Modernize your Salesforce and revenue stack in 8-16 weeks.

Legacy Salesforce modernization for Series B SaaS teams. Fix routing, forecasting, and integrations without rebuilding your entire org. Principal-only delivery with proven results: 66% sales acceleration, $200K+ savings, and teams that trust their data again.

I embed in your team for 8-16 weeks, diagnose what's actually broken, rebuild your revenue architecture, and stay until your team trusts the system again. Two clients max. Principal-only delivery.

66% sales acceleration · Lead routing: 2+ hours → 3 minutes · $200K+ operational savings

Former Senior Revenue Systems Engineer at $100M+ Series C

See How I Work

Case studies, process, and results

Book A Diagnostic

Schedule a 45-min strategy call

Check If We're A Fit

Take the 5-min assessment

Trusted expertise across 30+ enterprise platforms

20+ additional integrations

Why choose Drew

Four things that make this different

No offshore teams. No junior devs. No surprises. Just principal-level expertise embedded with your team.

2-3

Client Maximum

By design, not by accident.

I deliberately cap my roster to maintain deep partnership, context retention, and quality that produces real results—not just billable hours.

Series B SaaS

Manufacturing

Fintech

100% US-Based, Principal-Led

No offshore teams, no junior hires, no hand-offs. You work directly with a principal consultant who maps your metadata, builds your automations, and ships production fixes. Fully on-shore, United States consulting.

Transparent, Accountable Billing

Incredibly detailed time logs available on demand for any project. You know exactly what you're paying for—down to the hour, the task, and the deliverable. No black boxes, no surprises.

Deep Expertise Across the Revenue Stack

From Salesforce and NetSuite to Apollo, Workato, and 30+ integration platforms—I've architected revenue operations across the modern enterprise stack. Your specific integration challenge? I've likely solved it twice already.

AI-Augmented Excellence

I use advanced AI to accelerate diagnostics, automate documentation, and deliver insights faster—without sacrificing the human judgment that makes complex systems work. AI-augmented workflow that combines efficiency with expertise.

Documented outcomes

Results that speak for themselves

Compared against industry benchmarks from recent research

Documented outcomes: Reduced lead routing from 2+ hours to 3 minutes at $100M+ Series C. Achieved 66% sales acceleration through CRM modernization. Generated $200K+ in annual operational savings. 100% project completion rate across 50+ implementations.

6-16 weeks

to production

typical timeline for meaningful improvements to revenue architecture.

Industry benchmark:

Only 20% of orgs forecast within 5% accuracy (Xactly 2024)

Weekly

production cadence

regular deployment of improvements while maintaining system stability.

Industry benchmark:

20% of IT budget consumed by tech debt maintenance (Forrester 2024)

Incremental

approach

targeted fixes instead of expensive 9-month agency rebuilds.

Industry benchmark:

Complex implementations cost $150K-$200K+ over 9 months (Peergenics 2024-2025)

Two paths forward

Hire a conglomerate that bills you. Or an embedded principal who joins your team.

Every RevOps leader faces this choice. One burns $200K on a nine-month rebuild with offshore developers. The other stabilizes what's broken in 6-16 weeks—with incremental production improvements throughout.

Typical Agency

8-12 team members

Multiple handoffs, time zones, skill levels

Revelate

1 principal

Who knows your entire system

Traditional Agency

The Conglomerate Model

What most consultancies offer

Offshore teams, junior developers
Your system gets passed between time zones and skill levels
Opaque billing, hidden costs
Vague invoices. Surprise overages. No detailed time tracking.
Nine-month rebuilds, revenue at risk
Rip-and-replace strategy freezes your GTM while they rebuild
Generic playbooks, no context
They've never seen your tech stack combination before

Industry Reality Check

•91% of CRM data is incomplete or missing critical fields(Salesforce/Validity 2024)
•$18M average wasted annually on unused SaaS licenses(Zylo 2024)
•70% of sales rep time spent on non-selling activities(Salesforce 2024)
•$12.9M average annual cost of poor data quality(Gartner 2021)

Principal-Led Partner

The Embedded Partner Model

What you get working with me

100% US-based principal who embeds with your team
I join standups, pair on tickets, and ship fixes alongside your admins
Transparent billing, detailed time tracking
Incredibly detailed logs on demand. You know exactly what you're paying for.
6-16 week engagements, incremental production improvements
Stabilize what's broken without freezing revenue for months
Deep expertise across your specific tech stack
Salesforce, NetSuite, Workato, Apollo—I've solved your integration challenge twice already

The cost difference

•Average agency rebuild: $50K-$200K over 9 months
•My modernization approach: 6-16 weeks depending on scope, incremental production improvements with regular deployments

How the sprint runs

Sprints that protect revenue while we modernize.

We run an immersion audit, then ship incremental improvements on a regular cadence with the same rigor your engineers expect.

Discovery & Audit

Working session & audit

We pull the automation map apart live, align on business goals, and scope a modernization sprint the board will understand.

Delivered

15-minute intro call with executive recap
Prioritized modernization backlog ranked by revenue risk
Aligned budget, owners, and success metrics

Stabilize Production

Stabilize production

Ship regular improvements to routing, forecasting, attribution, and integrations with regression tests and rollback plans.

Delivered

Version-controlled automations with reviewers
Live health dashboards for SLA, pipeline, and ARR
Change log committed to your repo with Loom walkthroughs

Instrument & Hand Off

Instrument & hand off

Wire observability, documentation, and enablement so the internal team owns the system without vendor hand-holding.

Delivered

Leadership scorecards wired to trusted data
Runbooks and enablement sessions for admins and GTM
30-day follow-up window for edge cases

Still deciding?

Fast answers before we hop on a call.

Need something else? Email drew@revelateops.com and I'll reply within a day.

See all FAQs

Next step

Bring the messy org to a working session. We'll map the fixes together.

15-minute diagnostic call. We'll expose what's breaking, quantify revenue impact, and outline the modernization sprint. Worst case—you leave with a prioritized backlog to tackle internally.

Start revenue recovery Review scope & pricing

Prefer async? Email drew@revelateops.com with context and we'll start there.