Sales Operations

Sales Operations Consulting Customized To Your Needs

Optimize Your Sales Engine. Drive Predictable, Scalable Revenue.

At InScope Management, we partner with growing businesses to design, refine, and operationalize your sales organization. Our Sales Operations consulting services are built to bring clarity, efficiency, and consistency to every stage of your revenue process — from lead capture to close.

Whether you're scaling a sales team, entering a new market, or correcting underperformance, we help you align your people, processes, and platforms for sustainable growth.

Our Sales Operations Services

Sales Process Design & Optimization

We evaluate your current sales funnel, identify bottlenecks, and create streamlined processes that reduce cycle times and improve conversion rates.

  • Lead-to-close process mapping

  • Sales stage definitions and exit criteria

  • Pipeline velocity improvements

  • Opportunity management best practices

CRM Implementation & Optimization

We ensure your CRM isn’t just a data warehouse — it’s a source of truth that drives performance.

  • CRM selection and implementation (Salesforce, HubSpot, etc.)

  • Workflow automation and task management

  • Reporting dashboards and data hygiene protocols

  • Sales rep enablement and training

Sales Performance Management

Turn your data into action. We help you define KPIs, build reporting tools, and operationalize your performance review cadence.

  • KPI definition by role and stage

  • Real-time sales dashboards

  • Incentive alignment and compensation analysis

  • Forecast accuracy and deal health tracking

Sales Team Structuring & Enablement

We help you build a sales org that scales — with the right structure, talent, and tools in place.

  • Role clarity and org design

  • Onboarding and training systems

  • Playbook development and SOPs

  • Territory and quota design

Revenue Operations Alignment

Sales doesn't work in isolation — we align Sales with Marketing, Customer Success, and Finance to drive company-wide revenue efficiency.

  • Cross-functional handoffs and SLAs

  • Lead scoring and routing

  • Customer journey mapping

  • Unified reporting across departments

Our Approach

We combine Lean methodology, practical operating experience, and technology expertise to deliver real results — not just strategy decks.

  • Assess current-state performance and tools

  • Diagnose gaps in process, tech, and talent

  • Design tailored systems and structures

  • Deploy change with training and support

  • Sustain impact through data, KPIs, controls, and ongoing support