Sales and revenue operations
One view of every customer and every deal, with prices that follow demand.
Why revenue teams work from different numbers
Sales, marketing, service and finance each keep their own view of the customer. Pipeline reports are assembled by hand, prices change slowly, and leaders ask questions the data cannot answer quickly.
Customer data in silos
CRM, ERP, commerce and service systems each hold part of the customer.
Reports built by hand
Pipeline and revenue reports take days to assemble.
Static prices
Prices change by spreadsheet, long after demand has moved.
What changes
One customer record
CRM, ERP and commerce data joined, with the CRM as the working view.
Dynamic pricing
Prices recommended from demand, stock and margin, approved by people.
Answers in plain language
Leaders ask questions of the data and get answers with their sources.
What we deliver
CRM platforms
Salesforce, ServiceNow and Microsoft Power Platform implemented, extended and connected to the ERP.
Dynamic pricing and forecasting
Predictive models for forecasting, dynamic pricing and demand sensing.
Personalisation and recommendations
Classification, personalisation and recommendation engines for offers and next actions.
Conversational BI
Autonomous AI data analysts that turn questions in natural language into SQL and insight.
Omnichannel customer journeys
Customer experience and omnichannel journey transformation across every channel.
How we work
Join the data
Agree one customer and one deal record across systems.
Automate the reports
Dashboards and conversational BI on the joined data.
Add the models
Pricing and recommendation models proved against past results before they go live.
Technologies and standards
The platforms and models revenue operations run on, as the documents behind this page name them.
- Languages
- SQL
- CRM and workflow platforms
- Microsoft Power Platform
- Salesforce
- ServiceNow
How to start
What happens next
Agreeing a time
Our team emails you to agree a time for the session.
Pre-consulting session
A free 30-minute online pre-consulting session: we go through your goals, systems and constraints.
Readiness review
In a free 48-hour readiness review, a Principal Architect checks your project against the 6-point Definition of Ready and recommends the track that fits.
Choosing the track
Scope-ready projects receive a binding proposal within 3–5 business days. Concept-stage projects start in the Blueprint Studio. A live system that is failing, undocumented or needs integration starts with a diagnostic of 1–2 weeks. The Blueprint Studio and the diagnostic each have a fixed fee, quoted in the proposal.
AI-native product teams
Managed, cross-functional pods of senior engineers, equipped with agentic coding and QA harnesses.
Fixed-outcome projects and round-the-clock managed services
Fixed-scope, milestone-driven delivery with named delivery leads, and round-the-clock application managed services under SLA governance.
Questions and answers
Do you recommend a CRM platform?
We recommend one after looking at your processes and systems. We implement and extend Salesforce, ServiceNow and Microsoft Power Platform, and connect each one to the ERP.
Will dynamic pricing change prices on its own?
Only within the rules you set. The model recommends, and people approve or set the limits within which it may act.
What is conversational BI?
A way to ask questions of your data in plain language. The answer comes with the query and the data behind it, so it can be checked.
Where should we start?
With the customer and deal record, because every report and model depends on it.
Start with a conversation, not a contract.
Tell us what you need to build, connect or secure. An architect goes through it with you, then recommends where to start.