Revenue Operations

Revenue Operations

If Your Pipeline Number Changes Every Time Someone Asks, You Have a RevOps Problem.

When deals do not get updated, when stages do not match reality, when marketing and sales disagree on what is qualified, leadership cannot see what is coming. We run the engine that makes the number mean something.

5 RevOps Systems Managed
Real-Time Pipeline Visibility
100% Data Integrity Enforced
Zero Blind Spots for Leadership
The Problem

Three Signs Your Revenue Operations Are Broken

These are not data problems. They are systems problems. And they get worse every quarter you leave them unaddressed.

01
Problem 01

The Number Means Nothing

Ask three people what is in pipeline and you get three different answers. Deal stages are updated based on gut feel, not criteria. The forecast is a guess dressed up as a number. Leadership is making decisions on data nobody trusts.

Signal Your forecast misses by more than 20% two quarters in a row.
02
Problem 02

Deals Die in the CRM, Not the Market

Open opportunities from six months ago. Half of them should have been closed or lost. Nobody updated them. Nobody cleaned the data. Your CRM is a graveyard with a false revenue number at the top. Reps are working lists nobody audited.

Signal Average deal age keeps climbing even as close rate stays flat.
03
Problem 03

Marketing and Sales Are Counting Different Things

Marketing says MQL volume is up. Sales says pipeline is thin. Both are right, because nobody defined what a qualified lead actually is. The handoff is a coin flip. Blame is the only thing moving in both directions.

Signal Sales rejects more than 30% of marketing-sourced leads.
Revenue Control Panel

Five Systems. One Live Engine.

This is what we manage, monitor, and optimize so your revenue number is real every time someone asks.

VIVIFY REVOPS CONSOLE
ALL SYSTEMS ACTIVE
LIVE
01
CRM Core
Salesforce / HubSpot

Clean data, enforced stage criteria, no zombie deals. The foundation everything else runs on.

Pipeline Hygiene Stage Logic Data Integrity
DEALS AUDITED 100%_
LIVE
02
Pipeline Architecture
Deal Logic Layer

Qualification criteria, exit conditions, and deal scoring built into every stage. No opinion-based updates.

MEDDPICC Deal Scoring Exit Criteria
STAGE ACCURACY 98%_
LIVE
03
Revenue Dashboards
Visibility Layer

One source of truth for every leader. Deal velocity, rep performance, conversion by stage. No spreadsheet exports.

Deal Velocity Rep Metrics Forecast View
REFRESH RATE Real-Time_
LIVE
04
Sales-Marketing Alignment
Handoff Protocols

Shared MQL/SQL definitions, documented handoff criteria, and lead routing that both teams agreed on in writing.

Lead Routing SLA Tracking MQL/SQL Def
LEAD ACCEPTANCE 94%_
LIVE
05
AI Forecasting
Intelligence Layer

Machine-flagged at-risk deals, momentum scores, and close-probability signals before the rep knows something is wrong.

Risk Flags Momentum Score Close Probability
FORECAST ACCURACY +3.2x_
How the Engagement Works

We Run the Engine. You Keep the Keys.

This is not a one-time audit or a strategy deck. We are embedded in your operations from month one and stay until the system runs itself.

Month 01

Audit and Configure

We get into your CRM, your data, and your current motion. Everything that is broken gets documented. Everything that can be fixed gets fixed in the first 30 days.

Full CRM Audit
Data Hygiene Sprint
Stage Criteria Setup
Dashboard Baseline
Month 02+

Active Operations

The system is live. We manage it weekly. Pipeline reviews, data enforcement, forecast calls. Reps stop making up stage updates because the criteria are clear and the accountability is real.

Weekly Pipeline Review
Forecast Calls
Data Enforcement
Rep Performance Tracking
Ongoing

Engine Room

We do not deliver a report and leave. We stay in the room. As the business grows, the system evolves with it. New channels, new markets, new team members all get absorbed into the same operating layer.

System Expansion
New Hire Onboarding
AI Model Tuning
Quarterly Architecture Review
You own the system. We keep it running.
Unlike a build-and-handoff, RevOps is the ongoing layer. We stay embedded so the number stays accurate.
In the Field

What a RevOps Rebuild Actually Looks Like

Not a presentation. Not a roadmap. What happened when a media company let us into the engine room.

Pandora Media
Digital Advertising · B2B Sales

Pandora had a CRM. What it did not have was a number anyone trusted. Deals sat open past their close date. Marketing and sales were tracking different things. Leadership was making headcount decisions off forecast data nobody believed.

We ran the full operations rebuild. Audited and cleaned every open opportunity. Defined stage criteria and enforced them. Built unified dashboards pulling from a single source. Wired AI signal detection to flag at-risk deals before they went silent. Defined the MQL/SQL handoff in writing.

The forecast stopped being a guess. Deal velocity became visible by rep. At-risk deals surfaced before the quarter closed. Marketing stopped handing off leads that sales rejected. The number meant something.

Read the Full Case Study →
3.2× Pipeline Accuracy Qualified pipeline vs. prior 90-day period
60 Days to Clarity From audit kickoff to trusted pipeline number
2 Intelligence Layers AI signal detection + human qualification in parallel
Zero Rejected Handoffs Sales accepted 100% of marketing-sourced leads post-alignment
Audit Clean Configure Run
What Makes This Different

Three Ways Companies Try to Solve RevOps. Why Two of Them Fail.

Every company recognizes the problem eventually. Most pick the wrong fix and wonder why nothing changed.

Approach 01

Configure the CRM Once and Hope

Hire an admin or a consultant to clean up the CRM. Get the stages in order. Build a few reports. Call it done.

Why it breaks

A CRM config is not operations. Nobody enforces the stage criteria after the consultant leaves. Data drifts within 60 days. The number starts lying again before the quarter is out.

Configuration without enforcement is decoration.
Approach 02

Hire a Full-Time RevOps Person

Post the job req. Wait 60 to 90 days to fill it. Onboard someone who then spends their first 90 days figuring out what you already have.

Why it breaks

One person cannot run CRM, dashboards, forecasting, alignment, and AI tooling simultaneously. They become a help desk for ad hoc requests. The system never gets built because they are too busy maintaining what already exists.

A RevOps hire needs a RevOps system to run. In that order.
Approach 03

Buy a Reporting Tool

Add Clari, Gong, or another intelligence layer on top of the existing CRM. Set up some dashboards. Run it from the top.

Why it breaks

Intelligence tools surface bad data faster. If the underlying CRM is dirty and the stage definitions are wrong, the AI just produces confident-sounding garbage. Better tooling amplifies whatever is already true about your data quality.

Better dashboards do not fix the data they are reading.
What Vivify Does
Embedded operations, not a one-time delivery
System and enforcement running simultaneously
AI layered on clean data, not on top of chaos
One number leadership can trust every week
Ready to Start

Your pipeline number should mean something. Let us make it.

One conversation is enough to see where the gaps are. No prep required.

No commitment required
Results visible in the first call
Built for B2B businesses