When sales, marketing, and customer success aren’t working in sync, growth becomes harder than it should be. Miscommunication means missed opportunities, manual tasks drain productivity, and unreliable data makes forecasting little more than guesswork.
At RevDynamic, we cut through that complexity. Our RevOps consulting service is built to give you clarity, efficiency, and the confidence to scale. From CRM Integration to rethinking your entire revenue process, we assess where you are today, uncover the gaps, and design a tailored GTM roadmap to build a revenue engine that actually drives Revenue
Revenue Operations
Our Approach
Every transformation begins with clarity. We start by taking a 360° look at your business operations to uncover where friction, waste, and misalignment are slowing you down. Through team workshops, stakeholder meetings, and a deep review of your systems, we reveal not just the symptoms, but the root causes behind them.
Customer journey analysis – Spotting the drop-offs, bottlenecks, and gaps across your buyer journey so you can create smoother, more consistent experiences.
Reporting & metrics audit – Identifying the KPIs that truly matter, removing vanity metrics, and ensuring you have the visibility needed for confident decision-making.
Tech stack evaluation – Reviewing your CRM and integrated tools to highlight inefficiencies, duplication, or underutilised systems.
The benefit? A clear picture of where you stand today, and exactly what’s holding back your growth.
What's inlcuded
Insight without action is just theory. Based on our findings, we build a roadmap that gives you clarity, direction, and momentum. It’s designed to balance quick wins with longer-term scalability — so you see results now while laying foundations for sustainable growth.
Prioritised action plan – A clear sequence of steps focused on the areas with the biggest impact.
Process & automation recommendations – From reducing manual tasks to embedding AI, we show you how to streamline operations and boost efficiency.
Scalable execution blueprint – A step-by-step plan that evolves with your business, ensuring your revenue engine keeps pace with your ambitions.
The benefit? No more guesswork, just a clear, practical path to alignment and growth.
What's included?
We don’t believe in “paper strategy.” Once the roadmap is agreed, we roll up our sleeves and make it happen alongside your team. Whether it’s reconfiguring your CRM, embedding new sales frameworks, or optimising integrations, we bring the expertise and resources to turn plans into measurable results.
Sales frameworks – Embedding robust qualification methods to strengthen pipeline health and improve deal conversion.
Pipeline optimisation – Creating structured, transparent pipelines that give leaders accurate forecasting and sales teams a clear view of next steps.
System integrations – Aligning platforms like HubSpot, Salesforce, and your finance stack to ensure data flows seamlessly across the business.
The benefit? Change that sticks — practical improvements your team actually uses, backed by measurable business impact.
What's included
