The situation, what was wrong, and what changed.
Turning a legacy of acquisitions into one company
39 → 16
commission plans, rationalised in two weeks
BuildStack consolidated in 18 months
Multiple CRM instances, plus CPQ, billing and renewals, consolidated into a single global stack. Then the operating model to run it: one handbook covering account planning, territory, segmentation and customer success engagement.
Rebuilding customer success around a method
7 figures
renewal book under management
BuildDesigned in 4 weeks, embedded over 4 quarters
A reactive, quarter-focused team, rebuilt around a defined lifecycle model: structured onboarding, ongoing touchpoints, and a tiered framework that put capacity on the highest-value customers.
Migrating a commercial model without losing the base
Seat → usage
licensing model migrated with the base intact
Advisory, then Build2-month build, iterated over 18 months
Customer migration, commercial renegotiation and field enablement, run simultaneously across a regional customer base.
Consistent global forecasting
1 single
global forecasting tool, rationalised in two weeks
BuildForecasting model design and rollout in 6 weeks
Moved from a legacy of multiple regional forecast processes and formats, and across multiple spreadsheets, into a single forecasting system. Designed and built the motion that enabled it, and rolled out Gong forecasting to improve insights and consistency across diverse territories.
Operational revenue analytics
Single pane for insight
cross-object and entity management analytics and reporting
Design & BuildRevenue analytics · 6 weeks
Global revenue analysis cube and dashboards across Salesforce CRM, corporate data goals and lookups. First detailed view of accounts, pipeline and contracts in a single view for global, regional and front-line audiences.
Sales-CS handover process automation
1 process
formalising good practice through workflow automation
Design, Build & Roll-out2-week build, in-quarter rollout
Regional workflow to ensure zero-gap sales handover to CS and customer onboarding: a CRM opportunity-triggered workflow with automatically populated handover notes, an email to the team to coordinate customer kick-off, PS and Channel brought in where specific products or deal types were sold, and a populated kick-off deck.
Analytics roadmap
5 domains
identified and prioritised for revenue and customer experience improvement
Advisory3-week engagement
Interviewed, scoped and prioritised analytics investment and roadmap for the executive board, to improve revenue generation and customer experience for channel and direct businesses.
Annual rhythm of business model
Revenue metrics and planning model
every operational metric to plan headcount, activity and productivity
Advisory & Build6 weeks
Top-to-bottom metrics for regional planning: marketing spend, conversion, deal size, ramping, coverage and retention. A true end-to-end field-organisation planning model built on extracted historic CRM, HR and marketing data, giving regional management the facts to support quota, investment and growth planning against the global process.