XMAJOKA Service

CRM and Revenue Operations

We bring marketing, sales and customer operations together through better CRM architecture, automation, pipelines and revenue processes.

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A focused capability

CRM and Revenue Operations, built around your goals.

We bring marketing, sales and customer operations together through better CRM architecture, automation, pipelines and revenue processes.

We begin by understanding the challenge and the outcome you need. From there, we choose a practical direction, align the work with your team and deliver a solution that fits your business.

Our Process

How we deliver crm and revenue operations.

A clear sequence keeps the work connected to your goals, from first conversation through ongoing improvement.

01

Understand

We learn about your audience, current setup and what success needs to look like for this work.

02

Plan

We agree on the priorities, deliverables and approach for your crm and revenue operations project.

03

Execute

We build, create or implement the agreed solution and keep you informed as the work progresses.

04

Improve

We review the outcome, make useful refinements and identify the next opportunity to build on.

Designed for progress

Connected work. Clear next steps.

We bring the right people, tools and expertise together to move this service from a plan into useful work. Your team gets a clear view of what is being delivered and how it supports your wider business goals.

How we can help

  • CRM Implementation

    Set up a CRM around your actual sales and customer processes—not around a generic template.

  • CRM Optimization

    Improve existing CRM so teams can manage leads, customers, pipelines and data more effectively.

  • CRM Migration

    Move data and processes between platforms while minimizing disruption and protecting data quality.

  • HubSpot Implementation

    Build HubSpot systems across marketing, sales, service and automation.

  • Salesforce Solutions

    Design and optimize Salesforce environments around sales and customer operations.

  • Lead Management

    Create structured processes for capturing, organizing, qualifying and following up with leads.

  • Pipeline Design

    Build clear sales pipelines that reflect how opportunities actually move through your business.

  • Lead Scoring

    Prioritize prospects using defined behavioral, demographic and business criteria.

  • Sales Automation

    Automate repetitive sales tasks, follow-ups, notifications and workflows.

  • Email Sequences

    Build automated communication sequences for prospecting, nurturing and customer engagement.

  • Lead Routing

    Automatically send leads to the right person, team or workflow based on defined rules.

  • Customer Lifecycle Automation

    Automate communication and actions across the customer journey from first interaction to retention.

  • Revenue Operations

    Align marketing, sales, customer success and technology around shared processes, data and revenue goals.

  • Sales Enablement

    Give sales teams better messaging, content, processes and systems to support stronger conversations.

  • Funnel Optimization

    Identify friction across the customer journey and improve the path from awareness to revenue.

  • Customer Journey Automation

    Create personalized automated experiences based on customer behavior, stage and intent.

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