You Promised Growth.
We Build the System
That Delivers It.

Your investors expect results. Your reps need direction. We turn messy pipelines into a scalable, revenue-driving machine—built directly in Salesforce.

✔ Faster Rep Ramp & Higher Productivity

✔ More Revenue, Less Guesswork

✔ A Continual-Optimizing System

Want to close more deals faster? Get the Revenue Execution Kit- a proven playbook and CRM blueprint used by top SaaS teams to shorten sales cycles, boost rep performance, and drive predictable revenue.

The Real Reason You’re Not Scaling Revenue (Yet)

You’ve hired reps. Bought tools. Pressed harder.

But revenue is still inconsistent. Forecasts are unreliable.

And your board wants answers.

The problem?

You don’t have a repeatable, enforceable sales system.

Not playbooks in Google Drive. Not activity metrics in spreadsheets.

A system built directly in Salesforce—driving behavior and pipeline progression in real time.

Let’s fix that.

Stop Lighting Money on Fire.
There is an easier way to fix all of this. You already know that McDonald's is successful not because of the employees it hires but because of the system it built.

You need a sales system for your business.
Until you have one, your results will remain inconsistent, and you will be dependent on sales contributions from yourself or superstars that you can't replicate. That is exactly not what you need to increase your valuation and attract additional investment. Let's fix it.

What You Get With the Opfluent Revenue Execution System

✔ Structured Deal Progression Engine
Sales stages with clearly defined entry and exit criteria. Key actions by stage so everyone is clear on what to do next to advance deals to close.

✔ Embedded Qualification Layer
Your salespeople capture essential qualification details (e.g. MEDDIC) so you can understand deal quality at a glance.

✔ Forecasting & Real-Time Dashboards
End-to-end visibility from lead to close. Early detection warnings so you feel confident in your forecasts and business planning.

✔ Faster Ramp & Higher Productivity
New hires ramp significantly faster, execute more consistently, and close more deals when you make selling paint-by-numbers.

✔ A Continuously Optimizing System
All elements of your revenue engine working together to produce accelerating results over time.

This Isn’t Just Consulting. We Build & Implement the System For You.

Trusted by GTM Leaders

Features

✔️ Stage-by-Stage Deal Velocity & Conversion Tracking

  • Tracks how long deals spend in each stage and where they stall.

  • Allows sales leaders to analyze conversion rates and optimize deal movement.

✔️ Pipeline Aging & Stalled Deal Alerts

  • Flags opportunities that exceed expected time in stage and notifies reps/managers.

  • Ensures leadership sees potential revenue risks early.

✔️ Forecasting & Pipeline Health Dashboards

  • Real-time forecasting dashboard showing expected revenue based on historical close rates.

  • Pipeline health reports tracking deal movement, conversion rates, and risk areas.

✔️ Ongoing CRM Optimization & RevOps Strategy (Retainer Option)

  • Quarterly pipeline reviews, CRM hygiene checks, and reporting optimizations.

  • Adjustments to qualification criteria, opportunity stages, and workflow automations as the business evolves.

  • Tech stack guidance for seamless Salesforce integrations with Salesloft, Outreach, Gong, etc.

✔️ Structured Deal Stages with Entry/Exit Criteria

  • Clearly defined sales stages that mirror real-world deal progression.

  • Entry and exit criteria prevent stalled deals and pipeline bloat.

✔️ Embedded Qualification Methodology (e.g., MEDDIC, BANT, SPICED)

  • Standardized qualification frameworks built into Salesforce to enforce better opportunity assessment.

  • Ensures every deal has budget, decision-makers, and pain points confirmed before advancing.

✔️ Field-Level Guidance for Sales Reps

  • Help text and prompts on all critical fields to guide reps on what to enter and why it matters.

  • Reduces guesswork and incomplete data entry.

✔️ Defined Account, Contact, and Opportunity Structure

  • Intelligent page layouts that progressively guide your team on the information you need them to collect.

  • Ensures reps always know where to log key deal details (Account vs. Contact vs. Opportunity).

  • Proper parent-child Account hierarchy setup for companies with subsidiaries.

FAQs

  • Opfluent helps SaaS founders, sales leaders, and RevOps teams turn Salesforce into a scalable, predictable sales system in just 90 days. We restructure Accounts, Contacts, and Opportunities to ensure:

    • Reps always know the next step in a deal.

    • Sales leaders see exactly where deals stall and why.

    • Forecasts are based on real data, not guesswork.

    The result? A shorter sales cycle, higher win rates, and a CRM that actually helps your team sell.

  • We work with your existing Salesforce setup and optimize it for growth.

    • No need to rebuild from scratch.

    • We structure your CRM to match how your team actually sells.

    • We clean up data, fix reporting, and ensure your pipeline is set up for scale.

    If you’re unsure about your current setup, book a free consultation, and we’ll walk through your system together.

  • Companies that optimize their sales pipeline process grow revenue 28% faster than those that don’t.

    When Salesforce is structured properly, you’ll see:

    📈 Shorter sales cycles – Deals move faster with guided deal stages.

    📈 Higher win rates – Reps don’t miss key steps, and every deal is properly qualified.

    📈 More accurate forecasting – Leadership sees real pipeline health, not inflated numbers.

    Salesforce should be a growth accelerator, not a roadblock.

  • Most in-house Salesforce admins focus on technical CRM setup, not sales process design. They manage:

    ✅ User permissions & security

    ✅ Data imports & technical configuration

    ✅ Basic automation & reporting

    But what they don’t do is:

    ❌ Align the CRM to your sales process

    ❌ Build a structured pipeline that increases win rates

    ❌ Ensure Salesforce guides reps, not just collects data

    Opfluent bridges the gap between CRM structure and sales execution, ensuring your CRM isn’t just functional—it’s driving revenue.

  • The process is broken into three structured phases:

    📍 Phase 1: Discovery & CRM Audit (Weeks 1-4)

    🔹 Review current Salesforce structure, sales process, and pain points

    🔹 Define proper Account, Contact, and Opportunity structure

    🔹 Standardize deal stages and exit criteria

    📍 Phase 2: System Optimization & Process Alignment (Weeks 5-8)

    🔹 Implement stage-by-stage deal velocity tracking

    🔹 Embed qualification methodology (MEDDIC, BANT, or custom framework)

    🔹 Configure Salesforce reports & dashboards for pipeline visibility

    📍 Phase 3: Training, Testing & Refinement (Weeks 9-12)

    🔹 Reps & managers onboarded to the new CRM structure

    🔹 Adjustments based on real-time feedback

    🔹 Final performance review & transition plan

    At the end of 90 days, your CRM will actively guide sales, increase close rates, and provide forecasting you can trust.

  • No. The implementation is designed to be seamless and will not require heavy rep involvement.

    • We make changes behind the scenes while ensuring no lost data.

    • Training is phased so reps are never forced to learn everything at once.

    • We provide step-by-step onboarding materials to make adoption easy.

    Most teams start seeing improvements in deal movement & pipeline accuracy within the first 30 days of go-live.


  • Opfluent does not replace Salesloft or Outreach—we make them work better by fixing the underlying CRM structure.

    • If reps aren’t logging the right data in Salesforce, automation in Salesloft/Outreach is incomplete.

    • If your pipeline doesn’t track stage conversion rates, you don’t know which sequences actually drive revenue.

    • If leadership can’t see real deal velocity, optimizing outbound efforts is guesswork.

    We optimize your Salesforce foundation so your sales tech stack operates as a connected system—not a set of disconnected tools.


  • After implementation, many clients transition into ongoing retained services to:

    • Continuously optimize pipeline tracking, forecasting, and reporting.

    • Adjust CRM processes as the company scales.

    • Ensure reps keep following a structured process inside Salesforce.

    If you want a long-term RevOps strategy beyond implementation, we provide retained services to support your growth.

  • We offer flat-fee engagements based on company size, CRM complexity, and scope of optimization.

    Typical pricing factors include:

    • Number of sales reps using Salesforce

    • Current CRM complexity and need for restructuring

    • Extent of sales process refinement required

    Most of our clients see a full return on investment within 3-6 months due to shorter sales cycles, improved win rates, and more accurate forecasting.

    To get an exact quote, book a free consultation, and we’ll assess your Salesforce setup together.

  • 📞 Book a free Salesforce strategy session.

    • We’ll review your current setup.

    • Identify where deals are stalling.

    • Show you exactly how to fix it—whether you work with us or not.

    No fluff, no sales pitch—just a clear plan to fix your pipeline.

You Promised Growth. We Build the System That Delivers It.

Your investors expect results. Your reps need direction.
We turn messy pipelines into a scalable, revenue-driving machine—built directly in Salesforce.

✔ Faster Rep Ramp & Higher Productivity

✔ More Revenue, Less Guesswork

✔ A Continuously Optimizing System

Want to close more deals faster? Get the Revenue Execution Kit- a proven playbook and CRM blueprint used by top SaaS teams to shorten sales cycles, boost rep performance, and drive predictable revenue.

The Real Reason You’re Not Scaling Revenue (Yet)

You’ve hired reps. Bought tools. Pressed harder.

But revenue is still inconsistent. Forecasts are unreliable.

And your board wants answers.

The problem?

You don’t have a repeatable, enforceable sales system.

Not playbooks in Google Drive.

Not activity metrics in spreadsheets.

A system built directly in Salesforce—driving behavior and pipeline progression in real time.

Let’s fix that.

Stop Lighting Money on Fire.
There is an easier way to fix all of this. You already know that McDonald's is successful not because of the employees it hires but because of the system it built.

You need a sales system for your business.
Until you have one, your results will remain inconsistent, and you will be dependent on sales contributions from yourself or superstars that you can't replicate. That is exactly not what you need to increase your valuation and attract additional investment. Let's fix it.

What You Get in 90 Days With the Opfluent Revenue
Execution System

✔ Structured Deal Progression Engine
Sales stages with clearly defined entry and exit criteria. Key actions by stage so everyone is clear on what to do next to advance deals to close.

✔ Embedded Qualification Layer
Your salespeople capture essential qualification details (e.g. MEDDIC) so you can understand deal quality at a glance.

✔ Forecasting & Real-Time Dashboards
End-to-end visibility from lead to close. Early detection warnings so you feel confident in your forecasts and business planning.

✔ Faster Ramp & Higher Productivity
New hires ramp significantly faster, execute more consistently, and close more deals when you make selling paint-by-numbers.

✔ A Continuously Optimizing System
All elements of your revenue engine working together to produce accelerating results over time.

This Isn’t Just Consulting. We Build & Implement the System For You.

Testimonials

Features

✔️ Stage-by-Stage Deal Velocity & Conversion Tracking

  • Tracks how long deals spend in each stage and where they stall.

  • Allows sales leaders to analyze conversion rates and optimize deal movement.

✔️ Pipeline Aging & Stalled Deal Alerts

  • Flags opportunities that exceed expected time in stage and notifies reps/managers.

  • Ensures leadership sees potential revenue risks early.

✔️ Forecasting & Pipeline Health Dashboards

  • Real-time forecasting dashboard showing expected revenue based on close rates.

  • Pipeline health reports tracking deal movement, conversion rates, and risk areas.

✔️ Ongoing CRM Optimization & RevOps Strategy (Retainer Option)

  • Quarterly pipeline reviews, CRM hygiene checks, and reporting optimizations.

  • Adjustments to qualification criteria, opportunity stages, and workflow automations as the business evolves.

  • Tech stack guidance for seamless Salesforce integrations with Salesloft, Outreach, Gong, etc.

✔️ Structured Deal Stages with Entry/Exit Criteria

  • Clearly defined sales stages that mirror real-world deal progression.

  • Entry and exit criteria prevent stalled deals and pipeline bloat.

✔️ Embedded Qualification Methodology (e.g., MEDDIC, BANT, SPICED)

  • Standardized qualification frameworks built into Salesforce to enforce better opportunity assessment.

  • Ensures every deal has budget, decision-makers, and pain points confirmed before advancing.

✔️ Field-Level Guidance for Sales Reps

  • Help text and prompts on all critical fields to guide reps on what to enter and why it matters.

  • Reduces guesswork and incomplete data entry.

✔️ Defined Account, Contact, and Opportunity Structure

  • Intelligent page layouts that progressively guide your team on the information you need them to collect.

  • Ensures reps always know where to log key deal details (Account vs. Contact vs. Opportunity).

  • Proper parent-child Account hierarchy setup for companies with subsidiaries.

FAQs

  • Opfluent helps SaaS founders, sales leaders, and RevOps teams turn Salesforce into a scalable, predictable sales system in just 90 days. We restructure Accounts, Contacts, and Opportunities to ensure:

    • Reps always know the next step in a deal.

    • Sales leaders see exactly where deals stall and why.

    • Forecasts are based on real data, not guesswork.

    The result? A shorter sales cycle, higher win rates, and a CRM that actually helps your team sell.

  • We work with your existing Salesforce setup and optimize it for growth.

    • No need to rebuild from scratch.

    • We structure your CRM to match how your team actually sells.

    • We clean up data, fix reporting, and ensure your pipeline is set up for scale.

    If you’re unsure about your current setup, book a free consultation, and we’ll walk through your system together.

  • Companies that optimize their sales pipeline process grow revenue 28% faster than those that don’t.

    When Salesforce is structured properly, you’ll see:

    📈 Shorter sales cycles – Deals move faster with guided deal stages.

    📈 Higher win rates – Reps don’t miss key steps, and every deal is properly qualified.

    📈 More accurate forecasting – Leadership sees real pipeline health, not inflated numbers.

    Salesforce should be a growth accelerator, not a roadblock.

  • Most in-house Salesforce admins focus on technical CRM setup, not sales process design. They manage:

    ✅ User permissions & security

    ✅ Data imports & technical configuration

    ✅ Basic automation & reporting

    But what they don’t do is:

    ❌ Align the CRM to your sales process

    ❌ Build a structured pipeline that increases win rates

    ❌ Ensure Salesforce guides reps, not just collects data

    Opfluent bridges the gap between CRM structure and sales execution, ensuring your CRM isn’t just functional—it’s driving revenue.

  • The process is broken into three structured phases:

    📍 Phase 1: Discovery & CRM Audit (Weeks 1-4)

    🔹 Review current Salesforce structure, sales process, and pain points

    🔹 Define proper Account, Contact, and Opportunity structure

    🔹 Standardize deal stages and exit criteria

    📍 Phase 2: System Optimization & Process Alignment (Weeks 5-8)

    🔹 Implement stage-by-stage deal velocity tracking

    🔹 Embed qualification methodology (MEDDIC, BANT, or custom framework)

    🔹 Configure Salesforce reports & dashboards for pipeline visibility

    📍 Phase 3: Training, Testing & Refinement (Weeks 9-12)

    🔹 Reps & managers onboarded to the new CRM structure

    🔹 Adjustments based on real-time feedback

    🔹 Final performance review & transition plan

    At the end of 90 days, your CRM will actively guide sales, increase close rates, and provide forecasting you can trust.

  • No. The implementation is designed to be seamless and will not require heavy rep involvement.

    • We make changes behind the scenes while ensuring no lost data.

    • Training is phased so reps are never forced to learn everything at once.

    • We provide step-by-step onboarding materials to make adoption easy.

    Most teams start seeing improvements in deal movement & pipeline accuracy within the first 30 days of go-live.


  • Opfluent does not replace Salesloft or Outreach—we make them work better by fixing the underlying CRM structure.

    • If reps aren’t logging the right data in Salesforce, automation in Salesloft/Outreach is incomplete.

    • If your pipeline doesn’t track stage conversion rates, you don’t know which sequences actually drive revenue.

    • If leadership can’t see real deal velocity, optimizing outbound efforts is guesswork.

    We optimize your Salesforce foundation so your sales tech stack operates as a connected system—not a set of disconnected tools.


  • After implementation, many clients transition into ongoing retained services to:

    • Continuously optimize pipeline tracking, forecasting, and reporting.

    • Adjust CRM processes as the company scales.

    • Ensure reps keep following a structured process inside Salesforce.

    If you want a long-term RevOps strategy beyond implementation, we provide retained services to support your growth.

  • We offer flat-fee engagements based on company size, CRM complexity, and scope of optimization.

    Typical pricing factors include:

    • Number of sales reps using Salesforce

    • Current CRM complexity and need for restructuring

    • Extent of sales process refinement required

    Most of our clients see a full return on investment within 3-6 months due to shorter sales cycles, improved win rates, and more accurate forecasting.

    To get an exact quote, book a free consultation, and we’ll assess your Salesforce setup together.

  • 📞 Book a free Salesforce strategy session.

    • We’ll review your current setup.

    • Identify where deals are stalling.

    • Show you exactly how to fix it—whether you work with us or not.

    No fluff, no sales pitch—just a clear plan to fix your pipeline.