Unlock real-time revenue
Move toward the future of sales, marketing, and service ops
What We Do
We are a revenue operations consultancy that works to create technology-driven solutions to help B2B companies accelerate growth. Using best-in-breed technologies we help our clients understand and measure their business lifecycles to integrate their revenue motion under one umbrella. Op Methods works to create rapid time-to-value for your sales and marketing organization by increasing visibility for sales, developing effective data orchestration systems, and uncovering ROI of marketing activities.
We see all customer-facing functions as one single lifecycle — from lead generation, through sales touches, into customer onboarding, success, and renewal.
It is critical that your sales, marketing, and customer success operations work seamlessly to provide a first-class experience across all stages of that single lifecycle — and grow your revenue.
Let us help you design and deploy the strategies, technologies, and processes that deliver your first-class experience.
How We Help
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CRM & MAT Administration
Ensure your tools are set up to best support the needs of your business and your teams daily needs.
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Automate Lead Routing
Surface and action on your hottest leads first, you’ll see an increase in pipeline and revenue.
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Data Migrations
Migrating from one CRM or MAT to another and needing some help? Lean on our expertise to get your dataset translated smoothly.
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Lifecycle & Scoring
Map and measure your buyer and customer milestones to identify the right leads and act on them faster.
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Reporting & Metrics
Reports that service your staff are not the same as ones that service your leadership. There’s best practices to both that help you meet goals.
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Process Automation
Automating processes lets your teams put energy where it’s needed most and helps increase revenue without increasing headcount.
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Integrations
Your teams work best when tools work together. Proper integrations also ensures data alignment.
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Campaigns & Attribution
Ensuring that your campaign architecture is repeatable and measurable helps you replicate success and attribute it to revenue.
Most Common Ways We Help
CRM & MAT Administration
At Op Methods, our consultants each have 15+ years of experience administrating and installing a variety of leading CRM and Marketing Automation Technologies. As your expert administrators, we will help you customize your CRM and MAT systems to help create a streamlined process for your end users as well as robust analytics for management.
Automated Lead Routing
Stop relying on manual triage to route your priority leads. But don’t forget that data orchestration and automation logic is complicated. There are dozens of variables to consider. There are different sales territories to accommodate. The tools that help with routing do not make it easy to set up or administrate daily. Op Methods helps to take the complexity out of configuration to get you running quickly and accelerate lead response time with new routing strategies and tools.