RevOps & CRM Consulting for B2B
Make your CRM, pipeline, and reporting tell the truth again. We clean up CRM structure, reporting rules, and revenue data flow so your numbers are trustworthy and your team stops working around the system.
Common CRM & RevOps Problems We Diagnose
Inconsistent metric definitions
Sales, marketing, and finance define the same metrics differently. Dashboard numbers don't match.
Pipeline leakage
Leads fall between handoff points. No SLA, no shared visibility, no accountability.
Disconnected data sources
Multiple tools feeding the same dashboard with conflicting data.
Manual reconciliation
Teams spending hours each week fixing reports instead of using them.
CRM workarounds
People work around the CRM instead of in it because the structure doesn't match reality.
Migration uncertainty
Considering Salesforce to HubSpot (or vice versa) but unsure what to move, what to clean, what to rebuild.
What a RevOps Engagement Covers
CRM structure audit
Data model review, field cleanup, deduplication logic.
Pipeline & stage review
Stage definitions, conversion criteria, handoff rules.
Reporting definitions
Unified metric definitions across sales, marketing, operations.
Data source consolidation
Identify and resolve conflicting data feeds.
Core integrations
Review and repair connections between CRM, marketing, finance tools.
Dashboard & reporting rules
Build or fix dashboards that leadership can trust.
CRM Environments We Work With
Pricing
From $5,100
RevOps engagements start from $5,100 for a lean 25-50 person team. The exact scope and cost are set by the free diagnostic - you never pay before scope is agreed in writing.
Timeline: 3-6 weeks depending on the number of systems, data sources, and stakeholders involved.
RevOps Consulting FAQ
Not necessarily. Most engagements focus on fixing the CRM you already have. We recommend migration only when the current platform fundamentally cannot support your process.
Yes. CRM migration is a common outcome of the RevOps diagnostic. We map your current data model, pipeline logic, and integrations before recommending a migration path.
3-6 weeks depending on the number of CRM objects, integrations, and stakeholders. The first step is always the free diagnostic.
That is one of the most common scenarios. Reporting issues often trace back to inconsistent field definitions or disconnected data sources, not the CRM itself.
Fix Your Revenue Pipeline
CRM cleanup, reporting rules, and data flow. Scoped after the diagnostic.