Stage definitions, required fields, record ownership, permissions, duplication and data quality controls.
Platform governance
CRM & Salesforce Architecture
The CRM should be the commercial system of record, not a graveyard of optional fields and disputed reports. We redesign the model around the business motion.
Integration and source-of-truth design across marketing, billing, CS, finance and warehouse tools.
Release governance and documentation so changes stop breaking trust in the platform.
From diagnosis to implementation.
A continuous loop of architecture, governance, adoption and measurable improvement.
Revenue Systems Audit
A focused diagnostic across pipeline, CRM, data quality, handoffs, reporting and stack overlap.
CRM & Salesforce Architecture
Data models, stage governance, system-of-record design, release discipline and platform standards.
Fractional RevOps Leadership
Embedded senior ownership for revenue systems, operating cadence and cross-functional execution.
Lead-to-Cash Architecture
The flow from lead capture to qualification, CPQ, billing, renewal, expansion and finance visibility.
AI Revenue Operations
Governed AI workflows and agents for forecasting, hygiene, enrichment, routing and executive insight.
Data Governance & Reporting
Metric definitions, ownership, dashboards and controls that make revenue data trusted.