CRM Setup & Optimization
Implementation, migration, and customization of CRMs (HubSpot, Salesforce, Pipedrive, custom). Pipeline stages, deal properties, automation rules, and reporting dashboards.
> Revenue Operations
BUILD THE REVENUE MACHINE.
We architect, build, and optimize your entire revenue operation — from top-of-funnel outreach and CRM infrastructure to pipeline management, deal acceleration, and business intelligence. B2B and B2C.
> Capabilities
What We Build
SDR & Outbound Operations
Prospecting workflows, email/LinkedIn sequence design, lead scoring, cadence automation, and outbound playbook development.
Account Executive Support
Deal strategy, proposal systems, contract workflows, and closing frameworks that increase win rates.
Account Management & Retention
Customer health scoring, renewal workflows, upsell/cross-sell playbooks, and churn prevention systems.
Sales Automation & Sequences
Automated follow-ups, task routing, notification systems, and workflow triggers that keep deals moving without manual effort.
Business Intelligence & Reporting
Revenue dashboards, pipeline analytics, forecasting models, conversion funnel analysis, and executive-level reporting.
Communication Channel Setup
Configuration and optimization of sales and customer communication channels — phone, email, SMS, chat, and social messaging.
> Tooling
The RevOps Stack
HubSpotSalesforcePipedriveApolloOutreachGongZoomInfoSlackStripeZapier
We're tool-agnostic. We build on whatever platform fits your business — or we build custom.
> Explore
Other Services
> Let's Go
Revenue doesn't scale itself. Let's build the system.
Let's map your revenue process and build the infrastructure that turns pipeline into profit.
or email us at hello@definedcollective.com