For our Basic and Pro plans, the setup can be done in a few hours as all one needs is some configuration. For our enterprise engagements, we conduct a scoping exercise to understand our customer environment and integration requirements based on which we create an implementation plan.
Depending on complexity we have 30/60/90 day implementation plans.
RevvSales is hosted on Amazon Web Services (AWS) Data Centers (DC). AWS DCs are ISO 27017 (Cloud Specific Controls) certified. RevvSales’ systems and processes are built to be compliant to Cloud Security principles. Primary AWS DC location is US-East1. If there are any changes to data storage locations, RevvSales shall notify its customers 30 days in advance of changes to data location.
The data at rest is stored in AWS RDS and S3, and is encrypted using AWS KMS (Key management service). AWS KMS is a secure and resilient service that uses FIPS 140-2 validated hardware security modules to protect your keys. AWS KMS is integrated with AWS CloudTrail to provide you with logs of all key usage to help meet your regulatory and compliance needs.
Any data in transit is encrypted using HTTPS – TLS 1.2 (TLS1.1 disabled)
Yes, we have a documented BCP and DR policy that is available on request.
We backup documents on our service for up to 2 years. Our enterprise customers can also backup if needed using a bulk API. We support pushing documents to Salesforce if that’s where you want to maintain records. However, depending on the plan you have, Salesforce can become expensive for document storage.
We’ve built an extensive help center and knowledge-base to address most of the common use cases. These will be constantly enriched with text, images, and videos. There are also onboarding tutorials to get you started with minimal training.
24x7 email support is available for all customers, we usually reply within a few minutes of receiving a query. 24x5 chat and phone support are also available depending on the plan you’ve signed up for.
For our enterprise customers, we also assign a dedicated customer success manager to proactively manage your onboarding, training and support needs.
Globally, there is industry movement from Service Level Agreement (SLA) to Service Level Objectives (SLO). We commit a 99.5 SLO, but internally we aim to provide the industry standard SLO of 99.95.
We will use commercially reasonable endeavors to make the Services available 24 hours a day, seven days a week, except for:
Currently, for CRM we integrate with Salesforce & Zoho. Integrations with other CRMs such as Hubspot, Pipedrive, Zendesk Sell, Copper, and Freshsales are in the pipeline.
Integrations with billing platforms - Zuora, Chargebee, and Recurly, service desks - Zendesk, Service Now, and Freshdesk, and financial software - Netsuite and Sage Intacct are also planned.
If you have any specific integration requirements please let our sales team know.
We have extensive CPQ capabilities within RevvSales, we encourage you to evaluate if they suffice your needs rather than your existing CPQ system.
However, if using your CPQ is critical, please let our sales team know. We can explore your use case and identify if it’s possible to integrate with your CPQ or not.
We have extensive CPQ capabilities within RevvSales, we encourage you to evaluate if they suffice your needs rather than maintaining products and price-books in Salesforce.
However, if using your existing product catalog and price-book is critical, please let our sales team know. We can explore your use case and identify if it’s possible to synch with them or not.
RevvSales is shortly launching a managed app on the Salesforce Appexchange. This allows your reps to access Revvsales from within Salesforce (we support both Classic and Lightning editions). We’re oAuth and SAML 2.0 compliant, so your reps will seamlessly transition from Salesforce to RevvSales. They will not need any separate login credentials.
At the same time, cross-functional teams (such as Legal & Finance) that do not have (or require) Salesforce logins, can use their RevvSales logins to access and collaborate on deal documents as needed.
Features offered are based on the plan you sign-up for. If you need to enable or disable specific modules, consider moving to the appropriate plan that best suits your organization’s needs. However, please feel free to discuss specific requirements with our sales team, and we’ll try to accommodate the request if feasible.
With RevvSales you can manage various sales documents including the following -
CPQ is a great fit when you have a large number of SKUs (usually in thousands), or there are complex combinations (such as those seen in manufacturing) for a product/solution to be pieced together. If your SKU count is low and pricing straightforward (as is the case with subscription software), a deal desk may be the better option.
Additionally, a CPQ is not known for its document generation and management capabilities. You cannot create NDAs or MSAs with a CPQ system, and will need a separate tool to manage these sales documents. If you require workflows, approvals, and revisions for your sales documents deal desk is again the better option.
As CPQs are designed for complex product configurations, full-fledged CPQs are expensive. They require significant time and effort to implement, and usually require an external expert to install, setup, and maintain the system. On the other hand, a deal desk like RevvSales can be set up by your sales ops team themselves, with minimal external support needed
Large enterprises have contracts that can run into multiple pages. NDAs, which are otherwise just a few pages, can be 20-30 pages long. Other sales documents are equally if not more complex. In such situations, an investment into a CLM software if definitely beneficial. CLM is also useful where you want to track obligations and associated delivery post signature. Thus they find more use for procurement (i.e. the buy-side), rather than for sales contracts.
For the more agile sales team, a deal desk such RevvSales is preferred. While it provides a lot of capabilities similar to a CLM, the focus is sales contracts. It also integrates with your CRM at the opportunity and deal level. So authoring, internal-external reviews, and signature can be done easily; which is what a sales team would need. For documents such as Sales Proposal, Quotes, MSA or SoW, one can even link in the product and pricing information, something a CLM doesn’t cater to.