EOY RevOps Planning? Read this.

Gabriel Marechal

8/3/20261 min read

EOY RevOps Planning? Read this.

End-of-year planning is kicking off, and RevOps leaders are once again stuck in the same loop: do we renew, buy, or build yet another tool - or finally fix the systems we already have?

And for a function like RevOps, there’s been an explosion of new standalone platforms that promise the clear and easily accessible revenue reporting of their dreams.

But is a stand-alone platform for revenue reporting the best option for RevOps teams?

Because I’d argue a siloed platform is somewhat antithetical to the RevOps function at its core: to be the oil in the engine of the buyer journey / sales-to-cash process, while helping departments work together more efficiently.

I see similar issues with Customer Success-specific platforms. Yes, there may be some features regarding tracking engagement or renewals that are useful for CS teams, but at the end of the day they are subject to whatever info can be pulled from a central CRM.

This means lots of hopping back and forth between platforms, missing information leading to incorrect strategy and more integrations and tweaking to try to pull all the relevant information.

RevOps is about streamlining organizations so that all departments can work holistically and that means any tools targeted to that audience should function similarly.

Let this be the year you dedicate some time and effort fixing and optimizing the 𝐜𝐮𝐫𝐫𝐞𝐧𝐭 systems and (particularly for Salesforce users worried about security), a focus on natively-built solutions that help with core functions.

It might not be as flashy as the hot new AI tool but it’s the foundational work that will actually move the needle on your RevOps strategy.

Just something to keep in mind before that next GTM meeting…

ForecaaS Software

The Recurring Revenue Specialists for Salesforce

Questions?