Practice 01 · Revenue Operations

Win work without the spreadsheet in the middle.

CRM, pipeline, marketing systems and quote-to-cash, connected into one system of record. The numbers reconcile on their own, and nothing leaks in the handoffs between tools.

Who it's forOwner · Sales lead · Ops manager Runs onZoho CRM · Marketing Automation · HubSpot · CPQ & Billing · Zoho Sign First stepArchitecture Roadmap, from $2,500

The CRM isn't the problem. The gaps between systems are.

Most firms this size run revenue on three or four tools, each set up by a different person, in a different year, for a different version of the business. The CRM says one number. The invoices say another. In between sits a spreadsheet somebody exports every Monday.

This practice replaces that with one connected line: lead to contact to account to deal to quote to invoice. Each handoff wired, each number pulled from the system that owns it. Set up once, and kept clean as part of the practice.

+ What actually gets built

CRM Foundations

The base system: who you sell to, where every deal stands, and reporting the owner actually opens.

Core Setup

Modules, fields, layouts and permissions shaped to how you actually sell, not to the demo org.

Data Migration & Cleanup

History moved in from the old CRM or the spreadsheets, deduped and mapped to the new structure.

Email & Calendar Integration

Gmail or Outlook wired in, so threads and meetings show on the record without forwarding.

Pipeline Architecture

Stages that mean the same thing to everyone, with clear exit criteria, so the forecast stops being a mood.

Lead Capture & Routing

Every form, call and referral lands in one place and reaches the right person the same hour.

Territory & Ownership Rules

Who owns which accounts, enforced by the system instead of remembered by the team.

Duplicate Prevention & Data Hygiene

Rules that stop the second copy of a client from being created, and jobs that catch the ones that slip.

Executive Reporting Suite

The Monday-morning view: pipeline, velocity, win rate, and what changed since last week.

Forecast & Pipeline Reporting

Forecasts built on stage data that is actually maintained, because the system maintains it.

Adoption & Playbooks

The team actually using it: guided layouts, sensible required fields, and the playbook in the tool, not in a PDF.

Marketing Systems

The follow-up machine: capture, nurture and attribution running on their own schedule, not the team's.

Marketing Automation

Journeys and triggers that run without anyone remembering to hit send.

Nurture & Lifecycle Email

The follow-up that happens whether or not the week got busy.

Landing Pages & Forms

Campaign pages and forms that publish fast and land in the CRM with source attached.

Web-to-CRM Capture

Site forms, chat and downloads flow straight into the CRM with their source intact.

Ad Platform Sync

Lead ads and audiences synced with the CRM, so spend follows the pipeline it creates.

Events & Webinars

Registration to attendance to follow-up in one flow, with no export in the middle.

Review & Referral Engine

The review ask and the referral ask, systematized: right moment, right client, tracked.

Campaign Attribution

Which campaigns produce pipeline, tracked from first touch to closed deal.

List Hygiene & Segmentation

Lists that stay clean and segments that stay true, automatically.

Deal Motion

How deals move, from first conversation to signed agreement: nothing retyped, nothing waiting on a PDF.

Sales Process Design

The path from new lead to signed deal, written down and wired into the system.

Scheduling & Speed-to-Lead

Booking links and instant routing, so a hot lead talks to a human while they are still warm.

Quote & Proposal Flow

Quotes built from CRM data in minutes, not rebuilt in Word every time.

Deal Desk & Approvals

Discounts and non-standard terms routed for a fast yes, with margin guards built in.

E-Signature Flow

Send, sign, done. The countersigned copy files itself against the deal.

Activity Capture

Calls, emails and meetings logged without the team typing them in twice.

Renewal & Expansion Pipeline

Retainers and renewals run as a pipeline of their own, not as calendar reminders.

Partner & Referral Deal Registration

Deals sourced by partners tracked and credited without a side spreadsheet.

Sales-to-Delivery Handoff

A won deal opens the project with scope, files and contacts already attached. Nothing gets re-asked.

Getting Paid

Sold, billed, collected and reported, without a reconciliation meeting in the middle.

Billing & Subscriptions

Recurring billing that matches what was actually sold, term by term.

Retainer & Milestone Billing

Billing shaped like services work actually is: retainers, milestones and true-ups, automated.

Invoicing Automation

Invoices generate themselves from the deal or the milestone. On time, every time.

Payment Collection

Payment links, reminders and dunning that chase the money so you don't have to.

QuickBooks Handoff

The books and the CRM agree without a bookkeeper reconciling them by hand.

Revenue Reporting

Billed, collected and outstanding, visible in the same place the deals live.

The stack

The territory, end to end.

Every category here is one Tenhands works across, from tools implemented and integrated for working businesses to the wider field we scope against. If yours is on the table, you get a real answer on the first call. If it isn't, say so when you book. The honest answer might be a referral.

CRM

Zoho CRM BG

Zoho Bigin H

HubSpot P

Pipedrive SF

Salesforce CO

Copper M

Monday CRM

Marketing Automation

Zoho Marketing Automation ZC

Zoho Campaigns H

HubSpot Marketing Hub MC

Mailchimp AC

ActiveCampaign CC

Constant Contact Marketo

Quote-to-Cash

Zoho CPQ ZB

Zoho Billing SB

Zoho Subscriptions IN

Zoho Invoice B

Zoho Books S

Stripe PD

PandaDoc QB

QuickBooks Online MX

Maxio SF

Salesforce CPQ

E-Signature & CLM

Zoho Sign DS

DocuSign PD

PandaDoc A

Adobe Acrobat Sign

Analytics & Reporting

Zoho Analytics PB

Power BI LS

Looker Studio T

Tableau

Sales Engagement

Zoho SalesIQ Zoho SalesInbox AP

Apollo O

Outreach SL

Salesloft G

Gong CL

Clay IN

Instantly HR

HeyReach

Zoho-native, the default recommendation

Included, always

You don't need to hire an admin for any of this. Keeping the tools running, clean, and reported-on is part of the practice.

Start here

Every practice starts with the same first step.

An Architecture Roadmap of your revenue systems: what exists, what's broken, what to build, in what order. Fixed price, sized to your headcount, credited toward the build.

Start with a Roadmap → Book a call From $2,500 · credited toward your build.

Next practice: Service Delivery Operations → Or: AI Operations →