Scaling Sales with RevOps & CRM

As companies scale, "heroic" individual sales efforts break. Predictable, high-growth revenue requires a systematic, repeatable machine. This workshop is for businesses ready to move beyond using their CRM as a simple address book. It provides a practical roadmap to turn your CRM into the central engine for your sales process, introducing the core ideas of Revenue Operations (RevOps) to align Marketing, Sales, and Service and drive efficient growth.

This workshop is designed for Sales Leaders, Commercial Directors, RevOps/Sales Ops professionals, and Founders/MDs who are responsible for revenue growth and sales team performance. You will leave with practical actions that you can implement in your business straight away.


Agenda

- 09:30 — Introduction to CRM and RevOps: From Contact List to Sales Engine: What is a CRM (really) and why does it matter? How to get your team aligned on it as the 'single source of truth' (the core of RevOps).
- 10:15 — Building Your First 'Real' Pipeline: A step-by-step lab to define 3-5 simple, clear sales stages (e.g., 'Qualified,' 'Proposal,' 'Closed') and the simple rules for moving a deal from one stage to the next.
- 11:00 — Adoption & Data Hygiene: Getting Your Team to Actually Use It: Simple tactics to make data entry easy and show the 'what's in it for me' for salespeople. How to build adoption from day one.
- 12:00 — Forecasting You Can Actually Trust: How to use your new pipeline to build a simple, accurate sales forecast (even with just a little data).
- 13:00 — Lunch Break
- 14:00 — Pipeline Reviews that Help, Not Hinder: A simple template for a 30-minute weekly pipeline review that helps your team win deals, not just report on them.
- 15:00 — Connecting the Dots (MQLs & SQLs): What happens when Marketing generates a lead? We'll map the simple handoff from a 'Marketing Qualified Lead' (MQL) to a 'Sales Qualified Lead' (SQL) so nothing falls through the cracks.


What's included

- Practical roadmap for sales process alignment
- Templates for pipeline reviews and sales forecasts
- Enablement checklist to support sales process
- Action plan for CRM adoption


Who this is for

Sales Leaders, Commercial Directors, RevOps/Sales Ops professionals, and Founders/MDs responsible for revenue growth