How can we start? – RevOS Documentation & Support

Great question, let me draw you the path forward!

All successful companies that applied RevOS data driven decision methodology went though following steps during their onboarding:

Connect (Data) - onboard your data and connect different data silos together into a single semantical model

Understand (Insights) - understand what KPIs are important, what’s good and what’s not, detecting trends and creating scoring models

Act (Automations) - schedule and execute actions on the base of the insights and data-driven decisions

And the bonus step - Step number 4 - Repeat - as more and more data sources that is added to the decision making process make the decisions more reliable and return on investment higher.

Step 1 - Connect

We always recommend to start with your CRM (we support both major vendors on the market Salesforce and HubSpot). Usually that should be sufficient for the first analysis. Additionally we can pull in data from support and ticketing systems (Intercom, Zendesk, etc.) product analytics (PostHog, Segment, Amplitude) and various internal databases. We have a ready-made connectors please schedule time with us via this link we will help you to connect your data.

Step 2 - Understand

Over last years our team analyzed million data points over hundreds of scoring models for various stages of the revenue cycles from lead (lead score) over to sales (deal score) up to retention (health score) and expansion (cross and up-sells). After your data is onboarded and connected we offer a data validation and assesment that will help you to understand and identify which KPIs are leading indicators and which are rather noise.

Typical assessment runs as following:

Initial Workshop: A 60-minute workshop to discuss the your goals, target KPIs, and review historical data outcomes.

Data Analysis: An analysis period (lasting a few days) during which RevOS data analysts will assess the quality and suitability of the Client’s data.

Presentation of Findings: A presentation of the findings in the Client’s RevOS workspace along with recommendations for potential next steps.

If you are interesting in scheduling such analisys please reach out to us via presales [at] revos.ai

Positive side-effect here - as your data is already aggregated you can use it now to in your commercial business intelligence dashboards (e.g. Fabric/PowerBI). Speak to us to know more about it.

Step 3 - Act (and Automate)

Equipped with RevOS predictive intelligence models, customers benefit from comprehensive, data-driven predictions, ensuring transparency across all customer segments. By clearly identifying which actions yield optimal outcomes, revenue teams can effectively target specific customer groups to achieve higher retention rates and sustainable growth.

Leveraging insights from RevOS model evaluations, revenue teams proactively design and execute targeted campaigns uniquely tailored to customer needs. Furthermore, RevOS models continuously monitor real-time customer data and market dynamics, swiftly detecting and alerting teams about significant trends or shifts. This proactive monitoring capability ensures revenue teams are always prepared, enabling informed decision-making and timely strategic interventions that maintain competitive advantage.

As the RevOS models become integral to daily workflows, trust in data-driven decisions naturally grows. This trust lays a solid foundation for sustainable automation, effectively saving valuable time and resources for revenue teams, allowing them to focus more strategically on high-value activities and innovation.

Ready to take your revenue strategy to the next level? Speak to us today!