CRM architecture
Pipeline, stages and exit criteria designed around how you actually sell — a stage without an exit criterion is where deals go to die.
Capability
One reliable view of every opportunity.
A CRM that has become a database nobody trusts is worse than no CRM, because decisions get made on it anyway. RevOps is the work of making the record true, current and useful.
Book a Strategy CallWhat we usually find
Symptoms that bring people to this conversation.
- Leads disappear somewhere between marketing and sales
- Two people give two different pipeline numbers
- Stages mean different things to different people
- Nobody can trace revenue back to the campaign that produced it
- The forecast is a spreadsheet maintained by hand
What’s included
The capabilities behind the outcome.
Lifecycle and routing rules
Ownership, SLAs and escalation defined and enforced by the system rather than by memory.
Data hygiene and migration
Deduplication, normalisation and a migration that does not lose history.
Reporting and forecasting
A handful of numbers leadership will actually read, joined all the way to revenue.
Let’s talk about crm & revenue operations.
30 minutes, no pitch. If we’re not the right fit, we’ll tell you that too.