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Revenue Operations

Revenue Operations Consulting

Align marketing, sales, and customer success around one funnel, one set of definitions, and one source of revenue data, with the processes, systems, and reporting to run it.

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  • Define one shared funnel with clear lifecycle stages, handoff rules, and ownership across teams.
  • Connect CRM, marketing automation, billing, and product data so revenue numbers reconcile.
  • Give leadership reliable pipeline, conversion, forecast, and retention reporting.

01Scope

RevOps across people, process, and systems

Revenue operations removes the gaps between teams that lose leads, slow deals, and make reports disagree.

  1. Review funnel stages, handoffs, tools, data quality, and reporting across marketing, sales, and success.

  2. Define stages, entry and exit criteria, SLAs, and ownership from first touch to renewal.

  3. Design scoring, routing, assignment, and follow-up rules so qualified leads reach the right rep fast.

  4. Rationalize and connect CRM, marketing automation, sales engagement, billing, and analytics tools.

  5. Set field ownership, deduplication, enrichment, and validation rules that keep revenue data clean.

  6. Build dashboards for pipeline, conversion, velocity, forecast accuracy, retention, and expansion.

02What You Get

What your RevOps engagement includes

You leave with a revenue engine that is defined, connected, measured, and documented.

  • Planning table with charts, calculator and stopwatch
    01

    RevOps assessment

    01

    Current-state map of funnel, handoffs, systems, and data with prioritized gaps.

  • Overhead view of a workshop with flowcharts
    02

    Funnel definitions

    02

    Documented lifecycle stages, criteria, SLAs, and ownership agreed across teams.

  • Architecture sketches of connected systems on a desk
    03

    Systems and automation

    03

    Routing, scoring, integrations, and data hygiene implemented in your CRM stack.

  • Hands typing on a laptop showing a dashboard
    04

    Revenue dashboards

    04

    Pipeline, conversion, forecast, and retention reporting with documented metric logic.

03Process

How we build a revenue operations function

Ancient aqueduct at sunset

We fix the definitions and data first, then automate and report on top of them.

  1. Consultant taking notes during a team interview

    Assess

    Interview teams, map the current funnel, and audit systems, data, and reports.

  2. Teams aligning around a shared funnel chart

    Align

    Agree shared definitions, stage criteria, SLAs, and the metrics leadership will run on.

  3. A sales funnel being drawn by hand

    Build

    Implement lifecycle rules, routing, automation, integrations, and data cleanup.

  4. Revenue reports and charts spread across a planning table

    Report

    Ship dashboards for pipeline, conversion, forecast, and retention with documented logic.

  5. Leadership team reviewing growth together

    Operate

    Hand over playbooks and governance, or continue as a fractional RevOps team.

Discuss RevOps

04Best Fit

Who revenue operations consulting is for

  • Orange paper airplane taking off from a desk
    01

    Scaling B2B companies

    Teams whose growth has outpaced the processes and tools that got them here.

  • Wooden ship's wheel in sunlight
    02

    Leadership teams

    Executives who need pipeline and forecast numbers that marketing and sales agree on.

  • Relay baton passed between two hands
    03

    Sales and marketing leaders

    Leaders losing leads in handoffs or arguing about attribution and lead quality.

  • Open toolbox with orange-handled tools
    04

    Companies without RevOps

    Businesses that need RevOps expertise before they are ready to hire a full team.

Senior advisor seated in a warm library

05Why us

Why work with Multivariate on RevOps

RevOps only works when the data underneath it is right. We combine CRM and automation expertise with analytics engineering, so funnel definitions, integrations, and reporting are designed as one system rather than stitched together.

  • We work across HubSpot, Salesforce, and the rest of your stack.
  • We define metrics before we build dashboards.
  • We document processes so teams can run them without us.

06FAQ

Revenue operations consulting FAQs

Discuss RevOps

  • Revenue operations consulting aligns marketing, sales, and customer success around shared processes, systems, data, and metrics so the whole revenue funnel can be measured and improved.

  • Sales operations focuses on the sales team. RevOps covers the full customer lifecycle across marketing, sales, and success, including the handoffs and data that connect them.

  • We most often work with HubSpot and Salesforce, along with marketing automation, sales engagement, billing, and analytics tools around them.

  • Yes. After the initial build we can continue as a fractional RevOps team for admin, reporting, process changes, and new automation.

  • An assessment and roadmap typically comes first; implementation is then phased by priority, so the most painful gaps are fixed early.

07Related services

08Contact

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