Daniel & Friends / Services / RevOps & CRM
RevOps & CRM
Revenue operations (RevOps) connects marketing, sales and customer success into one measurable system on shared data. We build scalable revenue systems and effective go-to-market: strategy, process and data woven into one working whole that drives predictable, long-term growth instead of random performance. The result: a clean pipeline, no leads lost in spreadsheets, and a forecast you can actually trust.
What we'll do for you
- Setting up, optimising and running sales and revenue processes
- Defining ICP, buyer personas and market segmentation (TAM/SAM/SOM)
- CRM selection, implementation and integration without vendor bias (HubSpot including custom implementation, Salesforce, Pipedrive)
- Metrics, reporting structures and CRM governance
- Playbooks, sales frameworks and sales enablement with coaching from calls (Gong, Fireflies)
- Automation and integrations (Make, n8n): lead scoring, routing, sequences and data hygiene
- Aligning marketing, sales and customer success into one growth system
- Training the team so the CRM isn't an expensive notebook
Result → A pipeline you can trust, and a forecast without the guesswork.
What you get out of it
- Predictable revenue growth instead of random performance
- Better decisions from data and clearly prioritised next steps
- Strategic clarity on target segments and value proposition
- Teams pulling in one direction instead of against each other
- A sustainable growth system that runs without chaos or hero culture
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 process and budget, not by the implementer's commission.
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 save time, not eat it.