Sales Operations Consulting and Execution for SaaS

Our Sales Ops experts build clear, scalable systems that standardize processes, improve pipeline forecasting, and automate manual work, so your team spends more time selling and less time on admin.

Trusted by
Leaders in SaaS

Our Sales Operations Solutions

Compensation Design + Administration

We design and manage scalable compensation plans that drive the right behavior without slowing execution.

  • Incentive design for net new, expansion, and renewal roles
  • Quota setting, ramp plans, and earnings modeling
  • Compensation admin system design

Forecasting + Sales Analytics

We build forecasting and reporting frameworks that help leaders track performance and make data-informed decisions.

  • Forecasting by rep, team, and product line
  • Win-loss analysis and conversion diagnostics
  • Dashboards for pipeline velocity and rep attainment

Tech Stack Evaluation + Integration

We evaluate your existing tech and integrate the right tools to reduce tech sprawl, improve data reliability, and increase rep productivity.

  • Audit and evaluate the existing sales tech stack
  • Integrate with marketing, CS, and finance systems
  • Rollout planning, onboarding, and adoption strategy

Sales Process Design + Operational Efficiency

We design scalable sales processes that reduce friction and support predictable growth.

  • Standardized sales motions from lead generation to customer handoff
  • Role alignment across SDRs, AEs, CSMs, and RevOps
  • Workflow audits to reduce friction, shorten cycles, and improve conversion

CRM Optimization

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

  • Salesforce, HubSpot, Pipedrive, Zoho, and other CRM system configurations
  • Lead routing, ownership rules, and sales operations workflows
  • Field standardization and sales stage governance

Territory Planning + Capacity Modeling

We design territories and capacity models that balance growth goals with realistic rep coverage.

  • Territory models by segment (SMB, mid-market, enterprise) or region
  • Capacity planning aligned to SDR, AE, and expansion coverage
  • Book-of-business design to support inbound, outbound, and PLG

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.

Call Icon

Discovery &
Audit Call

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

Screening icon

AI-Powered
Expert Screening

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

Match icon

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.

Meet our 900+ SaaS
Revenue Operations Experts

A photo of a RevOps Expert
Courtny

Areas of Expertise: Sales Ops, Marketing Ops, CS Ops, Deal Desk, GTM Engineering

Tools Experience: Microsoft Power BI, Conga, Spiff, HubSpot Sales Hub, Salesforce Sales Cloud, Gainsight

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

Areas of Expertise: Marketing Automation, Marketing Ops

Tools Experience: HubSpot Sales Hub, Salesforce Sales Cloud, Gong

A photo of a RevOps Expert
Anne

Areas of Expertise: Sales Ops, Sales Enablement, Business Ops, Project Management, Business Systems

Tools Experience: Asana, Microsoft Power BI, Tableau, Salesforce CPQ, LinkedIn Sales Navigator, ZoomInfo, Clari, Salesforce Sales Cloud

A photo of a RevOps Expert
Dustin

Areas of Expertise: Sales Ops, Business Ops, Project Management, Business Systems

Tools Experience: Monday.com, CaptivateIQ, NetSuite, ChurnZero, Gainsight, Salesforce CPQ, DealHub, Microsoft Power BI, Tableau

RevOps expert
Nestor

Areas of Expertise: Sales Ops, Sales Enablement, Project Management, Deal Desk

Tools Experience: Monday.com, NetSuite, Salesforce Service Cloud, Tableau, Salesforce CPQ, ZoomInfo, LinkedIn Sales Navigator, Marketo, HubSpot Sales Hub

Who we work with in SaaS

We support organizations with a variety of sales motions, including:

  • Product-led growth (PLG) companies building outbound and sales-led motions
  • Multi-product or multi-region go-to-market strategies
  • Venture-backed startups and scaling SaaS teams
  • Inside sales, field sales, and hybrid models

What makes InTandem the right partner for SaaS

Execution that scales

We build sales systems that help teams execute consistently as they grow, so reps can focus on selling and leaders can trust performance.

Our Sales Ops playbooks flex across PLG, hybrid, and enterprise motions, aligning process, tooling, and incentives to how your SaaS customers actually buy.

We design reporting and forecasting frameworks that give revenue leaders a clear, shared view of pipeline performance and risk.

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.

RevOps Solutions Built for SaaS

In SaaS, we don’t just solve for Sales Ops, we help you run a revenue engine that works together.

Marketing Operations

Disconnected MarTech stacks slow visibility and ROI. Our experts streamline your tech stack, connect data across platforms, and give you a single view of what drives pipeline and revenue.

Learn More

Customer Success Operations

Retention fuels growth. We build customer success systems that automate onboarding, monitor health, and surface expansion opportunities, turning renewals into predictable revenue.

Learn More

Flexible engagements tailored to your needs

Meet Your SaaS Sales Ops Expert in 72 Hours

Sales Ops consulting and expertise on demand

Access hundreds of pre-vetted experts who can begin supporting 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.

Let’s connect

This field is for validation purposes and should be left unchanged.