Sales & RevOps Automation

Turn your CRM into a revenue-generating machine with intelligent lead scoring, pipeline alerts, and automated follow-ups. Increase close rates by 45% while keeping your data clean.

Start Your Blueprint See How It Works

Perfect for revenue-focused teams

If you're managing leads, deals, and revenue operations, we can optimize your entire sales process

💼

SaaS Companies

Subscription sales, trial conversions, expansion revenue, churn prevention

🏢

B2B Services

Complex sales cycles, proposal management, contract automation

🎯

Growing Sales Teams

5-50 salespeople, multiple lead sources, complex attribution

📊

RevOps Teams

Revenue attribution, forecasting, process optimization

Common problems → Our approach

Sales and RevOps challenges that kill revenue

❌ The Problem

  • Leads sit in the CRM without proper scoring or routing
  • Deals stall without follow-up reminders or escalation
  • Manual quote generation takes hours per proposal
  • CRM data is incomplete, duplicated, or outdated
  • Sales team doesn't know which leads to prioritize
  • Revenue forecasting is guesswork without automation

✅ Our Solution

  • Intelligent lead scoring and automated routing
  • Pipeline alerts, follow-up reminders, and escalation workflows
  • Template-based quote generation with approval workflows
  • Automated data enrichment and duplicate detection
  • Priority scoring based on behavior and fit
  • Real-time revenue tracking and forecasting dashboards

Example automations we build

Revenue operations that actually drive results

Lead Scoring & Routing

New lead → Data enrichment → Behavior scoring → Fit analysis → Route to best rep → Personalized outreach sequence

Time Saved: 10+ hours per week
Result: 30% more qualified leads contacted

Pipeline Alerts & Escalation

Deal stagnation detected → Alert account owner → Escalation to manager → Automated follow-up sequences → Win/loss analysis

Time Saved: 8+ hours per week
Result: 25% reduction in deal stagnation

Quote Generation

Quote request → Template selection → Pricing calculation → Approval workflow → PDF generation → Client delivery → Follow-up tracking

Time Saved: 15+ hours per week
Result: 5x faster quote turnaround

CRM Data Hygiene

Data enrichment → Duplicate detection → Field standardization → Missing data alerts → Regular cleanup → Quality scoring

Time Saved: 12+ hours per week
Result: 95% data accuracy maintained

Revenue Forecasting

Deal probability scoring → Historical analysis → Pipeline velocity tracking → Automated reports → Forecast adjustments → Team dashboards

Time Saved: 6+ hours per week
Result: 90% forecast accuracy

Performance Tracking

Activity tracking → Conversion analysis → Rep performance scoring → Coaching alerts → Goal tracking → Commission calculation

Time Saved: 8+ hours per week
Result: 20% improvement in team performance

Sales & RevOps tools we integrate

Connect your entire revenue tech stack

📊 CRM Platforms

  • • HubSpot
  • • Salesforce
  • • Pipedrive
  • • Zoho CRM
  • • Monday.com

📧 Sales Engagement

  • • Outreach
  • • SalesLoft
  • • Apollo
  • • Mixmax
  • • Lemlist

🔍 Data & Enrichment

  • • Clearbit
  • • ZoomInfo
  • • Apollo
  • • Lusha
  • • Clay

📈 Analytics & Reporting

  • • ChartIO
  • • Tableau
  • • Looker
  • • Google Analytics
  • • Mixpanel

ROI & Timeline

What sales teams typically achieve

📊 Typical Sales ROI

Close Rate Improvement: 35-50%
Sales Cycle Reduction: 20-30%
Lead Response Time: Under 5 minutes
Data Accuracy: 95%+

Typical payback period: 1-3 months

⏱️ Sales Implementation

1
Week 1-2: CRM audit & data cleanup
Assess current data quality, identify gaps
2
Week 3-4: Lead scoring & routing
Implement intelligent lead management
3
Week 5-8: Full revenue operations
Pipeline automation, forecasting, reporting

Sales & RevOps automation FAQ

Our scoring combines behavioral data (website activity, email engagement) with firmographic data (company size, industry) to prioritize leads. Sales reps still handle all conversations—they just know which leads to call first.

Yes, we work with all major CRMs (HubSpot, Salesforce, Pipedrive) and sales engagement platforms. We'll audit your current stack and build integrations that enhance rather than replace your existing tools.

All automations are built with GDPR, CCPA, and industry compliance in mind. We ensure proper consent management, data retention policies, and audit trails for all automated processes.

We build multi-stage nurturing sequences, stakeholder mapping, and decision-maker identification workflows. Long sales cycles get automated touchpoints while preserving personalization for key moments.

Typical improvements include 35-50% higher close rates, 20-30% shorter sales cycles, under 5-minute lead response times, and 95%+ data accuracy. We'll set specific KPIs based on your current performance.

Ready to automate your revenue operations?

Let's build intelligent automations that help your sales team close more deals faster with cleaner data.

Start Your Blueprint See SaaS Case Study
↑