01
CRM & Data Systems
What gets built
Field governance, enrichment, dedupe, lifecycle structure, source standards, and refresh workflows.
Outcome
The CRM becomes a usable operating layer.
RevOps partner
RevOps Agency.
Delverise is a RevOps agency for B2B teams that need more than advice. We build the CRM, enrichment, routing, scoring, automation, reporting, and QA systems that make revenue operations easier to run.
Updated June 5, 2026
When it breaks
The team needs RevOps capacity that can actually build.
The RevOps roadmap is clear, but internal bandwidth is too constrained to ship the work.
Tooling decisions, CRM fields, automations, and reporting are drifting without an operating owner.
The team has hired advisors before, but still needs someone to implement the workflows.
Revenue leaders need cleaner systems without adding a full-time specialist before the need is proven.
Operating model
The engagement model we run.
01
Audit
systems, data, process, reporting, ownership, and current bottlenecks.
02
Design
operating model, workflow logic, data requirements, and acceptance criteria.
03
Build
CRM configuration, enrichment, routing, scoring, automation, and dashboards.
04
QA
sample records, edge cases, reverse demos, and stakeholder sign-off.
05
Handoff
documentation, training, owner assignment, and maintenance cadence.
06
Review
performance, drift, next backlog, and system health.
What we build
RevOps agency work with production accountability.
02
Routing & Scoring
What gets built
Lead routing, account matching, ICP scoring, priority logic, SLA alerts, and exception paths.
Outcome
Revenue teams can act from consistent rules.
03
Automation Builds
What gets built
CRM workflows, alerts, tasks, lifecycle updates, enrichment triggers, and handoff automation.
Outcome
Manual operating work moves into maintained systems.
04
Reporting & Visibility
What gets built
Data quality dashboards, funnel views, source quality, workflow health, and pipeline readouts.
Outcome
Leaders get clearer visibility into how the revenue system is running.
05
GTM Workflow Support
What gets built
Outbound, inbound, ABM, Clay, enrichment, and sales-assist workflows connected into RevOps rules.
Outcome
GTM execution runs from the same operating logic.
06
Documentation & Training
What gets built
System maps, SOPs, owner guides, QA checklists, and reverse demos.
Outcome
The internal team can maintain the system after handoff.
Where it fits
The agency path from RevOps backlog to shipped systems.
Assess
Audit CRM, data, workflows, reporting, and ownership.
A prioritized RevOps build backlog.
Design
Define workflow rules, acceptance criteria, dependencies, and handoff requirements.
The team knows what will be built and how success is judged.
Implement
Build, QA, integrate, and document the revenue workflow.
The system is production-ready, not just recommended.
Handoff
Train owners, review performance, and define the next operating cycle.
The workflow can keep running after the agency exits.
Best fit
Hire us when the system has to work.
- You need a RevOps agency that can implement, not just advise.
- Your CRM, automation, enrichment, routing, or reporting work is stuck in backlog.
- You need temporary senior RevOps build capacity without committing to a full-time hire.
- You want documentation, QA, and handoff included in the work.
Not a fit
Do not hire us for isolated tasks.
- You only need a list pull without system design or downstream activation.
- You want AI-generated copy without data, QA, targeting, or delivery logic.
- You need a one-off automation that no one will own after launch.
- You are looking for a pure strategy deck instead of a working system.
Implementation
From audit to operating cadence.
01
Audit the RevOps backlog, CRM, data quality, workflows, and current owners.
02
Prioritize the highest-leverage system work.
03
Define the implementation plan, dependencies, and acceptance criteria.
04
Build the workflow and supporting data model.
05
Run QA, reverse demos, and stakeholder sign-off.
06
Deploy with documentation and owner training.
07
Review system health after launch.
08
Scope the next RevOps build cycle.
Clay-connected RevOps
Clay can be part of the operating layer.
As a Clay First 100 Solutions Partner, Delverise can build Clay-connected enrichment, signal, and activation workflows inside a broader RevOps engagement. The agency work still centers on CRM, governance, automation, reporting, and team handoff.
Explore Clay systemsWhat does a RevOps agency do?
A RevOps agency helps design and implement revenue operations systems across CRM, data, routing, scoring, automation, reporting, and governance.
How is Delverise different from a traditional RevOps consultant?
Delverise focuses on implementation and operating systems. We build workflows, QA them, document them, and hand them off to the team.
Can Delverise work with our existing RevOps owner?
Yes. We often work alongside internal RevOps, sales, marketing, and growth owners to accelerate build capacity.
When should we hire a RevOps agency instead of a full-time hire?
Hire an agency when the need is urgent, scoped, implementation-heavy, or not yet large enough to justify a full-time specialist.
Next step
Build the system your team can actually run.
We will look at your current motion, identify the highest-leverage system gap, and tell you what we would build first.