VPs of Sales
managing teams of 5–50 reps who are tired of rebuilding operating tools every quarter
Use Case
The revenue operations platform that runs your whole operating rhythm.
Intelligence, workflows, and data — connected in one system. Built for the people who run revenue.
THE PROBLEM
The problem.
Every revenue leader runs the same operating rhythm: forecast calls, pipeline reviews, QBRs, territory planning, performance management, account prioritization. And every quarter, most of that work gets rebuilt from scratch — pulled from a CRM, pasted into a spreadsheet, reformatted into slides, presented once, then abandoned.
The CRM stores data. The spreadsheets do the analysis. The slides tell the story. But nothing connects. Monday morning starts with “let me pull the latest numbers” instead of “here's what changed and what to do about it.” The operating rhythm runs on manual labor instead of a system.
SOLVE is a revenue operations platform that combines AI diagnostics, intelligence dashboards, and operating workflows for sales and RevOps leaders. It replaces the quarterly rebuild cycle with a continuous operating system where your data flows through every forecast, review, plan, and coaching conversation.
HOW SOLVE WORKS
How SOLVE works.
01 / 03
Intelligence — See what’s happening.
Seven intelligence features read your live data and surface what matters:
The SOLVE Engine runs an AI diagnostic across your entire revenue organization — team structure, territory coverage, pipeline health, activity patterns, forecast accuracy — and produces a prioritized action plan with each finding linked to a specific workflow. Think of it as what a $50K RevOps consultant would find in week one, available on demand.
The Revenue Timeline visualizes your revenue story on a TradingView-style interactive chart with six toggleable layers: rep performance, account trends, territory breakdown, pipeline value, activity volume, and forecast accuracy over time.
The Account Attention Engine surfaces accounts that need action — declining revenue, stale activity, missed QBR cadence, accounts on hold — before they become problems.
Forecast Accuracy tracks whether your forecasts were right, not just what you predicted. Per-rep accuracy over time. Bias detection. Calibration recommendations.
Plus Territory Optimizer, Revenue Waterfall, and Performance Reviews — each reading live data and producing insights that would take hours to assemble manually.
02 / 03
Operating — Know what to do next.
145 structured workflows cover the full scope of revenue operations: forecasting, pipeline management, QBRs (internal, retailer, distributor), territory design, account planning, comp plan modeling, headcount planning, coaching frameworks, onboarding, sales process design, and more.
Each workflow pulls your live data on load. You don't start from a blank template — you start from your current reality. When you complete a workflow, the outputs write back to the system: coaching notes attach to the rep record, pipeline updates flow to the opportunity, communication logs attach to the account.
03 / 03
Data — Act from the same system.
Every workflow reads from and writes to the same database. Your forecast references the same pipeline your QBR reviews. Your territory model references the same accounts your reps are working. Your performance review references the same coaching notes from your 1:1s. Nothing is disconnected. Nothing is stale.
WHO THIS IS FOR
Who this is for.
RevOps Leaders
who want a system that runs the operating rhythm instead of a pile of spreadsheets that describe it
CROs
who need a single view across pipeline, forecasting, territory coverage, and team performance
Commercial Directors
at CPG companies who manage broker networks, distributor relationships, and retail execution alongside traditional pipeline management
SOLVE works for teams running CPG sales operations (food, beverage, cannabis, consumer goods) and B2B SaaS revenue teams. Solo plan starts at one seat. Team plans cover 2–24. Enterprise is custom.
WHAT MAKES IT DIFFERENT
What makes it different.
Most tools in revenue operations solve one piece: the CRM stores data, the forecasting tool predicts, the enablement tool trains, the BI tool reports. SOLVE connects the three layers — intelligence, operating workflows, and data — into one system. You don't export from one tool to paste into another. The intelligence reads the same data the workflows run on, and the workflows write back to the same data the intelligence reads.
That circular architecture is the difference between a collection of point solutions and an operating system.
RELATED WORKFLOWS
Related workflows.
01
Revenue Forecast
Structured forecasting framework with pipeline-weighted projections and scenario modeling.
02
Pipeline Review
Weekly pipeline review with stage-by-stage analysis, stuck deal identification, and coverage gaps.
03
QBR Internal
Quarterly business review framework with auto-populated performance data and action planning.
04
Territory Design
Territory modeling with account load balancing, revenue distribution, and rep capacity analysis.
05
Account Prioritization
Score and rank accounts by revenue potential, engagement level, and growth opportunity.
06
Headcount Model
Sales capacity planning with quota coverage, ramp modeling, and hiring timeline.
07
Sales Dashboard
Operating dashboard with real-time KPIs, pipeline movement, and activity tracking.
08
Weekly Meeting
Structured weekly team meeting framework with pre-populated data and action items.
Try It Free
Try it free.
Run the Revenue Audit — a free 10-minute diagnostic that scores your sales organization across 10 categories and gives you a prioritized action plan. No login required.
FAQ
Frequently asked questions.
A revenue operations platform is a system that connects the workflows, data, and intelligence a sales organization needs to run its operating rhythm — forecasting, pipeline reviews, territory planning, QBRs, performance management, account planning, and coaching. It replaces the disconnected spreadsheets, slide decks, and manual processes most revenue teams rely on.
Salesforce and HubSpot are CRMs — they store customer data, track interactions, and manage the sales pipeline. SOLVE is the operating layer that sits on top of your CRM. It connects to your CRM data (HubSpot today, Salesforce coming) and runs the work a sales leader actually does every week — the forecasts, the reviews, the territory decisions, the coaching. Your CRM tracks the data. SOLVE tells you what to do with it.
SOLVE includes seven AI intelligence features (SOLVE Engine, Revenue Timeline, Account Attention Engine, Forecast Accuracy, Territory Optimizer, Revenue Waterfall, and Performance Reviews), 145 structured operating workflows covering every function in revenue operations, and a circular data architecture where everything reads from and writes to the same live database.
Yes. The Revenue Forecast workflow pulls your live pipeline data, applies stage-weighted probabilities, and produces a structured forecast. The Forecast Accuracy intelligence feature then tracks how accurate your forecasts were over time — per rep, per quarter — so your organization actually gets better at predicting revenue instead of just guessing each cycle.
SOLVE works for teams of 1 to 200+. The Solo plan ($149/mo) is built for an individual sales leader managing their own operating rhythm. The Team plan ($119/user/mo) adds shared territories, team reviews, QBRs, and guided onboarding for teams of 2–24. Enterprise is custom for organizations with 25+ seats.