Revenue operations consultancy
One pipeline.
One version
of the truth.
When sales, marketing and customer teams each keep their own numbers, nobody trusts the forecast. We help B2B teams agree on stages and definitions, clean up the CRM and build reporting everyone can explain.
Talk about your pipeline- Lead marketing
- Qualified marketing + sales
- Opportunity sales
- Customer success
Illustrative: every stage gets one definition and one owner.
Where we help
Focused projects on the systems and agreements behind your revenue numbers.
Pipeline definitions
Agree on stage names, entry and exit criteria, and who owns each handover between teams.
CRM clean-up and structure
Review fields, record types and duplicates, then simplify what reps have to fill in.
Forecast process
Set a forecasting rhythm with clear categories, so a number comes with a reason behind it.
Lead routing and handovers
Design how new leads are assigned and followed up, and make the rules visible to everyone involved.
Revenue reporting
Build a small set of shared reports on pipeline, conversion and retention, with documented logic.
How an engagement runs
Each phase ends with something your team can review and use.
Audit the current setup
Interview each team, review the CRM and existing reports, and list where definitions and data disagree.
Settle the rules
Workshop the stage definitions, ownership and reporting needs, and write them down in one shared document.
Implement and hand over
Configure the CRM and reports to match, train the people who use them and leave a maintenance checklist.
Ready to trust the forecast?
Tell us which CRM you use, how your teams hand over deals today and where the numbers stop adding up.
hello@sagelumen.com