Modus & LumenRevenue and Sales Operations Consulting

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SERVICES

The right support.
At the right stage.

Build your CRM, bring structure to sales operations, sharpen your reporting or help your team get more from Salesforce.

01IMPLEMENTATION

CRM Setup
& Launch

A Salesforce system shaped around the way your team sells.

For: Small teams adopting Salesforce or moving from spreadsheets.

  • Sales-process discovery and system configuration
  • Fields, permissions and agreed automations
  • Data migration, testing and reporting
  • Team training, handover and launch support
Project scope agreed after discovery
Package details

A focused Sales Cloud setup for one sales team and an agreed sales process. I work with you to define user numbers, data volumes, reports, automations and the launch-support period before work begins.

Software licences are separate. Complex integrations and custom development are scoped separately. Experience Cloud projects are available as a separate engagement.

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02ONGOING SUPPORT

Sales Operations
Support

A consistent operating rhythm for your pipeline, reporting and sales process.

For: Growing teams needing experienced operational support.

  • Regular pipeline and forecast reviews
  • Leadership reporting and performance analysis
  • CRM data quality and process improvements
  • Prioritised actions and practical team support
Monthly retainer · agreed capacity
Package details

Reserved consulting capacity with agreed priorities, reporting outputs and a regular review. An initial three-month engagement helps establish a useful working rhythm.

Major system changes, integrations and substantial new projects are scoped separately.

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03FOCUSED PROJECT

Forecasting
& Reporting

A clearer view of your pipeline and the assumptions behind your forecast.

For: Sales leaders working with inconsistent reports or unclear forecasts.

  • Review of your reporting and forecast process
  • Forecast model or account-coverage analysis
  • Dashboard or management reporting pack
  • Clear metric definitions and a practical handover
Indicative 4–6 weeks · agreed scope
Package details

One team, one Salesforce environment and one agreed reporting challenge. Includes a review of available data, a focused model or analysis, and two feedback rounds.

The timeline depends on access, data readiness and client feedback. Additional regions, integrations and data engineering are scoped separately.

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04TEAM ENABLEMENT

Salesforce
Team Training

Help your team use Salesforce confidently in their day-to-day work.

For: New users, growing teams and businesses improving CRM adoption.

  • Workshops tailored to your team's workflows
  • Opportunities, pipeline hygiene and reporting
  • Practical exercises and a quick-start guide
  • Follow-up session to answer questions
Tailored workshops · remote delivery
Package details

A scoping session, two 90-minute workshops for up to 12 participants, supporting materials and a 45-minute follow-up. Delivered in English using agreed client examples and a suitable training environment.

Additional cohorts, recordings and system configuration are scoped separately. This is practical workplace training.

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