RAE_04Revenue Acceleration Engine™ 12–16 weeks initial build; continuous optimisation

    RevOps Tech Stack & Lead-to-Cash

    One unified system of record across CRM, MAP, CPQ, billing, CS — so every revenue dollar is traceable from click to cash.

    Why it matters

    Disconnected CRM/MAP/billing tools mean every metric is a debate, attribution is impossible, and finance closes books with manual stitching. A real lead-to-cash architecture cuts deal cycle time, slashes manual work and finally aligns sales, marketing, CS and finance.

    Scope covered

    Tech-stack architecture — CRM (CRM/CRM), MAP (CRM/marketing automation platform), CPQ, CLM, Billing, CS, Data warehouse
    Lead-to-cash process map — Lead → Opp → Quote → Contract → Order → Invoice → Cash → Renewal
    Data model — accounts, contacts, opportunities, products, line-items, contracts, subscriptions
    Integration architecture — iPaaS (Workato / Zapier / Tray), reverse ETL, event streaming
    RevOps governance — data hygiene, deduplication, ownership rules
    CPQ design — products, pricing, discount approval matrix, quote-to-contract workflow
    Billing & collections automation (modern subscription-billing platform)
    Reporting & analytics layer — revenue dashboards, cohort cubes, attribution
    How we run it

    Our methodology

    A senior-led delivery sequence — not a template dump. Each phase is operated with your team, not handed over as a deck.

    1. 1

      RevOps stack audit

      Week 1–2

      Audit current CRM, MAP, CPQ, billing, CS and analytics stack; map data flow, gaps and duplicate spend.

    2. 2

      Data model & object architecture

      Week 2–4

      Re-architect Account/Contact/Lead/Opp/Asset model with single source of truth and territory hierarchy.

    3. 3

      Lead-to-cash workflow build

      Week 4–8

      Build lead routing → opp → quote → order → invoice → revenue automation with SLA gates and approvals.

    4. 4

      Reporting & dashboards

      Week 8–12

      Stand up the executive, sales-leader, marketing and CS dashboards with one canonical metric set.

    5. 5

      Adoption & optimisation cadence

      Week 12–16

      Roll out enablement, install change-management and the bi-weekly RevOps backlog review.

    Deliverables

    • Tech stack architecture (live)
    • Lead-to-cash process documentation
    • Data model + governance rules implemented
    • CPQ + billing automation deployed
    • Executive revenue dashboard (single source of truth)

    KPIs & Targets

    • Quote-to-cash cycle time<7 days
    • CRM data hygiene score>90%
    • Manual revenue ops hours/week−70%
    • Forecast / actuals reconciliation time<2 days

    Stakeholders

    CROCFOHead of RevOpsCIO/CTOSales Ops, Marketing Ops, CS Ops

    Timeline

    12–16 weeks initial build; continuous optimisation