RevOps
One version of the truth across sales, marketing and success
Revenue Operations aligns your go-to-market teams around shared processes, shared data and shared goals. When sales, marketing and customer success are pulling in the same direction, revenue becomes predictable. We build the systems and processes that make that happen.
What's included
Everything you need to make revenue predictable
Who it's for
For businesses where revenue growth has become harder to predict
Scaling businesses
Revenue is growing but the processes holding it together are fragile. You need proper infrastructure before the cracks become problems.
Misaligned go-to-market teams
Sales, marketing and customer success are working to different numbers, different definitions and different goals. Alignment is overdue.
Unreliable forecasting
Leadership cannot forecast with confidence because pipeline data is inconsistent and the numbers change depending on who you ask.
Post-merger integration
Two businesses, two sets of processes, two CRMs. You need to bring it all together into one coherent revenue operation.
How it works
Diagnose first, then build
RevOps work that starts with solutions before understanding the problem almost always misses the point. We spend time with your teams, understand how revenue actually flows today and build from there.
Revenue process audit
We map how leads, deals and customers move through your business today, including where things stall, get lost or get counted differently by different teams.
Alignment workshop
We bring your sales, marketing and customer success leads together to agree on shared definitions, handoff points and what good looks like.
Process and system design
We design the new processes, reporting structure and CRM configuration needed to support the way you want your revenue teams to operate.
Build and configure
We implement the changes in your CRM, build your dashboards and reporting, and set up the automations that keep the process running without manual effort.
Review and ongoing support
We review performance after the first full cycle and offer ongoing retainer support to refine the model as your business grows and changes.
Common questions
Questions about RevOps
What exactly is Revenue Operations?
Revenue Operations is the function that aligns your sales, marketing and customer success teams around shared processes, data and goals. It removes the friction between teams, improves forecasting accuracy and makes sure your CRM and reporting give you a reliable picture of your revenue at any point in time.
Do we need a dedicated RevOps person internally for this to work?
No. Many of our clients do not have a dedicated RevOps hire. We can act as your RevOps function on a retainer basis, or we can build the infrastructure and hand it over to an existing team member to maintain. We will be honest about what level of internal resource you need to keep things running.
Which CRM platforms do you work with for RevOps?
We work primarily with HubSpot, Pipedrive and Zoho CRM for RevOps engagements. Each has different strengths for reporting, automation and cross-team visibility. We will recommend the right platform for your situation or work within the one you already have.
How long does a RevOps project take?
An initial RevOps engagement, covering the audit, alignment workshop, process design and CRM build, typically takes six to ten weeks. The timeline depends on the complexity of your current setup and how many teams are involved. Ongoing retainer work continues month to month after the initial build.
We already have a CRM and dashboards. Do we need to start again?
Not necessarily. We start with an audit of what you have and build on what is working. Often the CRM setup is fine but the process around it is broken, or the reporting exists but nobody trusts the numbers. We fix the root cause rather than rebuilding everything from scratch.
What does success look like after a RevOps engagement?
Your sales, marketing and customer success teams are working from the same data and the same definitions. Leads flow cleanly from one team to the next without things getting dropped. Leadership can forecast with confidence. And your CRM reflects reality rather than wishful thinking.
Want to see what this looks like for your sector?
We'll map your current setup, identify where things are breaking down, and show you what a proper system looks like.
