Improve Revenue Operations
Efforts to improve revenue operations only hold when marketing, sales and customer success work from the same data and the same definitions. We set up the CRM, processes and reporting that connect them, so pipeline, forecasts and handovers stop depending on individual effort.
What you can expect to move
- Pipeline value
- Win rate
- Sales cycle length
- Revenue per rep
Why “improve revenue operations” rarely happens with one channel
RevOps problems show up as arguments. Marketing says it delivered enough leads, sales says they were poor, and customer success says clients were oversold. Underneath, each team uses different tools, lifecycle stages mean different things, and the forecast is a spreadsheet assembled from optimism. Handovers lose context, so customers repeat themselves at every step.
The first step is mapping the full revenue process from first touch to renewal, with stage definitions, entry and exit criteria, and owners. Then we configure your CRM to match, connecting marketing automation, sales engagement and support tools. Routing, SLAs and handover checklists get built into workflows rather than left to memory. Reporting covers funnel conversion, deal velocity, forecast accuracy and retention, reviewed in a shared weekly meeting.
We find the constraint first, then put the right specialist services under one plan and one owner, so every change is measured against the same outcome.
How it all comes together
Diagnose
Baseline the metric, find the constraint and size the opportunity.
Design
Choose the service mix and sequence that removes the constraint fastest.
Deploy
Specialists execute in parallel under one plan and one owner.
Optimise
Weekly iteration against the outcome, not vanity metrics.
Services that deliver this solution
Each one is a specialist discipline. Together they remove the constraint.
RevOps Consulting Services
Shared funnel definitions, clean CRM, aligned handoffs and reliable forecasting across marketing, sales and customer success.
ExploreCRM Implementation Services
CRM setup, data import, integrations, automation and role-based training for Zoho, HubSpot, Salesforce and LeadSquared.
ExploreMarketing Operations Services
Martech stack management, data hygiene, lead management, campaign processes and reporting for lean marketing teams.
ExploreSales Automation Services
Automated lead assignment, follow-ups, quote generation and pipeline reports that give reps more time with buyers.
ExploreDashboard Development Services
Decision-focused dashboards for leadership, sales, marketing and ops, with agreed metrics and automated data refresh.
ExplorePower BI Dashboard Services
Power BI reports for finance, sales and ops with clean star-schema models, tested DAX, row-level security and scheduled refresh.
ExploreWhat we measure
Pipeline value
Baselined in week one and reported monthly.
Win rate
Baselined in week one and reported monthly.
Sales cycle length
Baselined in week one and reported monthly.
Revenue per rep
Baselined in week one and reported monthly.
Your first three months
Diagnose & quick wins
Audit, tracking fixes, baseline and the first quick wins live.
Build & launch
Core changes shipped across the service bundle; testing begins.
Optimise & scale
Double down on what works, cut what does not, plan the next quarter.
You may also be interested in
Roles that use it
Industries
Platforms involved
More sales solutions
Case studies & resources
Real-world results and practical reading to help you plan your next step.
Client stories
How similar work has played out for other businesses.
Helpful resources
Guides, tools and articles our team recommends on this topic.
Questions we often hear
Straight answers to the things clients ask us most. If yours isn’t here, just ask.
What is revenue operations?
When does a company need RevOps?
How quickly can you help us improve revenue operations?
Do we need all the services in the bundle?
Can you work with our in-house team?
Talk it through with someone who has done it before.
A free 30-minute session with a senior Nians strategist. You leave with a prioritised plan, whether or not you work with us.