--- title: "RevOps with AI data access — Rig" description: "Your data is powerful; RevOps can't use it. Rig gives RevOps teams governed access to warehouse data with AI agents for forecasting and pipeline work." canonical: "https://rig.so/uses/revops" format: markdown --- # Your data is powerful. But the RevOps team can't work with it ## Rig makes it usable, so expansion revenue stops slipping through the cracks Input "Which accounts could we upgrade to Enterprise?" → Rig agent reasoning Score usage patterns Analyse seat utilisation Predict growth trajectory Match to Enterprise tier → Output & actions Top 5 accounts, $620k ARR potential Draft outreach emails + deals created in CRM $620k ARR identified 5 min Total analysis time 0 Analyst hours ## How RevOps teams use Rig for pipeline forecasts ## Keep your pipeline healthy, automatically Stale deals, coverage gaps, and risk annotations, surfaced before they become problems. Rig Agent Outputs Pipeline Health Dashboardv1Source: **CRM Pipeline Sync** Select Workflow Pipeline Health Dashboard28 Expansion Account Finder34 Forecast Accuracy12 Select CRM Source Salesforce CRM 847 deals across 4 stages HubSpot 312 contacts, 94 companies Gong Call recordings & insights v1 ▶ Run Agent working... Scanning 847 deals...0% 12 stale deals found 3 risk annotations Pipeline Issues4 flagged HIGHAcme Corp · stuck 34 days HIGHGlobalTech · no activity 21 days MEDInitech · champion left company LOWContoso · below engagement threshold Coverage Summary Quota Coverage72% Pipeline Gap-$1.2M Weighted Pipeline$3.4M # #revenue-ops **Pipeline Alert:** 12 stale deals identified, coverage at 72%. 4 deals require immediate action. Gap of $1.2M to quarterly target. Select WorkflowConnect CRMScan PipelineView Report Built on Rig ## Apps RevOps teams build on Rig Real examples assembled from Rig's building blocks. Hover to see how each works, then build your own version for your exact workflow. [Lost deals · re-analysedAcme · £40kRep: Price→No championGlobex · £22kRep: Timing→Status-quoHooli · £31kRep: Feature→Budget cutPattern: 6 of 10 "price" losses were really champion gapsAppClosed-lost & win-loss analysisSee why deals really die, not just what the rep typedPull the full context around every deal from CRM, support, product and finance, so you can see what actually slowed deals down and what moved win rate.![Salesforce logo](https://img.logo.dev/salesforce.com?token=pk_AdkTbLWDS1iunmvTK2qm1g&size=36&format=png&retina=true)![HubSpot logo](https://img.logo.dev/hubspot.com?token=pk_AdkTbLWDS1iunmvTK2qm1g&size=36&format=png&retina=true)![Zendesk logo](https://img.logo.dev/zendesk.com?token=pk_AdkTbLWDS1iunmvTK2qm1g&size=36&format=png&retina=true)![Stripe logo](https://img.logo.dev/stripe.com?token=pk_AdkTbLWDS1iunmvTK2qm1g&size=36&format=png&retina=true)BirdieHow to build](https://rig.so/apps/closed-lost-analysis)[Enriching accountsAccounts enriched200 / 200Acme CorpEnterprise · ICP 92%GlobexMid-market · ICP 64%InitechEnterprise · ICP 88%58 owners + 200 segments filledWorkflowCRM enrichment & gap-fillFill the CRM fields reps never completeA row-by-row workflow that enriches every account and contact from your internal data and the web, so the CRM fields your reporting depends on are actually populated.![Salesforce logo](https://img.logo.dev/salesforce.com?token=pk_AdkTbLWDS1iunmvTK2qm1g&size=36&format=png&retina=true)![HubSpot logo](https://img.logo.dev/hubspot.com?token=pk_AdkTbLWDS1iunmvTK2qm1g&size=36&format=png&retina=true)![Attio logo](https://img.logo.dev/attio.com?token=pk_AdkTbLWDS1iunmvTK2qm1g&size=36&format=png&retina=true)How to build](https://rig.so/apps/crm-enrichment)[Pipeline sweepOpen opps checked342Acme · £40kClose date slippedGlobex · £22kNo next stepInitech · £65kStage 94d18 fixes drafted, sent to reps for approvalWorkflowPipeline hygieneCatch stale deals, slipped dates and empty fields before the forecast callA scheduled workflow that sweeps every open opportunity for stale stages, past-due close dates and missing next steps, then drafts the fix for each rep to approve.![Salesforce logo](https://img.logo.dev/salesforce.com?token=pk_AdkTbLWDS1iunmvTK2qm1g&size=36&format=png&retina=true)![HubSpot logo](https://img.logo.dev/hubspot.com?token=pk_AdkTbLWDS1iunmvTK2qm1g&size=36&format=png&retina=true)![Attio logo](https://img.logo.dev/attio.com?token=pk_AdkTbLWDS1iunmvTK2qm1g&size=36&format=png&retina=true)How to build](https://rig.so/apps/pipeline-hygiene)[Forecast roll-upCommit£840kBest case£1.3mCoverage3.1xJanFebMarAprMayJun“Commit at £840k, 3 deals flagged: champion quiet, close date pushed twice.”DashboardPipeline forecastsA forecast built from deal evidence, not stage percentagesRoll your pipeline up into a forecast that weighs each deal's real signals (activity, engagement, history), so the number you take to the board is one you can defend.![Salesforce logo](https://img.logo.dev/salesforce.com?token=pk_AdkTbLWDS1iunmvTK2qm1g&size=36&format=png&retina=true)![HubSpot logo](https://img.logo.dev/hubspot.com?token=pk_AdkTbLWDS1iunmvTK2qm1g&size=36&format=png&retina=true)![Gong logo](https://img.logo.dev/gong.io?token=pk_AdkTbLWDS1iunmvTK2qm1g&size=36&format=png&retina=true)How to build](https://rig.so/apps/pipeline-forecasts)[Quote-to-cashClosed-wonInvoiceReconcilePaidAcme£42kPaid ✓£42k collectedWorkflowQuote-to-cash & invoicingAutomate the path from closed-won to cash collectedA workflow that picks up every closed-won deal, raises and reconciles the invoice across CRM, billing and your ledger, and chases what is overdue.![Salesforce logo](https://img.logo.dev/salesforce.com?token=pk_AdkTbLWDS1iunmvTK2qm1g&size=36&format=png&retina=true)![Stripe logo](https://img.logo.dev/stripe.com?token=pk_AdkTbLWDS1iunmvTK2qm1g&size=36&format=png&retina=true)![Xero logo](https://img.logo.dev/xero.com?token=pk_AdkTbLWDS1iunmvTK2qm1g&size=36&format=png&retina=true)How to build](https://rig.so/apps/quote-to-cash)[CRM auditFields audited1,240Lead.faxUnused 2yOpp.scoreActiveFlow: old\_assignDead412 fields safe to archiveAppSalesforce audit & migrationFind the dead fields and scar tissue in your CRMAn agentic audit of your Salesforce org that surfaces what is actually used versus stale, flags dead fields and schema bloat, and recommends a clean migration.![Salesforce logo](https://img.logo.dev/salesforce.com?token=pk_AdkTbLWDS1iunmvTK2qm1g&size=36&format=png&retina=true)How to build](https://rig.so/apps/salesforce-audit) [See all apps](https://rig.so/apps) ## Common questions What can RevOps teams automate with Rig? Turning warehouse data into expansion plays, scoring product usage and seat utilisation, predicting growth trajectory, matching accounts to the right tier, then drafting outreach and creating deals in the CRM. The example on this page surfaces $620k of ARR potential in about five minutes with zero analyst hours. Does Rig write back to our CRM, or just return numbers? It writes back. Rig goes from question to action, creating deals, updating records, and drafting outreach in tools like Salesforce and HubSpot, not just answering. Every write respects role-based access control and is logged for audit. Do we need a data team to set Rig up? No. Rig automatically builds and maintains the data context layer over your warehouse, so RevOps can ask questions in plain English without waiting on analysts or manual modelling. Most teams go live in weeks. How is this different from our BI tool? BI tools stop at a dashboard and need manual modelling to stay current. Rig keeps its context layer accurate automatically as your schema changes, and it executes the follow-up action end to end instead of leaving you with a chart. ## Ready to unlock expansion revenue? [Book a demo](https://rig.so/book-demo) --- - [This page as HTML](https://rig.so/uses/revops) - [Site map for language models](https://rig.so/llms.txt) - [API and agent documentation](https://rig.so/developers)