DS Consulting logoDS Consulting
Strategy to Systems. Delivered.

CRM and revenue operations

Lifecycle definitions, CRM architecture and reporting that survives contact with the sales team. Built so the numbers in the board pack match the numbers in the system.

Start with an assessmentBack to services
Marketing automation and analytics theme
Built on what you already run

We work on your stack, not a preferred one

Most mid-market companies have a mix. A CRM chosen years ago, a marketing tool bought by a previous team, a warehouse someone built in between. We design around that rather than proposing a rebuild you have no appetite for.

We hold no reseller agreement, certification or partner status with any of these vendors. Where a platform is genuinely the wrong fit we will say so, and that recommendation costs us nothing either way.

HubSpot
CRM architecture, lifecycle design, automation workflows and governed reporting.
Salesforce
Data model discipline, lead management governance and measurement frameworks.
Zoho and mid-market suites
Practical configuration for teams without a dedicated admin function.
In-house and hybrid stacks
360-degree customer view design integrating purchase history, survey data and third-party sources.

Key service pathways

These pathways cover the foundations leaders need for predictable execution and reliable reporting.

CRM architecture and governance

Data model discipline, definitions, permissions, hygiene rules, integrations and governance cadence aligned across teams.

Explore CRM governance →
Lifecycle and lead management

Lifecycle stages, routing and SLAs, journey orchestration, segmentation and operational handoffs for B2B and B2C.

Explore lifecycle design →
Revenue analytics and measurement

Funnel definitions, metric governance, attribution rules where relevant, and dashboards leaders can trust.

Explore measurement →

What we deliver

We link strategy to systems through governance, implementation and measurable outcomes.

Operating model and governance
Lifecycle definitions, ownership, routing, SLAs and change control that keep execution stable.
CRM discipline and data model
Field standards, naming conventions, permissions, data hygiene rules, and source of truth alignment.
Omnichannel lifecycle orchestration
Email, SMS, WhatsApp, web, app and service signals coordinated into journeys.
Content operations and AI workflows
Faster content creation with brand guardrails, controlled personalisation, and measurable performance.
Implementation and enablement
Hands-on configuration, documentation, training and rollout support. Platform experience includes IBM watsonx, HubSpot, Salesforce, Zoho and in-house CRM builds with 360-degree customer view design.
Measurement governance
Metric definitions and reporting rules that remain stable across teams and cycles.

FAQs

Common questions about lifecycle governance, CRM discipline, automation workflows, and measurement stability.

What problems do you solve for CMOs, CROs and CEOs?
We fix revenue execution chaos across CRM, marketing automation, sales, customer success and service. We create lifecycle definitions, governance, routing and measurement so leaders get reliable visibility into pipeline and retention outcomes.
Is this only for B2B, or do you support B2C automation as well?
We support both B2B and B2C. B2B focuses on lead and account lifecycle, routing and SLAs, pipeline visibility and renewals. B2C focuses on omnichannel journeys like onboarding, cart recovery, replenishment, loyalty and win-back with strong governance.
Do you implement, or do you only advise?
We provide advisory plus implementation. We define the operating model, implement workflows and governance, enable teams, and set a cadence that sustains outcomes after go-live.
How do you handle messy stacks like CRM plus finance, IVR and support tools?
We map systems, define source of truth, standardise definitions, and design integrations and workflows so marketing, sales, finance and service signals work together. We then implement governance so the system stays stable.
Where does AI fit in automation and content operations?
AI helps when it is governed. We use AI to speed content workflows, maintain brand consistency, improve segmentation and decisioning, and generate insights with guardrails for compliance and measurement.
How do you measure ROI?
We define success metrics up front such as conversion, speed to follow-up, pipeline contribution, stage velocity, retention, repeat purchase, CAC efficiency, data quality, and adoption. We align reporting definitions and governance so metrics remain reliable.
Where should we start?
Start with a diagnostic audit of lifecycle definitions, CRM governance, routing and SLAs, automation workflows, and measurement. The output is a prioritised roadmap with owners and measurable outcomes.
Which platforms do you work on?
HubSpot, Salesforce, Zoho, enterprise stacks and in-house CRM builds. Most clients have a mix. We are not a reseller or implementation partner for any of them, so platform choice is assessed on fit rather than on what we are certified in.

Related reading

Written from the same work. Free, and none of it asks you to talk to us first.

The CRM governance SOP template

The operating model that stops CRM data degrading again once it has been cleaned up.

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Marketing automation maturity scorecard

Four dimensions that separate a governed automation programme from a scheduled email tool.

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Revenue attribution readiness

Whether the pipeline data can support an attribution model, before you buy one.

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