You’ve invested in a Customer Relationship Management (CRM) system to boost revenue and streamline your business, but the results aren’t what you expected. Instead of skyrocketing profits, you're dealing with underwhelming metrics, disjointed processes, and frustrated teams. Sound familiar?
While CRMs are powerful tools, they aren't a silver bullet for revenue issues. Without the right strategy, processes, and team alignment, a CRM is just another piece of software—no matter how much you spend on it.
This guide will break down why your CRM might be falling short and introduce you to a proven solution that SMBs are using to fix revenue problems and fuel growth.
CRMs have their value. They organize your data, give you better visibility into your pipeline, and help your team stay on top of tasks. But here’s the truth most businesses overlook—technology isn’t enough on its own.
A CRM can’t fix broken workflows or get your sales and marketing teams on the same page. It can’t clean up inconsistent data or uncover strategic bottlenecks. What many SMBs fail to recognize is that sustainable revenue growth doesn’t come from tools alone—it comes from alignment, strategy, and operational efficiency.
You’ve got valuable customer insights sitting in sales, marketing, and customer success systems. But are these departments really sharing information? CRMs are supposed to help centralize data, but if teams aren’t using the system consistently or correctly, you’ll still have silos.
When sales and marketing don’t align, potential revenue suffers. Your marketing team generates leads, while your sales team qualifies and converts them. But without tight collaboration, unqualified leads slip through the cracks, and finger-pointing becomes the norm.
Repetitive tasks, duplicate data entry, and unclear workflows eat up precious time your team could spend on high-value activities. CRMs often underscore these inefficiencies rather than solve them.
If your CRM isn’t driving the results you hoped for, a strategic approach to RevOps is the missing piece of the puzzle. Fractional RevOps brings in experienced revenue operations professionals to design and implement systems, processes, and strategies tailored to your specific needs—without the cost of hiring a full-time RevOps team.
At On The Fly Ops, we specialize in helping SMBs like yours align teams, clean up processes, and fully leverage tools like CRM systems. The result? Streamlined operations and a significant boost to revenue growth.
Our framework is designed around three key pillars to maximize revenue results for SMBs.
We work to get all departments—sales, marketing, and customer success—working toward the same revenue goals. Clear roles and defined responsibilities ensure everyone is pulling in the same direction.
We provide expert recommendations on how to maximize your CRM and other tools in your tech stack. Often, this includes automating repetitive tasks, configuring your CRM to better match your processes, and eliminating duplicate systems.
Turning revenue potential into reality requires strategic targeting. We analyze your existing pipeline and highlight opportunities for improvement—whether that’s better lead nurturing, identifying high-value accounts, or crafting tailored marketing campaigns that convert.
Even if you’re not ready to hire fractional RevOps consultants, here are some actionable steps you can take to improve your revenue operations now.
Map out how leads move through your pipeline, from marketing to sales to customer success. Are there bottlenecks? Are tasks being duplicated or delayed? Identify inefficiencies and start streamlining.
Define shared revenue goals and KPIs (Key Performance Indicators) to keep teams accountable. Sit sales and marketing down together to ensure they’re aligned on what success looks like.
Make sure all team members are trained on how to best use your CRM. Do you have incomplete records, duplicate accounts, or fields that no one fills out? Cleaning up your CRM data will enable better decision-making.
Use automation to free your team from mundane tasks, like sending follow-up emails or logging activity. Most CRMs, like HubSpot and Salesforce, come with built-in automation features—it’s time to put them to work.
Meet regularly with representatives from sales, marketing, and customer success to address challenges, discuss leads, and ensure everyone is on the same page.
Here’s the beauty of fractional RevOps—it’s flexible, cost-effective, and tailor-made for SMBs.
For example, one of our SMB clients, a rapidly growing software company, found themselves drowning in siloed data and disjointed marketing efforts. By implementing our RevOps framework, we aligned their teams, optimized their HubSpot CRM for transparency, and introduced targeted campaign strategies. The result? A 32% increase in revenue within six months.
Fractional RevOps allows SMBs to access high-level expertise without the fixed expense of a full-time hire, making it the perfect solution for businesses looking to scale efficiently.
Once you have tight revenue operations in place, new streams of income start to open up. Services like memberships, digital products, and client training sessions can all add to your bottom line. An optimized RevOps engine ensures your business has the bandwidth to explore these opportunities while maintaining your core focus.
If your CRM feels more like an underutilized expense than a growth driver, it’s time to rethink your approach. Aligning your teams, streamlining workflows, and leveraging fractional RevOps expertise are key steps to building predictable revenue growth.
On The Fly Ops specializes in helping SMBs transform their revenue operations into well-oiled machines. Are you ready to take control of your revenue?
Get started with On The Fly Ops today and discover how fractional RevOps can drive your business forward.