CRM & RevOps
We implement CRM systems, set up lead routing and lifecycle stages, automate nurturing, and create dashboards that align marketing and sales.
AuditArchitectureSetupAutomationOptimization
Deliverables
What You Get
01
CRM setup and configuration02
Pipeline stages + lifecycle mapping03
Lead routing + scoring rules04
Email sequences + nurturing flows05
Attribution and reporting dashboards06
Playbooks + handoffFeatures
Key Features
01
CRM implementation02
Lead qualification03
Automation workflows04
Lifecycle stages05
Sales dashboards06
Attribution tracking07
Nurturing sequences08
Routing rules09
Data hygiene practices10
Scalable RevOps setupWorkflow
Our Process
01
Audit
Map existing sales process and identify gaps.
02
Architecture
Design CRM structure, pipeline stages, and lifecycle.
03
Setup
Implement CRM with lead routing and scoring.
04
Automation
Build nurturing sequences and reporting dashboards.
05
Optimization
Iterate on rules, segments, and automation.
Ideal For
B2B sales teams, service businesses, SaaS.
Checklist
What We Need From You
To get started, please prepare the following:
Current CRM / sales tools
Sales process documentation
Lead sources and volumes
Team structure and roles
Revenue goals
Portfolio
