The ultimate RevOps buyer’s guide: Boost revenue and simplify operations

If your teams are still working in silos in 2024, there’s a better way.

Revenue operations (RevOps) breaks down barriers and aligns cross-functional teams, such as sales and marketing, to streamline revenue-driving processes. By optimizing these functions, RevOps boosts efficiency, accelerates growth, and helps generate more revenue.

“The Revenue Operations team unites sales, marketing, and customer service to foster predictable revenue growth through operational excellence and a unified data strategy,” Kristin Keefer, Senior Sales Operations Manager at Doc, says. “It’s that kind of nucleus to building the strategic framework for any revenue-facing motions or activities in a centralized way.”

Here’s the bottom line; RevOps teams drive real results.

Top B2B tech companies are reporting the following benefits from centralizing efforts through RevOps:

10% to 20% increase in sales productivity
10% increase in lead acceptance
30% reduction in GTM expenses

Wondering how your company stacks up? Discover how many organizations have seen these gains in our complete guide.

But RevOps isn’t just about aligning your sales and marketing teams—it’s about using the right tools to optimize revenue-driving processes.

Did you know that organizations aligning people, processes, and tech across teams saw 36% more revenue growth and up to 28% more profitability?

By adding the most valuable software to your RevOps tech stack, you can enhance team performance, improve productivity, and drive faster, more measurable growth.

In this RevOps software buying guide, we’ll explore document management and proposal solutions to help you maximize your team’s performance to drive more revenue.

RevOps responsibilities and functions

By integrating sales, marketing, customer success, and finance, RevOps enables cross-functional teams to work collaboratively across the entire revenue cycle.

“RevOps has brought about unifying and optimizing different facets of revenue,” Kristin says. “So sales productivity, customer success, and demand generation strategies like lead generation. It’s that unification of the different facets of go-to-market, but under a centralized org so that everyone’s communicating, we’re all on the same page, and we’re building unified roadmaps together. It’s like a forcing function to have better cross-functional collaboration across your go-to-market teams.”

Sales enablement

The average sales rep spends less than half (30%) of their time actually selling. They spend the majority of their time prospecting, researching, and performing administrative tasks of their time actually selling. They spend the majority of their time prospecting, researching, and performing administrative tasks.

Learn how top RevOps teams are turning this around by freeing up their reps to focus on closing deals in this free eBook.

Pipeline management

RevOps optimizes the sales funnel by tracking key metrics and analyzing lead sources. By centralizing sales data, RevOps ensures sales and marketing are aligned to move qualified leads through the sales process.

CPQ processes

RevOps oversees CPQ processes and lead handoffs between teams to ensure no opportunities are lost.

CRM administration

RevOps maintains data quality and ensures the CRM integrates with the tools team members are using.

Rethink your day-to-day: Addressing RevOps challenges

RevOps teams face several challenges, especially related to document management, workflow automation, analytics, and CPQ.

Document management: Without an efficient system, team members can’t access the assets they need, leading to wasted time, miscommunication, and slower response times.

Find out which tools help keep everyone organized and on track, from document storage to version control.

Automation: Workflow automation minimizes manual processes, boosting accuracy and freeing time for high-priority tasks.
CPQ: Without an effective CPQ tool, sales reps struggle to generate fast, accurate quotes for complex products. Streamlining this process could significantly improve quote accuracy and response times.

Discover which RevOps tools can streamline these tasks to ensure teams perform at their peak.

Document management and proposal software key features

Adding tools to an already full tech stack requires proper planning and consideration. You want to choose tools that add the most value and work well with the systems your team is already using.

In our guide, get a checklist of essential features to look for, such as:

Document creation and editing: With customizable templates, pre-designed themes, and pre-defined fields, teams ensure that every document adheres to the correct format, branding, and legal requirements.
Integrations: Find out which document management software integrates seamlessly with CRM, marketing automation, and sales tools.
API access: Discover the benefits of API in document management, including automated workflows and data accuracy.

Key criteria when choosing a solution

Adding a new tool to your tech stack isn’t a one-and-done decision; it’s about much more than just the features. Consider onboarding, data migration, pricing models, support, and more.

Find out how the right document management and proposal software can reduce errors and increase productivity, all while keeping your teams aligned.

Transform your proposal process, reduce errors, and automate your workflow

Imagine if your RevOps team could double its productivity by spending less time on manual tasks and more time driving revenue.

RevOps teams often waste valuable time manually creating and personalizing documents and proposals, generating quotes, handling customer data, and managing workflows.

Sellers spend 9.4% of their time in a week generating quotes/proposals and gaining approvals
Based on data from 2020, only 27% of vendors report using a software tool to aid in creating their sales docs
75% of companies say duplicate or inadequate outreach driven by poor data quality loses their company customers

By adding the right document management and proposal software to your RevOps tech stack, you can:

Instantly generate professional documents with premade templates that save hours of work.
Create fast, accurate quotes for even the most complex products
Free up time for high-impact activities by eliminating eros and ensuring consistency

Create personalized proposals faster to help you close more deals.

86% of buyers say they expect vendors to personalize sales materials
76% of sellers agree that prospects appreciate when deals and documents are personalized
64% of sellers feel that personalization of sales docs is important to closing deals

In this guide, you’ll find expert insights to help you:

Enhance collaboration and eliminate inefficiencies: See how document management software improves teamwork by centralizing information, reducing errors, and speeding up processes across your organization.
Simplify pricing and accelerate sales: Learn how CPQ solutions take the complexity out of pricing and quotes, allowing your team to deliver fast, error-free quotes to close more deals.
Maximize ROI with the right features: Understand the must-have features when selecting document management and proposal software, including integrations, automation, and security.

With effective document management, companies have seen measurable improvements, including:

Up to a 63% boost in team productivity
Significant reductions in document errors and inconsistencies
Faster, more accurate quotes that lead to higher close rates

Don’t let outdated processes slow you down. With the right tools, you can automate your document management, improve accuracy, and empower your team. Download the RevOps software buying guide today.