Build a revenue process your CRM and team can actually follow
For companies that need deeper support. Redesign the commercial structure, align it with your CRM, and embed the new process across the team.
When advice alone will not fix the issue
Some teams need more than coaching. They need the underlying revenue structure redesigned properly.
That can include CRM architecture, stage redesign, probability alignment, and process training across the team.
Common triggers
- CRM stages do not reflect how buying actually happens
- Forecast probabilities are misleading or arbitrary
- Sales teams follow different versions of the process
- Pipeline reviews lack consistency across managers
- Leadership wants stronger control built into the system
A structured implementation process
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Step 1
Review
Comprehensive review of CRM structure, sales data, conversion performance, forecasting logic, and current commercial process.
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Step 2
Redesign
Clear plan for process redesign, CRM restructuring, and stage and probability alignment.
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Step 3
Implement
Final sign-off, implementation of agreed changes, and team support to embed the new process.
What implementation can include
Bespoke CRM Customisation
Redesign CRM structure so fields, stages, workflows, and reporting reflect the real revenue process.
Sales Stage Redesign
Redefine stages around buying evidence so progression becomes clearer and more consistent.
Probability Review and Alignment
Reassess stage probabilities and align them with the CRM to support stronger forecasting.
Sales Team Process Training
Train managers and sellers on the updated process so changes are adopted and used properly.
A stronger commercial operating model
- CRM structure aligned to the real sales process
- Clearer stages and progression rules
- Probability logic that supports better forecasting
- Improved reporting for leadership
- Team understanding of the updated process
- A system that is easier to manage and improve over time
Higher support than Revenue Advisory
Revenue Advisory helps you improve the system through coaching.
Bespoke Implementation is for companies that want deeper support redesigning and embedding that system inside the business.
Every engagement is quoted based on scope
Support levels vary based on CRM complexity, team structure, reporting needs, and the depth of redesign involved.
- Suitable for single-team or multi-team environments
- Quoted based on system complexity and implementation depth
- Can follow Revenue Advisory or begin as a standalone engagement
Best suited to teams making meaningful process changes
- Founders and commercial leaders scaling beyond founder-led selling
- Revenue teams with inconsistent pipeline and forecast discipline
- Businesses redesigning sales stages or CRM structure
- Teams that need stronger adoption, not just recommendations
- Companies preparing for growth or AI-enabled sales tooling
Best fit if
You already know the process needs to change and want support making that change practical, usable, and embedded inside the business.
Common questions
How is this different from Revenue Advisory?
Revenue Advisory is a coaching engagement. Bespoke Implementation provides deeper support for redesigning and embedding the process inside the business.
Is pricing fixed?
No. Each engagement is quoted based on scope, complexity, and the level of implementation required.
Can this include CRM changes?
Yes. CRM customisation can be included where needed as part of the scoped engagement.
Do you train the team on the new process?
Yes. Training can be included so managers and sellers understand how the updated process should be used.
Need deeper support redesigning your revenue process?
Request a scoped conversation to explore whether Bespoke Implementation is the right fit.
