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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.

  • Routing
  • Stage gates
  • Custom fields
  • Sandboxes
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THIS PAGE IS FOR
RevOps and sales operations owners who design the process the team runs on.
You own the rules. This page shows where they live and how you change them safely.
LOOKING FOR SOMETHING ELSE?
Workloom for enterprise Roles, audit, SSO and control for large teams.
Integrations and API HubSpot, Salesforce, Google, Microsoft and more.
Workloom for scale-ups Growing from a few reps to a real team.

THE REVOPS TAX

Most of the week goes on keeping tools in sync.

01

Rules live in four places.

Lead routing in one tool, booking rules in another, territories in a sheet, stage requirements in someone’s head.
02

Every change is tested on live deals.

There’s nowhere safe to try a new stage or rule, so mistakes reach the pipeline first.
03

Data quality depends on reps.

Fields go empty because typing them is optional and nobody checks.
04

Reports don’t match.

Each tool counts meetings, stages and activity differently, so every number needs explaining.

ONE PLACE FOR THE RULES

Change the process in an afternoon, not a quarter.

ROUTING

One ordered rulebook

First match wins, with a test panel and monthly hit counts. Inbound bookings use the same rules.
STAGES

Gates that mean something

Required fields per stage. Reps see the gap, Wren fills what it heard.
CRM →
DATA MODEL

Your fields, on every object

Text, numbers, dates, relations and formulas on people, companies and deals, readable by rules and Wren.
CRM →
SANDBOX

Test before you ship

A copy of your setup on fictional data. Review the diff, then promote to live.
TASKS

Your process as the path

Custom task types with forms and outcomes. Required fields block the outcomes you choose.
Work session →
SYNC

Push to the systems you keep

One-way sync to HubSpot and Salesforce, field by field.
Integrations →

CHANGING A RULE

How a change reaches the team safely.

  1. 1

    Draft

    Edit stages, fields or rules in your workspace sandbox.
  2. 2

    Test

    Run sample leads through the routing test panel.
  3. 3

    Review

    See the diff of every change before it goes live.
  4. 4

    Promote

    Apply the changes you choose. The activity log records who did it.
FOR REVOPS

One system to govern.

→Rules, stages and fields in one place
→Changes tested before they go live
→A log of every change to the process
FOR THE SALES TEAM

A process that’s easy to follow.

→The next step is the only path
→Fields filled from calls
→Leads that land with the right person

QUESTIONS

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.

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