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11Revenue Operations

Kill the Spreadsheet Pipeline

Your 8-person RevOps team becomes 2 strategists + Assista.

Before
8 RevOps staff
After
2 strategists
Savings
$400K-750K/year
The problem

RevOps teams spend 70% of their time on pipeline hygiene, CRM data cleanup, forecast reconciliation, and building reports across disconnected tools. An 8-person team costs $600K-1M/year and still can't keep the data clean.

What Assista does

The solution

Monitors pipeline health in Salesforce/HubSpot — flags stale deals, missing fields, and stuck stages automatically

Navigator browses revenue tools (Gong, Clari, LinkedIn Sales Navigator) to enrich deal context and buyer signals

Auto-generates weekly forecast reports by pulling data across CRM, billing, and spreadsheets into Google Sheets

Reconciles bookings vs. billing vs. revenue recognition across systems

Routes deal alerts to #revenue Slack channel: at-risk renewals, expansion signals, quota gaps

Knowledge base loaded with sales methodology, stage definitions, and approval thresholds

Creates territory and quota models in sandbox with real pipeline data

Real-world proof

This is already happening

AI-powered revenue platforms improve forecast accuracy by 30-50% and reduce pipeline leak by 25%.

Clari

By 2026, 65% of B2B sales orgs will use AI-driven decision-making for pipeline management.

Gartner

Companies with clean CRM data close 29% more deals. Most RevOps time is spent fixing bad data.

HubSpot
Apps used

Assista connects to your stack

SalesforceHubSpotGoogle SheetsSlackGmailNavigator
FAQ

Common questions

Automate your revenue operations

8 RevOps staff to 2 strategists. $400K-750K/year in savings. Start free today.