Align, Automate, Accelerate!

Break down silos between sales, customer success, and finance teams using a unified, data-driven Revenue Operations strategy.

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Unify

Create one version of the truth across all teams with shared metrics and connected tools.

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Streamline

Automate reporting, handoffs, and renewals to eliminate friction across the lifecycle.

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Drive Growth

Use real-time dashboards and alerts to identify pipeline gaps, revenue risk, and expansion plays.

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Why RevOps Matters Now

RevOps creates a single, integrated engine across all customer-facing teams—aligning metrics, actions, and accountability.

Common Challenges Our Revenue Operations Solution Solves

Disjointed Systems and Metrics

Each team uses different systems, making it hard to agree on what the pipeline or churn risk really is.

We connect sales, success, and finance through unified modules and shared reporting tools.

Manual Reporting Waste

Reporting is inconsistent and reactive. Executives get different answers depending on the team they ask.

We automate reporting across Zoho CRM, Books, Desk, and Analytics so leadership sees one story.

Missed Expansion Plays

Teams miss out on expansion opportunities because no one tracks lifecycle stages centrally.

We embed revenue alerts and next-best-actions into dashboards used daily by your team.

Time Lost on Spreadsheets

Your RevOps team spends hours stitching together spreadsheets and updates.

We give you real-time, role-based dashboards for sales, finance, and customer success.

No Shared Success Definition

Everyone defines success differently—bookings, upsell, churn, MRR—and tracks it their own way.

We standardize KPIs across teams using Zoho Analytics and CRM dashboards embedded in workflows.

What You Get with Gloo’s RevOps Framework

  • Connected CRM, finance, and support data
  • Unified lifecycle reporting
  • Standardized KPIs
  • Proactive risk alerts
  • Better decisions, faster
Let’s Build Your RevOps Dashboard →