Get sales operations strategy and the team to execute it

We streamline your stack, automate campaigns, and make sure every lead gets the right follow-up at the right time, with expert marketing operations services designed to scale with your business.

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Sales Operations Challenges

Why sales operations breaks down as your business scales

Your ops team is too small. Ops owners often don’t have enough resources to keep the lights on, let alone redesign your process so it works.

Hiring won't close the gap fast enough. A strong RevOps hire takes three to six months to find and another quarter to ramp all while the backlog grows.

You've lost confidence in your numbers. Pulling a basic figure takes half a day. So you end up forecasting on gut feeling and hoping the pipeline closes enough.

Sales operations is about more than just getting your CRM set up

Lead-to-win process design

Sales operations is about more than just getting your CRM set up

Accurate forecasting

We design the forecast methodology and own the reporting behind it, so you can predict revenue with more confidence.

Reporting and dashboards

We build reports that will help your team and managers get a good understanding of where things stand.

CRM implementation and cleanup

We configure your Salesforce or HubSpot CRM to match how your team sells.

Tech stack evaluation and integration

We tell you what to keep, what to cut, and connect your whole GTM stack.

Territory and quota planning

Make sure your territories have clear ownership, and your team has motivational quotas.

FEATURED PROJECT

How Gather AI Lifted Sales Performance with Sales and Revenue Cloud

Read the full case study

Challenge

When the new executive commercial leader came on board at Gather AI, he saw that the HubSpot setup wasn't cutting it as a CRM or quoting tool for their enterprise-level deals.

Solution

Gather AI bought Sales Cloud and Revenue Cloud licenses for their whole team. Operatus helped migrate from HubSpot to Salesforce in under a month and quickly set up Revenue Cloud, so the team could start quoting deals more efficiently as they ramped.

Why leading teams pick us for sales strategy consulting

Strategy and execution, from one team

With Operatus, the same people who run your process workshop configure Salesforce, so nothing gets lost during handoff.

We make sure your sales process sticks

We document your process thoroughly and train your team, so it gets adopted by your whole team.

We work as part of your team

We’re in your Slack, on your calls, and accountable to your roadmap. Working with us is like having an extension of your team who knows how you sell and what you’re building toward.

Embed an expert RevOps team with RevOps as a Service

Sales ops work is never really finished. Your comp plan changes, you enter a new market, you add a product. RevOps as a Service gives you a fixed set of hours each month with the same team, so you're not re-explaining your business every quarter.

Frequently asked questions about our sales operations consulting services

Do you help with go-to-market strategy design, or only tool implementation?

Both. Go-to-market strategy design is a core part of our revenue operations consulting work: tool selection, revenue data model, integration architecture, forecasting methodology, territory and quota planning, and full-funnel KPI definition. Then we build it.

We already have a sales ops person. Can you still help?

Yes, and it's common. Your sales ops manager usually has more work than hours. We take on the projects they can't get to, bring in specialists for things like Revenue Cloud or Spiff, and hand everything back documented.

Do we have to use Salesforce?

Salesforce is our specialty and where we have the most certifications, but we also work with HubSpot as a core CRM and all of your integrated sales tools. Learn more about the sales tools we work with here.

What's the difference between sales ops and revenue operations consulting?

Sales ops focuses on your sales team: pipeline, forecasting, territories, quoting, and CRM. Revenue operations covers your whole GTM org: sales, marketing, and customer success. We do both.

Chat with a sales operations pro

Whether it’s a number you don't trust, a process that's leaving prospects behind, or a Salesforce org nobody wants to touch, we’ll help get your sales operations back on track.