Toolkit

The Forrester Revenue Process Transformation Toolkit

 and  three contributors
Jan 26, 2026

Summary

Revenue process transformation (RPT) is a strategic imperative for B2B organizations seeking predictable growth and customer-centric engagement. Traditional lead-based approaches fail in today’s buying-group-driven environment, where multiple stakeholders influence decisions across complex networks. Our research concludes that success requires shifting to opportunity-centric processes; transitioning to being signal-led; and aligning marketing, sales, and customer success teams under a unified framework. This toolkit equips leaders with actionable guidance, templates, and best practices to build a scalable, integrated revenue engine that delivers measurable business impact.

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