Last Updated: May 7, 2024
This article compares the top Sales Operations Consulting Firms in 2024. Our analysts compiled this list from a total sample size of 60+ firms, which we procedurally eliminated on the basis of the following criteria, devised and compiled through a proprietary algorithm:
Name | Description | Weight | |
Firm Capabilities | Strategy: The firm provides roadmaps, blueprints, or other slideware that helps clients understand their strengths and weaknesses. | 10% | 50% |
Process: The firm provides documentation that takes the whole customer journey into account rather than discrete elements. | 10% | ||
Tech: The firm provides optimizations for the client’s tech stack, including software used for sales and customer success. | 10% | ||
Data: The firm provides data-driven solutions, either from proprietary data or 3rd party options. | 10% | ||
Enablement: The firm has the resources and availability to enact suggested optimizations, if requested. | 10% | ||
GTM Platform Proficiency | A listing of essential go-to-market tools that the firm has listed as a specialty. | (30%) | |
Leadership Experience Score | A qualitative ranking on a 1-5 scale of the firm’s leadership based on prior sales operations consulting experience. | (20%) |
The top 10 scoring sales operations firms are presented in the table below. In addition to their ranking data, the following sections detail each firm listed, providing additional information about the makeup, goals, and typical operations of each one.
The Top Sales Operations Consulting Firms in 2024
# | Name | Firm Capabilities | GTM Platform Proficiencies | Leadership Experience Score | ||||
Strategy | Process | Tech | Data | Enablement | ||||
1 | Domestique | ✅ | ✅ | ✅ | ✅ | ✅ | Hubspot, Salesforce,LeanData, ZoomInfo, DealHub, SalesLoft, Outreach, Marketo | 5.0 |
2 | Operatus | ✅ | ✅ | ✅ | ✅ | Salesforce, Salesloft, Hubspot, Apollo, LeanData, Marketo, Outreach | 3.5 | |
3 | Six and Flow | ✅ | ✅ | ✅ | ✅ | Dealhub, Hubspot, Ebsta | 4.0 | |
4 | Winning By Design | ✅ | ✅ | ✅ | ✅ | Salesorce, Salesloft, Hubspot, Outreach | 3.5 | |
5 | Alexander Group | ✅ | ✅ | ✅ | ✅ | ✅ | N/A | 4.3 |
6 | Go Nimbly | ✅ | ✅ | ✅ | Salesforce, Salesloft, Hubspot, Outreach | 4.5 | ||
7 | RevOps Automated | ✅ | ✅ | ✅ | Salesforce, Hubspot | 3.8 | ||
8 | SalesDock | ✅ | ✅ | ✅ | Salesforce, Outreach | 3.5 | ||
9 | Cultivate Advisors | ✅ | ✅ | ✅ | N/A | 4.7 | ||
10 | Amplify | ✅ | ✅ | ✅ | Hubspot | 3.8 |
Domestique
Domestique is a sales operations consulting firm which provides SalesOps services as a part of its larger RevOps package, which includes a full technological and data driven examination of the customer journey from start to conversion. Their teams are official partners with every GTM platform on the market, making their insights valuable and unique to every company they work with.
Domestique achieves significant results from its sales operations consulting campaigns due to the complimentary experience of its founders, which capitalize on backgrounds heavy in both tech and sales, to create a significantly more comprehensive SalesOps experience than what is more commonly found with these types of firms.
- Firm Capabilities: Strategy, Process, Tech, Data, and Enablement
- GTM Platform Proficiency: Hubspot, Salesforce, SalesLoft, Outreach, LeanData, ZoomInfo, DealHub, Marketo
- Leadership Experience Score: 5.0
- Contact: Domestique Website
Summary of Online Customer Reviews |
In addition to consulting services, Domestique’s “full-service” approach to revenue operations consulting “integrates marketing and salesOps quickly” through the use of their “incredibly knowledgeable teams” to create an “improved GTM funnel and more closed won dollars.” |
Operatus
Operatus approaches sales operations consulting from a tech-heavy background, specializing in Salesforce CPQ and Mulesoft consulting services as their primary offering. In addition, they provide clients with a more general project consulting service which can be used for less specific use-cases, however the firm clearly delineates its menu with Salesforce optimizations on the mind. This can make their use-case somewhat limited for some clients, however they are among the best at what they do.
While Operatus doesn’t provide much in the way of sales enablement, their lack of training is made up for in the depth of strategy and process options, which the firm provides to maximize the ROI generated out of short, light campaigns.
- Firm Capabilities: Strategy, Process, Tech, and Data
- GTM Platform Proficiency: Salesforce, Salesloft, Hubspot, Apollo, LeanData, Marketo, Outreach
- Leadership Experience Score: 3.5
- Contact: Operatus Website
Summary of Online Customer Reviews |
Operatus specializes in sales operations consulting services that “increase revenue” without “feeling like a 3rd party.” Their teams are praised for “quickly understanding and adapting” to client needs, but some clients have noted that projects can “take a bit longer than projected.” |
Six and Flow
Six and Flow provides CRM and sales process efficiency consulting to reduce friction between client company departments. While they are an elite Hubspot partner, the majority of their sales operations consulting services appear to be more geared towards aligning and optimizing people and processes rather than technology stacks, utilizing the latter more as a means to the former than as an end in itself. To this extent, they specialize in enablement services, providing tools and strategies for sales teams to sell more efficiently.
While they are among the most well-rounded firms on this list, their tech stack options are a bit limited for prospective clients working outside the Hubspot family of tools. That being said, clients seeking their solutions for optimizing their sales teams will make an ideal candidate for their services.
- Firm Capabilities: Strategy, Process, Data, and Enablement
- GTM Platform Proficiency: Dealhub, Hubspot, Ebsta
- Leadership Experience Score: 4.0
- Contact: Six and Flow Website
Summary of Online Customer Reviews |
Six and Flow “identifies the problems in [clients] systems” with an “integrative approach” to sales operations consulting. This “can be challenging” for some clients, however, their awesome teams” make the process easier. |
Winning By Design
Winning By Design is a sales operations consulting firm that works with a wide array of GTM platforms, casting a wide net to adjust their services towards varying client needs. Historically, the company appears to prefer working with smaller SaaS and tech companies and startups seeking to accelerate their growth. They partner with most of the major GTM platforms, however they also provide clients with robust enablement services to ensure that sales teams are able to sell more effectively.
Winning By Design’s services don’t tend to focus as much on the customer experience throughout the funnel, which may make them a challenging option for clients seeking a more holistic approach to their sales department, however clients who already have an awareness of what they need optimized will make a great match for their teams.
- Firm Capabilities: Strategy, Tech, Data, and Enablement
- GTM Platform Proficiency: Salesorce, Salesloft, Hubspot, Outreach
- Leadership Experience Score: 3.5
- Contact: Winning By Design Website
Summary of Online Customer Reviews |
Winning By Design’s services “require a great deal of prep work” for the client, however they provide a wealth of “high-quality materials” that “improve performance and communication across departments.” |
Alexander Group
The Alexander Group is a sales operations consulting firm that focuses on several areas of improvement across SalesOps, including customer experience improvement, digital transformation, and profitability enhancement. Despite the firm having no apparent credentials in the most common GTM platforms (e.g., Hubspot, Salesforce, Outreach) their emphasis on digital transformation provides a tech-driven element in their approach to sales operations that round out the firm’s services well.
This being said, some clients will inevitably be looking for ways to improve their existing tech stack, which may prove to be a barrier for some. That being said, The Alexander Group is a great choice for clients seeking a traditional sales operations consulting experience.
- Firm Capabilities: Strategy, Process, Tech, Data, and Enablement
- GTM Platform Proficiency: N/A
- Leadership Experience Score: 4.3
- Contact: Alexander Group Website
Summary of Online Customer Reviews |
The Alexander Group is a “strategic and relational group of experts” who provide “insights for each area of growth” that “create value” for clients. |
Go Nimbly
Go Nimbly provides sales operations consulting services as a part of its larger RevOps platform, which focuses on eliminating existing silos in client GTM services. As sales operations consulting services are concerned, the firm appears to be a true consulting service, providing audits, slideware, and suggestions for where clients should go next when optimizing their services, but the company appears to have little, if any, enablement services to do this themselves, should clients ask.
This makes Go Nimbly an ideal choice for companies who have a strong executive ability already, as companies requiring fractional or full team help will likely not have those needs met. For strictly consulting services, however, Go Nimbly provides clients with all the roadmaps, audits, and tools they need to improve their performance.
- Firm Capabilities: Strategy, Process, and Tech
- GTM Platform Proficiency: Salesforce, Salesloft, Hubspot, Outreach
- Leadership Experience Score: 4.5
- Contact: Go Nimbly Website
Summary of Online Customer Reviews |
Go Nimbly’s teams provide clients with a “surprisingly easy transition” by providing “all the workflows” and “thorough documentation” to “deliver each milestone to specification.” |
RevOps Automated
Whereas most of the other firms on this list appear to focus on the human aspect of sales operations consulting, firms like RevOps Automated make technological optimizations their primary offering. Working primarily with SalesForce and Hubspot, RevOps Automated capitalizes on teams certified in the two most popular SalesOps tools on the market. This makes them an ideal choice for companies looking to optimize or replace their existing tech stacks, as well as for companies already working with one or both of these options.
Because of their chosen specialization in Hubspot/Salesforce, however, the use-case of a sales operations consulting firm like RevOps Automated is somewhat limited. Within their field, however, they are one of the best options available.
- Firm Capabilities: Strategy, Tech, and Data
- GTM Platform Proficiency: Salesforce, Hubspot
- Leadership Experience Score: 3.8
- Contact: RevOps Automated Website
Summary of Online Customer Reviews |
RevOps Automated clients reported limited instances of “response times [that]took a little longer than expected,” but describe the firm as “eager to meet [client} needs” and with “adaptable” teams.” |
SalesDock
SalesDock is a sales operations consulting firm that specializes in B2B sales coaching for client companies. Their hands-on approach to improving the performance of their sales team suggests a specialization in sales enablement, however the firm balances out the human aspect with a healthy dose of tech tools to optimize the teams performance. They primarily work in the Salesforce family of tools, but also are able to provide specialists in Outreach if that is necessary.
SalesDock has an admittedly limited reach as far as GTM platforms are concerned and their c-suite appears to be primarily from a background within sales, but they provide a healthy range of consultation options that excel at zeroing in on a company’s areas of improvement.
- Firm Capabilities: Process, Tech, and Enablement
- GTM Platform Proficiency: Salesforce, Outreach
- Leadership Experience Score: 3.5
- Contact: SalesDock Website
Summary of Online Customer Reviews |
SalesDock provides “quick and friendly help” for clients seeking to improve the performance of their teams with “great experts in the domain of B2B sales.” Their consultation services quickly “convert quotes into sales.” |
Cultivate Advisors
Cultivate Advisors provides sales operations consulting services that focus primarily on strategy. This includes go-to-market strategy as well as sales process optimization services, indicating that they likely take a more traditional approach to sales operations consulting rather than looking at tech stacks or data-driven options. This makes them an ideal choice for companies who already have these infrastructures in place and are looking for a tech-agnostic option for sales operation optimizations.
Despite the excellent scores of the firm’s principals and years of extensive experience, Cultivate Advisors’ decision to focus more on the human element of sales operations may be a barrier for some prospective clients seeking optimizations with specific tech stacks.
- Firm Capabilities: Strategy, Process, and Enablement
- GTM Platform Proficiency: N/A
- Leadership Experience Score: 4.7
- Contact: Cultivate Advisors Website
Summary of Online Customer Reviews |
Cultivate Advisors is a “trustworthy company with prior business owners advising.” Their teams provide “a proactive approach” and “tailored solutions” that make a “profound impact” on client business models. |
Amplify Group
Amplify Group is a sales operations consulting firm that specializes in initial auditing and roadmapping services for clients, which includes a review of the company’s GTM strategy and tech stack, as well as tertiary elements such as branding and interdepartmental communications. In addition, they provide fractional leadership options for companies seeking filling the gaps exposed in the initial consultation with short-term, outsourced specialists. This makes them an ideal candidate for companies with limited or poor staffing.
Amplify Group specializes primarily in Hubspot optimizations, which somewhat limits their use-case for certain clients, however Amplify’s ability to help them implement improvements earns them the final spot on this list.
- Firm Capabilities: Process, Tech, and Enablement
- GTM Platform Proficiency: Hubspot
- Leadership Experience Score: 3.8
- Contact: Amplify Group Website
Summary of Online Customer Reviews |
Amplify Group clients express some concerns about “timeline costs” and “organizational fit” relating to their GTM platform options, but describe their teams as “easy to work with” and “true industry experts.” |