Revenue Operations Strategy

Create a roadmap for HubSpot and Salesforce to strategically support your organization.

Revenue Operations Strategy-1

Customer Journey Mapping

Internal silos are the biggest threat to your customer experience. Our team works with stakeholders throughout your organization to identify gaps, create internal alignment, and improve your customer experience.

Customer Journey Mapping

Funnel Automation

Manual lead intake, triage, and deal progression drains your marketing and sales bandwidth and leaves your customer's experience vulnerable to delayed data updates, mistakes, or abandonment. We'll automate field updates, deal stage progression, and task creation for your team.

Funnel Automation

Why Coastal Consulting?

Strategic planning is a challenge. Let's simplify it.

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Ready to Strategize

Connect with the Coastal Consulting Team