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Operations|October 8, 2023 | 7 min read

Scaling Revenue Operations with Automation

Many B2B companies pride themselves on a 'high touch' sales process. But often, 'high touch' is just a euphemism for 'manual and inefficient.' When your sales team spends 40% of their time entering data into CRM fields or drafting routine follow-up emails, they aren't selling.

Identifying the Bottlenecks

The first step to scaling revenue operations is a ruthless audit of your funnel. Where do leads stall? Where does data get lost? Common friction points include:

  • Lead qualification and routing
  • Contract generation and signing
  • Customer onboarding handoffs

The Automation Stack

Modern RevOps isn't just about having a CRM; it's about the ecosystem around it. Tools like Zapier and Make.com allow you to connect your marketing automation (HubSpot, Marketo) directly to your sales tools (Salesforce, Slack) and your finance systems (Stripe, QuickBooks).

By automating the data flow between these systems, you ensure that your revenue team is always acting on real-time information, without the administrative burden.

Key takeaway

Automation frees your team to focus on what matters: building relationships and closing deals.

#RevOps#Automation#Sales Pipeline#Growth