xoinx

Revenue Operations

Make your CRM the system your business runs on.

We audit and clean up your CRM so it reflects how your business really works, build the processes that keep its data actionable, and deliver clean, modern reporting, inside your CRM or on a data lake.

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Works with Salesforce, HubSpot, Power BI, SQL, Python and Azure

How it works

Three steps to a CRM you can run the business on.

Most revenue problems are data problems: a CRM that doesn't match how the business works, processes that depend on someone remembering, and reports nobody trusts. We fix them in order.

  1. 01

    Audit & clean up your CRM

    We review every object, field, pipeline and integration against how you actually sell and deliver, then clean it up so your CRM ties directly to your business.

    • CRM audit and health check
    • Deduplication and data cleanup
    • Pipeline, stage and field redesign
    • Mapping to your revenue model
  2. 02

    Build processes & workflows

    We design the processes and automations that capture the right data at the right moment, so every record is complete and every number is actionable.

    • Lead routing and assignment
    • Stage requirements and validation
    • Automated handoffs and alerts
    • Data ownership and governance
  3. 03

    Deliver clean, modern reporting

    Dashboards and reports built in your CRM, or a data lake when your CRM, finance and operations data need to come together.

    • CRM dashboards and reports
    • Data lake / warehouse setup
    • Profitability, retention and pipeline views
    • Every metric defined and owned

Step 3, live

From scattered systems to live reporting.

Every number in the demo comes from a business model built on cleaned data: the same pattern we stand up for clients. All companies and figures are fictional.

Sources

  • CRM
  • Finance / ERP
  • Billing
  • Support & Ops
  • Marketing

Data lake

  1. 1
    Raw

    Landed as-is from every system, full history kept

  2. 2
    Cleaned

    Deduplicated, standardized and matched across systems

  3. 3
    Business model

    accounts · revenue · costs · pipeline · targets

Live reporting

Revenue IntelligenceDemo Co. · fictional data
ARR
—
NRR
—
Gross margin
—
Coverage
—
ARR, last 24 months
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Contact

Let's look at your revenue data.

A 30-minute call is usually enough to tell whether there is a quick win, a bigger project, or nothing worth doing yet.

jordan@xoinx.io