RevOps
Top 10 Must-Have RevOps Tools 2024
Maximize revenue with ten essential RevOps tools for businesses. Streamline operations, optimize processes, and boost growth for success in business.
Table of Contents
RevOps is a strategy to maximize the return on investment more precisely and accurately. It is a holistic approach to collaborating with Sales, Marketing, and Customer Success teams toward a shared revenue goal.
The need for adapting to RevOps is to place every Organization on the path of Sustainable Growth. It is a process of optimization and continuous improvement.
As per Forbes, “Revenue operations was created as an end-to-end process of driving revenue from the moment a prospect considers a purchase (marketing) to when you close the deal (sales) to their renewal and upsell (CS). The result of this orchestration is faster growth and more profit”.
RevOps revolves around three core pillars: process, platform, and people.
Top 5 Benefits of RevOps
Optimized processes
Balanced teams - RevOps does not include HR, Legal, and Admin departments that are more internal.
Access to conjoined data - Customers anticipate positive experiences from every Company. They also look for customized experiences based on their past interactions and inquiries. Access to conjoined data helps Organizations fulfill these expectations.
Well-balanced tech stack
Enhanced customer experience
So, every company wants a RevOps framework in their space. But the biggest question is which tools can help them streamline RevOps. This blog entails 10 hand-picked tools for the business to start its RevOps tech stack journey.
We have filtered the top 10 tools based on 11 criteria, which are as follows:
Ease of Use
Data Segmentation
Predictive Forecasting
Account Engagement
Flexibility
Reusability
Cloud presence
Ease of doing business / friendly customer support
AI Capabilities
Interactive Dashboards
Integrations
Let us understand the Features and Usage of the ten best tools, their Pros and Cons, and License type.
10 best tools for RevOps in 2024
1. Superjoin
A well-crafted tech stack with streamlined, clear data can help businesses achieve sustained revenue growth and operational excellence. Superjoin is one such no-code tool built for RevOps Teams.
It offers connectors that can seamlessly establish connections between multiple SaaS tools and fetch data into Google Sheets in just a click. It is adopted by more than 400+ companies.
Top 5 reasons to prefer Superjoin
Here are the top 5 reasons why you should prefer Superjoin over other tools in the market.
Integrate with popular tools like Hubspot or Chargebee in just one click
Gather all required data and create necessary custom-calculated fields
Visually select and preview data before importing it into Google Sheets.
It also supports Custom API integration.
Automatically refresh data on Google Sheets.
License Type
Superjoin has 4 different transparent license types; you can choose the best-suited tier.
Free Tier
Basic
Pro
Enterprise
2. HubSpot Operations Hub
This is a relatively new tool designed to align, clean, and connect every data, making data management easy for HubSpot’s CRM platform. It ensures everyone within the company can access data. This tool helps connect all the dots during the scaling of your business. HubSpot Operation Hub can easily combine Zendesk, Mailchimp, Zapier, Trello, Lucky Orange, and many more.
Top 5 features of HubSpot Operation Hub
This tool primarily focuses on 5 core features and contains many in-built features.
Data Sync
Programmable Automation
Data Quality Automation
Curation of data into Datasets
Snowflake data share
License Type
It is a paid tool that ranges from $50 - $2000 per month based on the requirements. There are also free trials and some limited feature options. Check out the HubSpot Products and Services catalog for detailed information.
Pros
Ease of use.
Flexible.
Default bi-directional data synchronization process.
Cons
Feature restricted pricing scheme. You may have to keep purchasing add-ons after adding 1,000 contacts.
The flexibility can be intimidating for new users.
3. 6sense
6sense is most suited for account-based marketing companies. This tool captures all kinds of data from various sources, cleans and tags it, and makes it into a Structured one. They have plenty of out-of-box integrations like ROI DNA, LeanData, PathFactory, G2, Shift Paradigm, Green Hat, and many more.
Top features of 6sense
Here are the top 5 salient features of the 6sense RevOps tool.
Account Identification
Predictive scoring
Data Enrichment & Management
Advanced Analytics
Audience Orchestration
License Type
It is a paid tool. There are also credits-based free tiers available. Check the 6sense pricing and feature comparison page for thorough insights.
Pros
Based on inputs, users can create deep segmentations.
Prioritization of targets according to requirement.
Responsive customer support team.
Cons
Implementation consumes a lot of effort and time.
A few users reported some performance lag when uploading bulk data.
4. Outreach
With over 6000 global customers, Outreach is a good choice for Sales Execution. It is an AI-powered platform to drive seller productivity and deliver more revenue. In-built integrations include Salesforce, Microsoft 365 Sales, Vidyard, Seismic Software, Intercom, and SugarCRM.
Usage of Outreach
Here are some key usages of the Outreach application.
Outreach can target specific audiences.
Integrates with any CRM.
It can import and export data.
It has plenty of built-in integrations.
The outreach application has an integrated call and meeting scheduling feature.
It can perform Marketing Automation.
License Type
Outreach has four different pricing plans. They are also offering a lot of Add-ons and discounts for Organizations. You can request customized plans and pricing from their website.
Pros
Maintenance of all incoming and outgoing communication and meetings.
AI-powered platform to close sales execution gaps.
Sending follow-up reminder emails.
Cons
Lack of real-time analytics.
Initial setup is a tedious process.
5. CPGvision
PSignite has an excellent solution that boosts spending strategy and profitability by integrating TPM, TPO, and price analytics. Renowned consumer brands across the globe use CPGvision.
Why should you use CPGvision?
It Helps build better plans with projections on Sales, Volume and Profit.
It Helps to make smarter pricing decisions with AI.
It has the latest, secure, and highly reliable technology.
In-built AI & ML capabilities.
License Type
The cost of the platform is available on request. You can contact their customer support team for further details.
Pros
Initial setup is quite easy.
Excellent service by their customer support.
Simple, clear, straightforward GUI.
Cons
Structuring of reports is tedious and has some limitations.
Navigation of some menus and information is complicated.
6. Vistex
With 20 global offices and 2000+ employees, Vistex is the Global Leader in Go-to-Market solutions. The main objective of Vistex is to assist their customers in seeing the numbers on paper and guide them by suggesting what will work for them and what to do next. Their tools are apt for enterprise resource planning. They offer cloud-based solutions to most of their customers. Vistex has integration with most CRM business applications and ERP solutions.
Top features of Vistex
Vistex has built-in budgeting, billing, and invoicing capabilities.
Vistex’s integration with CRM is effortless
Vistex has an end-to-end Contract Management process.
It has a Notification management feature.
License Type
The application's cost is available upon request. For further details, contact their customer support team.
Pros
Vistex's support team is very responsive.
It can work inside SAP enterprise applications.
Capable of addressing multiple business requirements.
Cons
Limited reporting capabilities.
Upgrading the platform is challenging.
7. People.ai
People.ai has a holistic approach to RevOps. They focus predominantly on the Data-First approach and Data security. Their AI Copilot helps to filter out the necessary and relevant data and converts it into actionable insights.
People.ai was named a strong performer and the only enterprise-grade data management platform. Source: Forrester
Usage of People.ai
You can opt for People.ai when you want the following six things to happen.
Perform manual data entry using a smart AI tool.
Automatically expand your database every day using an AI-based bot.
Convert all Data to beautiful insights in a short period.
Access your data in any form, anywhere and anytime.
When the pipeline needs a boost.
When your company needs to integrate with either of these tools. GoToMeeting, Salesforce Sales Cloud, Tableau, Slack, Dialpad, and Google Workspace.
License Type
License type differs based on many factors. Contact the sales team for information on narrowed costing.
Pros
Tracking all the activities of a sales representative is effortless.
Real-time feedback.
Uncomplicated reporting capabilities.
It has detailed insight into all metrics.
Cons
Understanding the application and flexibility of use are intricate.
Only reports in PDF and Excel formats are available.
8. Traction Complete
Traction Complete helps customers realize their Hierarchy, Assignment, and Revenue potential in the Salesforce sales cloud. 300+ high-growth companies have automated their account hierarchies with Traction Complete. The platform offers a 360-degree customer view, proactive data management, building advanced round-robin techniques, measuring & optimizing rep responses, allocating clear territories to reps, and preserving data by avoiding duplicates and data leaks.
Usage and Features of Traction Complete
Traction Complete offers triggers and workflows.
Used to automate lead-to-account matching and real-time assignment.
It has options to create web forms.
Creating customized reports is simple.
License Type
You can book a personalized demo of the platform, and based on the Organization structure and module requirement, different pricing may be applicable.
Pros
Customer support and service is unparalleled.
Assigning leads to owners when creating a lead is completely automated.
Cons
Assigning permissions to users and admins has some open issues.
Plenty of effort is required to get detailed insights.
9. Clari
Clari is an AI-powered unified platform across RevOps, Conversation Intelligence, and Sales Engagement.
Usage of Clari
Here are 5 reasons why you should opt for Clari.
Improvement in the pipelines created.
Reduce slipped deals & Increase the winning percentage.
Control the revenue process.
Visibility across the Organization’s entire funnel.
Bridging the gap between insight and action.
License Type
Clari offers a Mix and Match subscription pattern. They do not charge for the platform. Visit Clari’s website for a better understanding of their pattern.
Pros
Straightforward Salesforce integration.
A granular level of filtering option is available.
Spontaneous forecasting features.
Cons
The time to start using the software is high.
Automatic Forecasts update doesn’t work.
10. InsightSquared
With more than 300 out-of-the-box reports, InsightSquared extends a hand to predict revenue growth. It is one of the finalists of the SAP Pinnacle Award 2021 and recognized as Nancy Nardin's Top Sales Tool of the Year 2021.
Features of InsightSquared
AI-infused Sales Forecast.
Real-time Insights and Dashboards.
No code application.
License Type
InsightSquared offers 4 different mix-and-match licenses. Visit their pricing plan page for a better understanding of each type.
Coach 360
Value 360
Engagement 360
Intelligent 360
Pros
Even non-tech users can get the entire benefit from the application.
A great tool to provide micro-level reports.
Cons
It is hard to modify the existing reports.
It is complex to understand the tool without proper vendor training.
How do you choose the right tools?
From the above list of 10 tools, you will get an insight into the tools in the market. Let us see how to choose the right from the list. Here are six sensational tips for you to choose the right tech stack.
What is the problem your institution is trying to solve?
Who and which department will need to use it?
What other tools and integration does this platform need to collaborate with?
What is the most expected outcome?
Value for Money
Onboarding Process
In the ever-evolving world of technology, tools are a resolute solution to achieve the desired outcomes. Identifying the appropriate tools for the RevOps tech stack is challenging. Make sure to do detailed research before choosing a tool.
Some glimpse of what our customers say:
Superjoin has not just been a tool but a catalyst for operational automation: Pathfndr
The tailored automation solution improved efficiency, saved time, and enhanced revenue tracking capabilities, making Superjoin a valuable asset to CallHippo's growth strategy: CallHippo
I see a ton of value in Superjoin: Wayleadr
Bid farewell to tedious exports and repetitive tasks. With Superjoin, you can add 1 additional day to your week. Try Superjoin out for free, or schedule a demo.
RevOps is a strategy to maximize the return on investment more precisely and accurately. It is a holistic approach to collaborating with Sales, Marketing, and Customer Success teams toward a shared revenue goal.
The need for adapting to RevOps is to place every Organization on the path of Sustainable Growth. It is a process of optimization and continuous improvement.
As per Forbes, “Revenue operations was created as an end-to-end process of driving revenue from the moment a prospect considers a purchase (marketing) to when you close the deal (sales) to their renewal and upsell (CS). The result of this orchestration is faster growth and more profit”.
RevOps revolves around three core pillars: process, platform, and people.
Top 5 Benefits of RevOps
Optimized processes
Balanced teams - RevOps does not include HR, Legal, and Admin departments that are more internal.
Access to conjoined data - Customers anticipate positive experiences from every Company. They also look for customized experiences based on their past interactions and inquiries. Access to conjoined data helps Organizations fulfill these expectations.
Well-balanced tech stack
Enhanced customer experience
So, every company wants a RevOps framework in their space. But the biggest question is which tools can help them streamline RevOps. This blog entails 10 hand-picked tools for the business to start its RevOps tech stack journey.
We have filtered the top 10 tools based on 11 criteria, which are as follows:
Ease of Use
Data Segmentation
Predictive Forecasting
Account Engagement
Flexibility
Reusability
Cloud presence
Ease of doing business / friendly customer support
AI Capabilities
Interactive Dashboards
Integrations
Let us understand the Features and Usage of the ten best tools, their Pros and Cons, and License type.
10 best tools for RevOps in 2024
1. Superjoin
A well-crafted tech stack with streamlined, clear data can help businesses achieve sustained revenue growth and operational excellence. Superjoin is one such no-code tool built for RevOps Teams.
It offers connectors that can seamlessly establish connections between multiple SaaS tools and fetch data into Google Sheets in just a click. It is adopted by more than 400+ companies.
Top 5 reasons to prefer Superjoin
Here are the top 5 reasons why you should prefer Superjoin over other tools in the market.
Integrate with popular tools like Hubspot or Chargebee in just one click
Gather all required data and create necessary custom-calculated fields
Visually select and preview data before importing it into Google Sheets.
It also supports Custom API integration.
Automatically refresh data on Google Sheets.
License Type
Superjoin has 4 different transparent license types; you can choose the best-suited tier.
Free Tier
Basic
Pro
Enterprise
2. HubSpot Operations Hub
This is a relatively new tool designed to align, clean, and connect every data, making data management easy for HubSpot’s CRM platform. It ensures everyone within the company can access data. This tool helps connect all the dots during the scaling of your business. HubSpot Operation Hub can easily combine Zendesk, Mailchimp, Zapier, Trello, Lucky Orange, and many more.
Top 5 features of HubSpot Operation Hub
This tool primarily focuses on 5 core features and contains many in-built features.
Data Sync
Programmable Automation
Data Quality Automation
Curation of data into Datasets
Snowflake data share
License Type
It is a paid tool that ranges from $50 - $2000 per month based on the requirements. There are also free trials and some limited feature options. Check out the HubSpot Products and Services catalog for detailed information.
Pros
Ease of use.
Flexible.
Default bi-directional data synchronization process.
Cons
Feature restricted pricing scheme. You may have to keep purchasing add-ons after adding 1,000 contacts.
The flexibility can be intimidating for new users.
3. 6sense
6sense is most suited for account-based marketing companies. This tool captures all kinds of data from various sources, cleans and tags it, and makes it into a Structured one. They have plenty of out-of-box integrations like ROI DNA, LeanData, PathFactory, G2, Shift Paradigm, Green Hat, and many more.
Top features of 6sense
Here are the top 5 salient features of the 6sense RevOps tool.
Account Identification
Predictive scoring
Data Enrichment & Management
Advanced Analytics
Audience Orchestration
License Type
It is a paid tool. There are also credits-based free tiers available. Check the 6sense pricing and feature comparison page for thorough insights.
Pros
Based on inputs, users can create deep segmentations.
Prioritization of targets according to requirement.
Responsive customer support team.
Cons
Implementation consumes a lot of effort and time.
A few users reported some performance lag when uploading bulk data.
4. Outreach
With over 6000 global customers, Outreach is a good choice for Sales Execution. It is an AI-powered platform to drive seller productivity and deliver more revenue. In-built integrations include Salesforce, Microsoft 365 Sales, Vidyard, Seismic Software, Intercom, and SugarCRM.
Usage of Outreach
Here are some key usages of the Outreach application.
Outreach can target specific audiences.
Integrates with any CRM.
It can import and export data.
It has plenty of built-in integrations.
The outreach application has an integrated call and meeting scheduling feature.
It can perform Marketing Automation.
License Type
Outreach has four different pricing plans. They are also offering a lot of Add-ons and discounts for Organizations. You can request customized plans and pricing from their website.
Pros
Maintenance of all incoming and outgoing communication and meetings.
AI-powered platform to close sales execution gaps.
Sending follow-up reminder emails.
Cons
Lack of real-time analytics.
Initial setup is a tedious process.
5. CPGvision
PSignite has an excellent solution that boosts spending strategy and profitability by integrating TPM, TPO, and price analytics. Renowned consumer brands across the globe use CPGvision.
Why should you use CPGvision?
It Helps build better plans with projections on Sales, Volume and Profit.
It Helps to make smarter pricing decisions with AI.
It has the latest, secure, and highly reliable technology.
In-built AI & ML capabilities.
License Type
The cost of the platform is available on request. You can contact their customer support team for further details.
Pros
Initial setup is quite easy.
Excellent service by their customer support.
Simple, clear, straightforward GUI.
Cons
Structuring of reports is tedious and has some limitations.
Navigation of some menus and information is complicated.
6. Vistex
With 20 global offices and 2000+ employees, Vistex is the Global Leader in Go-to-Market solutions. The main objective of Vistex is to assist their customers in seeing the numbers on paper and guide them by suggesting what will work for them and what to do next. Their tools are apt for enterprise resource planning. They offer cloud-based solutions to most of their customers. Vistex has integration with most CRM business applications and ERP solutions.
Top features of Vistex
Vistex has built-in budgeting, billing, and invoicing capabilities.
Vistex’s integration with CRM is effortless
Vistex has an end-to-end Contract Management process.
It has a Notification management feature.
License Type
The application's cost is available upon request. For further details, contact their customer support team.
Pros
Vistex's support team is very responsive.
It can work inside SAP enterprise applications.
Capable of addressing multiple business requirements.
Cons
Limited reporting capabilities.
Upgrading the platform is challenging.
7. People.ai
People.ai has a holistic approach to RevOps. They focus predominantly on the Data-First approach and Data security. Their AI Copilot helps to filter out the necessary and relevant data and converts it into actionable insights.
People.ai was named a strong performer and the only enterprise-grade data management platform. Source: Forrester
Usage of People.ai
You can opt for People.ai when you want the following six things to happen.
Perform manual data entry using a smart AI tool.
Automatically expand your database every day using an AI-based bot.
Convert all Data to beautiful insights in a short period.
Access your data in any form, anywhere and anytime.
When the pipeline needs a boost.
When your company needs to integrate with either of these tools. GoToMeeting, Salesforce Sales Cloud, Tableau, Slack, Dialpad, and Google Workspace.
License Type
License type differs based on many factors. Contact the sales team for information on narrowed costing.
Pros
Tracking all the activities of a sales representative is effortless.
Real-time feedback.
Uncomplicated reporting capabilities.
It has detailed insight into all metrics.
Cons
Understanding the application and flexibility of use are intricate.
Only reports in PDF and Excel formats are available.
8. Traction Complete
Traction Complete helps customers realize their Hierarchy, Assignment, and Revenue potential in the Salesforce sales cloud. 300+ high-growth companies have automated their account hierarchies with Traction Complete. The platform offers a 360-degree customer view, proactive data management, building advanced round-robin techniques, measuring & optimizing rep responses, allocating clear territories to reps, and preserving data by avoiding duplicates and data leaks.
Usage and Features of Traction Complete
Traction Complete offers triggers and workflows.
Used to automate lead-to-account matching and real-time assignment.
It has options to create web forms.
Creating customized reports is simple.
License Type
You can book a personalized demo of the platform, and based on the Organization structure and module requirement, different pricing may be applicable.
Pros
Customer support and service is unparalleled.
Assigning leads to owners when creating a lead is completely automated.
Cons
Assigning permissions to users and admins has some open issues.
Plenty of effort is required to get detailed insights.
9. Clari
Clari is an AI-powered unified platform across RevOps, Conversation Intelligence, and Sales Engagement.
Usage of Clari
Here are 5 reasons why you should opt for Clari.
Improvement in the pipelines created.
Reduce slipped deals & Increase the winning percentage.
Control the revenue process.
Visibility across the Organization’s entire funnel.
Bridging the gap between insight and action.
License Type
Clari offers a Mix and Match subscription pattern. They do not charge for the platform. Visit Clari’s website for a better understanding of their pattern.
Pros
Straightforward Salesforce integration.
A granular level of filtering option is available.
Spontaneous forecasting features.
Cons
The time to start using the software is high.
Automatic Forecasts update doesn’t work.
10. InsightSquared
With more than 300 out-of-the-box reports, InsightSquared extends a hand to predict revenue growth. It is one of the finalists of the SAP Pinnacle Award 2021 and recognized as Nancy Nardin's Top Sales Tool of the Year 2021.
Features of InsightSquared
AI-infused Sales Forecast.
Real-time Insights and Dashboards.
No code application.
License Type
InsightSquared offers 4 different mix-and-match licenses. Visit their pricing plan page for a better understanding of each type.
Coach 360
Value 360
Engagement 360
Intelligent 360
Pros
Even non-tech users can get the entire benefit from the application.
A great tool to provide micro-level reports.
Cons
It is hard to modify the existing reports.
It is complex to understand the tool without proper vendor training.
How do you choose the right tools?
From the above list of 10 tools, you will get an insight into the tools in the market. Let us see how to choose the right from the list. Here are six sensational tips for you to choose the right tech stack.
What is the problem your institution is trying to solve?
Who and which department will need to use it?
What other tools and integration does this platform need to collaborate with?
What is the most expected outcome?
Value for Money
Onboarding Process
In the ever-evolving world of technology, tools are a resolute solution to achieve the desired outcomes. Identifying the appropriate tools for the RevOps tech stack is challenging. Make sure to do detailed research before choosing a tool.
Some glimpse of what our customers say:
Superjoin has not just been a tool but a catalyst for operational automation: Pathfndr
The tailored automation solution improved efficiency, saved time, and enhanced revenue tracking capabilities, making Superjoin a valuable asset to CallHippo's growth strategy: CallHippo
I see a ton of value in Superjoin: Wayleadr
Bid farewell to tedious exports and repetitive tasks. With Superjoin, you can add 1 additional day to your week. Try Superjoin out for free, or schedule a demo.
FAQs
What is RevOps, and why is it important for businesses?
What is RevOps, and why is it important for businesses?
What criteria should businesses consider when selecting RevOps tools?
What criteria should businesses consider when selecting RevOps tools?
Are RevOps tools suitable for businesses of all sizes?
Are RevOps tools suitable for businesses of all sizes?
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