While “Remote Work” definitely emerged as 2020’s hottest new business trend, there was another less-showy business trend bubbling just below the surface.
Revenue Operations, or RevOps for short, has been around for a few years, but the strategy is really having its moment. According to LeanData’s “The State of Revenue Operations” report shows that between 2018 and 2019, there was an 80% increase in companies with a Revenue Operations group.
What is it? Simply put, the role of Revenue Operations is to ensure that the goals and activities of the three departments which typically drive revenue — sales, marketing, and customer service — are all synchronized and integrated.
Sounds easy, right? Not so much. We’ve found that companies who miss their revenue goals tend to do so by stepping into the very same three patches of quicksand.
Everyone knows a go-to-market team is only as good as their go-to-market playbook. The thing is, go-to-market strategies have become infinitely more complex, with a large number of tactical elements combined with greater complexity in buying behavior.
To counteract this, RevOps teams need to have a clear, cohesive strategy that incorporates the complexities and leverages technologies to support them.
A great product launch playbook must be equal parts comprehensive, repeatable, creative, and collaborative.
The entire focus of a RevOps group is to reduce friction so your revenue teams (marketing, sales, customer service) can work as effortlessly and efficiently as possible. Things like automation, clear processes, and integrated technologies help reduce that friction for internal teams and for buyers and customers.
We have found that without a clear sales process and systems in place, sales reps are more likely to “go rogue” and do their own thing which may cause problems and confusion.
RevOps’ failure is more likely to happen to organizations whose people, processes, and technologies remain largely siloed and disconnected. Lots of companies suffer from using a fragmented approach. They use multiple disconnected data systems and go-to-market motions across siloed teams operating without orchestration.
Seamless integration allows systems to talk to one another, share data, and give teams the exact info they need when they need it. Ultimately, this integration speeds up the process, delights customers, and brings in more revenue.
A single company-wide solution is needed for the marketing department’s proposals, quotes and contracts from sales, and agreement renewals, and other documents from customer success. A solution must also be flexible enough to allow a team to populate templates with data from multiple data sources.
With an effective strategy, smooth sales enablement, and the right technologies in place, companies can operate more efficiently and resiliently and meet their revenue growth goals.
Establishing a compliant document distribution process will help you reduce risks, and avoid mistakes and gaps in account history.
Have you ever been to a large family reunion? The kind where you’re meeting far-flung branches of relatives for the very first time? They may have the same last name as you, they may have the same CHIN as you, but until you meet that day—you are utter strangers.
Enter the volleyball tournament and the rib cook-off. After spending an entire day relaxing, eating, and having fun with your new-to-you Great Aunt Judy, you now have a frame of reference to grow your connection. The email chain that goes around about the next family reunion won’t be nearly so scary or off-putting. You’ll all remember fondly how Cousin Len ruined the rib sauce with vinegar and how brazenly Granny McGee cheated at horseshoes.
Most large companies are essentially groups of people and processes that have never had a family reunion. Everything feels foreign, everything is disconnected, everyone feels a little awkward. There is no connective tissue. Sharing a document automation system that is easy to use, is like throwing a week-long family reunion. It makes it that much easier to work together and work toward the same goal.
Learn more about Windward Core and try a free trial today.
Adds various capabilities such as inequalities,descending sort, joins, and other functions.
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SQL Select Debugger
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Added a Query tab as a field for typing or pasting in a select statement
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All tags using that Data source will be automatically updated with that name.
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New single interface to replace 2 separate dialog boxes
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Displays of all the tags in the template, structured as they are placed in the template. This provides a simple & intuitive way to see the structure of your template. Also provides the capability to go to any tag and/or see the properties of any tag.
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The ability to integrate the Windward Engine into Google’s cloud computing platform for developing and hosting web applications dubbed Google Applications Engine (GAE).
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If you've just discovered us, we're excited. Learn more about Windward document automation software now.
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This new integration will allow for processing of complex scripts and bi-directional text such as Arabic. Your PDF output will be much tighter and more closely match your template, and we’ll be able to respond rapidly to PDF requests and fixes.
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Includes support for new ForEach and slide break handling, table header row repeat across slide breaks, and native Microsoft support for charts and images.
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Tags are color coded in the template by type, making it easy to visually identify them.
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Version 13’s core code has been reworked and optimized to offer a reduced memory footprint, faster PDF generation and full documentation of supported features and limitations in the specifications for DOCX, XLSX and PPTX.
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Documents can include advanced Word image properties such as shadows, borders, and styles.
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Windward has updated HTML output to reflect changing HTML standards.
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Windward now works with a slew of new datasources: MongoDB, JSON, Cassandra, OData, Salesforce.com
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The Generate Code tool in the designer allows you to open an existing template and, with a click of a button, automatically create a window with the code needed to run your current template with all data sources and variables. Simply copy this code and paste into your application's code in the appropriate place. You now have Windward integrated into your application.
You only need to do this once. You do not do this for each template. Instead, where it has explicit files for the template and output, change that to parameters you pass to this code. Same for the parameters passed to Windward. This example uses explicit values to show you what to substitute in where.
Any pivot tables in an XLSX template are carried over to the XLSX output. The ranges in the pivot ranges are adjusted to match the generated output. So your final XLSX will have pivot tables set as expected in the generated file.
This makes creating an XLSX workbook with pivot tables trivial.
In an imported sub-template, if its properties for a style (ex. Normal) differ from the parent template's properties for the style, the use in the sub-template can be set to either use the properties in the sub-template, or the properties in the parent.
You set to retain when you don't want the child template's styling to change when imported. You set to use the parent when you want the styling of the imported template to match the styling in the parent.
Any explicit styling is always retained. This only impacts styling set by styles.
Tags can be placed in text boxes. Including linked text boxes. This gives you the ability to set the text in a textbox from your data.
Tags can be placed in shapes & smart art. This gives you the ability to set the text in a shape from your data.
When generating HTML output, the engine can either write bitmaps as distinct files the generate HTML references, or it can embed the images in the HTML providing a single file for the output.
You can place tags in pretty much any part of a template, including in footnotes & endnotes.
Any parts of a DOCX or XLSX (PowerPoint does not support this) file that are locked in the template, will be locked the same in the output.
If a font used in the template does not exist on the server generating a report, the font to substitute can be specified.
In addition, if a glyph to be rendered does not exist in the font specified, you can specify the replacement font. This can be set distinctly for European, Bi-Directional, and Far East fonts.
If you need this - it's essential. And if you don't need it, it's irrelevant.
Windward enables you to build a document by applying multiple datasources to the template simultaneously. When Windward is merging the data into a template, it processes the template by handling each tag in order, and each tag pulls from different datasources. (As opposed to processing all of one datasource, then processing the next.)
This allows the select tag to use data from another datasource in its select. For example, if you are pulling customer information from one data source, you can then pull data from the sales datasource using the customer ID of the customer presently processing to pull the sales information for that customer. If you're interested in patching together your data from multiple datasources, read this post on our blog.
