RevOps for Triangle B2B software companies
The CRM that worked with two reps breaks with six. We rebuild it so every number means one thing.
Does this sound like your company?
The six signs we see most often.
If three of these sound familiar, it gets worse with every rep you add.
Three things that run on an ordinary Tuesday. Nothing here depends on someone remembering.
Routed by round robin, announced in Slack, with a response clock on every lead.
Stages have exit criteria, so commit means the same thing on every desk and finance can check it.
Discounts and terms go through a path with a clock, not a direct message.
Built in the tools you already pay for, and kept working after launch.
Stages, fields and rules that match how you sell.
One dashboard, one forecast finance can reconcile.
Every lead owned and timed, every deal attributed.
Qualification, sequences and playbooks, built into the CRM.
Templates, guardrails and an approval path.
CRM, forms, calendar, billing and Slack in sync.
The first 90 days, then a steady rhythm for as long as you want the system owned.
Six areas scored. A ranked list of what to fix first.
The top three get rebuilt. Your reps are trained on each change as it ships.
A live dashboard, a monthly report and a shared channel.
We look at it together and tell you what we would fix first.