A revenue stack where data, process, and tooling reinforce each other.
Cross-functional RevOps architecture connecting marketing, sales, customer success, and finance on a common data foundation.
When sales, marketing, and CS each have their own truth
Marketing reports leads. Sales reports pipeline. CS reports retention. None of the numbers reconcile. Forecast quality suffers. Cross-functional initiatives stall in arguments about whose data is right.
You feel like RevOps is supposed to fix this, but it has become another silo.
We build RevOps foundations that connect HubSpot, Stripe, the data warehouse, and finance systems into a coherent revenue model.
How we build RevOps
- 01
Define the revenue model
Funnel stages, lifecycle, attribution, retention — agreed across functions.
- 02
Connect the systems
CRM, billing, product, support — flowing into a governed data layer.
- 03
Operate the cadence
Weekly forecast, monthly review, quarterly planning — all referencing the same numbers.
What good looks like
One revenue model. One forecast. One retention number. Reconciled across every function and trusted by the board.
Aligned forecast
Sales, marketing, and finance reference the same pipeline.
Connected funnel
Lead-to-revenue visible end-to-end.
Predictable retention
Cohort and net-retention numbers everyone trusts.
Proof
15% forecast accuracy improvement
Unified forecasting model lifted board-level forecast accuracy from 78% to 93% over two quarters.
— B2B SaaS, $30M ARR
Frequently asked questions
Both, in that order. Software encodes process; process without encoding does not survive scale. We do both deliberately.
Ready to align revenue?
A 60-minute call with you and your CRO/CFO. We will diagnose where the misalignment lives.