Worksheet
RevOps data automation platform evaluation worksheet
Compare platforms by the capabilities that matter – unified data, automation, and AI-powered scale – so you can drive faster GTM execution, not just better reports.
Pick the platform that fits your GTM data needs
Use this worksheet to spot capability gaps during vendor demos and get your team aligned on what matters.
Skip the sales spin with a structured evaluation
- Compare how platforms handle data unification, orchestration, and AI
- Focus on what drives GTM impact, not just what looks good in demos
- Pinpoint gaps in automation, enrichment, and stakeholder access
- Capture team feedback in one clear, side-by-side worksheet
- Disqualify tools with vague claims or lacking depth in control or integration
- Shortlist platforms that support speed, scale, and data confidence
