Sales Operations

Revenue & Pipeline Operations System

Turn your lead management process into an automated system. Remove manual updates, scattered tools, spreadsheet tracking, and weekly pipeline cleanups.

$125k–200k12–14 weeksROI in 7 months

How It Works

Website
Extract signalsRoute to best rep
3x conversion
Event/Webinar
Score probabilityTrigger sequence
60% faster
Referral
Enrich with dataBook meeting
Real time pipeline
Partner
Intent analysisUpdate CRM
Accurate forecast

Core Capabilities

Ten modules working together to run the full revenue process, including lead generation, deal tracking, and performance analysis.

Multi-Channel Lead Capture

Website, events, referrals, and partners unified into one pipeline

AI Qualification & Enrichment

Automatically score and enrich leads with firmographic and intent data

Conversion Probability Scoring

Score leads using engagement data and fit criteria.

Intelligent Lead Routing

Assign leads in real time using skills, territory, and round robin distribution.

Automated Outreach Sequences

Automated follow up workflows based on lead behavior and scoring

Meeting Scheduling Automation

Enable quick booking with calendar integration, reminder messages, and follow-up for absences.

CRM Hygiene Automation

Auto update fields, deduplicate records, and flag stale opportunities

Pipeline Forecasting

AI driven projections based on deal velocity, stage history, and win rates

Deal Stage Automation

Progress deals through stages based on tracked activity and engagement.

Win/Loss Analysis

Pattern recognition across closed deals to improve future conversion

What Gets Replaced

Manual lead qualification in spreadsheets
Copy pasting data between CRM and email
Guessing pipeline forecast in meetings
Round robin routing without context
Weekly pipeline reviews from stale reports
Manually booking and rescheduling meetings

Built For

B2B SaaS with SDR/AE team structures
Companies with 10-100 sales reps
Revenue teams with complex deal cycles
Multi channel lead generation operations
Organizations scaling from founder led sales

Typical Results

Lead response

5 minutes

from 2 days

Conversion

24%

from 8%

Rep capacity

+50% pipeline

from Baseline

Forecast accuracy

92%

from 65%

Time saved per rep

15 hrs/week

from 0

Sample Example

B2B SaaS Company

15 sales reps, 2,000 leads/month

Automated system that automatically qualifies most inbound leads, routes them to the right sales rep within minutes, triggers personalized follow-up sequences, and improves pipeline forecasting accuracy. It replaces multiple disconnected tools and reduces the need for manual forecast reviews.

3x

Conversion rate

+ 30% - 50%

Pipeline per rep

70 - 90%

Forecast accuracy

Discuss Your Revenue Operations