Services
← Back to the siteThree jobs.
The rest is how they divide.
Companies arrive with a symptom, and it is nearly always one of three. We take the engagement at that level, usually starting with revenue operations consulting and narrowing from there. The 32 pages below are how the work divides once it has started — not a menu to buy from by the hour.
What we are hired for
- 01
“The numbers do not match”
Two systems hold the same fact and disagree about it, so the forecast is argued rather than read. The work is deciding which system owns which field, writing the definitions down, and making the rest follow them.
Revenue operations consulting - 02
“The leads do not get owned”
A form is submitted, and somewhere between the ad platform, the CRM and whoever was meant to call, the lead stops being anybody's. The work is joining those systems so a record cannot fall between them.
CRM integration services - 03
“The report is still a Monday export”
The weekly numbers exist, but only because a person spends half a day making them exist. The work is moving that job to pipelines that run whether or not anyone remembers.
Data automation consulting
If none of the three is quite it, the revenue operations overview is what the rest hangs off, and one email is faster than reading 32 pages to find out.
How the work divides — 32 guides
Core services
The work itself — where an engagement usually starts.
- 01Revenue operations consultingSales, marketing and finance on one system
- 02CRM integration servicesConnect the CRM to everything around it
- 03Data automation consultingPipelines and syncs that run without you
- 04Fractional RevOpsThe same judgement, bought monthly
- 05What is RevOps?The discipline, explained plainly
Platforms
Configuration, automation and integration on the systems you already run.
Routing & qualification
Getting the right lead to the right person, fast.
Attribution & reporting
Knowing which spend and which motion actually produced the revenue.
Pipeline & forecasting
Making the number in the forecast mean something.
- 19Pipeline managementHealth metrics and a weekly cadence
- 20Sales forecastingTop-down, bottom-up and predictive
- 21Sales cycle analysisFind the stage that's costing you
- 22Deal velocity metricsStage-level benchmarking
- 23Deal health scoringCatch at-risk deals before the slip
- 24Win/loss analysisTurn deal outcomes into strategy
Retention & expansion
The revenue you already won, kept and grown.
Process & data quality
The unglamorous foundation everything above depends on.
Not sure which piece you need?
Most teams arrive with a symptom rather than a diagnosis. Find yours below — it usually points at the wrong system, not the wrong team.
Have a messy system?
That is usually where we can help.
Tell us what is not working, what is still manual, or what you cannot currently see clearly. If it is not something we should take on, we will tell you that too.
Engagements are scoped to an outcome and priced as a fixed scope or a retainer, not by the hour. If the work is small enough to bill hourly, it is not work we should be taking.
hello@core-x.solutionsStart with whichever is true
- 01“Our numbers do not match between systems”
- 02“Reporting takes too long every week”
- 03“We cannot explain where revenue comes from”
- 04“Leads are falling through the process”
Taking on new work.