Revenue operations redesign for a multi-location services company
Business challenge: Sales, service, and finance teams were working from disconnected data, making forecasting inconsistent and handoffs slow.
Technical solution: KS redesigned the Salesforce data model, automated stage movement, and integrated operational systems into a single reporting layer.
Tools used: Salesforce Sales Cloud, Service Cloud, workflow automation, API integrations, reporting dashboards.
Business result: 30% lower manual follow-up effort, cleaner pipeline reporting, and faster leadership decisions on revenue and staffing.