Did you know a complicated onboarding process can drive away 74 percent of potential customers? When over half (63 percent) of customers credit onboarding as a key factor in their decision to subscribe to a product, businesses should know that staying ahead of changing customer trends is a must.
That’s why Fullcast, a leading software and strategy platform for Go-to-Market teams, is proud to introduce Copilot for RevOps®, a new addition to the Fullcast platform that streamlines how organizations approach revenue operations.
Copilot was created with the purpose of helping revenue operations teams maintain the customer relationship management (CRM) platform in line with the Go-to-Market strategies in mind.
“Copilot empowers teams to automate repetitive tasks, enhance productivity, and maintain alignment with the company’s Go-to-Market plans,” says Fullcast CEO Ryan Westwood.
And did you know that effective onboarding can almost double employee retention and productivity?
With Copilot for RevOps®, teams can automate those essential yet repetitive tasks like managing holdovers, maintaining service levels, balancing territories, handling terminations, and handling new hires. Companies can also set operational policies for tasks like territory balancing and lead routing, ensuring that their plans are always up to date. Key features of Copilot for RevOps include the following:
- Automated rules: Businesses can create automated rules for common GTM tasks, such as territory autobalancing and lead routing.
- Automated balancing of policies: Copilot ensures that sales reps’ territories are always balanced and respond to moves, additions, and changes in their CRM through operational policies.
- Automatic updates and CRM syncing: In conjunction with Fullcast SmartPlan, organizations can build and adapt their GTM plans with automated updates that are seamlessly synced directly with their CRM platform, such as Salesforce.
- Rapid lead response times: Copilot improves “speed to lead” by setting and tracking service-level agreements for leads and critical RevOps processes.
“Copilot is boosting efficiency and precision for sales operations—by leveraging intelligent automation, organizations can not only save valuable time and resources but also ensure that their strategies remain agile and responsive to market changes,” Westwood says.
To learn more about ways Copilot for RevOps® can simplify your company’s operations, click here.
