Supercharge your RevOps with Titan’s Deal Room for Salesforce

Ben Miller

Enterprise Account Executive at Titan

Updated: Jan 13th, 2025

RevOps, short for Revenue Operations is a revolutionary business function that aligns sales, marketing, and customer service departments. All these teams share the common goal of revenue generation. So RevOps puts them on the same page and ensures they are not duplicating efforts. When sales, marketing, and customer service collaborate and share resources, revenue can flourish and grow without blockages.

RevOps is a powerful engine for propelling your business to success and creating a thriving company culture built around the central purpose of revenue generation. Salesforce understands the potential of RevOps to transform organizations. And this is one reason they offer Revenue Cloud as a platform with robust automation tools to help you close your biggest deals at speed and scale.

In this article, we explore some of the key functions of Revenue Cloud and its role in supporting RevOps. We also introduce Titan’s Deal Room, a no-code RevOps solution that integrates seamlessly with Salesforce in real-time.

Want to learn more? Buckle up and hang onto your seats.

Do you Need Salesforce Revenue Cloud?

Connecting your Salesforce to RevOps is really a no-brainer! Businesses want a Salesforce and RevOps solution to break down the division between their departments. Collecting customer data from all teams and integrating it with your Salesforce can rapidly streamline revenue generation. In the planet’s leading AI CRM, your business can get a 360 degree view of every customer, view detailed analytics and reports, and automate the RevOps process.

A solution for businesses with this goal in mind is to use Salesforce Revenue Cloud. It has automation tools to boost profits. For example, Revenue Cloud assists with automating the following sales tasks found across many business units:

Product to Cash Processes

Creating Product Catalogs

Assisting with Pricing

Configuring Sales

Quoting

Contracts

Managing Orders

Billing

Revenue Cloud is also flexible enough to let businesses grow quickly by taking care of internal processes, while teams focus their efforts on responding to customers quickly.

How to Use Salesforce Revenue Cloud

With Salesforce Revenue Cloud installed in your software stack, you get all teams in an organization to manage revenue processes more effectively. Each member can share their work data on the platform, which can be accessed by other teams. Imagine your whole organization having access to common revenue information like:

Customer Data

Product Information

Pricing Lists

Discounts and Promotions

Sharing data in this way across your entire business ensures that all teams have the necessary insights to boost revenue streams and revenue-focused KPIs. 

But collaborative work doesn’t just boost business revenue. All teams can add their data into Revenue Cloud to speed up custom workflows which gives them more time to focus on improving customer satisfaction levels.

Salesforce Revenue Cloud can also upgrade multiple business processes thanks to its tools and features for:

Managing Lead Data through a Sales Pipeline

Converting Opportunities into Deals

Tracking Customer Interactions with Employees

All of these features help upper management get a complete view of customer journeys. With this vital information in hand, business leaders can confidently go ahead and make objective data-driven decisions for revenue growth.

Features from Salesforce Revenue Cloud

Using Salesforce Revenue Cloud for revenue-generating processes empowers your employees to take your business to the next level!

Let’s dive deeper and take a look at some of the tools that increase revenue streams.

Faster Quoting Solutions for Sales Teams

Salesforce Revenue Cloud has CPQ (Configure, Price, Quote) to support sales tasks. It speeds up quoting processes for businesses. CPQ is known for generating accurate quotes and is popular because it can handle:

Complicated Product Offerings

Calculating Prices

Supporting Sales Teams with Guided Selling

Streamline Financial Processes

Whether, you are a startup or a large organization, you will have to bill and invoice clients. Creating these documents and checking the accuracy of its content can be super time-consuming.

With Salesforce Revenue Cloud, businesses save time by using tools to automate billing and invoicing processes. Using software for these revenue tasks ensures that all financial documents are correct and comply with accounting standards and regulations.

Limitations of Salesforce Revenue Cloud

Although Salesforce Revenue Cloud is a versatile product that assists many business units with sales tasks, it’s not a perfect platform. Yes, it has many tools to speed up sales processes but it does have a few shortcomings.

For example, straight off the bat, it does not have a complete sales solution for your business. It can streamline your internal business processes for generating revenue and connect your teams, but Revenue Cloud struggles to help you engage with customers in a collaborative way.

If your business needs a way to generate documents from Salesforce and send them to customers for signing, you will need a solution that integrates with your CRM platform.

Another limitation is that Salesforce Revenue Cloud is a complex platform to get up and running. And once, it is implemented (hopefully, correctly ) it also needs to be maintained.

Potentially, these hurdles could lead to inefficient workflows instead of optimized ones. As these limitations are no joke, you might want to consider all your options for Revenue Operation software to make the best investment decision.

You can of course invest in custom development and a team of crack coders to iron out these kinks. The problem with building your own RevOps solution though is that businesses that do not have employees with technical experience or a large financial budget will find Revenue Cloud expensive to manage.

Building a custom RevOps solution for Salesforce will also slow down go-to-market so you won’t get a quick fix or streamline revenue generation overnight.

If you are keen to ramp up RevOps but want to skip the expense and headache of integrating RevOps with Revenue Cloud and Salesforce yourself, then you have the option to source a trusted third party tool on the AppExchange. And while most out-of-the-box tools offer limited customization, we know of one that might surprise you!

We can recommend Titan Deal Room as a fully flexible, zero code alternative or extension to Salesforce Revenue Cloud. Check out the details below:

Titan’s Deal Room to Ramp Up RevOps

With Titan Deal Room, you can build RevOps solutions in Salesforce that are flexible and customizable without Revenue Cloud.

One of the biggest reasons why you would want to choose Titan Deal Room over Revenue Cloud is that you can build a lighter RevOps solution, super-fast, and with no code. This means you can create no-code projects and processes that connect your teams to customers, leads, vendors, and partners with minimal labor and in lightning-speed time.

Some of the other advantages of choosing Titan Deal Room is that you don’t have to worry about the cons usually associated with software for building Salesforce solutions like:

Time to Sync Data and Build Projects across Teams

Coding Knowledge for Automating Complex Business Processes

Resources to Manage Processes

Loads of Money to Subscribe to Software Solutions

Maintenance of Integrations and Systems

Titan Deal Room gives you the advantage of creating faster deployments with minimal resources. We can take all your revenue-generating documents like presentations, proposals, and quotes to new levels. You can easily create dynamic documents with data pulled directly from Salesforce using our no-code approach that keeps your administration and maintenance levels low. 

We believe that you can get the best of both worlds using Titan Deal Room and Salesforce, as it has end-to-end out-of-the-box solutions to build custom zero-code projects across all your business units.

Essentially, you get faster processes to help you connect with everyone and sign those contracts immediately to get a joint deal rolling.

A Custom Use Case for Titan Deal Room

For a real-life example, we would like to share our use case with you. A large enterprise recently approached Titan to optimize their Revenue and Sales operations as they knew we could provide a custom zero code solution.

The Challenge

The company needed a software solution that integrated into Salesforce that could generate interactive documents for their sales teams like:

Quotes

Invoices

Contracts

Proposals

The company needed these documents to be electronically signed by customers or leads and saved in Salesforce at the end of the day. At that time, their sales agents were spending many hours manually creating these documents from scratch and managing the in-person signing process because customers could not interact with quotes and contracts.

Essentially, the enterprise was looking for a way to automate the whole document generation and signing process so that customers and colleagues could:

Comment on Documents

Update Any Information

Request Changes

Assign the Document to Another Sales Agent for Assistance

Allow Customers and Other Parties to Electronically Sign the Document

The enterprise was hoping to address these challenges so that sales agents could spend more time focused on revenue-generating strategies, such as sales pitches.

Titan Solution

Titan was thrilled to be able to assist the enterprise and build a document generation solution for them that:

Brought dynamic text from Salesforce into documents.

Added the company name to document templates.

Included photos in documents for attractive content.

A chance to add engaging elements like videos to documents.

Inserted the relevant name of the sales representative into their sales document.

Included functionality so that authorized users could view, comment, and edit the documents.

Supplied a solution that let authorized users approve or reject changes on documents.

Provided eSignature functionality with email notifications to track and manage the closing of deals.

Automated the document-signing process with documents emailed to relevant signers in rounds.

An ability to track every step of the document-signing process in Salesforce.

Titan Deal Room also gave the company a chance to work directly in Salesforce with their objects. For example, under the opportunity section, the company could now find its document templates. This is special since the Salesforce object defines the final look and feel of the document. Titan Deal Room was also able to add custom content to the document template that included as many subsections as needed by the sales team under Template Document Items.

For example, the sales team could configure the type of content in the document to be text, image, or YouTube Video with simple drop-downs. We also gave the company the opportunity to show its content before or after sections with Sort Order and Title options. 

Creating these templates on Salesforce is a massive win for the company. The business has a huge sales team, so Titan built an LWC component on their opportunities in Salesforce. The company now has the option to send custom documents directly from Salesforce to clients.

So, Titan Deal Room makes it super easy to quickly mock up a new template for a document, which can be sent to the company’s clients when they need to collect signatures. Additionally, sales agents could keep track of the document’s journey via email notifications and collaborate with relevant stakeholders in the sales process.

We all know that being able to generate a quote in real-time can be the difference between a client signing or not! Titan made this possible with no code and no fuss!

Powerful Results!

The enterprise has eliminated the need to manually create documents like quotes and invoices from scratch. They were also able to work directly in Salesforce while collaborating with colleagues and external customers.

Titan’s no-code features have quickly taken administrative burdens away from sales agents and empowered them to focus on higher-priority tasks like nurturing customer relationships and upskilling on the latest product features for sales pitches.

On a higher level, Titan essentially helped the sales team center their activities on revenue-generating operations rather than cumbersome administrative tasks.

How can Titan’s Deal Room be Extended?

Since Titan was able to rapidly build a no-code solution for the company’s sales team, the executives have decided to use Titan Deal Room to streamline other revenue operations:

The company would like to optimize its targeted marketing campaigns to generate leads faster for the sales teams. 

The company wants to create a self-service portal for the service team to elevate the customer experience when troubleshooting product problems. 

We hope to see you soon!

• Twitter
• Facebook
• YouTube
• LinkedIn

Disclaimer: The comparisons listed in this article are based on information provided by the companies online and online reviews from users. If you found a mistake, please contact us.