CRM & Revenue Operations Transformation: From Data Chaos to Predictable Revenue
Break down silos between sales, marketing, and service. We re-engineer your CRM and processes to create a unified, AI-powered revenue engine that drives scalable growth.
Unlock Your Revenue PotentialTrusted by Global Leaders and Industry Innovators
Is Your Growth Stuck in a Maze of Disconnected Data?
Your CRM was supposed to be your single source of truth. Instead, it's a tangled web of incomplete data, inconsistent processes, and frustrated teams. Marketing generates leads that sales ignores, sales can't get accurate forecasts, and leadership is flying blind without reliable revenue data. This isn't a software problem; it's a system problem. Revenue Operations (RevOps) is the strategic alignment of your sales, marketing, and customer service departments to drive predictable growth. We transform your disconnected tools and teams into a seamless, data-driven revenue engine, turning your CRM from a liability into your most valuable strategic asset.
Why Partner with CIS for Your RevOps Transformation?
AI-Powered Intelligence
We go beyond standard configuration. We embed AI-powered forecasting, lead scoring, and opportunity analysis directly into your CRM, providing predictive insights that guide your team to the most valuable activities.
Holistic Process-First Approach
Technology is only a tool. We start by mapping and re-engineering your entire customer journey and internal revenue processes before touching a single line of code, ensuring the solution supports your business goals, not the other way around.
Certified Platform Experts
Our team holds top-tier certifications in Salesforce, HubSpot, Microsoft Dynamics, and other leading CRM and marketing automation platforms. We don't just know the technology; we know how to make it work for complex, enterprise-level challenges.
Focus on Measurable Outcomes
Our success is measured by your success. We define clear KPIs from day one, focusing on metrics that matter: increased pipeline velocity, improved forecast accuracy, higher conversion rates, and greater marketing ROI.
Pragmatic Change Management
We understand that user adoption is critical. Our transformation includes comprehensive training, intuitive workflow design, and clear documentation to ensure your team embraces the new system and processes, maximizing your investment.
Enterprise-Grade Security
With CMMI Level 5, SOC 2, and ISO 27001 certifications, we build and manage your revenue systems with the highest standards of data security and governance, giving you peace of mind.
Rapid Value Delivery
Our agile, phased implementation approach focuses on delivering high-impact "quick wins" early in the project. This builds momentum, demonstrates ROI, and funds subsequent phases of the transformation.
End-to-End Stack Integration
A CRM is just one piece of the puzzle. We are experts at integrating your entire revenue technology stack—from marketing automation and sales engagement to ERP and BI tools—creating a seamless flow of data across the organization.
True Strategic Partnership
We act as an extension of your team. We're not just a vendor; we are a long-term strategic partner invested in your continuous growth and operational excellence, providing ongoing optimization and support.
Our Comprehensive RevOps Transformation Services
We provide a full spectrum of services to diagnose, rebuild, and optimize your entire revenue engine for peak performance and scalability.
CRM & RevOps Maturity Audit
We conduct a deep-dive analysis of your current people, processes, technology, and data to benchmark your RevOps maturity, identify critical gaps, and pinpoint high-impact opportunities.
- Receive a comprehensive scorecard of your current state.
- Identify key areas of revenue leakage and process inefficiency.
- Get a clear, actionable baseline for your transformation journey.
Revenue Operations Roadmap Development
Based on the audit, we collaborate with your leadership to build a strategic, phased roadmap that aligns with your business goals, budget, and timeline, ensuring a clear path to success.
- Prioritize initiatives based on potential ROI and business impact.
- Establish clear milestones, KPIs, and ownership for the transformation.
- Create a unified vision for your revenue engine across all departments.
Sales & Marketing Process Mapping
We meticulously document and visualize your entire lead-to-revenue lifecycle, identifying bottlenecks, redundancies, and opportunities to streamline for maximum efficiency and velocity.
- Create a single, agreed-upon view of your customer journey.
- Optimize handoffs between Marketing, Sales, and Customer Success.
- Design scalable processes that support future growth.
Data Governance & Architecture Design
We design a robust data model and governance framework to ensure your CRM data is clean, accurate, and standardized, creating the foundation for trustworthy reporting and analytics.
- Eliminate duplicate and dirty data that plagues your system.
- Establish clear rules for data entry, management, and enrichment.
- Build a scalable data architecture that supports a single source of truth.
CRM Platform Implementation & Migration
Whether you're implementing a new CRM or migrating from a legacy system, our certified experts manage the entire process, from configuration and data migration to go-live and support.
- Deploy Salesforce, HubSpot, or MS Dynamics configured to your specific processes.
- Ensure a seamless and secure migration of all historical data.
- Minimize business disruption during the transition.
Marketing Automation & Sales Engagement Integration
We connect your marketing automation (e.g., Marketo, Pardot) and sales engagement (e.g., Outreach, SalesLoft) platforms with your CRM for a seamless flow of lead data and activity tracking.
- Achieve true sales and marketing alignment through technology.
- Provide sales with real-time insights into marketing engagement.
- Automate lead nurturing and follow-up sequences.
CPQ & Billing System Implementation
We implement and integrate Configure-Price-Quote (CPQ) and billing systems to streamline your quoting process, automate renewals, and provide a complete view of the customer lifecycle.
- Reduce quoting errors and accelerate sales cycles.
- Automate complex pricing, discounting, and approval workflows.
- Connect sales data directly to finance and billing systems.
Custom API & Middleware Development
For unique business needs, we develop custom integrations and middleware to connect your CRM with proprietary systems, ERPs, or third-party applications, ensuring no data lives in a silo.
- Create a 360-degree view of the customer by connecting all data sources.
- Automate complex, cross-platform business processes.
- Extend the functionality of your core revenue platforms.
AI-Powered Predictive Lead & Opportunity Scoring
We leverage AI and machine learning models to analyze historical data and identify the characteristics of deals most likely to close, allowing your team to focus on the highest-potential leads.
- Prioritize sales efforts on leads with the highest conversion probability.
- Improve marketing MQL-to-SQL conversion rates.
- Provide a data-driven basis for resource allocation.
Sales Funnel & Pipeline Analytics
We build interactive dashboards and reports in tools like Power BI, Tableau, or your CRM's native analytics to provide deep visibility into your sales funnel, pipeline health, and conversion rates.
- Identify and address bottlenecks at each stage of the sales process.
- Track pipeline velocity and stage-by-stage conversion metrics.
- Gain a clear understanding of your sales cycle length and dynamics.
AI-Driven Revenue Forecasting
Move beyond gut-feel forecasts. We implement AI-powered forecasting models that analyze pipeline data, sales activity, and historical trends to produce more accurate and reliable revenue predictions.
- Increase forecast accuracy and build confidence with your board.
- Identify at-risk deals and opportunities for upside.
- Run what-if scenarios to understand the impact of strategic decisions.
Marketing Attribution & ROI Analysis
We implement multi-touch attribution models that connect marketing campaigns directly to pipeline and revenue, allowing you to understand the true ROI of your marketing spend and optimize investments.
- Move beyond first-touch/last-touch and understand the entire buyer's journey.
- Allocate marketing budget to the channels and campaigns that drive revenue.
- Prove the value of marketing to the rest of the organization.
Sales & RevOps Team Training
A new system is useless without adoption. We provide tailored training programs, workshops, and documentation to ensure your teams are proficient and confident in using the new tools and processes.
- Drive user adoption and maximize the value of your tech stack.
- Create internal champions and power users.
- Ensure consistent process adherence across the team.
Playbook & Process Documentation
We create clear, concise, and accessible sales and marketing playbooks that document your new processes, rules of engagement, and system best practices, serving as a single source of truth for your teams.
- Onboard new hires faster and more effectively.
- Ensure consistent execution of your revenue strategy.
- Provide a foundation for continuous process improvement.
Managed RevOps Services
For organizations that need ongoing support, we offer a managed service model, providing you with a dedicated team of RevOps experts for continuous system administration, optimization, and strategic guidance.
- Access expert RevOps talent without the overhead of full-time hires.
- Ensure your revenue engine is continuously optimized for performance.
- Stay ahead of the curve with proactive system enhancements and strategic advice.
Ready to Build a Predictable Revenue Engine?
Stop letting process gaps and data silos dictate your growth. Let's have a conversation about how a strategic RevOps transformation can unlock your company's true potential.
Schedule a Free ConsultationReal-World RevOps Transformations
Unifying Sales & Marketing for a High-Growth SaaS Company
Industry: Software as a Service (SaaS)
A rapidly growing B2B SaaS company struggled with a disconnect between their HubSpot marketing platform and Salesforce CRM. Leads were falling through the cracks, sales had no visibility into marketing engagement, and forecasting was unreliable, hindering their ability to secure Series B funding.
"CIS didn't just connect our systems; they transformed our entire go-to-market motion. Our board meetings are now about strategic growth, not questioning the data. It's been a complete game-changer."
- Ava Harrington, VP of Revenue, ScaleUp SaaS Inc.
Key Challenges:
- Poor lead handoff process causing significant lead leakage.
- Lack of a unified data model between HubSpot and Salesforce.
- Inability to track marketing ROI and campaign influence on pipeline.
- Manual, spreadsheet-based forecasting that was consistently inaccurate.
Our Solution:
- Implemented a robust, bi-directional integration between HubSpot and Salesforce, creating a single customer view.
- Designed and automated a new lead lifecycle management process with clear SLAs for sales follow-up.
- Developed a multi-touch attribution model and built dashboards in Salesforce to visualize marketing's impact.
- Rolled out a new sales forecasting methodology within Salesforce, leveraging historical data and pipeline stages.
Digitizing a Traditional B2B Manufacturing Sales Process
Industry: Industrial Manufacturing
A well-established manufacturing firm with a global distribution network relied on an outdated CRM and manual processes. Their field sales team had poor visibility into their pipeline, quoting was slow and error-prone, and management couldn't get a consolidated view of global sales activity.
"We thought of CRM as just a database. CIS showed us it could be the engine of our entire commercial operation. Our distributors are happier, our sales team is more efficient, and for the first time, we have a real-time view of our global business."
- Marcus Dyer, Director of Global Sales, InnovateCo Manufacturing
Key Challenges:
- Fragmented data across multiple regional spreadsheets and an old CRM.
- Complex, manual quoting process leading to delays and inconsistencies.
- No mobile access for the field sales team to update opportunities.
- Lack of visibility into distributor performance and channel sales.
Our Solution:
- Migrated the company to Microsoft Dynamics 365 Sales, consolidating all customer and pipeline data.
- Implemented a Dynamics 365 CPQ solution to automate complex product configurations and pricing.
- Deployed the Dynamics 365 mobile app with custom layouts for the field sales team.
- Built a partner portal for distributors to register deals and access sales collateral, with data feeding directly into the CRM.
Scaling Operations for a Global Professional Services Firm
Industry: Consulting & Professional Services
A global consulting firm was managing complex, long-cycle sales in Salesforce but lacked integration with their project management and financial systems. This created manual work for resource planning, project profitability tracking, and revenue recognition.
"The CIS team's ability to understand our unique business model was incredible. They didn't just implement technology; they helped us build a scalable operational foundation. The efficiency gains have been transformative."
- Eleanor Vance, COO, Global Strategy Partners
Key Challenges:
- Disconnect between sales pipeline and resource management.
- Manual, time-consuming process to calculate project profitability.
- Delayed and inaccurate revenue recognition due to data silos.
- Inability to forecast resource needs based on the sales pipeline.
Our Solution:
- Integrated Salesforce with Kantata (formerly Kimble), a professional services automation (PSA) platform.
- Automated the handoff from "Closed Won" opportunity in Salesforce to project creation in the PSA tool.
- Created workflows to sync project time tracking and expenses back to Salesforce for real-time profitability analysis.
- Built dashboards providing a unified view of the sales pipeline, resource utilization, and project financials.
Our Proven Transformation Methodology
1. Discover & Audit
We immerse ourselves in your business, conducting stakeholder interviews, process workshops, and a technical audit of your systems to build a comprehensive understanding of your current state.
2. Strategize & Roadmap
We translate our findings into a strategic, phased roadmap. We define clear objectives, prioritize initiatives for maximum impact, and create a detailed project plan with timelines and KPIs.
3. Design & Implement
Our expert team designs the future-state processes and configures the technology. We work in agile sprints, providing regular demos to ensure the solution aligns perfectly with your needs.
4. Integrate & Test
We build robust integrations and conduct rigorous testing—from unit and integration testing to user acceptance testing (UAT)—to ensure a seamless, high-quality, and bug-free solution.
5. Train & Deploy
We manage the go-live process and provide comprehensive training and documentation to your teams. Our goal is to drive 100% user adoption and ensure a smooth transition to the new way of working.
6. Optimize & Scale
Our partnership doesn't end at launch. We monitor performance against KPIs, gather user feedback, and provide ongoing support and optimization to ensure your revenue engine continues to evolve and scale with your business.
Our Expertise Across Your Revenue Tech Stack
We are certified experts in the platforms that power modern revenue teams.
What Our Clients Say
"Working with CIS was the single best decision we made for our GTM strategy. They aligned our teams, cleaned up years of data debt, and gave us the visibility we needed to scale confidently. Our revenue is now predictable, not a guessing game."
Ava Harrington
Chief Revenue Officer, Tech Innovators Inc.
"The level of expertise was astounding. They didn't just implement software; they challenged our assumptions and helped us build processes that were fundamentally better. The AI-powered forecasting alone has been worth the investment."
Marcus Dyer
VP of Sales, Global Logistics Corp
"As a marketing leader, finally having a true multi-touch attribution model that the sales team trusts has been revolutionary. We can now prove our ROI and make smarter budget decisions. The partnership with CIS was seamless."
Jenna Clay
Head of Marketing, Enterprise SaaS Solutions
"We were drowning in spreadsheets and manual reporting. CIS built us a fully automated analytics suite on top of our CRM that gives us real-time insights. It's like we've gone from flying in the fog to having a crystal-clear cockpit view."
Bryce Harlan
Director of Sales Operations, FinTech Growth Co.
"The change management component of their service was crucial. They got our veteran sales team excited about the new processes, which was something we had failed to do on our own. Adoption rates exceeded all our expectations."
Samuel Gordon
CEO, Industrial Automation Systems
"Their technical expertise in integrating our custom-built ERP with Salesforce was impressive. No other partner we spoke to had the confidence or capability to tackle it. They delivered flawlessly."
Claire Baxter
IT Director, Specialized Manufacturing
Meet Our RevOps Transformation Leaders
Amit A., PhD
Founder & COO - Expert in architecting scalable enterprise technology solutions that align with strategic revenue goals for organizations from startups to Fortune 500s.
Girish S.
Delivery Manager & Microsoft Certified Solutions Architect - Specializes in designing and deploying complex Microsoft Dynamics 365 and Power Platform solutions that unify business operations.
Vishal N.
Manager & Senior Data Scientist (AI/ML) - Expert in developing predictive models for forecasting, lead scoring, and customer analytics to embed intelligence into CRM platforms.
Flexible Engagement Models to Fit Your Needs
RevOps Audit & Strategic Roadmap
A fixed-scope engagement to diagnose the health of your revenue engine and deliver a prioritized, actionable transformation roadmap.
- Ideal for companies unsure where to start.
- Provides a clear business case for investment.
- Delivers high value in a short timeframe (4-6 weeks).
Phased Project-Based Transformation
Our most common model, where we execute on the strategic roadmap in distinct, value-driven phases or projects with clear deliverables and timelines.
- Perfect for major implementations or process overhauls.
- Agile approach allows for flexibility and quick wins.
- Transparent pricing and project governance.
Managed RevOps & Continuous Optimization
A retainer-based model providing you with ongoing access to our team of experts for system administration, continuous improvement, and strategic guidance.
- Cost-effective access to a full team of RevOps talent.
- Ensures your systems and processes evolve with your business.
- Proactive optimization and strategic advisory.
Frequently Asked Questions
Revenue Operations (RevOps) is a business function that aims to maximize an organization's revenue potential by aligning the sales, marketing, and customer service departments. Instead of operating in silos, RevOps unifies them into a single, accountable engine. You need it if you're experiencing symptoms like inconsistent data, poor sales and marketing alignment, inaccurate forecasting, or processes that are breaking as you scale. It shifts your focus from departmental metrics to the overall health of your revenue engine.
The timeline varies depending on the complexity and scope. A foundational RevOps Audit & Roadmap can take 4-6 weeks. A phased implementation project can range from 3 to 9 months. We prioritize delivering "quick wins" within the first 90 days to build momentum and demonstrate immediate value while we work on the larger strategic transformation.
Our team holds deep expertise and certifications across the major enterprise and mid-market platforms, including Salesforce (Sales Cloud, Service Cloud, Pardot), Microsoft Dynamics 365 (Sales, Customer Service), and the HubSpot ecosystem (Sales Hub, Marketing Hub). We are platform-agnostic in our strategic advice, ensuring we recommend and implement the solution that best fits your specific business needs.
Change management is a core pillar of our methodology, not an afterthought. We involve key users from your teams throughout the design process to build buy-in. We develop tailored training programs (live workshops, on-demand videos, documentation), create clear process playbooks, and design intuitive, user-friendly interfaces that make your team's job easier. Our goal is to make them *want* to use the new system because they see its value.
While specific ROI varies, our clients typically see significant improvements in key business metrics. Common outcomes include a 10-30% increase in sales productivity, a 15-25% reduction in sales cycle length, a 5-10 point improvement in forecast accuracy, and a significant lift in marketing-sourced pipeline. We work with you at the beginning of the engagement to establish baseline metrics and define the specific KPIs we will use to measure success and calculate ROI.
Start Your Transformation Today
Let's discuss your challenges and build a roadmap to predictable, scalable revenue. Fill out the form below for a no-obligation consultation with one of our RevOps experts.