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CRM & REVOPS
Plan, implement and improve the systems behind your revenue process. Tech Striker supports CRM consulting, implementation, automation and integrations across HubSpot, Salesforce and Zoho, with RevOps connecting the processes.
CONNECTED REVENUE SYSTEM
CRM + REVOPS
A CRM gives teams a central place to manage customer and revenue data. RevOps goes further by connecting the processes, automation, handoffs and reporting that help Marketing, Sales and Customer Success work from the same operating structure.
CRM
CRM provides the structure for contacts, companies, opportunities, activities and customer interactions. A well-configured CRM gives teams a consistent place to manage information and move work through defined stages.
REVOPS
RevOps brings Marketing, Sales and Customer Success into a more connected operating model by aligning processes, ownership, automation, data and reporting across the customer lifecycle.
CRM CONSULTING & IMPLEMENTATION
CRM consulting should start with how your teams actually work, not with software settings alone. Tech Striker helps plan, implement and improve CRM environments around processes, data, automation, integrations and reporting requirements.
CRM STRATEGY & REQUIREMENTS
Define how the CRM should support your sales, marketing and customer processes before configuration begins, including lifecycle stages, ownership, pipelines and reporting needs.
CRM IMPLEMENTATION & CONFIGURATION
Set up and configure the CRM around agreed processes, fields, pipelines, permissions and workflows so the system reflects how teams need to operate.
CRM MIGRATION & DATA STRUCTURE
Plan and manage the movement of contacts, companies, opportunities and related records while reviewing field structure, mapping and the data that should be preserved.
AUTOMATION & WORKFLOW DESIGN
Build practical automation around lead routing, follow-up, lifecycle movement, task creation and other repeatable processes that benefit from consistent CRM workflows.
CRM INTEGRATIONS
Connect the CRM with forms, websites, marketing tools, reporting systems and other agreed platforms so important information can move between the systems teams use.
CRM OPTIMIZATION
Review and improve an existing CRM setup when processes, fields, automation, reporting or integrations no longer match how the business operates.
CRM PLATFORMS
Different CRM platforms support different processes, teams and technology environments. Tech Striker works across HubSpot, Salesforce and Zoho CRM to help businesses implement, configure, connect and improve the systems behind their customer and revenue operations.
Support HubSpot implementations around CRM structure, lifecycle stages, pipelines, automation, integrations, reporting and connected marketing, sales and service processes.
Configure and improve Salesforce environments around data structure, user access, workflows, automation, integrations and reporting requirements that support the wider sales process.
Implement and improve Zoho CRM around modules, fields, pipelines, automation, integrations and reporting so the platform can better support agreed customer and sales processes.
REVENUE OPERATIONS
Revenue Operations helps create a more consistent way for Marketing, Sales and Customer Success to work across the customer lifecycle. Tech Striker helps organize the stages, ownership, handoffs and operating processes around the systems and data those teams use.
Define how leads, opportunities and customers move through the revenue journey, including lifecycle stages, qualification points and the processes teams follow at each stage.
Clarify when responsibility moves between Marketing, Sales and Customer Success so teams understand who owns each stage, action and customer transition.
Design clear rules for assigning and progressing leads based on agreed criteria, territories, teams or other business requirements that affect how work should move.
Organize pipeline stages, definitions and reporting requirements so teams can review opportunities, movement and revenue activity using a more consistent operating structure.
Review how CRM processes, ownership, workflows and reporting perform over time so outdated rules, unnecessary complexity and operational gaps can be identified and improved.
AUTOMATION, INTEGRATIONS & DATA
CRM operations depend on more than configuration alone. Workflows, connected tools and the underlying data structure need to work together so information can move through the business in a more consistent and useful way.
AUTOMATION & WORKFLOWS
Build workflow logic around agreed business processes such as lead assignment, follow-up, lifecycle movement, task creation and notifications where automation can reduce repetitive manual steps.
INTEGRATIONS & CONNECTED SYSTEMS
Integrate CRM with websites, forms, marketing platforms, communication tools, reporting systems and other agreed applications so relevant information can move between connected systems.
CRM DATA & REPORTING
Organize fields, records, mappings and reporting requirements so CRM data is easier to manage, interpret and use across workflows, integrations and operational reporting.
OUR CRM & REVOPS PROCESS
CRM and RevOps projects work best when the operating requirements are clear before configuration begins. Tech Striker follows a structured process to understand the current setup, define the required changes, implement the agreed solution and review how the system performs over time.
Review the existing CRM, revenue processes, systems, data, team responsibilities and business requirements to understand what is working and where improvements are needed.
Define the required CRM structure, lifecycle stages, pipelines, ownership, automation, integrations and reporting needs based on the agreed project scope.
Configure the agreed CRM setup, workflows, data structure, integrations and supporting processes according to the approved requirements.
Review workflows, data behavior, permissions, integrations and key user processes so issues can be corrected and teams can understand how the updated setup should be used.
Review how the CRM and revenue processes perform after implementation and make further agreed improvements as business requirements, workflows and reporting needs evolve.
CRM & REVOPS FAQS
CRM consulting services help businesses plan, implement and improve how a CRM supports customer data, pipelines, workflows, automation, integrations and reporting. The scope can include a new implementation or improvements to an existing CRM.
Tech Striker works across HubSpot, Salesforce and Zoho CRM. Support can include implementation, configuration, workflows, integrations, reporting and improvements based on the platform and agreed project requirements.
Yes. An existing CRM can be reviewed for issues with structure, fields, pipelines, automation, integrations, reporting and team processes, then improved where changes are agreed and technically appropriate.
CRM is the system used to organize customer and revenue information. RevOps connects the processes, ownership, automation and reporting around that system so Marketing, Sales and Customer Success can operate more consistently.
Yes. CRM projects can include planned data migration, field mapping and integrations with websites, forms, marketing platforms, reporting systems and other agreed tools, depending on the systems and project requirements.
Yes. Ongoing work can include CRM optimization, workflow changes, reporting improvements, integration updates and further RevOps improvements when continued support or development has been agreed.