Daniel & Friends / Services / RevOps & CRM
RevOps & CRM
You have a CRM, or you're choosing one. Now you need sales to actually use it and leadership to read next quarter's revenue from it.
Revenue operations (RevOps) connects marketing, sales and customer success into one measurable system on shared data. We connect strategy, process and data so sales knows who to call, marketing knows what works and leadership knows what's coming next quarter. Growth then becomes predictable and long-term, and stops hanging on one lucky quarter. The result: a clean pipeline, no leads lost in spreadsheets, and a forecast you can actually trust.
When to call us
Leads get lost between marketing and sales and nobody knows exactly where.
The forecast is your reps' guess and it misses every quarter.
You have a CRM, but the data lives in spreadsheets and people's heads.
What we'll do for you
- Audit and setup of sales and revenue processes: where leads flow and where they get lost
- ICP, buyer personas and market segmentation (TAM, SAM, SOM)
- CRM selection, implementation and migration without vendor bias: HubSpot including custom implementation, Salesforce, Pipedrive, Zoho and Odoo
- Automation and integrations: lead scoring, routing, sequences and data hygiene
- Reporting, forecasting and CRM governance
- Playbooks, sales enablement, coaching from call recordings and team training, so your CRM doesn't become an expensive notebook
- HubSpot,
- Salesforce,
- Pipedrive,
- Zoho,
- Odoo,
- Make,
- n8n,
- Gong,
- Fireflies
How it works
The work runs in three steps: process audit, CRM setup, migration and integrations.
- Process audit: where leads and data flow.
- CRM setup: one hub in a few weeks.
- Migration and integrations: connected tools and clean data.
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Result: Marketing and sales looking at the same numbers.
What you get out of it
- Predictable, long-term revenue growth
- A forecast that lands quarter after quarter
- No lead lost between marketing and sales
- Reports leadership never has to ask for twice
- A system that runs without one hero keeping everything in their head
What it costs
Setting up a single hub takes weeks, an implementation with migration and integrations more like months. We bill hours worked at a blended rate of $90/h and you get a quote with an hours breakdown within a week.
The Daniel & Friends team has delivered over 750 projects in 15+ countries and helped clients generate over $19M in revenue.
Frequently asked questions
What is RevOps?
The discipline that unifies processes, data and tools across marketing, sales and customer success, so the whole revenue machine can be measured and steered from one place.
Which CRM is best?
The one your team will actually use. For most SMBs HubSpot or Pipedrive wins; enterprise often means Salesforce. We choose by your processes and budget.
We have a CRM nobody uses. Can you help?
That's the most common brief we get. We audit it, simplify the pipeline, automate the annoying admin and train the team. A CRM should give your team time back.
How much does a HubSpot implementation cost?
Price depends on the number of hubs and users, integrations and the volume of data being migrated. A single-hub setup is a matter of weeks, an implementation with migration and integrations more like months. You get an exact quote with an hours breakdown within a week of the brief.
Further reading: A CRM your team actually uses →