Sales Operations
Consulting and Execution

Our Sales Ops experts design and run the systems that support your sales team. They build scalable processes, improve forecasting accuracy, and eliminate manual work, enabling your team to focus on closing deals.

When deals get stuck in the pipeline, we remove the friction

Sales Operations (Sales Ops) identifies what is and isn’t working in the sales motion. They streamline workflows and optimize tools that make selling easier and faster.

Common Sales Ops Challenges:

  • Disconnected tools that create friction and data silos
  • Poor pipeline visibility leading to missed targets and bad forecasts
  • Manual processes that slow down execution
  • Comp plans that confuse reps and reward the wrong outcomes

InTandem embeds Sales Ops experts who've solved these challenges before. We'll partner with you to build scalable systems that bring structure and visibility back to your sales engine.

Our Sales Operations Solutions

CRM Optimization

Get more out of your CRM. Our experts clean up messy data and standardize workflows so your system stays accurate and deals move without friction.

Compensation Plans

We design and manage scalable compensation plans that fit your sales motion, keeping reps motivated and focused while payouts run smoothly for finance.

Reporting + Forecasting

Our experts build reporting and dashboards on clean data and metrics you can trust giving your team a clear and reliable view of the pipeline.

Process Automation

Our experts automate repetitive tasks across your sales motion to reduce friction, increase efficiency, and speed up execution.

Tech Stack Strategy

We help you evaluate and simplify your tools, reducing tech sprawl and giving reps a stack they can actually use.

Territory Design

Our experts design balanced territories by removing overlaps and evaluating segments, accounts, and capacity, giving reps clear ownership and managers better visibility for coaching and planning.

Meet our 2000+ RevOps experts, ready to support your growth journey

This is a headshot of Katie Bobish. Katie is SalesOps.io's Salesforce Admin and Process Automation Expert.
Katie

Sales Ops & Process Automation Expert

Industries of Focus: Tech, Finance

Tools Experience: Salesforce, Outreach, Salesloft, Groove, LeanData, Gong, Tableau, Chili Piper, Workato, Demand Tools, Cloudingo, Jira, Zapier.

This is an image of Justin Crawford, our Marketing Automation and RevOps Expert.
Justin

Marketing Automation and RevOps Expert

Industries of Focus: SaaS, Financial Services, Manufacturing, Transportation Management

Tools Experience: HubSpot, Salesforce Sales Cloud, Account Engagement

This is a headshot of Lissette, our GTM system and RevOps analyst expert.
Lissette

GTM Systems & RevOps Analyst

Industries of Focus: SaaS, Finance (including FinTech), MarTech

Tools Experience: Salesforce, HubSpot, DOMO, ZoomInfo

A photo of a RevOps expert named Nicky Bhatty
Nicky

Go-To-Market Expert

Industries of Focus: Healthcare, Legal, Construction

Tools Experience: HubSpot, Salesforce, Gong, Salesloft, PowerBl, Tableau

This is a headshot of Michael, our RevOps Strategy and Analytics Expert.
Michael
RevOps Strategy and Analytics Expert

Industries of Focus: AI, Data, Cyber, Enterprise Software, Federal Government

Tools Experience: Salesforce, BigQuery/Snowflake, BI

Looking for help with something else?

Tell us your Sales Ops problem, and we’ll connect you with an expert who’s solved it before and knows the fastest path forward.

How you get the right expert in under 72 hours

You don’t need a six-month ramp to see results. Tell us what’s not working and we do the heavy lifting.

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Discovery &
Audit Call

Tell us your goals, your challenges, and your roadblocks.

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AI-Powered
Expert Screening

We use Al + human review to find and select the best expert for your needs.

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Match Introduction
& Confirmation

You’re introduced to the expert within 72 hours for a 1:1 meeting to confirm the fit.

You choose how many hours you need and can adjust at any time.

Expert Joins
Your Team

They’re ready to go on day one. No lengthy onboarding or training required.

Not a fit? We’ll match you with another expert within 72 hours, free of charge.

Your revenue challenges. Our solutions.

We don’t just solve for Sales Ops, we help you run a revenue engine that works together. Learn more about our services.

Marketing Operations

Make sure your campaigns actually convert. We improve attribution, clean up lead flow, and deliver reporting your leadership team can rely on.

Learn More.

We help CS teams drive retention and expansion with systems designed for consistent, scalable customer outcomes.

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Automate workflows, improve forecasting accuracy, and give your team smarter insights with AI.

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Flexible engagements tailored to your needs

Let’s connect

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Revenue growth happens InTandem. Meet your expert in 72 hours.

Sales operations consulting and expertise on demand

Access hundreds of pre-vetted experts who can support your operational needs within 72 hours.

Ready for any challenge

Engagements range from 5 to 40 hours per week, allowing us to provide coverage for your needs from specific project execution to parental leave coverage.