RevOps and AI Case Studies

Forecasting

Improved forecast accuracy by 30%

A Series B SaaS company with $15M ARR struggled with board level forecasting. Pipeline data lived in Salesforce but projections ran on disconnected spreadsheets updated weekly by RevOps.

30%

Forecast accuracy improvement

2 wks

Time to first board ready forecast

100%

Pipeline tied to Salesforce stages

Series B

B2B SaaS, $15M ARR

We rebuilt their forecasting infrastructure inside Salesforce with weighted pipeline categories, commit vs best case logic, and executive dashboards that update live. Leadership now walks into board meetings with confidence in their numbers.

Commit

$3.8M

Best Case

$5.1M

Accuracy

94%

Inbound Lead→Score→Route

Approve→Onboard→Closed

Hours Saved

120/mo

Automations

24

Automation

Reduced manual workload by 80%

A Series A SaaS startup scaling past $5M ARR had RevOps buried in manual lead routing, approval chains, and onboarding tasks. Growth was outpacing their operational capacity.

80%

Reduction in manual RevOps work

24

Automated workflows deployed

120

Hours saved per month

Series A

B2B SaaS, $5M ARR

We designed and deployed end to end automation across lead scoring, routing, approval workflows, and client onboarding. The RevOps team shifted from firefighting to strategic system building.

Pipeline Governance

Accelerated approvals by 75%

An early Series B company lost deals to slow internal approvals and inconsistent pipeline stage definitions. Reps used stages differently, making forecasting unreliable.

75%

Faster approval cycles

22%

Pipeline conversion improvement

6

Standardised pipeline stages

Series B

Enterprise SaaS, $8M ARR

We implemented pipeline governance with enforced stage criteria, automated approval routing, and live deal health alerts. Sales leadership gained visibility into bottlenecks before they impacted revenue.

Discovery

18d

Demo

12d

Proposal

8d

Closed

4d

Operational transformation at scale.

Improved forecast accuracy by 30%

Reduced manual workload by 80%

Accelerated approvals by 75%

Fix the systems behind your revenue growth.