RevOps for B2B SaaS
We work inside your team and your tools so your forecast holds up, reps sell instead of doing admin, and deals move from quote to cash without delays. We build the systems behind it: CRM, lead routing, forecasting, quote-to-cash and AI automation.
Tool-agnostic. We work in the stack you already run, and add to it only when there is a clear case.
For B2B SaaS and tech companies with complex sales, from Series A to growth stage, with or without a RevOps team.
Sound familiar?
01
Enrichment, AI, a new dashboard. The demos looked great, but the data and definitions underneath were never fixed, so the results didn’t follow.
02
You got a deck or a campaign. Then they left, and nothing changed inside your CRM.
03
They’re paid to sell, not to do admin. Without a system that captures data where the work happens, it never sticks.
Diagnosis
Your revenue numbers are only as good as the system behind them. When they’re wrong, the cause usually sits in one of these six places. Another tool rarely fixes it. We cover the whole system, from the first touch to the invoice: not just pipeline generation, but the forecast, the deal desk and quote-to-cash.
Segments, territories, quotas, capacity, comp and forecast cadence. If the plan is wrong, clean systems only measure the wrong thing precisely.
Breaks when
Leads arrive incomplete and duplicated, so nobody trusts the source data.
We build
Enrichment, deduplication and scoring at the point of entry.
Breaks when
Inbound waits hours for an owner, and speed-to-lead is not measured.
We build
Routing rules, response SLAs and alerts that survive territory changes.
Breaks when
Every rep reads the stages differently, so pipeline value means little.
We build
Stage definitions, exit criteria and automated hygiene.
Breaks when
The number is rebuilt in a spreadsheet the night before the board meeting.
We build
A forecast method, deal inspection and a cadence from weekly pipeline review to the board.
Breaks when
Discounts wait days for approval, and invoices go out weeks after signature.
We build
CPQ, approval flows and a clean handoff to billing.
Breaks when
Marketing, sales and finance each report a different number.
We build
One set of definitions, and the board metrics built on them.
AI that researches accounts, enriches records, updates deals, drafts follow-ups and flags risk, inside the tools your team already uses. Anything sensitive waits for a human to approve it.
Services
Three fixed-scope projects and one monthly retainer. If the problem is clear, go straight to the right service. If it isn’t, start with the audit.
Suggested starting point
Find what’s broken in your funnel, CRM and forecast, and what to fix first.
Fixed fee. The Fix Plan is yours to keep, whether or not we build it.
Typical duration: 2 weeks
We rebuild, migrate or consolidate your CRM and the revenue processes that run on it.
Typical duration: 4–8 weeks
We put AI to work inside your sales process, on your own data, with controls on what it can change.
Every automation runs in your stack, on your data. Anything sensitive waits for a person to approve it.
Typical duration: 3–6 weeks
A senior RevOps operator embedded in your team, owning your RevOps priorities and building the systems behind them.
We work alongside your commercial leaders, run the forecasting and reporting cadence, and implement improvements across your CRM, integrations and automation. You get ongoing ownership and hands-on delivery, with agreed capacity and clear monthly priorities.
Engagement: Monthly retainer with agreed capacity, scope and review cadence.
Approach
Every engagement combines RevOps ownership with forward-deployed revenue engineering: we work inside your existing tools, learn how your team actually sells, and build improvements alongside the people who use them.
We join your team chat and your pipeline reviews, and agree priorities with your commercial leaders.
We build directly in your CRM and the tools around it, not in slides.
Documentation, training and a recorded walkthrough, so your team can run it.
| Advice-only consulting | MetrixForge | |
|---|---|---|
| Where the work happens | Outside your team, through calls and tickets | Inside your team chat, CRM and pipeline reviews |
| What you get | Recommendations and a slide deck | Working systems in your CRM |
| Who builds it | Your team, after the engagement | We do, with your team |
| At handover | A plan to execute | Documentation, training and a recorded walkthrough |
| After handover | The engagement ends | Ongoing support, or a monthly retainer to keep running and improving it |
01
A discovery call to understand your setup, goals and constraints, and agree what is in scope.
02
Scope, deliverables, timeline and fee in writing, before any work starts.
03
We build inside your systems, with regular progress reviews and decisions logged as we go.
04
We test with your team, document everything and train the people who will run it.
05
Where agreed, support after handover or a monthly retainer for continued ownership.
Examples
Five projects: the problem, what we built, and what it changed.
Higher-education network
Result
3–5 h admin saved per rep, every week
Higher-education network · Partnerships
Result
4 days → 3 h from discovery call to full proposal
Enterprise climate-tech SaaS
Result
Same day quote turnaround, down from days
Swiss mobility SaaS
Result
50k+ records migrated, none lost
PropTech platform
Result
±15–20% first forecast vs actuals
Principles
If sales and finance disagree on what a stage means, no dashboard will fix it. We agree the definitions first, then build on them.
When reps spend hours updating fields, the system is wrong, not the reps. Data should be captured where the work happens, or not asked for at all.
AI can draft, enrich, update and alert. People approve discounts, customer-facing messages and anything else sensitive.
Every system ships with documentation and training. A proper handover is part of the scope, not an extra.
MetrixForge is a RevOps agency for B2B SaaS and tech companies, based in Valencia and working with teams across Europe and the US. We design how revenue moves through your business and build the systems behind it: CRM, forecasting, quote-to-cash, reporting and AI automation. Every engagement is led by a senior RevOps operator who works inside your team.
FAQ
Revenue operations connects the processes, systems and data that marketing, sales, customer success and finance use, so handoffs work and everyone reports the same numbers.
Yes. Fractional RevOps gives you senior RevOps ownership and hands-on delivery without building the function first. If you need one specific problem fixed, a fixed-scope project may be enough.
Yes. We can take on a defined build, add senior build capacity, or cover an interim gap in RevOps leadership, working to your team’s priorities and standards.
We’re built for B2B SaaS and tech companies from Series A to growth stage, especially those with longer, multi-stakeholder sales to enterprise, public-sector or institutional buyers.
Working inside your business rather than from the outside: in your tools, your team’s channels and your meetings, building alongside the people who will use the result.
Senior people only. Every engagement has a senior RevOps lead who does hands-on build, backed by the rest of our delivery team. Nothing is handed to juniors.
Engagements don’t depend on one person. Your lead is backed by our delivery team, and everything is documented as we go, so the work carries on.
If you know what needs fixing, go straight to the relevant service. If you don’t, start with the two-week audit: you get your RevOps Fix Plan and can stop there, run it yourselves, or have us build it.
We build. The audit ends with a plan. Build and automation projects end with working systems in your CRM, documented and handed over. On a retainer, we keep running and improving them.
Yes. We’re tool-agnostic: we work in the CRM, data and automation tools you already run, and recommend a change only when the current setup can’t do the job. Recommendations follow the problem, not a vendor.
Projects are a fixed fee for a defined scope, agreed in the written proposal before any work starts. Fractional RevOps is a monthly retainer.
Usually within two weeks of the discovery call.
You get documentation and a recorded walkthrough, plus 30 days of support for questions and fixes.
Valencia, Spain. We work remotely with teams in Europe and the US. Our CET day overlaps fully with Europe and with mornings on the US East Coast, and we work in English, Spanish and Ukrainian.
Admin access to the systems in scope, and one owner on your side who can make decisions and answer questions.
A weekly working session with your owner, progress shared in your team chat, and decisions logged as we go. Fractional RevOps adds a monthly priorities review.
If it’s a fit, you get a written proposal with scope, deliverables, timeline and fee within 48 hours. If it isn’t, we’ll say so.
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