If the answer is no — or even not really — the problem usually isn't the data. It's the layers underneath it. Bad definitions. Broken systems. Teams that don't use what was built.
Strata fixes all three.
Companies build dashboards without defining metrics. Define metrics without enabling teams. Implement tools without understanding process. The layers are misaligned — and nobody trusts the data.
No amount of tooling fixes a broken foundation. We start with definitions — what does your pipeline mean, how is forecast calculated, what qualifies as pipeline added.
Salesforce admin work is the last mile, not the strategy. We design the architecture before we build anything — so every decision has a reason behind it.
A system your team doesn't understand is a system your team won't use. We build the training, SOPs, and AI tools that make adoption actually stick.
Every engagement is scoped and structured. Each service is designed to produce a specific, measurable outcome — not an open-ended retainer.
A structured diagnostic of your CRM, pipeline health, reporting reliability, and automation gaps. Delivered as a prioritized roadmap — not a list of observations.
Design scalable pipeline definitions, stage criteria, and forecasting frameworks. Ends the debate about what a stage means — and gives your team a shared language.
Build the workflows connecting your CRM, outreach tools, reporting systems, and communication channels. Reduce manual work and surface the right signals automatically.
Internal AI assistants trained on your sales processes, product docs, and playbooks. Reps get instant answers without pinging a Slack channel — and leadership gets AI-driven pipeline insights surfacing win/loss patterns and rep performance signals.
Real engagements, real outcomes. Details anonymized.
Migrated pipeline, quota, and bookings data from spreadsheets into Salesforce. Built a suite of dashboards serving the CEO, COO, and frontline sales team from one clean data model.
Redesigned sales stages and rebuilt the closed won/lost framework with the product team — creating consistent definitions that gave sales, product, and marketing a single source of truth for pipeline and win/loss data.
Built a full content operations system in Notion with Slack automation — replacing fragmented spreadsheets with a centralized, scalable workflow across 9 clients.
Strata was built after 15+ years inside revenue operations — not advising from the outside, but building the actual systems that had to work in the real world. Salesforce architectures, pipeline frameworks, cross-BU reporting layers, CPQ implementations, enablement programs.
Most RevOps consultants optimize for tool delivery. Strata optimizes for system coherence — making sure every layer of your revenue operation is aligned to the same definitions, the same logic, the same outcomes.
We work best with 50–200 person B2B companies that have outgrown their current setup and need someone who can think in frameworks and build in Salesforce — not just one or the other.
If your pipeline data is unreliable, your CRM is hard to trust, or your RevOps function is held together with duct tape — let's talk.