B2B SaaS revenue team
Revenue Operations Automation Command Center
Built an automation layer that synced forms, CRM events, alerting, and qualification rules into one operational command center.
Case focus
Lead routing, follow-up timing, and CRM hygiene were inconsistent across sales and customer success workflows.
Challenge pressure
Lead routing, follow-up timing, and CRM hygiene were inconsistent across sales and customer success workflows.
Delivery response
Built an automation layer that synced forms, CRM events, alerting, and qualification rules into one operational command center.
Measured outcomes
Lead handoff time reduced from hours to minutes
98% workflow completion across routing rules
Sales ops overhead cut by 60%
Technology stack
Delivery fit
Designed for B2B SaaS revenue team where workflow automation needed to feel like a dependable operating system, not a fragile prototype.