RevOps for B2B software & tech
Product-led or sales-led, your pipeline has to keep up with a product that ships every week. We build the revenue systems that scale with it, not against it.
Where the revenue quietly leaks.
The tools that got you to your first few million quietly become the thing holding you back. Product, marketing, sales and success each end up in their own system, and nobody can see the whole picture of a customer.
Product and CRM live in different worlds
Usage sits in the product database, deals sit in the CRM, and the two are stitched together by a weekly export nobody trusts.
The cost
Sales chases the wrong accounts while your best PQLs go cold.
Self-serve and sales-assisted collide
The same account can be mid-trial, in a sales cycle and paying all at once, with no rules for who owns it or what happens next.
The cost
Reps step on each other, and customers get three conflicting emails.
Forecasts nobody believes
Pipeline hygiene slips because the CRM is admin, not a tool reps want to use, so the numbers going to the board are a guess.
The cost
You plan hiring and spend on data you quietly know is wrong.
Every integration is a side project
New tools get bolted on one at a time, each with its own half-built sync, until the stack is a web of brittle connections.
The cost
Engineering time leaks into plumbing instead of product.
Point fixes won’t hold. The whole engine has to work.
You can buy a tool for each of these. You will still be left with the gaps between them. We treat the revenue engine as one system: product signals, marketing, sales and success on a single data spine, so a change in one place shows up correctly everywhere else.
Product signals that route themselves
The behaviours that predict a sale flow straight into the CRM and put the right account in front of the right rep, automatically.
One account model, every motion
Self-serve, sales-assisted and success all read and write to the same record, so ownership is clear and nothing gets double-touched.
A forecast you can defend
Clean pipeline data and health scores mean the number you take to the board is the number, not a hopeful average.
A revenue engine built for B2B software & tech.
The same disciplined approach as every APX engagement, shaped around how B2B software & tech actually runs.
Stack we usually work in
Product signals piped into the CRM, so PQLs route to the right rep automatically
One clean account model shared across self-serve, sales and success
Usage-based health scores that flag expansion and churn early
Forecasts built on real pipeline hygiene, not gut feel
The services that move the needle here.
Every engagement opens with the audit. From there, these are the pieces that tend to matter most for B2B software & tech.