RevOps

Fielo RevOps ensures your account managers stay on top of their account maintenance and relationship building activities, while enabling sales managers to identify organizational strengths and remediation needs.

Activity Plans

Set up the activities you expect from your users on each of their accounts, opportunities, leads and more. Create multiple plans and target them to specific departments or goals using plan filters. Choose between activities that are simply marked as complete, versus those that have multiple statuses, and specify how frequently they should be performed.

Relationship Plans

Map out the stakeholder roles that you want your users to build relationships with at their accounts, as well as the categories by which those relationship levels will be classified. Create multiple plans and target them to specific departments or goals using plan filters.

Auto-Fill Plan Progress

Make activity and relationship logging painless for your end users. If the data is in your CRM, you can automate its progress tracking using our out-of-the-box Apex actions.

Account Scoring

Set a scoring weight for each of your activities and we'll calculate a success score for each of your accounts, allowing you to spot any accounts that may be neglected. Scores can also be aggregated by account manager and by activity type to build a complete view of performance across your org.

Reporting Components for End Users

Allow your users to check out which activities they are expected to perform and when, map their stakeholder relationships, consult job aids via contextual reference links, and mark activities as complete. Managers can zoom out to view aggregated metrics at every level of your organizational hierarchy.

Drill-Down Components for Managers

Give managers a birds-eye view of activity and relationship efforts across the organization. Zoom out to view aggregated metrics at every level of the organizational hierarchy.

Notifications to Motivate and Inform

Provide your account managers in-context reminders of any pending tasks or overdue items, as well as acknowledgments of a job well done to keep the momentum going. Include links to educational and marketing material, including Fielo Learning and Marketing Asset content.

Analytics

Get up-to-the-minute dashboards on activity completion and relationship building over time, top scoring accounts and account managers, performance broken down by territory, and more.