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Revenue operations consultancy

Build a revenue system your team can actually run.

Sixteen years operating revenue and operations teams at Facebook, Dropbox, and high-growth startups. Now building the CRM environments those teams have to live in, and doing the hands-on work most consultants hand back to you.

Salesforce track record

25Projects completedSalesforce-verified
5.0Average client ratingAppExchange
13Salesforce certificationsFour across Agentforce
16+Years operatingFacebook, Dropbox, startups

Project counts, ratings, and client reviews come from the public Salesforce AppExchange consulting listing.

What I do

Two platforms. One accountable operator.

The platform matters. Accountability matters more. Most engagements start with one specific problem and grow into ongoing ownership of the system.

Complex environments

Salesforce

For orgs that are inherited, undocumented, multi-team, or too business-critical to get wrong.

  • Implementation and org design
  • Optimization and technical debt
  • Managed administration
  • Agentforce and automation
Growing teams

HubSpot

Built around how your revenue process actually works, not how the demo looked.

  • Implementation and setup
  • Lifecycle stages, pipelines, automation
  • Reporting and attribution
  • Ongoing operations
Scoped engagements

Go to market

Not high-level advice, but a structured roadmap and someone who then does the work.

  • Fractional revenue and operations leadership
  • Process mapping and handoff design
  • CRM selection and implementation strategy
  • Sales funnel and performance design

Recent engagements

Scope, duration, and outcome — verified by Salesforce.

High tech

Lead routing across HubSpot and Salesforce

Inbound leads reaching the wrong teams too slowly, complicated by a dual-platform setup. Routing built across both systems.

All inbound requests are routed accurately and addressed quickly
Nonprofit and education

Integration across a multi-program organization

Participants tracked across several program areas on a single org, with integration work spanning six months.

Exceeded expectations in every respect
Real estate

Two Salesforce orgs merged, 400+ users

Complicated data structures on both sides and stakeholders across many departments. One org was deprecated and migrated into the other with no data loss and no disruption to daily operations.

We would not have been able to complete the org merge successfully in the amount of time allotted

All engagements

What clients say

Rated five stars on every review.

We would not have been able to complete the org merge successfully in the amount of time allotted without working with Scalable Operations.

Real estate, 3.5 months
Salesforce Verified review, AppExchange

Eric's super power is his ability to help you leverage Salesforce for your team's productivity and effectiveness. He gets it not as a process person but as a true business partner.

Sandy Carter
Chief Operating Officer, Unstoppable Domains

Scalable Operations has exceeded expectations in every respect. They demonstrated a singular level of responsiveness, flexibility, efficiency, and thoughtfulness throughout. We could not be more pleased.

William Greszes
Director of Data Management, Prep for Prep

Eric has a refreshing matter-of-factness, directness, and practicality — there's no fluff. His communication, expertise, and process mapping skills gave us clarity on what our CRM implementation strategy should look like.

Hillary Navarro
Chief Communications and Engagement Officer, Verra

Credentials

Verified, current, and counted.

Salesforce Consulting Partner

Thirteen active certifications across Platform, Agentforce, Experience Cloud, Industries, and Slack. Verified by Salesforce, not self-reported.

NGLCC Certified LGBTBE

A certified LGBT Business Enterprise. Engagements count toward your supplier diversity commitments.

NMSDC Certified MBE

Independently certified minority-owned and operated. Ownership, control and operations verified by audit, not self-declared.

Tell me what's broken.

Most engagements start with a thirty-minute call about a specific problem. No discovery deck required.

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