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Service  ·  Practice Area 02

Sales Engine & Commercial Systems

I upgrade and modernise your sales operations end-to-end — pipeline, CRM, lead management, playbooks, and forecasting. So your team operates with discipline, visibility, and speed.

67%
of lost deals are due to process failure, not product weakness
40%
of CRM data is inaccurate or incomplete in the average B2B org
2x
pipeline velocity when sales stages are properly defined and coached
20+
years designing sales engines for B2B tech and services companies
What's Included

A complete commercial engine — not a CRM cleanup

Every engagement covers the full spectrum of sales operations, tailored to your team size and maturity.

01 — Pipeline

Sales Pipeline Restructuring

Redesign your pipeline stages to mirror how buyers actually buy. Clear entry/exit criteria, probability weighting, and deal velocity tracking that makes forecasting reliable.

02 — CRM

CRM Design & Configuration

Turn your CRM from an unloved database into a revenue engine. Custom properties, views, automations, and reporting — configured for HubSpot or Salesforce to fit how your team works.

03 — Leads

Lead Management & Qualification

Build a disciplined lead-to-opportunity process with scoring, routing, SLA handoffs, and qualification frameworks your team can apply consistently on every deal.

04 — Playbooks

Sales Playbooks & Deal Strategy

Outreach scripts, objection handling, competitive battle cards, and stage-specific playbooks that give every rep the tools to execute like your best performer.

05 — Intelligence

Reporting, Forecasting & Revenue Intelligence

Dashboards that tell meaningful stories. Pipeline health, conversion metrics, deal ageing, forecast accuracy — so you spot trends early and act fast.

06 — Coaching

Sales Coaching & Manager Enablement

Train your managers to manage pipeline, not just people. Deal reviews, coaching frameworks, and performance cadences that sustain discipline long after I leave.

Diagnosis

Signs your sales engine needs work

If any of these sound familiar, your sales process is costing you revenue.

×
Deals stall in the pipeline with no clear next step
×
Reps have their own processes — nothing is consistent
×
CRM data is unreliable — nobody trusts the forecast
×
Leads come in but conversion rates are poor
×
Sales and marketing blame each other for pipeline gaps
×
New reps take months to ramp because there's no playbook
After

What a modernised engine looks like

When your sales engine is properly designed, everything changes.

✓
Every deal has a clear stage, next step, and close date
✓
Repeatable process that every rep can follow from day one
✓
CRM is the single source of truth — forecast with confidence
✓
Leads are qualified, scored, and routed in minutes not days
✓
Sales and marketing share pipeline accountability and language
✓
New reps onboard in weeks with playbooks, scripts, and coaching
Tangible Outcomes

What you walk away with

Concrete deliverables your team uses every day — not a consulting report that sits in a shared drive.

Redesigned Sales Process

Documented pipeline stages with entry/exit criteria, probability weighting, and deal velocity benchmarks aligned to your buyer journey.

Configured CRM

Custom properties, pipeline views, automation workflows, and reporting dashboards — set up and tested in HubSpot or Salesforce.

Sales Playbook

Outreach templates, qualification scripts, objection handling, competitive battle cards, and stage-specific guidance your team can reference daily.

Lead Management Framework

Scoring model, routing rules, SLA definitions, and handoff process between marketing and sales — eliminating lead leakage.

Revenue Dashboards

Pipeline health, conversion funnels, deal ageing, rep performance, and forecast accuracy — built for managers to use weekly.

Coaching Framework

Manager deal review templates, 1:1 coaching cadence, and performance metrics so the system sustains itself after handover.

The Process

How we rebuild your sales engine

A proven four-phase process that moves fast without cutting corners.

1

Audit

Deep-dive into your current process, CRM health, pipeline data, team habits, and where revenue is leaking.

2

Redesign

Co-create the new sales process, pipeline stages, CRM architecture, and playbook structure with your leadership.

3

Implement

Configure CRM, build dashboards, deploy automations, write playbooks, and set up the reporting your team needs.

4

Enable

Train your team, coach your managers, run deal reviews, and ensure every element is adopted — not just delivered.

Platforms

I design and configure on the platforms you use

HubSpot CRM
Salesforce
Pipedrive
Microsoft Dynamics
Is This for You?

This service is built for B2B teams who…

If your product is strong but your sales motion isn't keeping up, this is where to invest.

Book a Sales Engine Review
Have a CRM that nobody trusts or uses properly
Lose deals because of inconsistent process, not product
Can't forecast pipeline with any real confidence
Take too long to onboard new sales hires
Have leads coming in but poor conversion rates
Want a disciplined, repeatable revenue machine

Ready to rebuild your sales engine?

Book a complimentary strategy call. We'll diagnose where your sales process is costing you revenue and outline what a modernised engine would look like.

Book a Sales Engine Review Back to Home
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