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Core BI

Solutions

Eight ways we fix revenue operations

Each solution starts from a business problem, follows a defined workflow, and is measured against KPIs agreed before we build anything.

What's your biggest problem right now?

Recommended solution

Lead capture and assignment

Every enquiry captured, validated and owned within minutes.

  • Capture form, email or ad leads
  • Validate and normalise fields
  • Detect duplicates against CRM
  • Assign by territory, capacity or round-robin

Typical starting package

Lead Recovery Pilot

£2,500 starting price, fixed scope

How it works Discuss this
01

Lead capture and assignment

Every enquiry captured, validated and owned within minutes.

The problem

Enquiries arrive through forms, email and LinkedIn, but there is no consistent owner or response time. Some are never followed up at all.

Expected business outcome

Faster, consistent first responses and a clear owner for every lead.

Outcomes depend on your data and adoption; we measure against an agreed baseline.

Automated workflow

  1. 1Capture form, email or ad leads
  2. 2Validate and normalise fields
  3. 3Detect duplicates against CRM
  4. 4Assign by territory, capacity or round-robin
  5. 5Create a follow-up task with an SLA
  6. 6Notify the owner in Teams or Slack

Integrations

  • HubSpot
  • Website forms
  • Outlook / Gmail
  • Teams / Slack

KPIs we measure

  • Median first response time
  • % of leads contacted within SLA
  • Unassigned lead count
  • Duplicate rate

Typically delivered in Lead Recovery Pilot · £2,500 starting price, fixed scope

Discuss
02

Missed follow-up recovery

Spot overdue follow-ups before the opportunity goes cold.

The problem

Follow-up tasks are created inconsistently and overdue ones are invisible until a manager asks.

Expected business outcome

Fewer leads and deals lost to silence, and visible accountability.

Outcomes depend on your data and adoption; we measure against an agreed baseline.

Automated workflow

  1. 1Monitor open tasks and SLAs
  2. 2Escalate overdue follow-ups to the owner
  3. 3Escalate again to the manager after a threshold
  4. 4Suggest reassignment when a rep is over capacity
  5. 5Log every reminder for audit

Integrations

  • HubSpot
  • Teams / Slack
  • Power BI

KPIs we measure

  • Overdue follow-ups
  • On-time task completion rate
  • Average days overdue
  • Leads with no response

Typically delivered in Lead Recovery Pilot · £2,500 starting price, fixed scope

Discuss
03

Sales pipeline intelligence

Know which deals are progressing, stalling or at risk.

The problem

Pipeline reviews rely on what salespeople remember. Stalled deals inflate the forecast.

Expected business outcome

A more honest forecast and earlier intervention on at-risk deals.

Outcomes depend on your data and adoption; we measure against an agreed baseline.

Automated workflow

  1. 1Sync deals and activity to a reporting database
  2. 2Detect inactivity and stage stagnation
  3. 3AI suggests a next step using permitted CRM history
  4. 4Draft recovery outreach for manager approval
  5. 5Track recovered vs lost deals

Integrations

  • HubSpot
  • Azure SQL / PostgreSQL
  • Claude
  • Power BI

KPIs we measure

  • Stalled opportunities and value
  • Stage conversion rates
  • Days in stage
  • Weighted pipeline

Typically delivered in Revenue Operations System · £6,500 starting price, fixed scope

Discuss
04

Proposal approval and reminders

Proposals approved internally and followed up on time.

The problem

Proposals wait for internal sign-off, then sit with clients without a timely follow-up.

Expected business outcome

Shorter proposal cycles and consistent, timely follow-up.

Outcomes depend on your data and adoption; we measure against an agreed baseline.

Automated workflow

  1. 1Route proposals above a threshold for approval
  2. 2Notify approvers in Teams with approve/reject actions
  3. 3Track proposal views and age
  4. 4Draft reminders after a set number of days
  5. 5Owner approves before anything is sent

Integrations

  • HubSpot
  • Teams approvals
  • Outlook / Gmail

KPIs we measure

  • Proposal approval time
  • Proposals awaiting response > 5 days
  • Proposal win rate
  • Time from proposal to decision

Typically delivered in Revenue Operations System · £6,500 starting price, fixed scope

Discuss
05

Meeting notes to CRM actions

Turn meeting notes into owned, dated tasks — with your approval.

The problem

Commitments made in meetings live in notebooks. The CRM never reflects what was agreed.

Expected business outcome

Accurate CRM records and reliable follow-through on promises.

Outcomes depend on your data and adoption; we measure against an agreed baseline.

Automated workflow

  1. 1Receive notes or a transcript after the meeting
  2. 2Extract actions, owners and deadlines
  3. 3Separate customer commitments from internal tasks
  4. 4Draft a follow-up summary email
  5. 5Create CRM tasks only after approval

Integrations

  • Teams / Outlook calendar
  • Claude
  • HubSpot

KPIs we measure

  • Meetings with logged next steps
  • Tasks created from meetings
  • Follow-up email sent within 24h
  • Admin minutes per meeting

Typically delivered in Revenue Operations System · £6,500 starting price, fixed scope

Discuss
06

Management reporting automation

Daily briefings and dashboards instead of spreadsheet exports.

The problem

Someone spends hours each week exporting data and building slides that are out of date on arrival.

Expected business outcome

Up-to-date management information with far less manual effort.

Outcomes depend on your data and adoption; we measure against an agreed baseline.

Automated workflow

  1. 1Scheduled refresh of a governed data model
  2. 2Power BI dashboards for pipeline and activity
  3. 3Daily briefing with risks and suggested actions
  4. 4Links from each briefing item to the underlying record

Integrations

  • Power BI
  • Azure SQL / PostgreSQL
  • Teams / email

KPIs we measure

  • Hours spent on reporting
  • Report freshness
  • Briefing open rate
  • Actions taken from briefings

Typically delivered in Revenue Operations System · £6,500 starting price, fixed scope

Discuss
07

CRM data synchronisation

One trusted record across CRM, email, finance and reporting.

The problem

Contacts and companies are duplicated, fields are inconsistent and other systems disagree with the CRM.

Expected business outcome

Cleaner data that reporting and automation can rely on.

Outcomes depend on your data and adoption; we measure against an agreed baseline.

Automated workflow

  1. 1Map fields and ownership between systems
  2. 2Incremental sync with idempotency keys
  3. 3Duplicate detection and merge suggestions
  4. 4Validation rules with an exceptions queue
  5. 5Sync health monitoring and alerts

Integrations

  • HubSpot
  • Finance / PSA tools via API
  • Azure SQL / PostgreSQL

KPIs we measure

  • Duplicate records
  • Sync success rate
  • Records failing validation
  • Field completeness

Typically delivered in Revenue Operations System · £6,500 starting price, fixed scope

Discuss
08

AI-assisted revenue operations

Ask questions of your pipeline and get answers with evidence.

The problem

Managers know the data exists but don't have time to find the signal in it each day.

Expected business outcome

Faster, evidence-based prioritisation without giving AI uncontrolled access.

Outcomes depend on your data and adoption; we measure against an agreed baseline.

Automated workflow

  1. 1Governed access to approved CRM fields only
  2. 2Natural-language questions answered from your data
  3. 3Every answer cites the supporting records
  4. 4Suggested actions routed to approval workflows
  5. 5Prompt-injection and permission controls

Integrations

  • Claude
  • HubSpot
  • Power BI
  • Teams

KPIs we measure

  • Time to answer pipeline questions
  • Suggested actions approved vs rejected
  • Overdue tasks
  • Stalled deal value

Typically delivered in Revenue Operations System · £6,500 starting price, fixed scope

Discuss

Find out where your pipeline is leaking — in 30 minutes.

A free, no-obligation discovery call. We'll look at how leads and deals move through your business today and tell you honestly whether automation is worth it.

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