Revenue Operations & CRM Automation
One pipeline, one set of numbers, one CRM that everyone actually uses.
RevOps is where our lead generation and automation work meet. We design the CRM so a lead moves from first reply to closed deal without a hand-off falling on the floor, automate the routing, logging and follow-up in HubSpot or Salesforce, and write the weekly report for you from the live data.
The CRM is not the problem. The gaps between teams are.
Leads die in the hand-off
Marketing calls it qualified, sales calls it junk, and the lead sits unowned for a week. Nobody is wrong. Nobody defined the words.
The forecast is a feeling
Deal stages mean different things to different reps. The pipeline number in the board deck is whatever the spreadsheet said on Friday.
Reporting takes a day a week
Someone exports from the CRM, the ads platform and the billing tool, stitches them together, and the result is stale before it is read.
A CRM that runs the process, not just records it
We start with the definitions: what a lead is, what each stage means, who owns what and by when. Then we encode those rules into the CRM so the system enforces them, and automate everything that used to depend on someone remembering.
Lead, MQL, SQL, stage criteria and response-time commitments agreed across teams and written into the CRM as validation rules.
Leads scored and assigned automatically, with reminders, escalations and re-routing when an SLA is missed.
Emails, calls, meetings and outbound replies logged automatically, including the full thread from our lead generation campaigns.
A narrative report on pipeline movement, win rates, stalled deals and forecast changes, generated every Monday from live data.
RevOps capabilities
From the data model to the Monday report.
CRM architecture
Objects, fields, stages and validation rules designed around your actual sales process in HubSpot, Salesforce or Pipedrive.
Lead routing and hand-offs
Scoring, round-robin or territory assignment, SLA timers and escalation so no lead sits unowned.
Pipeline automation
Stage transitions, task creation, renewal triggers and follow-up sequences that fire from CRM events.
Dashboards and attribution
Executive dashboards for pipeline health and team performance, with attribution that shows which touches actually closed revenue.
Tool stack consolidation
An audit of every go-to-market tool, with duplicates removed and the rest connected properly.
Data hygiene
Deduplication, enrichment and sync between your CRM and prospecting tools, so the pipeline you report is the one you have.
RevOps in sixty days
Definitions first, then automation, then reporting.
Audit
Map the current process end to end, interview sales, marketing and delivery, and audit the tool stack for gaps and duplicates.
Define
Agree lead and stage definitions, ownership, SLAs and the metrics everyone will be measured on.
Build
Configure the CRM, build routing and automation, connect the prospecting tools and set up dashboards.
Operate
Weekly AI-written reporting, monthly review of scoring and routing rules, and continuous tidy-up of the data.
RevOps engagements
Most valuable where several teams and several regions share one pipeline.
Global energy enterprise
Partner records unified across regions, compliance verified automatically, opportunities routed to regional directors.
SaaS vendors
Outbound replies and meetings logged automatically, so the pipeline we generate is the pipeline they report.
Manufacturers
Quote-to-order visibility across sales, production and service through one data layer.
Enterprise sales teams
Multi-stakeholder deal tracking and forecast roll-up from defined stages.
Agencies
Lead-to-retainer pipeline with SLAs on first response and proposal turnaround.
Multi-region operations
One global pipeline with regional dashboards and language-aware routing.
Want a pipeline everyone trusts?
Book a strategy call. We will review your CRM, show you where leads are falling between teams, and outline the routing and reporting we would automate first.
FAQ
Frequently asked questions
What is revenue operations (RevOps)?
RevOps gives sales, marketing and delivery one pipeline, one set of definitions and one CRM they trust. We encode shared stage definitions, lead routing and service-level agreements into HubSpot or Salesforce so the system enforces the process instead of relying on memory.
Which CRMs do you work with?
HubSpot and Salesforce are our primary platforms. We automate routing, activity logging and reporting inside them.
Will our team have to log activity by hand?
No. Activity from email and calendar is logged automatically, so the CRM reflects what actually happened without extra data entry from reps.
What is the AI weekly pipeline report?
A report written each week from live CRM data that explains what moved, what stalled and what needs attention, in plain language for leadership. A named example is our RevOps and outbound engine for Siemens Gamesa.