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 account managers for each of their accounts, including how frequently those activities should be performed. Choose between activities that are simply marked as complete, versus those that have multiple statuses.

Relationship Plans

Map out the stakeholder roles that you want your account managers to build relationships with at their accounts, as well as the categories by which those relationship levels will be classified.

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.

Activity Tracker

Allow your account managers to check out which activities they are expected to perform and when, consult job aids via contextual reference links, and mark activities as complete. Managers can zoom out to view territory-level activity completion metrics.

Relationship Tracker

Prompt your account managers to rate their relationships with stakeholders at each of their accounts, and give sales managers a birds-eye view of account engagement efforts across the organization.

Notifications

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.

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.