Revenue operations for B2B SaaS

Revenue Operations Consulting That Makes Your Systems Work As One

CRM Harmony is a revenue operations consultancy for B2B SaaS companies. We take over CRM and MarTech administration, eliminate tech stack bloat, automate lead lifecycles with AI-native intelligence and enforce data governance across your GTM funnel—from Salesforce and HubSpot to Marketo, Clay and Outreach.

$450K+Client savings delivered across 2 engagements
Platform expertise
  • Salesforce administration and RevOps servicesSalesforce
  • HubSpot implementation and marketing automation servicesHubSpot
  • Marketo consulting and migration servicesMarketo
AI-native automation
  • Clay
  • Claude
  • Outreach
  • 6sense
Core services

Revenue Operations Services Built for Scale, Speed and ROI.

Hands-on CRM and MarTech administration, data governance and integration architecture across the systems that carry demand from first signal to closed revenue.

01Revenue systems

Dedicated CRM & MarTech Administration

Stop burning your team’s time on system configuration. We provide ongoing, hands-on administration of your entire go-to-market stack. From daily Salesforce and HubSpot management to configuring Pardot, ZoomInfo, Clay and Outreach, we act as the operational backbone for your revenue teams.

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02Revenue systems

Data Governance & CRM Hygiene

Bad data kills revenue and ruins attribution. We implement strict data and tool-governance frameworks, recurring deduplication logic and normalization rules so your database remains clean, actionable and ready for advanced enrichment across Salesforce, HubSpot and Marketo.

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03Revenue systems

Email Deliverability & Domain Reputation

Ensure your outbound and marketing emails reach the primary inbox. We manage domain reputation, monitor sender health and implement the technical infrastructure needed to maximize deliverability and engagement.

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04Revenue systems

Complex API & Webhook Integrations

Connect the disconnected. When native integrations fall short, we build custom data pipelines with REST APIs and webhooks to create seamless data flow between GTM platforms, proprietary tools and data warehouses.

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05Revenue systems

Closed-Loop Attribution & Executive Reporting

Stop manually reconciling spreadsheets. We engineer robust data-governance frameworks before information reaches the reporting layer, creating automated, real-time funnel dashboards in Salesforce and HubSpot that leadership can trust.

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Proven impact

RevOps Case Studies: Engineering the Bottom Line.

High-stakes revenue operations work measured in protected capital, cleaner data and systems that keep moving—across Marketo, HubSpot and Salesforce migrations.

Case study 02$300K+

in capital rescued

  • Marketo
  • HubSpot
  • Salesforce

Marketo to HubSpot Migration in 90 Days — $300K in Capital Rescued

The friction
A high-growth SaaS company faced a strict 90-day deadline to migrate from Marketo to HubSpot, risking more than $300,000 in sunk software costs and agency retainers if it failed.
The architecture
Took complete ownership of the stalled migration. Mapped and imported every legacy record, wrote more than 500 custom HubSpot workflows, built global attribution logic and integrated the new system into the GTM stack.
The impact
Hit the 90-day deadline with zero downtime. Prevented a $250,000 legacy renewal fee, salvaged the technology investment and established a modern, highly automated foundation.
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Case study 01$156K

in annual savings

  • Marketo
  • Salesforce
  • HubSpot

Legacy Marketo Audit & Database Purge: $156K in Annual Savings

The friction
An enterprise legacy Marketo instance was weeks away from breaching a one-million-record limit, burdened by 800,000 inactive contacts and unscalable page-by-page UTM workflows.
The architecture
Led a deep cross-functional database audit to safely purge 80% of the dead records. Re-architected 11,000-plus marketing assets into standardized programs and replaced rigid logic with centralized, scalable tracking.
The impact
Halted impending tier-upgrade penalties, delivering $156,000 in immediate annual cost savings while drastically improving platform processing speed and email deliverability.
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Operator-led experience

Built by an operator who understands the whole stack.

With over six years of specialized experience in B2B SaaS demand generation and marketing technology, I built CRM Harmony to solve the friction that scales alongside growing companies.

I’ve owned the marketing-operations backbone for complex global teams—consolidating fragmented platforms, building AI-native account enrichment pipelines and aligning Marketing, RevOps and Sales.

From end-to-end CRM migrations to automated lead routing that delivers six-figure cost savings, my focus is always clarity before complexity. I don’t just consult; I build sustainable, high-performing systems your team can actually own.

More about CRM Harmony
CRM Harmony — revenue operations consulting for B2B SaaS
  • Salesforce administration and RevOps servicesSalesforce
  • HubSpot implementation and marketing automation servicesHubSpot
  • Marketo consulting and migration servicesMarketo
  • Claude AI automation for revenue operationsClaude
  • Clay
  • Outreach
  • 6sense
Start with the friction

Tell me where your revenue system is breaking down.

Share the current challenge and I’ll respond with a practical next step and architecture plan. I reply within one business day.

Supporting B2B SaaS teams worldwide, remotely. Prefer email? hello@crmharmony.com