CRM and Revenue Operations
Leads vanish between forms, inboxes and CRMs. We engineer the handoffs: routing, enrichment, scoring and reporting, so every opportunity is captured, assigned and followed up.
The challenge
A lead that is not captured, routed and followed up is revenue you paid for and lost.
Best suited to: B2B companies where leads, deals and customer data live in disconnected systems.
Slow or missed follow-up
Leads wait in inboxes while competitors respond.
Dirty, duplicated data
Records no team trusts slow every decision.
Disconnected systems
Marketing automation, CRM and product tools do not share a view.
Our approach
Map the handoffs
We trace every point where a lead or deal can fall through.
Automate the process
Routing, enrichment and alerts that work every time.
Report one funnel
Stage conversion and velocity in a single, trusted view.
What’s included
Funnel and handoff audit
Where leads and data are lost between systems and teams.
Lead routing and response automation
The right lead to the right person, fast, every time.
Data enrichment and hygiene
Clean, complete records your teams can trust.
Lead and account scoring
Prioritisation based on fit and behaviour.
CRM and marketing-automation integration
Systems connected by robust, monitored integrations.
Pipeline reporting
Stage conversion, velocity and source performance in one view.
Your first 90 days
Funnel and handoff audit, data model review, priorities agreed.
Routing, enrichment and key integrations built.
Reporting live, team trained, first optimisation cycle.
How we measure success
We agree the numbers up front and report them every month in plain language, so leadership always knows what is working.
How we work together
Audit
We trace the journey from first touch to closed deal and find every gap in tracking, handoffs and data.
Instrument
Events, conversions, CRM and offline data wired into one measurement model.
Fix the leaks
Handoffs, forms, pages and campaigns repaired in order of revenue impact.
Optimise
Continuous testing against cost per qualified opportunity.
Report
Board-ready reporting that marketing, sales and finance all trust.
Ways to engage
Revenue-leak audit
A fixed-scope, two-week review of your journey from first impression to closed deal. You receive a prioritised fix list with expected impact and effort.
Best for a fast, evidence-based starting point.
Growth engineering partnership
A dedicated team of strategists and engineers working to shared revenue goals, with a weekly rhythm and leadership reporting.
Best for companies that want continuous improvement.
Build engagement
A scoped project to deliver a platform, integration or product, from architecture to launch and support.
Best for defined platform and software needs.
Why leaders choose Techusu
The typical agency
- Strategists brief a separate development vendor
- Reports clicks and impressions
- Tracking is an afterthought
- Tools bolted together that do not talk
- Generic playbooks and templates
Techusu
- Strategists and engineers in the same room
- Reports pipeline, attribution and payback
- Measurement is built before anything is scaled
- Marketing, CRM and product data in one model
- Custom engineering for your stack and sales motion
Industries we serve
What clients say
“Conversions rose 32% in four months. Their data-first approach made the difference.”Maria Lopez, Founder, CasaBella Home
“A 3× increase in qualified leads and a 40% cut in cost per lead. They feel like our own team.”Steven Henderson, CEO, BrightMart
“Creativity and analysis in one team. Trial-to-paid conversion is up 27%.”Lee Munroe, CMO, NovaWear
Questions about CRM and Revenue Operations
Which CRMs do you work with?
HubSpot, Salesforce, Zoho and most others with an API.
Do you migrate data?
Yes, with mapping, de-duplication and validation before cut-over.
Will sales adopt the changes?
We design workflows with your sales team and train them, so the process fits how they work.
Do we need to change CRM?
Rarely. We usually improve the one you have and recommend a change only if it genuinely limits you.
How do you handle sensitive data?
With access controls, minimal data movement and documented integrations.
What about our sales team?
We design with them, train them and measure adoption, so the process sticks.
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