Business development
CRM, funnels, and automation your reps actually use — wired to marketing and product signals
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Overview.
Revenue only moves when your tools match how deals really progress. We design and implement CRM structure, pipeline hygiene, and automation so follow-ups happen on time, leadership sees trustworthy forecasts, and marketing and product events feed the same story. Discovery starts with interviews across sales and revops — then we configure stages, SLAs, fields, and integrations without mystery one-off Zaps nobody dares to touch. Documentation and ownership are explicit so your team can evolve the stack as you grow, whether you standardise on HubSpot, Salesforce, or a lighter-weight stack.
Business development we ship
Pipeline & CRM configuration
Stages, exit criteria, and hygiene rules that reflect how opportunities actually move — so forecasts mean something in leadership reviews and reps spend less time fighting the system.
Tooling selection & cleanup
Pragmatic choices across HubSpot, Salesforce, and adjacent tools — retiring duplicate fields, consolidating views, and aligning permissions so admins and sellers both trust the database.
Automation & sequences
Workflows for handoffs, reminders, and nurture that reduce manual follow-up while respecting consent and regional rules — with clear owners when something breaks.
Integrations to marketing & product
Clean handshakes between CRM, analytics, product telemetry, and campaign tools so attribution and lifecycle reporting roll up without spreadsheet archaeology.
Reporting leadership can defend
Dashboards and definitions agreed with finance and ops — fewer vanity charts, more cohorts, velocity, and conversion signals tied to hypotheses you can act on.
Enablement & adoption
Short playbooks, training, and in-tool guardrails so reps adopt new flows — not a big-bang go-live that quietly reverts to spreadsheets after a month.
Business development case study
let's work together
Tell us where pipeline visibility or follow-up is breaking — we’ll map a practical CRM and automation programme your team can own.
Questions about our business development work?
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