Salesforce and HubSpot are great for organizing data and good for 80% of analytics needs. But that final 20% of advanced data analytics for RevOps is where the magic happens.
If you’re in RevOps, you’ve been there, painfully navigating rigid data structures, battling static reporting, and relying on data teams or Frankenstein Excel sheets to get what you need.
It’s time to break free.
Meet AccountAim’s RevOps Workbench.
Full BI power. No BI headaches. Right in your CRM.
A Rock and a Hard Place (CRM and BI)
When your team needs answers fast, your CRM can feel like a rock. Multi-object reporting is limited, advanced calculations are nearly impossible, and the existing data structure is challenging to navigate.
The savviest RevOps teams hack their way through with custom objects and manual workarounds, but those are a challenge to maintain.
Some teams turn to BI tools to help, but they require support from data teams. Insights can take weeks, not minutes, and self-serve is difficult. This is a hard place to be.
With these two options, RevOps finds themselves stuck between a rock and a hard place, never fully solving their data challenges.
The Solution: AccountAim’s RevOps Workbench
AccountAim’s RevOps Workbench gives RevOps teams the power to run BI-level analytics as easily as Excel, without any code.
With Workbench, you can:
- Handle complex data relationships: Perform joins across unlimited objects, even for many-to-many relationships, without predefined structures.
- Run advanced calculations: Calculate key metrics like ARR and MRR directly in your CRM.
- Conduct real-time, ad-hoc querying: Investigate your data instantly with unprecedented speed and flexibility – no waiting on a data team.
- Scale your reporting: Analyze massive datasets beyond Salesforce’s native limitations.
- Integrate third-party data: Connect external sources for a holistic view of business metrics.
- Automate insights: Set up dynamic filtering and notifications to keep teams informed proactively.
- Write-back to CRM: Clean up and edit data across objects in real-time, instantly writing back to your CRM.
In short, you get advanced data analytics for RevOps by overcoming the limitations of the CRM, without the complexity of BI.
Real-World Impact: Speed-to-Lead Solved in Hours
The board of a PE-backed AccountAim customer tasked the team with providing their speed-to-lead metric. Years of “CRM debt” had left their data structure too complex for native tools or Tableau to handle effectively. They couldn’t calculate speed-to-lead.
With Workbench, they untethered themselves from their existing data structure and calculated speed-to-lead within hours, enabling the team to now focus on the metric. By the end of the quarter, they’d improved speed-to-lead by 55%.
This is one of many transformations unlocked when you remove the barriers to data analysis.
RevOps Leaders Love Workbench
“RevOps’ value to the organization is only as good as the insights they can derive from the data. Traditional CRM and BI tools often provide the infrastructure to answer “first-level” questions, but anyone in Rev Ops knows that the job goes so much deeper than that, quickly diving into second and third-level questions (if not beyond) that get at the root of the problem.
With AccountAim’s RevOps Workbench, I have the ability to get the data I need to answer any question, regardless of the complexity, allowing me to truly optimize performance of the revenue function.”
– Oliver Yu, Chief Growth Officer at QCSS Health
“Workbench is the tool I’ve been hoping someone would build for years. My team and I spend way too much time trying to get all of the data we need in one place. We spend hours downloading it from Salesforce, cleaning it up, analyzing it, adding in new data and making changes, re-uploading it, and then checking to make sure we didn’t accidentally break anything. This is a game changer for any fast-moving, agile RevOps team.”
– Alex Miller, Director of Revenue Operations at Medallion
Ready to Transform GTM?
RevOps Workbench is a new way of working with your data. No matter the task at hand, Workbench empowers RevOps to deliver faster, deeper insights without the headaches.
From data chaos to clarity in minutes.
Have a pressing data challenge? Let’s chat.