Tips for RevOps teams for using automation platforms

Here are some tips on how can RevOps teams use automation platforms:

  • Use automation and new technologies to improve the whole process instead of removing humans or automating one’s tasks: Everyone has a misconception that automation programs and platforms that they are only used to replace humans and to do tasks with the help of machines. Automation and technology should be used to improve the accuracy or efficiency of the production or to speed up the whole process of manufacturing. It is not just like using machines to do one’s tasks or to replace employees because of adding new powerful technologies. 

The individual factors that make up your company’s operations are like instruments or any product or gadget. If you truly want to increase effectiveness or boost up your capabilities to crack any deals or projects (to elevate the overall performance) your strategies and results need to be well researched and they should be comprehensive. This is why it is more important to use the latest technology and automation to improve the whole process.

  1. Be well prepared in choosing who will be taking charge of managing and taking all necessary steps to implement the use of automation platform: To understand how exactly to perform and use augmented processes and workflows properly, you must have a complete understanding of your company or department’s functional structure. We should be clear that operations teams are the backbones of the changes made in implementing automation. Moreover, operations teams like RevOps are the teams that completely manage all the important tasks of a company that is the intersection of systems, processes, and people. 
  1. Maintain a “human-in-the-loop”: It is clear that the quality of data is important to the effective application of data platforms which is true. Whereas, it is also true that the quality of data and people who are inspired by this platform is essential to the effective application of robotization platforms. Automation should be used in a comprehensive way in which all the operations such as accelerating the processes, systems, and people should be done properly. This is not possible by replacing the workers with the help of automation and if it is done it will create a lot of chaos.

Many RevOps departments are currently suffering from problems like inefficiency, severity, and rigidity which can never be solved with the help of automation. Moreover, this cannot make people’s lives simpler. This is because most of the automation tools are not created or designed after visualizing these things. Moreover, most of the automation tools at the moment were designed for extracting data from forms, transferring data from one platform to another, or generating a non-actionable email, for example.

A new management system always needs to upgrade, one that becomes a single part of company success may become the reason for its failure. From a sales perspective, proper running commission software can turn the odds into success. With the integration of CRM software with automated commission software, a RevOps team can become more accurate and make a smooth sales process. 


Want to add automated platforms? ElevateHQ is  a leading compensation management software that can integrate with any CRM software and allows you to track and improve your commission plan performance.

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