REVOPS SERVICES

Keep your CRM clean. Give every account a next step.

We audit your CRM, clean the records and set up the routing, tasks and reports your sales team works from. When a buying signal arrives, it lands on the right account with an owner and a follow-up.

Start with a call See what we fix
Owner
Regional account executive Territory rule
Lifecycle stage
Sales qualified lead
ICP fit
Tier A
Industry
Software Filled, was empty
Latest signal
Hiring a RevOps leadSource: company careers page · 2 days ago
Next step
Call about the new RevOps hireTask · due tomorrow

Activity on this record

  1. Duplicate merged2 records into 1, by agreed rules

  2. Industry filledEmpty field only, nothing overwritten

  3. Signal addedSource and date on the account

  4. Owner assignedTerritory rule

  5. Task createdFor the account owner, with context

  6. Slack alert sentPosted to your sales channel

Works inside the CRM you already use

  • HubSpot
  • Salesforce
  • Zoho CRM
  • Pipedrive
  • Dynamics 365
  • Freshsales
  • monday CRM
  • Close
  • Attio

Your CRM should tell your team what to do next

Records pile up faster than anyone cleans them. Duplicate accounts, empty fields, leads with no owner and stages that mean something different to each rep.

So reps check other tools before every call, and the pipeline review turns into a debate about the numbers.

ElevasionX sets the rules once and keeps them running. Your team works from one accurate record per company.

Clean records.
Clear owners.

We maintain the data, rules and reports. Your team works the accounts.

What usually breaks

Without RevOps support

  • Duplicate companies and contacts
  • New leads that sit with no owner
  • Pipeline stages each rep reads differently
  • Buying signals that never reach the account
  • Reports nobody uses in the pipeline meeting

What we set up

With ElevasionX

  • One record per company, merged by rules you approve
  • Every lead routed to an owner, with a task
  • Entry and exit rules for each stage, agreed with your team
  • Signals on the account record, with source and date
  • Reports built on definitions your team signed off

SERVICES

What we handle

CRM audit

Start with what you already have.

We review your objects, fields, pipelines, automations and connected tools. You get a written list of what to fix, ordered by how much each issue affects your pipeline.

We also note what already works, so we don't rebuild it.

Data cleanup and enrichment

One record per company.

We merge duplicates using rules you approve, standardize values such as industry, country and job title, and fill empty fields with company and contact data.

We don't overwrite existing information. Your team keeps the data and account history it already has.

Routing and pipeline rules

Every lead has an owner and a next step.

We set assignment rules by territory, segment or round robin, and agree entry and exit criteria for each pipeline stage.

Every rep then moves deals on the same definitions, so the forecast means the same thing to everyone.

Signal and task automation

Turn signals into follow-ups.

Buying signals land on the account record with their source and date. Your agreed rules then create a task, send a Slack alert or start an approved campaign.

Your team sees what changed, who owns it and what to do next, without leaving the CRM.

Reporting and dashboards

See volume, velocity and value.

We build dashboards inside your CRM on the definitions agreed with your team: how many records enter each stage, how fast they move and what they are worth.

Documentation and handover

Know how your system works.

We document fields, rules and workflows, so your team or a future admin can run them. Handover and training are set out in the proposal.

ACROSS YOUR FUNNEL

One set of rules from first touch to renewal

New leads usually get the attention. Open deals and existing customers need the same care.

We set up tracking, follow-up and team updates for all three.

01 · PROSPECTS

New prospects

TRACK
Fit score and buying signals on every target account.
FOLLOW UP
A first-touch task for the rep who owns the account.
SHARE
A Slack alert when a priority account shows a signal.

02 · OPEN DEALS

Active conversations

TRACK
Replies, meetings and stage changes against agreed definitions.
FOLLOW UP
A task when a deal has had no activity for the number of days you set.
SHARE
Stage changes and next steps in one pipeline view.

03 · CUSTOMERS

Existing customers

TRACK
Renewal dates and leadership changes at customer accounts.
FOLLOW UP
Renewal and expansion tasks for the account manager.
SHARE
Wins and renewals posted to your team's Slack channel.

HOW IT WORKS

How the work runs

  1. Review the setup

    Audit your objects, fields, stages, automations and connected tools.

  2. Clean the records

    Merge duplicates, standardize values and fill empty fields.

  3. Build the rules

    Set up routing, stage criteria, signal fields, tasks and alerts.

  4. Run and report

    Maintain the system and report on volume, velocity and value each week.

WHAT WE MEASURE

Volume, velocity and value

Three questions about your pipeline, answered from your CRM.

VolumeHow much is coming in?
Target accounts, signals, new leads and opportunities, by source and segment.
VelocityHow fast is it moving?
Time to first touch, time in each stage and deals with no recent activity.
ValueWhat is it worth?
Pipeline and closed revenue by source, segment and signal type.

Your weekly report covers

  1. Records cleaned, merged and enriched.

  2. Leads and signals routed, with owners.

  3. Follow-up tasks created and completed.

  4. Volume, velocity and value by stage.

  5. Issues found, fixes made and next steps.

Clear responsibilities from the start

ElevasionX handles

The audit, data cleanup, routing, automation and reporting within the agreed scope.

Your team handles

Admin access to the CRM and connected tools, approval of field, stage and routing changes, and action on the tasks we create.

You keep

Every field, workflow, dashboard and document we build, inside your CRM and in your company's name.

The proposal defines deliverables, tool costs and handover arrangements before the plan begins.

PLANS

RevOps in each plan

RevOps work is part of the monthly plans. CRM automation and enrichment start on Pro.

Scroll the table sideways to compare
RevOps scopeWhat each plan includes.Monthly service fees Basic$499per monthAsk about Basic Pro$1,497per monthAsk about Pro Enterprise$1,997+per monthAsk about Enterprise
CRM AutomationNoPartialComplete
CRM EnrichmentNoYesYes
Website TrackingNoYesYes
ConsultingMonthlyBiweeklyWeekly
Weekly ReportYesYesYes
Slack supportYesYesYes

Partial covers signal fields, enrichment sync, CRM tasks and Slack alerts.

Complete adds lead routing, pipeline stage rules, dashboards and tool integrations.

Compare all plan features

Frequently asked questions

What does RevOps mean at ElevasionX?

It is the work of keeping your CRM, data and sales process connected. For us, that means clean records, clear ownership, signals on the right account and reports your team uses.

Which CRMs do you work with?

HubSpot, Salesforce, Zoho CRM, Pipedrive, Microsoft Dynamics 365, Freshsales, monday CRM, Close and Attio. Ask us if yours isn't listed.

Do you replace our CRM?

No. We work inside the CRM you already use.

Will you overwrite our existing data?

No. We fill empty fields and merge duplicates using rules you approve first. We keep a record of what changed.

Do changes go live without our approval?

No. We share field, stage and routing changes with your team before they go live. Where your CRM plan includes a sandbox, we test there first.

Do we need to give you admin access?

Yes, for the parts we build. You can remove access at any time.

We already have a CRM admin. Can you work with them?

Yes. We agree who owns which fields and workflows, so two people don't change the same thing.

How long does the audit take?

The audit is the first step of the plan. We agree its timing in the proposal, based on the size of your CRM and the number of connected tools.

Can our team take over the system later?

Yes. Plans are month to month. After 90 days, you can take over the system. We hand it over with the documentation and train your team for 2 weeks.

Are tool subscriptions included?

The proposal sets out which costs are included and which tools or subscriptions your company needs to provide.

Do you guarantee pipeline or revenue?

No. We keep your data, routing and reporting in order. Pipeline and revenue depend on your market, offer and sales team.

Let's look at your CRM together

Tell us which CRM and tools you use, and where records or follow-ups slip.

We'll show you what we'd fix first and define the scope with your team.

Start with a call