Sales Operations and CRM Consulting
Sales operations, CRM consulting and revenue operations support for B2B companies. We clean the data, connect the tools and build the workflows that get leads to the right rep and show leadership where pipeline comes from.
CRM consulting services that make the pipeline visible
Most B2B companies already own the tools. The CRM, the marketing automation platform and the data providers are paid for, but contacts are duplicated, lifecycle stages mean different things to different teams, and leads sit unassigned. Sales operations work turns those tools into a system people trust.
Clean data comes first. For ModelOp, an enterprise software company, we cleaned and enriched the marketing database so its outreach campaigns had accurate contact data to run against. For Perimed Instruments, which already owned Salesforce, HubSpot, ZoomInfo and Definitive Healthcare, we built the segmentation, sender setup and reply routing that put those platforms to work, sending replies to the right sales or marketing rep.
Then the process runs on its own. For Ximplifi, an outsourced accounting firm, we integrated HubSpot into the existing marketing stack and built automated workflows, landing pages and forms, and leads and sales both grew once the system was running.
The result is a pipeline leadership can read. When stages are defined, sources are tracked and data stays clean, reports show which channels produce revenue and where deals stall.
How our revenue operations consultants work
A senior consultant leads the work with your sales and marketing leaders, and stays your point of contact through the build and the support that follows.
Audit
Design
Build
Support
Sales operations and CRM services we include
Eight parts of sales operations and CRM support.
CRM audit
Data cleanup and enrichment
CRM setup
Lead routing and assignment
Lifecycle stages and lead scoring
Integrations
Sales and pipeline reporting
Ongoing CRM administration
Sales operations within a wider program
Clean systems make every channel that feeds them work better.
HubSpot consulting
Email marketing
Outbound marketing
Sales operations, RevOps and CRM consulting, explained
What each discipline covers, and when a B2B company needs outside help.
What sales operations consulting covers
Sales operations consulting covers the systems and processes behind selling: CRM setup and data, territory and lead assignment, pipeline stages, forecasting inputs, sales tools and reporting.
The goal is less time spent on admin and more reliable numbers. Reps should know which leads to work, and managers should be able to see the pipeline without asking for a spreadsheet.
It also covers the tools around the CRM: sales engagement platforms, data providers, calendars and the integrations that pass information between them.
Revenue operations consulting
Revenue operations brings marketing, sales and customer success onto one set of systems, definitions and reports. A lead is defined the same way by every team, handoffs between teams are automatic, and revenue can be traced back to its source.
RevOps consulting usually starts with the handoffs, because that is where leads get lost and where the teams disagree about the numbers.
Once the handoffs work, reporting follows: pipeline by source, conversion by stage and time spent in each stage, from one set of data.
CRM consulting services
CRM consulting helps companies choose, set up or fix a CRM. Most of the work happens after the purchase: defining the fields and stages that match your sales process, cleaning imported data, and building the automation and reports people use every day.
We work in HubSpot and Salesforce, and with the data and engagement tools connected to them.
Signs your CRM needs attention
Reps keep their own spreadsheets. Marketing and sales report different lead numbers. Duplicate contacts show up in campaigns. Leads wait days for a first response. Leadership can't see pipeline by source without a manual export.
Any one of these usually traces back to missing definitions, dirty data or broken routing, and each can be fixed.
An audit lists the problems in order of the revenue they cost, so the first fixes are the ones that matter most.
Choosing a RevOps agency
Look for a partner that asks how your team sells before it talks about tools. Ask to see a CRM audit they have done, ask how they document what they build, and check that they have worked in your CRM.
Make sure the work leaves your team able to run the system, with admin access and documentation that stays with you.
Data quality for outreach and campaigns
Campaigns and outbound sequences are only as good as the contact data behind them. Bounced emails hurt sender reputation, and outdated titles send messages to the wrong people.
Regular cleanup, enrichment from your data providers and rules that stop duplicates at the point of entry keep the database usable.
Decide which system owns each field, so an integration doesn't overwrite good data with old data from another tool.
ModelOp case study →Sales operations work we can name
Data, CRM and automation work from three client engagements.
Sales operations and CRM consulting questions
Six questions, specific to sales operations, RevOps and CRM consulting.
How much does sales operations and CRM consulting cost?
A CRM audit, cleanup or migration can be scoped as a project. Ongoing CRM administration and RevOps support run as a retainer, and most of our retainers start between $2,500 and $7,500 a month.
There is no minimum term, and it starts with a call.
Which CRMs do you work in?
HubSpot and Salesforce, along with the marketing automation, data enrichment and sales engagement tools that connect to them.
What is the difference between sales operations and revenue operations?
Sales operations focuses on the sales team's systems, process and reporting. Revenue operations covers marketing, sales and customer success together, so the whole revenue process shares one set of data and definitions.
Can you clean up our CRM data?
Yes. We merge duplicates, standardize fields, enrich missing contact and company data, and set rules that keep the database clean after the cleanup.
Cleanup is followed by rules at the point of entry, such as required fields and duplicate checks on forms and imports.
Can you work with the tools we already own?
Yes. Most of this work starts with tools a company already pays for. For Perimed, we put Salesforce, HubSpot, ZoomInfo and Definitive Healthcare to work together for outreach and campaigns.
Will our team be able to manage the CRM afterward?
Yes. You keep full admin access, and we document the fields, workflows and reports we build so your team can run them, with ongoing support available if you want it.