Revenue Operations & CRM
Marketing creates leads. The CRM stores information. Sales works opportunities. We connect them into one system, then automate the follow-up and reporting so growth becomes predictable.
Most companies don't have a lead problem
They have a systems problem. Leads sit untouched. Deals live in spreadsheets and inboxes. Every rep uses the CRM differently, so the forecast is a guess and nobody can say where revenue is leaking.
Most consultants talk strategy. Most agencies talk leads. Most CRM vendors talk software. We sit in the middle, and build the commercial operating system that ties them together around how your customers actually buy.
What we build
- CRM strategy and setup: selection, implementation, redesign and adoption
- Pipeline architecture: stages, exit criteria and opportunity management
- Lead management: capture, scoring, routing and marketing-to-sales hand-off
- Sales and marketing automation: follow-up, reminders, lifecycle workflows
- Dashboards and KPIs: sales, marketing and executive reporting
- Forecasting: models leadership can trust
- Data quality: clean-up and rules that keep it clean
Start small or rebuild the whole engine
CRM Optimization
A CRM audit, pipeline redesign, cleaner data and dashboards your leaders will actually use.
Revenue Operations Build
Lead lifecycle design, funnel architecture, sales process built into the CRM, automation and KPI dashboards.
Commercial Infrastructure
A full rebuild across CRM, automation, reporting, sales operations and marketing alignment.
What we don't do
We stay focused on the systems that turn demand into revenue, so we don't compete with your marketing agency. We're happy to work alongside them.
- Run ad campaigns
- Build or redesign websites
- Create social or content marketing
- Sell CRM licenses
Common questions
What is revenue operations?
Revenue operations (RevOps) connects marketing, sales and customer success with shared processes, data and systems, so leads are followed up, deals are tracked the same way and leaders can trust the numbers.
Do you run ads or build websites?
No. We don't create campaigns, ads or websites. We build the systems behind them: how leads are captured, routed, followed up, tracked and reported, so the marketing you already do turns into revenue.
Which CRMs do you work with?
HubSpot and Salesforce most often, and also Pipedrive, Zoho and Microsoft Dynamics. If you're choosing a CRM, we help you pick one that fits your sales process and budget.
Can you automate our follow-up?
Yes. Lead routing, follow-up sequences, task reminders, stage alerts and reporting can all be automated inside most CRMs, so fewer leads slip through the cracks.
Tell us about your CRM and sales process.
Send a note and we'll reply within one business day.