater strategic significance. This tool’s advanced data synchronization capabilities empower you to allocate your attention to pursuits contributing to revenue enhancement. Key features: Captures email and events from Microsoft or Google account  Adds events to the activity timeline of Salesforce records Captures contact data for email insights 4. MatchMyEmail MatchMyEmail is a dedicated tool working with a mission to enhance the efficiency of Salesforce users. It enables users to maximize productivity and accomplish more extraordinary feats within their designated time frames. Their offerings are a catalyst in liberating employees from the burdensome manual chore of selecting and logging customer communications into the Salesforce system. The underlying strength of automation lies at the core of this software. It effectively eradicates the time-consuming tasks associated with data entry. The dynamic feature empowers Sales professionals to redirect their efforts toward more value-driven endeavors. Seamlessly ingrained within the Salesforce framework, the platform also harmonizes the process of capturing pivotal customer interactions. Key features: Ensures accurate email and calendar data Permanently stores email and calendar data Compatible with any email client and host. 5. RevenueGrid RevenueGrid presents multifaceted capabilities that grant your sales teams an unparalleled edge. Pioneering the domain of sales strategies, Revenue Grid offers many advantages, like 360-degree pipeline visibility. This unique feature positions your team with the precision required to navigate intricate sales terrains seamlessly. Beyond this, the platform’s prowess extends to recalibrating sales forecasting accuracy. Facilitating strategic decision-making rooted in dependable insights allows Revenue Grid to empower your team to chart its course with heightened certainty. Furthermore, the platform imparts a transformative impetus to revenue teams bolstered by an unwavering dedication to elevating peak performance.  Key features: 360-degree pipeline visibility Actual and forecasted revenue match up Revenue signals to improve the sales process 6. Clari Capture Clari Capture unlocks the latent potential for revenue performance optimization across organizational echelons. It unveils dynamic tools engineered to ignite growth trajectories and catalyze tangible sales outcomes. Sales teams can harvest actionable insights and execute decisions grounded in informed acumen. Clari Capture allows you to bridge the gap between revenue generation and strategic decision-making effectively. Key features: Reduced administration time with automated data Real-time coaching in revenue-critical moments Enhanced forecasting accuracy for revenue precision 7. Collectivei Collectivei‘s platform harnesses the potency of AI-driven insights and provides an avenue for precise forecasting and assessing opportunity odds. This unique capability empowers sales professionals to refine their strategic focus rapidly. The platform automates activity and contact inputs into CRMs and associated tools. Collectivei addresses the challenge of unforeseen oversights by seamlessly integrating collaboration tools that enhance the buyer experience. Key features: AI-generated forecasting and opportunity odds Automated activity and contact input into CRM Transparency to remove unexpected misses with collaboration tools 8. Linkpoint LinkPoint catalyzes

Watch Out for These 8 Types of Dirty Data in Your CRM in 2024 RevOps 10 min One of the most significant sources of business cost is dirty data – a towering $13 million on average, per year.  And it’s not just the financial impact.  With dirty data, your reps have difficulty tracking the lead’s source. They lose precious time and face the brunt of lower productivity. Not only this, it also causes resource disruptions, failed communication (both internal and external), and wasted marketing expenditures.  In contrast, high-quality data is key to a solid revenue operations function. Accessible and relevant data can help leaders gain timely and actionable insights, streamline processes, and make informed business decisions.  Since dirty data has a devastating influence on business – a sobering understatement – it’s critical to understand what it is, how it affects business, and how you can deal with it. What is Dirty Data? While data is essential to every organization, not all of it adds value to your business. One bad apple that ruins the whole marketing and sales basket is dirty data.  As much as 74% of organizations admit they need to improve data management to avoid competitive and financial disadvantages. In essence, dirty data is inaccurate information that disrupts a company’s database and impacts key functions like GTM, segmentation, personalization, lead scoring, prospecting, and ideal customer profile planning, among others. The result? Poor business decisions, inefficiencies, missed opportunities, and reputational damage.  And that’s not it. Poor data quality hits organizations where it hurts the most – on average, $15 million per year in losses.  Dirty data enters the CRM mainly through manual data recording, human error, poor inter-departmental coordination, or third-party integrations. To guarantee that every lead touchpoint is exceptional, you need to understand different types of dirty data and how to clean it. Types of Dirty Data in your CRM While dirty data comes in many forms, we’ve clubbed them under 8 categories. Let’s take a look below. 1. Duplicate Data Duplicate data is the most common type of dirty data. Repetitive leads, accounts, and contacts are just a few data points unintentionally shared with other records in the CRM. Although carbon copy duplicates are the simplest to identify and remove, partial duplicates – which are occasionally the result of human error – cause more significant issues. Duplicate data can lead to skewed analysis, inefficient workflows, overloaded storage systems, inaccurate data recovery, ineffective personalization, and repetitive customer communication. For instance, each account receives or expects a tailored interaction when it comes to ABM. If you have the same prospect listed three times in your database and repeatedly send them the same email, the prospect may feel that your campaign is automated and not personalized. It only frustrates the prospect, lowering the chances of conversion. How to clean Duplicate Data? In the current scenario, where businesses deal with enormous amounts of data daily, manual data cleansing is insufficient. Besides, manual cleaning doesn’t always get rid of partial duplicates. Invest in an automation platform that detects and cleans up data and merges or deletes duplicates. Additionally, it can sort and integrate duplicate data using criteria unique to your company. 2. Insecure Data Driven by data expansion, security regulations have transformed the marketing landscape. In parallel, significant privacy issues have disrupted consumer-firm relationships, prompting changes in both regulatory interventions and people’s privacy-protective behaviours. Important privacy and data security laws, such as GDPR and CCPA, are now in place. Data that is non-compliant with these laws, or insecure data, can attract steep financial penalties. For instance, a user may have previously provided their data without consenting to your data sharing and privacy policy. This kind of insecure data can result in serious repercussions. Today’s business environment is growing more and more consumer-focused, and digital consent, opt-ins, and privacy notifications are becoming the new standard. Being compliant with these rules becomes practically impossible without good CRM hygiene. And let’s not forget the negative impact on brand reputation. Giants like Amazon and WhatsApp have already paid hefty fines totalling more than $800 million and $270 million, respectively, for alleged GDPR non-compliance while battling public criticism. How to clean Insecure Data? Having a clean database can directly contribute to complying with data privacy laws. Best practices to clean insecure data include deleting unusable and insecure records from your CRM, merging duplicates for more up-to-date information, consolidating your data stack and automating the lead-to-account linking process, and hosting your CRM on legally compliant cloud software. 3. Outdated Data Would an old report from five years ago help your business make intelligent decisions? Data that seems significant today might no longer be relevant tomorrow. Analytics based on outdated data is like traveling with the wrong GPS Data only to drive over a ledge. Consider this. A website user fills out a form to get your resource. They turn into a prospect during the following months and interact with your company more, subscribing to newsletters and responding to emails. However, your CRM isn’t updated with this information. Therefore, the content you provide them is still geared toward a fresh lead rather than one already being nurtured. It limits their ability to proceed further down the funnel toward becoming customers. Other reasons for outdated data could be job changes, organizational reorganizations or mergers, and antiquated software systems that can’t keep up with the rapid rate of technological advancement. How to clean Outdated Data? The best way to get rid of outdated data is to purge and cleanse data before migrating it or integrating new systems. Another thing is to determine the critical period for your business. Delete any data in the system from before. While manual cleansing can take days or weeks, automation can finish this task for you in a matter of hours. So, switch to an automated tool. 4. Incomplete Data If a record is missing essential elements to process the incoming data before sales and marketing take action, it’s considered incomplete. Data gaps make the job of sales reps significantly harder. Unfortunately, incomplete data issues are pretty