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Revenue Operations (RevOps) Consulting

B2B Growth Consulting

Revenue Operations (RevOps) Consulting

Align marketing, sales and success around one revenue engine. We fix the process, systems, data and reporting that turn scattered activity into predictable, measurable growth.

  • One aligned revenue engine
  • Systems, data and process
  • Forecast you can trust
Revenue Operations (RevOps) Consulting
Forecast you can trust
Bangalore based, global reach
75M+Organic traffic driven
150K+Organic leads generated
110M+Social-driven topline
40+ yrsCollective team experience

Our Clients

Brands that have worked with us

From global giants to fast growing startups, teams trust Unified Platforms with their growth.

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What Revenue Operations (RevOps) Consulting Covers

  • Revenue process and funnel design
  • Systems and CRM optimisation
  • Lead management, routing and scoring
  • Marketing and sales alignment
  • Reporting and forecasting
  • Attribution and measurement

Overview

What Revenue Operations Consulting Covers

Revenue operations, or RevOps, is the discipline of aligning marketing, sales and customer success around a single, well-run revenue engine. It brings the process, systems, data and reporting that these teams usually run separately into one coordinated function, so revenue becomes predictable and the whole go-to-market motion gets more efficient.

Unified Platforms provides RevOps consulting for B2B companies whose growth is being held back not by a lack of leads or effort, but by friction between teams, messy systems and untrustworthy data. We diagnose where revenue leaks across your funnel and fix the operational foundations, so more of the demand you already create turns into closed revenue.

The problem RevOps solves is everywhere in scaling companies: marketing and sales disagree on lead quality, handoffs drop, the CRM is a mess, reporting contradicts itself, and no one can forecast with confidence. Each team optimises its own patch while revenue leaks between them. RevOps takes an end-to-end view and engineers the funnel as one system.

We start by mapping your full revenue process and finding the leaks: where leads stall, where handoffs fail, where data breaks, and where reporting cannot be trusted. That diagnosis, grounded in your actual data, tells us which fixes will unlock the most revenue, so we work on the highest-leverage problems first rather than boiling the ocean.

Systems and data are the foundation. We clean up and connect your CRM, marketing automation and revenue tools, fix the data model, and build reliable lead routing and scoring, so the go-to-market stack works as one and the numbers can be trusted. Most revenue problems trace back to broken operations here.

Alignment between teams is where RevOps earns its name. We establish shared definitions, a clean lead-to-revenue handoff, service-level agreements between marketing and sales, and one source of truth, so the teams stop arguing about data and start working the same funnel toward the same number.

Forecasting and reporting are the payoff. We build the pipeline, conversion and forecast reporting that gives leadership a trustworthy view of the business, so you can plan, allocate budget and spot problems early. A believable forecast is often the clearest sign that RevOps is working.

RevOps also connects the rest of your growth investments. It sits underneath demand generation, CRM, attribution and marketing operations, making each of them more effective by ensuring the demand you create is captured, routed, worked and measured properly. It is the operating system your revenue engine runs on.

Revenue process and funnel design. We map and redesign your end-to-end revenue process, stages, definitions, handoffs and automation, so the funnel works as one system rather than disconnected team silos.

Systems and CRM optimisation. We clean up and connect your CRM, marketing automation and revenue tools, fixing the data model and workflows so your stack works together and the data is trustworthy.

Lead management, routing and scoring. We build reliable lead routing, scoring and lifecycle management so no demand leaks between marketing and sales and the right leads reach the right reps fast.

Marketing and sales alignment. We establish shared definitions, service-level agreements and a clean handoff between teams, with one source of truth so they work the same funnel toward the same number.

Reporting and forecasting. We build pipeline, conversion and forecast reporting that leadership can trust, so you can plan, allocate budget and spot problems early.

Attribution and measurement. We connect marketing attribution and measurement into the revenue engine so you know which programs and channels actually create pipeline and revenue.

Stop the revenue leaking between teams

The Difference

Stop the revenue leaking between teams

Most scaling companies do not have a lead problem; they have an operations problem. Demand leaks between marketing, sales and success through broken handoffs, messy systems and untrustworthy data. RevOps engineers the whole funnel as one engine, so more of the demand you already create becomes predictable, measurable revenue.

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Our Process

How We Build Your Revenue Engine

A disciplined sequence, adapted to your competitive landscape. Open each step.

01Revenue diagnosis
We map your full funnel and, using your data, find the leaks, where leads stall, handoffs fail, data breaks and reporting cannot be trusted.
02Prioritise the fixes
We identify the highest-leverage problems and sequence the work so you unlock the most revenue first, rather than trying to fix everything at once.
03Fix systems and data
We clean and connect your CRM and revenue stack, fix the data model, and build reliable routing and scoring, the operational foundation everything else depends on.
04Align the teams
We establish shared definitions, SLAs and a clean handoff between marketing, sales and success, with one source of truth.
05Report, forecast and improve
We build trustworthy reporting and forecasting, then run an ongoing cadence of measurement and optimisation as your revenue engine matures.

Why Unified Platforms

Why Choose Unified Platforms for RevOps

The working habits behind every engagement.

End-to-end revenue view

We engineer the whole funnel as one system, so we fix the leaks between teams that siloed functions miss.

Data-grounded diagnosis

We find and prioritise the real leaks using your data, so we work on the highest-leverage fixes first.

Systems and strategy together

We fix the CRM, data and automation and the process and alignment around them, not one without the other.

Forecast you can trust

We build reporting and forecasting leadership can rely on to plan and allocate budget with confidence.

Connects your growth stack

RevOps sits under demand gen, CRM and attribution, making every growth investment convert better.

Senior, practical operators

Experienced RevOps practitioners who build working systems, backed by our wider growth and marketing practice.

Industries

Industries We Work With

Category specific strategy, not one template applied to every business.

SaaS and technologyB2B servicesManufacturingFintech and financial servicesHealthcareProfessional servicesEnterprise B2BStartups and scaleups

Ready to make revenue predictable?

Book a free demand generation consultation. We will review your funnel, ICP and current pipeline sources and show you the fastest path to predictable, measurable demand.

Book Free Strategy Call

Questions

Frequently Asked Questions

Straight answers before you ever get on a call.

Revenue Operations (RevOps) Consulting Essentials

What is revenue operations (RevOps)?
RevOps is the discipline of aligning marketing, sales and customer success around one revenue engine, bringing their process, systems, data and reporting into a single coordinated function. Instead of each team optimising its own patch while revenue leaks between them, RevOps takes an end-to-end view so revenue becomes more predictable and the whole go-to-market motion gets more efficient.
What does a RevOps consultant actually do?
A RevOps consultant diagnoses where revenue leaks across your funnel, then fixes the operational foundations: revenue process and handoffs, CRM and systems, data quality, lead routing and scoring, team alignment, and reporting and forecasting. The goal is to turn scattered activity into one measurable, predictable revenue engine, so more of the demand you create converts.
How do we know if we need RevOps?
Common signs are: marketing and sales disagree on lead quality, handoffs drop, the CRM is messy, reports contradict each other, and no one can forecast confidently. If you are generating activity and leads but revenue feels unpredictable and the teams blame each other, the problem is usually operations, which is exactly what RevOps fixes.
How is RevOps different from sales operations or marketing operations?
Sales ops and marketing ops each optimise one team's systems and process. RevOps takes the end-to-end view across marketing, sales and success, aligning them around one funnel, one data source and one set of definitions. It does not replace the specialist ops functions; it coordinates them so revenue does not leak in the gaps between them.
Do you fix our CRM as part of RevOps?
Yes. The CRM and connected systems are the foundation of RevOps, so cleaning up the data, fixing the model, connecting the stack and building reliable routing and scoring is core to the work. We also offer full CRM migration and implementation where a fresh start is needed, and RevOps then builds the operating layer on top.
How does RevOps improve forecasting?
By fixing the data and process underneath the forecast. When your pipeline stages have clear definitions, your data is clean, and your reporting is consistent, the forecast becomes believable. We build the pipeline and conversion reporting and the discipline around it so leadership can plan and allocate budget on numbers they trust, rather than gut feel.
How long before RevOps shows results?
Some fixes, like cleaner routing, better reporting or a fixed handoff, show value within weeks. The deeper gains from systems, alignment and forecasting build over a few months as the engine matures. We sequence the work so early, high-leverage wins create momentum and fund the broader program.
Do you help align our marketing and sales teams?
Yes, that alignment is central to RevOps. We establish shared definitions of a qualified lead, service-level agreements between marketing and sales, a clean lead-to-revenue handoff, and one source of truth, so the teams stop arguing about data and start working the same funnel toward the same revenue number.

More on the Service

Can you work with our existing tools and team?
Yes. We improve and connect the stack you already run rather than forcing a rip-and-replace, and we work alongside your marketing, sales and ops people, upskilling them as we go. Where a tool genuinely blocks reliable operations we will say so, but the default is to make your existing systems and team work better together.
Is RevOps only for large companies?
No. Scaling startups and mid-market companies often benefit most, because that is where the informal, team-by-team way of running revenue starts to break and leak. We scope RevOps to your stage, starting with the highest-leverage fixes, so even a lean team gets a more predictable, better-measured revenue engine without enterprise overhead.
How does RevOps connect to demand generation and attribution?
RevOps is the operating layer beneath them. Demand generation creates demand; RevOps makes sure that demand is captured, routed, worked and measured properly so it converts. Attribution tells you which programs create pipeline; RevOps builds the data foundation that makes attribution trustworthy. Together they turn marketing spend into predictable revenue.
What does a RevOps engagement look like?
It starts with a revenue diagnosis: mapping your funnel and finding the leaks using your data. We then prioritise fixes, repair systems and data, align the teams, and build reporting and forecasting, followed by an ongoing optimisation cadence. We can run this as a defined project or an ongoing RevOps partnership, scoped to your priorities after the diagnosis.
Do you offer attribution and measurement consulting too?
Yes. Marketing attribution and measurement are part of the revenue engine, and we offer focused attribution consulting that connects into RevOps, so you can see which channels and programs create pipeline and revenue and invest accordingly.
Can you set up or fix our lead scoring and routing?
Yes, this is core RevOps work. We define lead scoring that reflects real buying signals rather than arbitrary points, and build routing that gets the right leads to the right reps quickly and fairly. Poor scoring and routing are where a lot of created demand quietly leaks, so fixing them is often one of the fastest wins in a RevOps engagement.
Do you help define our ideal customer profile and segments?
Yes. A sharp ideal customer profile and clear segmentation underpin everything downstream, targeting, scoring, routing and reporting. We help you define and operationalise the ICP using your won-deal and pipeline data, then wire it into your systems so the whole revenue engine focuses on the accounts most likely to buy rather than treating all leads the same.
How do you handle RevOps for a product-led (PLG) motion?
Product-led growth adds product usage as a core signal alongside marketing and sales touches, so RevOps has to connect product data to the CRM and define product-qualified leads and the handoff to sales. We build the data flows, scoring and routing that let a PLG motion identify the right moment for sales to engage, and the reporting that measures self-serve and sales-assisted revenue together.

Working With Unified Platforms

How do you price revenue operations (revops) consulting?
We scope after an initial consultation rather than quoting a generic package, because the right investment depends on your goals, scale and how much you want us to run versus your in-house team. We start with the highest-impact work so early results help justify and fund the wider engagement, and we are transparent about scope and fees before you commit.
How do we get started with revenue operations (revops) consulting at Unified Platforms?
It starts with a short consultation to understand your goals and situation, followed by a focused audit or discovery step. From there we agree priorities and a plan, then move into execution with a clear cadence of delivery and reporting. You always know what we are doing, why, and what it is producing.
Do you work with our in-house team, or fully manage it?
Both models work. We can run the function end to end, or operate as a strategic partner that sets direction, builds the systems and equips your in-house team to execute. Many clients start with us leading and shift more in-house over time. We are honest about where we add the most value versus where your team is better placed.
How do you report on progress?
With a transparent cadence tied to outcomes, not activity. You get a live view you can check any time and a regular review where we look at what is working, what is not, and what to do next. We report against the metrics that map to your business goals, so the investment is always accountable.
Why choose Unified Platforms for b2b growth consulting?
Because we combine senior, experienced practitioners with an integrated growth, marketing and talent practice, so your b2b growth consulting work connects to everything else driving your business rather than sitting in a silo. We focus on outcomes you can measure, we are honest about what will and will not move the needle, and we have 15+ years and 40+ years of collective experience behind the work.
Do you work with companies outside India?
Yes. We are based in Bangalore and work with clients across India and globally. Our engagements are delivered through strategy, systems and content that work regardless of location, and we adapt to the markets, norms and time zones your business operates in.
What size of company do you work best with?
We work with everyone from funded startups and scaleups to established mid-market and enterprise businesses. What matters more than size is that you have a real growth or people challenge worth solving and the intent to act on it. We scope the depth and pace of the engagement to your stage, so a lean team gets focused, high-leverage work and a larger organisation gets the breadth it needs.
Can we start small and scale the engagement later?
Yes, and we often recommend it. Starting with a focused, high-impact scope lets you see real results and build trust before committing to a broader engagement. As the work proves out, we expand into adjacent areas at a pace you are comfortable with, so the investment always tracks the value being created.
How do you stay accountable for results?
Through transparent, outcome-based reporting and a regular review cadence. We agree the metrics that matter at the outset, baseline them, and report progress against them openly, including what is not working. You are never left guessing whether the engagement is delivering, and we adjust the plan based on real results rather than defending activity for its own sake.
What makes Unified Platforms different from a large consultancy?
Large consultancies often sell strategy decks and staff junior teams to deliver them. We are senior, hands-on operators who build and run the work, and we sit inside an integrated growth, marketing and talent practice, so the pieces connect rather than arriving as disconnected recommendations. You get practical execution and measurable outcomes, not a binder that sits on a shelf.
How involved will our team need to be?
Enough to give us context and make decisions, but we do the heavy lifting. Early on we need time from the people who know your business, goals and data. Once the engagement is running, we minimise the load on your team, handling execution and bringing you clear options and reporting rather than adding to your workload. We flex to how hands-on or hands-off you want to be.
Do you offer a pilot or discovery engagement to start?
Yes. Many clients begin with a focused audit or discovery step, or a defined pilot, before a broader engagement. It lets you see how we work and get early value while we build a clear, evidence-based plan for the wider program. It is a low-risk way to start and usually pays for itself in the clarity it creates.

Let's diagnose your revenue engine

Tell us your ICP and revenue targets. We will map a full-funnel demand plan and the pipeline it can create.

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+91 95909 45916business@unifiedplatforms.comBangalore, India · serving clients globally
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