If you’re using Revegy to drive your sales process, you’ve probably noticed their templates don’t magically fit your go-to-market (GTM) strategy out of the box. That’s normal—no off-the-shelf tool really does. Whether you’re in enterprise SaaS, manufacturing, or B2B services, your team’s way of selling is unique. This guide is for sales ops folks, GTM leaders, or anyone who’s realized “customizing Revegy” is now on their to-do list. I’ll walk you through the practical steps to actually adapt Revegy templates to your needs, flag what’s worth your time, and call out what’s mostly noise.
1. Get Clear on Your Actual GTM Process
Before you touch a single template, map out what your real, current GTM strategy looks like. Not the one in the slide deck—the one your team actually uses.
- Key questions:
- What are the main stages of your sales cycle?
- Who’s involved at each step (internally and on the client side)?
- What info do reps absolutely need to track, and what’s just for show?
- What’s genuinely unique about your process (vs. what’s industry standard)?
Pro tip: Don’t do this in a vacuum. Sales reps and frontline managers know where the standard process falls apart or needs workarounds. Get their input.
Why bother? Because most template customization goes off the rails when you try to mirror someone else’s process instead of your own. You want Revegy to fit your team, not the other way around.
2. Audit Revegy’s Default Templates
Revegy comes with a bunch of standard templates—account plans, opportunity plans, call plans, relationship maps, etc. Take an honest look at these. Don’t get dazzled by the features; most teams only need a few.
- What to look for:
- Which templates are close to what you need, and which are way off?
- What fields are missing for your use case?
- Which sections do your reps immediately ignore?
- Is there stuff in there that’s just busywork?
Skip: Trying to force-fit every Revegy template into your workflow. Focus on the two or three that’ll actually move the needle.
3. Decide What to Keep, Modify, or Toss
This is where you separate the “must-haves” from the “nice-to-haves.” For each template:
- Keep if it matches a real step or deliverable in your process.
- Modify if it’s close but needs tweaks (fields, sections, logic).
- Toss if it’s just adding clutter. More forms = less adoption.
Don’t be afraid to break from the default. Revegy gives you enough flexibility; you don’t need to follow their structure word for word.
Honest take: Most teams overcomplicate things. The more sections and required fields you add, the less your reps will actually use it. Simpler is almost always better.
4. Map Out Your Custom Fields and Sections
Now, get specific. For each template you’re keeping or modifying:
- List the fields you really need. For example:
- Decision makers (not “influencers” if you never use that)
- Deal blockers
- Key client initiatives
- Next steps
- Decide which fields are required and which are optional. Only make a field required if you’ll actually use the data.
- Remove or hide anything irrelevant.
Pro tip: If you’re not going to use a field in reporting or meetings, it shouldn’t be there. Don’t collect data “just in case.”
5. Customize Layout and Workflow in Revegy
Time to get your hands dirty in the platform:
- Edit templates:
- Rename sections so they match your team’s language (not generic vendor-speak).
- Add, remove, or rearrange fields based on your mapping above.
- Set up conditional logic if Revegy supports it (e.g., only show certain fields if deal size exceeds a threshold).
- Adjust workflows:
- Align template steps with your real sales stages.
- Make sure notifications and task reminders fit how your team actually works.
- Test with a “dummy” deal or account to see what it’s like for a rep.
Don’t bother: Building out deeply nested templates or super-complex relationship maps unless you’re in a sales org that lives and dies by those details (think: huge enterprise accounts).
6. Pilot with a Small Group, Not the Whole Team
This is where most rollouts go wrong. Instead of launching the new templates to everyone, start with a handful of reps and managers who’ll give you real feedback.
- Run a few deals or account reviews using the new setup.
- Ask: Where do people get stuck? What’s confusing? What’s a waste of time?
- Watch for “shadow processes”—spreadsheets or notes reps still use outside Revegy.
Iterate quickly. If something’s not working, change it before wider rollout. There’s no prize for stubbornly sticking to a bad template.
7. Train and Roll Out—But Keep It Simple
Once you’ve ironed out the biggest issues, train the rest of the team. Emphasize:
- What’s changed and why (skip the features, focus on how it helps them sell)
- The absolute must-do’s vs. nice-to-have sections
- Where to go for help or to suggest tweaks
Don’t do an hours-long training. A short walkthrough or video is plenty. Most people learn by doing, not by watching a deck.
Reality check: No template will get 100% adoption or perfect data. Aim for good enough, not perfect.
8. Review and Tweak (But Don’t Over-Engineer)
Set a reminder to review template usage after the first month. Are reps actually filling them out? Is the data useful in pipeline or QBR meetings? If not, cut dead weight.
- What to look for:
- Are there fields everyone skips?
- Is info being double-entered in other tools?
- Are managers using the data, or just ignoring it?
Don’t keep templates static just because you spent time customizing them. The real world changes—so should your tools.
What Works, What Doesn’t, and What to Ignore
Works: - Tailoring templates to match your real workflow, not someone else’s. - Cutting fields and steps that don’t add value. - Getting input from actual users, not just leaders.
Doesn’t work: - Overcomplicating templates in hopes of “capturing more data.” - Launching a big-bang rollout with no pilot. - Relying on default Revegy jargon—your team will tune it out.
Ignore: - Vendor promises that “our templates mirror best practices for all industries.” That’s sales talk, not reality. - Anything you don’t plan to use for reporting, coaching, or pipeline reviews.
Final Thoughts: Keep It Simple and Iterate
Customizing Revegy templates isn’t rocket science, but it’s easy to get lost in the weeds. Start with your real sales process, cut what’s not useful, and don’t be afraid to make changes as you go. You’ll get better adoption—and better data—if you keep things simple and stay skeptical of one-size-fits-all “best practices.” Make the tool work for you, not the other way around.