What Is Revenue Operations?

Revenue Operations (RevOps) is the strategic function that aligns sales, marketing, and customer success around shared data, processes, and goals. Instead of each team operating in silos with different metrics, tools, and handoff points, RevOps creates a unified revenue engine where every team contributes to a single, measurable growth motion.

In practice, RevOps covers process design and optimization across the full customer lifecycle, tech stack management and CRM architecture, data hygiene and reporting infrastructure, pipeline management and revenue forecasting, lead scoring and routing, and cross-functional alignment through shared KPIs and service-level agreements.

Companies with a mature RevOps function see faster deal cycles, more accurate forecasts, and higher revenue per employee. Those without one tend to struggle with conflicting data, broken handoffs, and revenue leakage they can’t diagnose.

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Who This Is For

RevOps consulting is the right fit if you’re dealing with any of these challenges:

• Your CRM is messy — duplicates, missing data, inconsistent pipeline stages
• Sales, marketing, and CS track different metrics and blame each other for misses
• You can’t accurately forecast revenue or explain why deals are slipping
• Your tech stack has grown organically and tools don’t talk to each other
• You don’t have a dedicated RevOps person but you need operational rigor
• You’re spending more time building reports than acting on insights

We specialize in SMBs and mid-market companies ($1M–$50M ARR) that have outgrown ad-hoc operations but aren’t ready to hire a full RevOps team.

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Our RevOps Services

RevOps Audit

A focused 2-3 week assessment of your current revenue operations. We evaluate your tech stack, CRM configuration, data quality, pipeline definitions, handoff processes, reporting infrastructure, and team alignment. You receive a detailed findings report with a prioritized action plan and quick wins.

Process Design & Optimization

We design or redesign your lead-to-revenue process — from lead scoring and routing to opportunity management, forecasting methodology, and renewal/expansion workflows. Every process is documented with clear ownership, SLAs, and escalation paths.

Dashboard & Reporting Infrastructure

We build the dashboards and reporting frameworks your leadership team actually needs. Pipeline coverage, conversion rates by stage, sales velocity, marketing attribution, CS health scores, and revenue forecasting — all connected to your existing CRM and tools.

Tech Stack Assessment & Optimization

We audit your current tools, identify redundancies and gaps, and recommend a streamlined stack. If you need CRM migration, integration configuration, or workflow automation, we manage the implementation.

Fractional RevOps Leadership

For companies that need ongoing operational leadership, we embed as your fractional VP of RevOps or Head of Revenue Operations — joining team meetings, managing initiatives, and providing the strategic guidance that keeps your revenue engine running.

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What You Get

• RevOps maturity assessment with gap analysis
• Documented lead-to-revenue process with stage definitions and SLAs
• Custom dashboards for pipeline, conversion, velocity, and forecasting
• Tech stack audit with consolidation and integration recommendations
• 30/60/90-day RevOps roadmap
• Optional: ongoing fractional RevOps leadership with weekly cadence

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Why Ascentreon for RevOps

Most RevOps consultancies are CRM implementation shops that focus on Salesforce or HubSpot configuration. Ascentreon is different — we combine strategic RevOps thinking with GTM expertise and AI automation.

That means your RevOps infrastructure isn’t just technically sound; it’s aligned with your go-to-market strategy from day one. We build systems that your team can actually use, iterate on, and scale.

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