RevOps · Salesforce · Mid-market B2B

RevOps for Salesforce. Built for teams that own the number.

We architect the data model, pipeline discipline, forecasting and AI that turn Salesforce into a predictable revenue engine, for mid-market SaaS, fintech and services teams.

150+ Salesforce projects delivered90-day ROI guarantee5.0 on AppExchange

Trusted by leading clients

The mid-market RevOps reality

Your Salesforce is running. Your revenue isn't compounding.

The dashboards exist. The seats are paid for. But forecast accuracy, pipeline discipline and adoption keep slipping. Recent mid-market B2B benchmarks:

State of RevOps · Mid-market B2B

Aggregated benchmarks · 2024–2025 · n = 480 orgs

Underperformance detected

R01 · Forecast miss

YoY
63%

Salesforce orgs that miss forecast every quarter

R02 · CRM adoption

YoY
37%

Reps who avoid updating opportunities

R03 · Data hygiene

YoY
58%

Required deal fields left blank at close

R04 · Budget overrun

YoY
1 in 2

Pipeline reviews that miss the real red flags

The tools are fine. The revenue operating model is broken.

The operating model

The Revenue Performance Model

The RPM is the operating model behind top-performing Salesforce revenue teams. It ties your data model, pipeline hygiene, forecasting and AI to the four levers of predictable revenue, so you stop chasing the number and start engineering it.

  • 01Diagnose

    Audit forecast, pipeline hygiene, adoption and the Salesforce data model.

  • 02Design

    Blueprint the lifecycle, object model, stages and rep behaviors that will actually stick.

  • 03Deliver

    Ship the fix in 6-week sprints: configuration, automations, enablement, adoption.

  • 04Drive

    Instrument the outcome, iterate the process and compound the wins quarter after quarter.

Revenue Performance Model

Customer lifecycle

Pipeline

+38%

Win rate

+12 pt

NRR

118%

Expansion

+24%

01 · Diagnose

02 · Design

03 · Deliver

04 · Drive

Ship every 6 weeks

Measure every sprint

Compound the wins

One model. Diagnose the leak. Design the fix. Ship the change. Drive the outcome.

See the RPM in detail

The RevOps operating principles

How we turn Salesforce from a system of record into a revenue engine.

01 / 06

Salesforce is a product

Your revenue engine isn't static. Like a product, it needs a roadmap, sprints and a PM. That's what RevOps really is.

Result

Quarterly roadmap, 6-week sprints

02 / 06

One data model, one truth

Sales, Marketing, CS and Finance on one Salesforce object model. No spreadsheet forecasts. No shadow CRMs.

Result

One Salesforce object model across GTM

03 / 06

Adoption drives revenue

Configuration without adoption is theatre. We instrument what reps actually do, and design the process they'll follow.

Result

40%+ adoption in the first 60 days

04 / 06

Iteration beats big-bang

6-week sprints beat 12-month re-implementations. Ship the fix, measure impact, compound the wins.

Result

Ship every 6 weeks, measure every sprint

05 / 06

AI on the bottlenecks

Agentforce, Data Cloud and Einstein deployed exactly where they compound leverage: qualification, forecasting, next-best-action.

Result

AI on qualification, forecast, next-best-action

06 / 06

Forecast is a system

Pipeline coverage, stage discipline, weighted forecast and rep behavior, engineered into Salesforce, not chased in Slack.

Result

90% forecast accuracy, quarter after quarter

Get your baseline

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Industries

RevOps on Salesforce, across the industries we know deepest.

We work with mid-market B2B teams that already run on Salesforce and need the operating model to match.

SaaS & Technology

Predictable pipeline, weighted forecast and PLG-to-Sales handoff engineered into Salesforce.

Learn more

Financial Services

Compliant lifecycle, KYC handoffs and advisor pipeline on a single Salesforce data model.

Learn more

Manufacturing & Industrial

Move sales out of spreadsheets and inboxes into a Salesforce pipeline you can actually forecast.

Learn more

Healthcare & Life Sciences

Connect commercial, medical and service teams on one Salesforce customer record.

Learn more

Professional Services

Client lifecycle, resource planning and expansion engineered into Salesforce, not offline decks.

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Retail & Consumer

Unify B2B commerce, marketing and service data around the account, not the channel.

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Energy & Utilities

B2B and B2C customer journeys, field service and long-cycle deals unified on Salesforce.

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E-commerce

Connect commerce, marketing and service so customer lifetime value stops leaking between systems.

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Construction

Long-cycle bids, project pipeline and post-sale service engineered on one Salesforce backbone.

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40%

User Adoption

30%

Cost Reduction

90d

Time to ROI

98%

Success Rate

Testimonials

Don't Take Our Word for It

See what happens when Salesforce is implemented by people who actually know what they're doing.

Bravo , remarkable mastery of Salesforce – eager to define our next projects.

M

Maître Benoît

Managing Partner · Maître Benoit SCP (Legal Services)

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