Revenue operations isn’t just about tools and dashboards—it’s about creating a seamless, efficient system that connects sales, marketing, and customer success. At Balsam&Cedar, we take a practical approach to RevOps strategy, process optimization, and tech alignment, ensuring your teams work together, not in silos. Whether you need to clean up messy workflows, improve forecasting, or get more from your tech stack, we help you build a scalable, data-driven operation that supports growth and drives real results.

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RevOps Services

• RevOps Strategy & Process Optimization

• CRM & Marketing Automation Strategy & Implementation (HubSpot, Salesforce, etc.)

• Sales & Marketing Alignment Coaching

  • Defining shared goals & KPIs

  • Crafting alignment playbooks

  • Implementing cross-functional communication frameworks

• Sales Enablement & Revenue Acceleration

  • Playbook development

  • Sales process refinement

  • Lead-to-revenue funnel optimization

• Pipeline & Forecasting Optimization

• SaaS Tool Integration & Optimization

• Revenue Reporting & Data-Driven Insights

The best processes don’t just look good on paper—they actually work for the people using them. We focus on streamlining operations, eliminating inefficiencies, and building scalable processes that empower teams to do their best work. Whether it’s improving cross-functional collaboration, clarifying roles, or ensuring your workflows support—not hinder—productivity, we help businesses create practical, team-friendly processes that drive efficiency and growth. Because when your people and processes are in sync, everything runs smoother.

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Process Optimization Services

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• Process Audits & Diagnostics

• Workflow Design & Automation

• Lean Process Implementation & Optimization

• Performance Metrics & KPI Development

• Cross-Functional Collaboration & Communication Strategy

• Customer Journey Mapping & Experience Optimization

• Employee Onboarding & Training Process Development

• Change Management & Team Coaching

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Some business challenges don’t fit neatly into a box—they need focused expertise, a clear strategy, and swift execution.

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Whether you need to refine a go-to-market plan, evaluate new technology, or uncover operational bottlenecks, we step in with the right expertise to keep things moving forward—on time and with purpose.

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Strategic & Specialized Services

• Fractional CMO Services

  • Interim marketing leadership

  • Demand generation strategy

  • Growth marketing & campaign execution

  • Team development & process optimization

• Go-to-Market & Product Launch Strategy

• Mergers & Acquisitions Integration Planning

• Tech Stack Evaluation & Implementation

• Marketing & Process Audits

• Subscription Revenue Optimization

• Process Playbook Development

• Leadership & Change Management Coaching

• Hybrid & Remote Team Optimization