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Solutions · RevOps

Governance without a spreadsheet of tools.

RevOps teams spend their time stitching systems together and cleaning up after them. In Workloom the stages, fields, routing and permissions live in one place, and every change to them is tested in a sandbox before it touches live deals.

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A team meets around a whiteboardA team plans on a board of sticky notesTwo colleagues compare notes on their laptops
Routing, in order · swipe to switch

If the account has an owner, the lead goes to them.

An example workspace.

Changing a rule

How a change reaches the team safely.

  1. Step 1A team meets around a whiteboardDraft.Edit stages, fields or rules in your workspace sandbox.
  2. Step 2Two colleagues compare notes on their laptopsTest.Run sample leads through the routing test panel, on fictional data.
  3. Step 3A team plans on a board of sticky notesReview.See the difference for every change before it goes live.
  4. Step 4Colleagues give each other high fivesPromote.Apply the changes you choose. The activity log records who did it.

A RevOps week, before and after.

Before
  • Stages, fields and routing live in three systems and drift apart.
  • A change to a rule goes live on real deals, and is checked afterwards.
  • Reports are rebuilt by hand because each team counts differently.
  • Nobody can say who changed the process, or when.
With Workloom
  • Stages, fields, routing and permissions live in one place.
  • Changes are drafted and tested in a sandbox on fictional data first.
  • The difference for every change is shown before it goes live.
  • The activity log records who promoted what.

The apps and the pack you would use.

Start fromSales packThe Sales pack gives you the pipeline and the sequences to govern. Change stages and fields in the sandbox, and add Data and Signals when you are ready to route on them.See the packs and plans

Workflows you would run

Change a stage without breaking a deal

  1. Draft the new stage or required field in your workspace sandbox.
  2. Run sample leads through the routing test panel.
  3. Review the difference for every change.
  4. Promote the changes you choose; the activity log records it.

Route a new lead

  1. If the account has an owner, the lead goes to them.
  2. Otherwise it goes to whoever holds the territory.
  3. Otherwise it rotates through the pod; the first match wins.
  4. Rules are ordered, so you set which comes first.

Keep HubSpot in step

  1. Change a field in Workloom.
  2. The change is pushed to HubSpot, one way.
  3. HubSpot never overwrites Workloom.
  4. Export records to CSV with the export permission; each export is logged.

What Wren does for RevOps.

  • Answers a question about the pipeline from the live records, with the deals behind the number.
  • Flags deals that are stuck and says why.
  • Stages bulk changes for review instead of applying them.

What people ask first

Can routing handle territories and round robin together?

Yes. Rules are ordered, so you can route by owner first, then territory, then round robin.

What happens to live data in the sandbox?

Nothing. The sandbox copies your configuration only and runs on fictional data.

Can we export our data model?

Records export to CSV for anyone who holds the export permission, and every export is written to the activity log.

Do field changes sync to HubSpot?

Yes, one way: changes made in Workloom are pushed to HubSpot, and HubSpot never overwrites Workloom.

Put the whole process in one place.

Rules, stages and fields together, changes tested before they go live, and a log of every change to the process.

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