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Service 01

Sales & revenue operations

Revenue operations automation connects your lead sources, CRM and sales tools so records are created, enriched and routed without anyone retyping them. It typically removes the delay between a lead arriving and a rep seeing it, and keeps pipeline data accurate enough to forecast from.

You probably need this if

  • 01

    Leads sit unworked because nobody was notified

  • 02

    Reps retype the same details into two or three tools

  • 03

    Your CRM and your spreadsheet disagree about the pipeline

What we build

How this works in practice.

We connect the places leads arrive to the systems your team actually works in — so nothing is re-keyed, nothing is dropped, and every record is where a rep expects it.

  • Unified lead capture across forms, ads and inbound email
  • Routing and assignment rules that match your team structure
  • Enrichment and deduplication before records reach the CRM
  • Pipeline and forecast roll-ups your leadership can trust

FAQ

Questions about sales & revenue operations

Can you automate lead routing in our existing CRM?

Yes. We build routing on top of the CRM you already run — HubSpot, Salesforce, Pipedrive or otherwise — rather than migrating you to a new one. Rules follow your real team structure, including territories, round-robin and specialist handoffs.

How do you stop duplicate records being created?

We deduplicate and enrich records before they ever reach the CRM, matching on email and domain first and falling back to fuzzy company matching. Anything ambiguous is held for a human decision rather than guessed at.

Related work

Systems like this, written up.

All work

Other services

Tell us what’s still done by hand.

One workflow, honestly described. We’ll tell you whether it’s worth automating.

Map this workflow