Customer & Revenue Operations
ATSphere provides structured customer and revenue operations support to help organizations manage customer interactions, maintain CRM systems, and enable efficient revenue processes. Our teams operate within defined workflows and service levels to ensure responsiveness, accuracy, and consistent execution across customer-facing and revenue support functions.
Customer Support & Operations
Structured support for managing customer interactions across non-voice and blended channels, ensuring timely responses, accurate handling, and consistent service delivery.
Structured support for managing customer interactions across non-voice and blended channels, ensuring timely responses, accurate handling, and consistent service delivery.
Key Activities:
- Handling customer queries via email, chat, and ticketing platforms
- Managing support tickets within CRM systems such as Salesforce, HubSpot, or similar platforms
- Order, account, and service-related query handling
- Complaint logging, tracking, and follow-ups
- Updating customer records and interaction logs within CRM systems
- Coordination with internal teams for issue resolution
- Monitoring response times and adherence to SLAs
- Preparation of customer support performance reports
Sales Operations & CRM Support
Execution support for sales teams through CRM management, data accuracy, and structured tracking of leads, opportunities, and pipeline activities.
Execution support for sales teams through CRM management, data accuracy, and structured tracking of leads, opportunities, and pipeline activities.
Key Activities:
- Lead data entry, validation, and enrichment
- CRM data management within Salesforce, HubSpot, or Microsoft Dynamics 365
- Opportunity and pipeline tracking and updates
- Sales data cleanup and database maintenance
- Quote preparation and sales documentation support
- Coordination between sales, operations, and finance teams
- Maintenance of sales records and activity logs
- Sales performance tracking and reporting
Reporting & Business Insights
Preparation of structured reports and dashboards to support performance tracking, operational visibility, and data-driven decision-making.
Preparation of structured reports and dashboards to support performance tracking, operational visibility, and data-driven decision-making.
Key Activities:
- Preparation of operational and departmental reports
- KPI tracking, SLA dashboards, and performance monitoring
- Data consolidation from CRM, ERP, and internal systems
- Sales, customer, and operations reporting
- Trend analysis and performance tracking
- Creation of periodic (daily, weekly, monthly) reports
- Ad-hoc reporting based on business requirements
Revenue Operations Support
Support for execution-driven revenue processes, ensuring accurate data handling, coordination, and system updates across the revenue lifecycle.
Support for execution-driven revenue processes, ensuring accurate data handling, coordination, and system updates across the revenue lifecycle.
Key Activities:
- Order and revenue data entry and validation within CRM and ERP systems
- Coordination between sales, finance, and operations teams
- Maintenance of customer and revenue-related records
- Support for billing data preparation and validation (non-financial decision-making)
- Tracking revenue-related workflows and updates
- Handling renewals, subscriptions, and contract-related updates
- Reporting on revenue operations metrics and performance
Ready to Experience Our Expertise?
Submit a sample file or tell us your requirements — we’ll provide a tailored solution.
enquiries@atsphereglobal.com
Bangalore, India