Blocks for agreements make your sales process effortless

The Building Blocks Every Agreement Needs!

Explore the potential of RevOps Building Blocks! These versatile elements empower you to craft deals with unmatched flexibility, seamless layouts, and the ability to handle enterprise complexity—plus so much more.

Overview

Effortlessly manage customer info

Easily manage and add customer information to your deals, whether manually assigning details or importing from your CRM. The Customer Block consolidates all essential customer data in one place and allows customization to highlight the information most relevant to each specific deal, streamlining your workflow and ensuring accuracy.

Empower buyers to provide missing information

If certain customer data is unknown the Customer Block allows missing information to be filled in by buyers during signing. This flexibility enables reps to focus on high-priority sections that drive revenue, without letting missing data become a blocker.

Alex Miller, Director of Revenue Operations

For our team at Medallion, speed and accuracy in quote-to-cash workflows are non-negotiable. By incorporating RevOps, we’ve ensured that every agreement aligns with legal best practices while empowering our team to move faster.

Automatic CRM Sync with Customer Data Updates

Customer data updated in the Customer Block syncs automatically with your CRM, ensuring consistency. Any changes made in RevOps are reflected in your CRM, eliminating the need to manage multiple systems. This streamlined process reduces time spent on manual updates, keeping your data accurate and up to date.