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

From missed forecasts to inefficient handoffs, many SaaS companies hit sales plateaus because their operations aren’t built to scale.

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

Your comp plans should drive the correct behavior, without creating friction. We build scalable plans for SaaS motions across sales roles.

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

We optimize CRM systems to streamline sales execution and deliver accurate, real-time insights.

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:

Flexible Support Models

Fractional SalesOps Experts starting at 20 hours/month

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Full-Time Talent Placement For Sales Ops Managers, CRM Admins, Analysts, and Sales Enablement Leaders

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Meet our 1500+ RevOps experts, ready to support your growth journey

Justin

Marketing Automation and RevOps Expert

Industries of Focus: SaaS, Financial Services, Manufacturing, and Transportation Management
Tools Experience: HubSpot and Salesforce Sales Cloud and Account Engagement

Lissette

GTM Systems & RevOps Analyst

Industries of Focus: SaaS, Finance(including FinTech), and MarTech
Tools Experience: Salesforce, HubSpot, DOMO, ZoomInfo, and more.

Nicole

RevOps and Business Intelligence Expert

Industries of Focus: AI, InfoSec, Manufacturing, Services
Tools Experience: Salesforce, Tableau, Hubspot, Marketo, Outreach, LeanData, Gong, Highspot, Seismic, 6sense, BoostUp, Cloudingo

Michael

RevOps Strategy and Analytics Expert

Industries of Focus: AI, Data, Cyber, Enterprise Software, Federal Government
Tools Experience: Salesforce, BigQuery/Snowflake, BI

Let’s Build the Sales Ops Infrastructure Your SaaS Team Needs

From quota planning to CRM execution, our SalesOps experts help SaaS companies streamline complexity and power scalable revenue growth.