Revenue Operations & CRM

Turn Your CRM Into A Revenue Engine

Stop fighting your software. We implement and optimize Sales, Marketing, and Service CRMs to automate workflows and close more deals.

Is Your CRM Failing You?

Most CRM implementations fail due to poor adoption and bad data. We fix the root cause.

Dirty Data

Duplicate contacts, incomplete records, and outdated information making your CRM untrustworthy.

Low Adoption

Sales teams refusing to use the CRM because it's too complex or doesn't fit their workflow.

Leaky Pipelines

Leads falling through the cracks due to lack of automated follow-ups and tracking.

Siloed Systems

Marketing (HubSpot) and Sales (Salesforce) tools not talking to each other, creating blind spots.

CRM Implementation Services

From fresh installs to rescuing failed implementations, we ensure your tech stack supports your revenue goals.

CRM Implementation & Setup

End-to-end setup of Salesforce, HubSpot, or Zoho. We configure pipelines, fields, and permissions to match your sales process.

Requirement Workshops
Custom Object Creation
Role-Based Access Control
User Acceptance Testing (UAT)

Sales Automation

Eliminate manual data entry. Automate lead scoring, email sequences, and task assignment.

Automated Email Workflows
Lead Scoring Algorithms
Deal Rotting Alerts
Meeting Scheduler Integration

Data Migration & Cleaning

Move your data from spreadsheets or legacy systems to your new CRM keeping it clean and de-duplicated.

Data Mapping
De-duplication Logic
Enrichment (Clearbit/ZoomInfo)
Historical Data Import

RevOps & Analytics

Dashboards that tell you the truth about your revenue. Forecast accuracy, conversion rates, and team performance.

Sales Forecasting
Funnel Visualization
Attribution Reporting
Custom KPI Dashboards

Platforms We Master

We are platform-agnostic, but highly specialized in the market leaders.

Platforms

Salesforce Sales Cloud, HubSpot, Zoho CRM, Pipedrive

Automation

Zapier, Make.com, n8n, MuleSoft

Data

Demandbase, ZoomInfo, LinkedIn Sales Nav

Analytics

Power BI, Tableau, Salesforce Reports

Implementation Success

Data Migration

Complex High-Volume Data Migration

While not a standard CRM, this project demonstrates our ability to handle sensitive, high-volume data migration with zero loss—a critical requirement for any CRM switch.

  • 100% Data Integrity Preserved
  • Automated Transformation Scripts
  • Secure Handling of PII
See Data Capability

Business-First Implementation

We don't just configure fields; we optimize sales processes. Our approach is 80% Strategy, 20% Technology.

Adoption Guarantee

We train your team until they love the system. If they don't use it, the project is a failure.

Full Stack Integration

We connect your CRM to your ERP, Website, and Support tools for a 360-degree customer view.

Process Before Product

We map your ideal customer journey first. Then we force the software to match it—not the other way around.

Ongoing Support

CRMs are living databases. We offer retained support packages to keep your data clean and automations running.

Fix Your Sales Process

Book a CRM Strategy session. We'll identify where your leads are leaking and how to fix it.