💼 CRM & Revenue Ops
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🔗 Integration & Automation
We connect your CRM, CPQ, billing, and ERP systems so revenue flows from lead to ledger without data loss. From HubSpot to Salesforce to Stripe to NetSuite, we automate every step of the sales-to-cash lifecycle. No more swivel-chairing, no more manual syncs—just clean, connected revenue data.
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🛠 CRM Implementation & Configuration
We design CRMs around your actual sales process, not some off-the-shelf template. From pipeline stages and lead scoring to custom objects, automations, and alerts, we build CRMs that sales teams actually use and execs actually trust. Bonus: we make sure Marketing and Finance get what they need too.
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📈 Pipeline & Revenue Analytics
We build dashboards and reports that show real revenue health—not just vanity metrics. From pipeline velocity to churn, MRR, CAC, and LTV, we centralize your KPIs in Snowflake, Looker, Power BI, or native CRM tools. Know exactly what’s coming in, what’s leaking out, and what to fix next.
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📄 Quote-to-Cash Process Documentation
We map your full revenue workflow—from lead to quote to invoice to revenue recognition—and document it for scale, compliance, and sanity. Clear SOPs, flowcharts, and RACI models make onboarding easier and audits painless. When sales, finance, and ops are aligned, growth is sustainable.
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🚀 Lead-to-Land-to-Expand Workflow Design
We help you streamline every handoff: Marketing → Sales, Sales → Onboarding, Onboarding → CS, CS → Renewal. Whether you’re PLG or enterprise SaaS, we’ll optimize and automate workflows across systems to drive expansion revenue and reduce churn. Growth shouldn’t be held back by disconnected teams.
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🧠 RevOps Strategy & Systems Architecture
We help you architect a tech stack that supports scalable, data-driven growth. Whether you need to consolidate tools, clean up a bloated CRM, or prep for a RevOps hire, we bring clarity and a systems roadmap. Strategy first, software second.