You know the SOC and the NOC. It's time to build a Revenue Operations Center to systemize customer acquisition, expansion, and retention.
ROC ON ingests every sale and invoice line item, maps purchase history to product and service categories, identifies and quantifies expansion opportunities, and alerts sales representatives when action is necessary to drive growth.
Reps work a prioritized queue of net-new prospects, expansion plays, and hardware refreshes, all sourced from the same customer data and ranked by revenue impact.
AI-segmented lists drawn straight from your customer data. Templated campaigns. End-to-end engagement tracking that connects marketing spend to pipeline.
At-risk signals from SLA, MTTR, and ticket telemetry surface before renewal. Customer 360, adoption gaps, and health scoring keep the book healthy.
Nothing is more frustrating than when a customer purchases tech from a competitor they could have bought from you. ROC ON's adoption matrix maps every customer against every product and service category, so you can instantly see what accounts are missing what.
ROC ON tracks every hardware purchase across the book and forecasts the refresh-due date per asset using last-purchase data and configurable lifecycle rules. Each asset is categorized as overdue, due-soon, or healthy, with estimated deal value attached. Refresh pipeline surfaces as a leadership KPI on the main dashboard and as urgent tasks on the per-rep view.
Personalized per-rep dashboards show expansion opportunity, refresh opportunity, revenue history, and more. Alerts notify the rep to take the right action at the right moment.
A walk-through of what ROC ON uncovered for a MSP/VAR hybrid company.
Pine Cove Consulting identified significant opportunity within their customer base even when tuning the expansion opportunity by only looking at products and services sold to 3+ customers in the last 18 months.
Set a custom refresh cycle for sold products depending on the type of hardware and identified significant opportunity for refresh within the customer base.
Provided visibility for every sales representative to what their assigned customers have purchased, have not purchased, and what is overdue for a refresh.
Set alerts that are delivered directly to individual sales reps and Teams channels to encourage action to capture more revenue at the right time.
$73.7M in revenue opportunity uncovered across 800 customers. Every rep enabled with the intel to act. Alerts wired straight to Microsoft Teams. One Revenue Operations Center.
ROC ON connects to the systems you already run, ingests your sales and operational data, categorizes every customer and asset, and turns the result into prioritized actions for your team.
Connect ROC ON with your PSA, billing system, and CRM. Integrations on the roadmap include ConnectWise, Datto Autotask, HaloPSA, QuickBooks, and Xero.
Every customer, contact, opportunity, sale, invoice line item, and asset record flows into one Revenue Operations Center.
The adoption matrix maps purchase history to product and service categories. Hardware lifecycle is forecasted. Customer health is scored.
Reps work a prioritized queue of expansion, refresh, and at-risk plays. Alerts arrive directly in Microsoft Teams.
Limited early-access cohort for IT providers ready to operationalize revenue.
