Power your revenue organization with Salesforce

RevVise has successfully implemented and managed Salesforce for a diverse range of businesses, from Seed to Series D. You’re in good hands.

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Sales Enablement

Your CRM should enhance your sales process, not overcomplicate it.

We’ll balance structure for consistency while maintaining flexibility for users.

We’ll create a bespoke enablement strategy taking into account: training, documentation, chatter collaboration tools, content and collateral management, playbooks, and more.

Integrations

On its own, no single CRM is enough. We'll identify and implement new tools and connect existing ones in your tech stack, making Salesforce the single source of truth that powers your organization.

From sending timely notifications to Slack, to automating Docusign approval flows, to tracking sales outreach efforts via Outreach and Gong integrations, we’ve set it all up before.

Compensation

Keep your Sales team motivated with instant access to accurate compensation data.

Our compensation calculator automates the commission and bonus process, removing any guesswork from the equation.

Reporting

We’ll roll out the reporting every sales organization needs to optimize their outbound motions:

Sales activity tracking
Pipeline performance
Forecast modeling
Full funnel velocity
and more

Renewals

CS teams gain valuable data on how the platform is being used by their customers and when they’re up for renewals.

A strong renewal process doesn’t kick off 30, 60, or 90 days prior to the renewal date - it starts the moment your new client signs on.

We create automated renewal flows that streamline the customer handoff between your Sales and CX teams, ultimately leading to better customer experiences.

We'll auto-generate renewal opportunities, set up timely alerts and tasks, and track account health throughout the client engagement.

Having worked across a variety of projects, in various industries, we’ll be able to hit the ground running

Projects we offer
Salesforce CRM Implementation
Revenue Analytics
Renewal Architecture
CRM Integrations
Compensation Planning
CRM Migrations
Audits
Training Sessions
Sales Enablement
Fractional Sales Ops

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