Define the process
Agree pipeline stages, entry and exit criteria, ownership and response rules. Review data quality and the definitions behind your reports.
Revenue Operations & CRM
CRM setup, follow-up and sales reporting.
Set up your CRM, organise sales follow-up and build reports your team can use.
Start with one project. Scope, fees and responsibilities agreed before work begins.
When this can help.
- Enquiries arrive, but the next action or owner is unclear.
- Your pipeline report does not match what the sales team knows.
- You have a CRM, but spreadsheets and manual follow-ups still run the process.
What the work includes.
We plan and deliver the work. Your proposal confirms the deliverables, timeline and responsibilities.
Configure and connect
Build CRM workflows, routing, integrations and dashboards around the agreed process. Plan permissions and any data migration before changing records.
Support adoption
Test with the people using the CRM, document working practices and train owners. Review whether records, tasks and reports reflect the actual process.
What a project could look like.
A practical scope to discuss, not a customer case study.
An enquiry-to-opportunity handoff
- Capture the enquiry and its source in the agreed system.
- Assign an owner and a next-action date using your routing rules.
- Record the outcome and required information before moving the opportunity to the next stage.
- Flag overdue actions for review and report on stages using shared definitions.
Better reporting starts with agreed definitions.
Revenue operations (RevOps) connects marketing, sales and customer processes. We agree what each stage means, who updates it and how exceptions are handled. AI-assisted summaries and follow-up drafts can help, with your team checking accuracy before customer communication.
What to share with us.
Tell us which CRM and connected tools you use, who uses them and where the process breaks down. A description of the report or handoff you cannot trust is enough to start. Do not include customer data or login details.
Read about CRM adoptionCan we start with one part of the work?
Yes. We can scope one defined project. Related work and ongoing support are agreed separately, so you know what is included.
What happens after I send a brief?
We review your requirements and discuss whether we are a fit. If we move forward, we agree the deliverables, fees, timeline and access needed before implementation.
Tell us what needs to work better.
Share your goal, current tools and the problem you want to solve. You do not need a technical specification to start.
Discuss your CRM requirements