Real Clients, Real CRM Work
BD and OSM Worldwide are our closest published revenue-operations stories: marketing and sales systems aligned on one CRM record. The rest of these logos come from our work across five CRM platforms.
One CRM System, Not a Separate Ops Stack
Revenue operations usually means fixing a stack of separate tools: the CRM, the marketing platform, the reporting dashboard. Each is built for a different team. We work from the CRM outward instead, since that is where the customer record already lives.
One CRM record, tracked before, during, and after the sale, is what makes marketing, sales, and service actually align. That is revenue operations, run through the system you already own instead of a new one.
We are CRM-only. We sell none of the platforms we configure, and we are not a general operations agency. If your gap sits outside the CRM, we will tell you plainly instead of taking the work anyway.
What Revenue Operations Consulting Covers
Every engagement includes the following, scoped to where your CRM data actually breaks down:
Cross-Team Data Audit
We map where marketing, sales, and service data disagree or disconnect inside your CRM today.
Pipeline Visibility Setup
We configure reporting so pipeline, forecast, and account health are visible to every team that needs them, not just one.
Marketing-to-Sales Handoff
We fix the handoff point where leads and context most often get lost between systems.
Forecasting-Ready Reporting
We build dashboards that give leadership one trusted number, not three conflicting ones.
Automation Cleanup
We audit existing workflows and automations for conflicts, then rebuild what's actually broken.
Stakeholder Rollout
We share the setup with the teams who own each phase, not just the team that requested it.
From Data Audit to Live Reporting
Here is how a typical engagement runs, start to finish:
Discovery
We assess where your CRM data breaks down across marketing, sales, and service.
Prioritize
We rank the gap that is actually costing you revenue, and build a roadmap around it.
Build & Test
We build the fix and test it against real data before any team depends on it.
Adopt & Tune
We roll out to every team involved, then tune the setup against real usage.
Revenue Operations, Delivered
Two of the 45 published engagements show the same marketing-to-sales systems alignment revenue operations depends on:
Why Teams Choose Us for Revenue Operations
What a CRM-only, platform-neutral partner gets you that a broader ops agency cannot:
CRM-First, Not Stack-First
We start from the system that already holds your customer record, not a new tool stacked on top of it.
No Platform, No Commission
We are not paid a license margin on any platform. The plan follows your gaps, not our commission.
One Record, Every Team
Marketing, sales, and service work off the same CRM data, so no team is working from a stale or partial view.
Honest About Scope
If a gap sits outside the CRM, we say so. We would rather scope it right than take work we can't do well.
Related CRM Services
Below are the services teams often pair with revenue operations: