Case studies

Our RevOps As A Service Solutions
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The Operatus team of experienced pros provide growing companies with guidance on revenue operations and technology. From strategy through implementation, we help companies optimize their people, processes and systems to deliver business results.

Launching a Modern CRM Platform in Just 2 Months

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Challenge

Data Management, Multiple Sales Process, Siloed Data

Solution

Operatus transformed Envision Pharma Group's (EPG) commercial operations by establishing advanced lead management processes, creating a multi-vertical sales strategy, and enhancing collaboration between the sales and finance teams at EPG.

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Transforming Patient Engagement: A Swift and Strategic CRM Overhaul in Healthcare

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Challenge

Inefficient Scheduling, Manual Billing Processes, Slow EMR Performance, Fragmented Patient Communications, Inadequate Referral Tracking, Disjointed Customer Experience Management

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Solution

Operatus pioneered CRM and EMR integration for telemedicine, streamlining operations and boosting patient engagement.

They were able to quickly understand the way our business operates and use this knowledge to adapt the CRM to our needs, leading to an efficient and timely roll out. I stepped into a Salesforce Admin role at the same time Operatus began our roll out. Chris and his team were very supportive of this and the mix of well documented CRM updates and guidance on my own changes were a great help to my own personal development.
Adam Jacobi
Sales Operations Director at Exclaimer
As we continued to grow, the lack of Rev Ops on our team was a blocker. With Operatus we were able to tackle several improvement projects that would have been difficult to manage otherwise. For the past 18 months, Operatus has been an extension of our team - and working with them on a fractional basis was just what we needed.
Samantha Schneider
COO at Bloomfire
Operatus provided nimble and highly efficient professional services after a seamless and transparent agreement negotiation. They were brought on to facilitate systematic changes and improvements during a period of growth and operational change; in doing so, the team was flexible, professional, thoughtful, and impressive in their ability to translate business needs from key stakeholders into actionable strategy and turnkey project plans.
Kathryn Shepard
Director of Rev Ops at LinkSquares
Operatus has been an extension of the Lively team the past year, centrally supporting our customer-facing teams. We had some previous Salesforce consultants, but they didn't provide the full-scale RevOps function in the way Operatus has. They have helped us improve processes, increase efficiency, and add new capabilities as we scale the number of customers we sell and serve - and prove the day to day support that we need. We likely would have a hard time finding Operatus's combination of experience and technical capability in a single hire.
Andrew MacDonald
Head of Product at Lively

Exclaimer launches Salesforce to optimize sales team effectiveness & visibility

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Challenge

Exclaimer has a high transaction volume business, but their existing CRM was difficult and inefficient for the sales team to navigate and Sales KPIs were not easily reportable.

Solution

Exclaimer got full funnel visibility from Lead to Cash and was able to better tie their marketing efforts to sales results.

Lively needed efficient processes to keep up with growth

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Challenge

Salesforce was the central platform used by the Sales, CX, Audiology, and Fulfillment teams, but Lively had no internal Revenue Operations or Salesforce Admin/Developer. Some managers were maintaining systems, but it sucked time away from running their teams.

Solution

Lively utilizes Operatus's Rev Ops as a Service plan, giving them access to experienced Rev Ops professionals so that they can grow rapidly (Orders per week grew 8x YoY!)

Operatus's fractional Rev Ops as a Service helped Bloomfire scale

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Challenge

Bloomfire’s sales team was growing but they hadn’t budgeted for an in-house Sales Ops Manager or Salesforce Admin, and it wasn’t yet a full time need.

Solution

The Operatus team tackled a diverse set of needs, including systems administration, reporting, process improvements, funnel and source tracking.

Helping LinkSquares fill a technical gap on the Rev Ops Team

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Challenge

LinkSquares was in a growth and transition period, with an entirely new Rev Ops leader, but had not yet hired any supporting team members.

Solution

Operatus delivered hands-on, day-to-day support for LinkSquares’ Salesforce stack (incl. integrated tools: Hubspot, ZoomInfo, LeanData, Netsuite, etc)

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