Sales Operations Consulting for SaaS
Modernize Your Sales Infrastructure for SaaS Efficiency and Scale
SaaS sales operations aren’t just about CRM cleanup or pipeline reports. They’re the foundation for accurate forecasting, high-performance sales teams, and scalable growth. As SaaS companies grow across product lines, markets, or sales motions, sales ops must evolve to support complexity without creating chaos.
Sales Ops Challenges in SaaS
We help SaaS teams overcome challenges like:
- Inconsistent sales data and reporting across tools
- Forecasting models that break down under growth
- Misaligned compensation plans for hybrid GTM strategies
- Tech bloat and disconnected enablement platforms
We build high-functioning sales systems that improve rep performance, pipeline accuracy, and strategic decision-making.
InTandem provides Sales Operations (SalesOps) consulting designed for the pace and precision of SaaS. Whether you’re building your sales engine or scaling a multi-segment GTM team, we design systems that drive visibility, efficiency, and revenue accountability.
How We Support SaaS Sales Teams
Territory Planning & Capacity Modeling
We design territories and segmentation strategies that balance growth goals with rep coverage and efficiency.
- Territory models by segment (SMB, mid-market, enterprise) or region
- Capacity planning for AE/SDR/CSM alignment
- Book-of-business design to support inbound, outbound, and PLG
Compensation Design & Administration
- Incentive design for net new, upsell, and renewal teams
- Quota setting and ramp modeling
- Comp tracking dashboards and approval workflows
CRM Optimization & Sales Data Management
- Salesforce, HubSpot, and SaaS-native CRM setup
- Lead and ops management workflows
- Field standardization and sales stage governance
Forecasting & Sales Analytics
Our reporting frameworks help SaaS leaders track performance and make data-informed decisions.
- Forecasting by rep, team, and product line
- Win/loss and conversion analysis
- Dashboards for pipeline velocity, attainment, and pacing
Sales Tech Stack Evaluation & Integration
From call recording to quoting tools, we help streamline your tech stack to improve rep productivity and system ROI.
- Audit and rationalization of your current tools
- Integration with marketing, CS, and finance systems
- Rollout planning, onboarding, and adoption strategy
Sales Process Design & Operational Efficiency
We help SaaS sales teams build scalable processes that support fast growth and predictable revenue.
- Standardized sales motions from lead gen to customer success handoff
- Alignment across SDRs, AEs, CSMs, and RevOps for full-funnel efficiency
- Workflow audits to reduce friction, shorten cycles, and improve conversion
Who We Work With
We support SaaS organizations with complex sales motions, including:
- Inside sales and AE-led SaaS models
- PLG companies are building outbound sales functions
- Multi-product or multi-geo GTM strategies
- Venture-backed startups and mature scale-ups
Flexible Support Models
Tap into the Expertise of 900+ SaaS RevOps Specialists
Areas of Expertise: Sales Operations, Sales Enablement, Business Operations, Project Management, Business Systems
Tools Expertise: Asana, Microsoft Power BI, Tableau, Salesforce CPQ, LinkedIn Sales Navigator, ZoomInfo, Clari, Salesforce SalesCloud
Areas of Expertise: Sales Operations, Sales Enablement, Project Management, Business Systems, Deal Desk, Marketing Operations
Tools Expertise: Monday.com, Netsuite, Salesforce Service Cloud, Tableau, Salesforce CPQ, ZoomInfo, LinkedIn Sales Navigator, Marketo, Hubspot Marketing Hub, Hubspot Sales Hub, Monday Sales CRM, Salesforce SalesCloud
Areas of Expertise: Sales Operations, Business Operations, Project Management, Business Systems
Tools Expertise: Monday.com, CaptivateIQ, Netsuite, ChurnZero, Gainsight, Salesforce CPQ, DealHub, Microsoft Power BI, Tableau