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The 2021 RevOps Cookbook

This cookbook showcases practical ideas and strategies from the industry's leading RevOps Professionals. 

Connor Jeffers
Connor Jeffers

Feb 02, 2021

    Download The 2021 RevOps Cookbook!

RevOps is all about how systems connect and processes drive seamless handoffs between teams. A great RevOps solution, or a recipe in our case, encompasses multiple technologies and each approach is unique. This cookbook showcases practical ideas and strategies from the industry's leading RevOps Professionals. 

Our goal is for you to be able to implement as many of these recipes as are relevant to your business and team, or perhaps be inspired by some of what our chefs have put together to come up with your own riff on a classic.  Each Chef that’s participated in this cookbook has years of relevant experience in the RevOps space and is a leader at their respective company. 

You may also notice that we’ve chosen to highlight companies whose technology might make sense for your RevOps tech stack, and that’s no coincidence:


The RingLead Platform orchestrates Salesforce and Marketing Automation processes like managing duplicates, data normalization, segmentation, enrichment, routing, and much more – fueling successful go-to market initiatives for modern RevOps teams.


Drift helps companies engage in real-time, personalized conversations with the right customers at the right time, so they can build trust and accelerate revenue. Companies need to connect with customers on their terms and their Revenue Acceleration Platform helps them do just that. They connect companies with buyers in real-time via chat, video, voice, or email to help build trust and accelerate revenue.


Clearbit is the marketing data engine for customer interactions. We help businesses grow by providing tools that help them deeply understand their customers, identify future prospects, and highly personalize every single marketing and sales interaction.


Hubspot is an all in oneCRM platform that helps your business grow without compromise. The HubSpot growth platform lets your entire company work together — from marketing, to sales, to customer service. Each Hub is powerful alone, but better together, Because, “good for the business” should also mean “good for the customer.”


InsightSquared’s self-serve and machine learning-driven Advanced Sales Math identifies the inflection points in a customer’s sales cycle where they win or lose deals. Critical moments such as number and type of activities that translate to a win; Profile of conversations for winning deals; and marketing lead effectiveness by source, deal type and segment; and more.


PandaDoc is an all-in-one document automation solution. Document automation from PandaDoc simply allows revenue teams to get more deals done. Not only can you make it easier for salespeople to create beautiful documents, you’ll also have the insights you need to create a more predictable, repeatable, and scalable pipeline. is an integrated direct mail platform for sales and marketing teams that leverages machine learning to automate and optimize the creation, delivery, and reporting of personalized physical assets in the sales process. The system can easily integrate with existing CRM systems, Sales and Marketing Automation Platforms, or can be used independently.


Blackthorn builds Salesforce-native apps that make processing payments and managing events efficiently and ridiculously easy for businesses of all shapes and sizes. Our solutions were created from problems solved in our own business environment, and we’re continually innovating based on our customers’ needs.


Docket is a meeting-focused workspace for collaborative agenda creation, decision documentation, and action item tracking. Docket's easy-to-use meeting framework helps teams collaborate throughout any meeting process from preparation to follow-through. The platform is simple and clean, yet powerful enough to drive better clarity and alignment for nearly every organization.


The modern way to organize, cleanse, and update data in multiple platforms - all in one place. 

Should you be interested in learning more about a particular technology and how it might fit into your next great recipe, this cookbook is a great way to get inspired and get in touch. 


Get your copy of The 2021 RevOps Cookbook here!



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