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SALES OPS & CRM

Experienced Leadership For Your Sales Operations

Experienced leadership to build, manage, and improve your sales operations.

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Most sales teams don't lose deals because of a bad pitch — they lose them because nobody's actually running the operation behind the sale. Process falls apart, reps aren't coached, performance isn't tracked, and the CRM sits unused. We fix all of it, not just the software.

Think of it as bringing in an experienced operations manager for your sales team — someone who owns the process, coaches the people, tracks what's working, and keeps the systems (CRM included) actually useful.

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Ongoing Sales Operations ManagementContinuous oversight, not a one-off project.
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Team Training & OnboardingGet new reps productive faster.
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Sales Process ImprovementOngoing refinement, not a one-time fix.
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Sales WorkflowsRepeatable processes that don't rely on memory.
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KPI Tracking & ReportingKnow what's working before it becomes a problem.
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QA Monitoring & Call QualityConsistent quality checks across every call.
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Sales Script WritingScripts built and refined based on real results.
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Pipeline ManagementClear visibility into every stage, every deal.
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Lead ManagementEvery lead tracked, followed up, and accounted for.
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CRM Setup & OptimizationConfigured to match how your team actually sells.
Starting at $8/hour

Scoped to the hours your team actually needs — no long-term contracts required.

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Also need help booking meetings from your list? See B2B Appointment Setting.

WHAT IS SALES OPERATIONS

The engine behind your sales team

Sales operations is everything that makes selling repeatable: the process reps follow, how leads and deals are tracked, how new reps are trained, how performance is measured, and the systems, like your CRM, that hold it all together.

When those pieces are missing, results depend on each rep's memory and habits. When they're in place, everyone knows what to do next, and you can see what's working and what isn't.

WHAT WE MANAGE

What sales operations management covers

Here is what the work looks like in practice, and how each piece helps your team sell more consistently.

Process & workflows Written-down steps for how a lead becomes a customer, so results don't depend on who happens to be working the deal.
Pipeline & lead management Clear stages, so every deal has a next step and every lead has an owner.
Training & onboarding A structured ramp-up for new reps, plus ongoing coaching for the team you already have.
Scripts & call quality Scripts refined from real results, and QA monitoring to keep every call consistent.
KPI tracking & reporting Regular reporting on the numbers that matter, so problems show up early.
CRM setup & optimization A CRM configured around how your team sells, so reps actually use it.
HOW IT WORKS

From first look to a smoother operation, in four steps.

1

Review your setup

How your team sells today: process, CRM, lead handling, and where deals slow down.

2

Build the structure

Workflows, pipeline stages, and CRM configuration that match how your team actually sells.

3

Train and run

Onboarding, coaching, scripts, and QA monitoring keep every rep consistent.

4

Track and improve

KPIs show what's working, and the process is refined over time.

WHO IT'S FOR

Built around how your team sells

We don't push one fixed system. Whatever you sell and whoever you sell to, the process, CRM setup, and KPIs are shaped around your requirements and your market.

Outbound sales teams A clear process for calling, follow-up, and moving deals forward.
Teams onboarding new reps Training, scripts, and a repeatable ramp-up so new hires get productive faster.
Businesses with an unused CRM Clean it up, or take over managing it, so it reflects your real pipeline.
Owners running sales themselves Hand off pipeline upkeep and process, from a few hours a week.

Need prospects and booked meetings feeding the pipeline? See B2B appointment setting, or our B2B Contact Lists for targeted business and contact data.

SIGNS YOU NEED IT

When your sales operation needs attention

Most teams don't notice the gaps until deals start slipping. These are the common early signs.

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Leads go untrackedSome never get a follow-up because nobody owns them.
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The CRM is out of dateReps skip it, so the pipeline can't be trusted.
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New reps ramp slowlyThere's no clear onboarding or process to follow.
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Nobody knows what's workingWithout KPIs, decisions come down to guesswork.
GETTING STARTED

What we need to get going

Ready to talk it through? Get a quote and tell us how your team sells, or see pricing first.

Common questions

Do you replace my CRM or work with what I have? Either — we can set up a new CRM from scratch or take over managing the one you already use. The goal is a system your team actually uses, not a new tool for its own sake.
Is this a full-time hire or part-time support? Whichever fits — pricing is hourly and scoped to your team's actual needs, from a few hours a week to a full-time presence.
Will you train my existing team? Yes — onboarding and training new or existing reps is part of the service, not a separate add-on.
How do you track performance? Through regular KPI reporting and call/ticket quality audits, so you always know what's working and what needs to change.
Can this pair with appointment setting? Yes — many customers combine this with B2B Appointment Setting so both the calls and the operations behind them are covered.
Do I need my own CRM already set up? No. If you don't have one yet, we help pick and configure a CRM that fits your team's size and process. If you already use one, we work inside it rather than asking you to switch.
How involved do I need to be day to day? As much or as little as you want. Most clients check in on the KPI reporting weekly and leave the pipeline upkeep, scripts, and QA monitoring to us in between. That balance tends to shift over the first month or two as we learn your process and you get comfortable with how we work. Once that rhythm is set, most of what you see is the reporting and the results, not the day-to-day mechanics behind them.
What is sales operations management? It's the ongoing work behind your sales team: the process, lead and pipeline tracking, rep training, performance measurement, and CRM. An experienced manager owns those pieces so your team can focus on selling.
How is this different from appointment setting? Appointment setting is outbound calling that books meetings with prospects. Sales operations is the management behind the sale: process, training, tracking, and systems. Many customers combine the two. See B2B Appointment Setting.
Can you work with any industry? Yes. The process, CRM setup, and KPIs are built around your requirements and the market you sell into, not a fixed template.
What does a sales operations manager do? They own the structure behind selling: setting up and refining the process, keeping leads and the pipeline organized, training and coaching reps, monitoring call quality, and reporting on KPIs so you can see what's working.
What is QA monitoring? It means regularly reviewing calls to check they follow your process and meet your quality standards, so problems are spotted and coached early instead of showing up later as lost deals.
Do you write sales scripts? Yes. Scripts are built around your offer and refined based on real call results, with QA monitoring helping to show what is working and what needs to change.
Which KPIs do you track? It depends on your process, but common examples are activity levels, leads followed up, pipeline movement, and meetings or deals progressing. We agree on the measures that matter for your team.
What does sales operations management cost? Pricing starts at $8 per hour, scoped to the hours your team needs, with no long-term contracts required. See our pricing page or ask for a quote.
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