Revenue SystemsYour challenges / Challenge 05

Tools your teams
actually use.

“We pay for a CRM nobody fills in.”

Your stack has piled up need after need, and nobody has the full picture. We design the architecture first, then we implement, connect and drive adoption of tools that serve your Revenue organisation.

Talk to an architectWhat we build

Where we work on your cycle

  • Demand generation, Cost per MQL
  • Discovery, MQL to SQL
  • Negotiation, Win rate
  • Closing, Signed ACV
  • Onboarding, Time to value
  • Adoption, Adoption
  • Expansion, NRR
The foundation of the whole cycle: the tools and data every stage relies on.
Sounds familiar

Plenty of tools. No system.

  • The CRM is filled in out of obligation, and the real tracking lives in spreadsheets.
  • The same customer exists in three versions across the CRM, billing and the ERP.
  • Every team has added its own tools, with no overall plan.
  • You have been putting off a CRM migration for months, for fear of breaking everything.
  • Nobody really administers the tools, and every change goes through a contractor.

Who it is for

The teams and roles who live with this problem every day, and what changes for them.

  • LeadershipCRO, COOA stack that serves the strategy, and a tools budget you can justify.
  • OpsRevOps, Sales OpsA clean data model, governance, fewer workarounds.
  • ITCIOIntegrations that are controlled, secure and documented.
  • Field teamsSales, CS, MarketingTools people want to use, and less data entry.

Architecture first, tools second

Our rule: no tool before the system is designed.

  • Architecture · step 1

    A stack designed for your organisation

    Audit of the existing setup, target architecture, vendor-neutral tool selection, roadmap.

  • Implementation · step 2

    A CRM implemented or migrated without breakage

    HubSpot or Salesforce configuration, migration from the old tool or spreadsheets, data import and clean-up.

  • Integration and data · step 3

    One reference dataset, everywhere

    CRM connected to billing, the ERP, marketing and support. Sync rules, single data model.

  • Adoption · step 4

    Tools that are simple to use

    Views by role, useful fields at the right time, automated data entry, team training.

  • Governance · step 5

    A stack that evolves with you

    Admin roles, quality rules, change request process, ongoing support if needed.

What a useful stack looks like

The CRM stays the reference. Signals feed it, context makes it readable, AI turns it into your teams' interface, and business tools plug into it without ever duplicating it.

See our approach to technology

01 · Signals What comes in

Captured automatically, with no manual entry.

  • ModjoConversations
  • AircallCalls
  • ClayEnrichment
  • FullEnrichContacts
  • lemlistSequences
System of record

CRM

A clean data model, governance, a single source of truth.

  • HubSpot
  • Salesforce

02 · Context What gives it meaning

For your teams and for your agents alike.

  • Notion
  • Modjo
  • Claap
  • Zendesk
  • Intercom

03 · Interface Agents that read and write in the CRM

Prepare a meeting, follow up with a client, produce a forecast: from Slack, Claude or Notion.

  • DustAgents
  • ClaudeAssistant
  • SlackMessaging

04 · Execution Business tools, connected to the CRM

  • Planhat
  • Qobra
  • Hyperline
  • Metabase
What AI changes here

A clean stack is a stack ready for AI.

  • Records fill themselves in from emails, calls and documents.
  • Your AI assistants connect to the CRM within a controlled security framework.
  • Data quality rules are monitored continuously.
Deploy AI in your teams
Data quality

Data Agent

Daily CRM check complete.

Duplicates 0.4%(on track)

Mandatory fields 98% filled(on track)

Records completed 24 from emails(on track)

Contacts with no account 12 to link(alert)

AI ↔ HubSpot connector · controlled read access

How we work

From a stack audit to a team that runs it on its own.

  1. Diagnostic

    The Design Sprint maps your tools, your data flows and how they are really used, and designs the target architecture.

  2. Build

    The squad implements, migrates and connects, with your business teams and your IT department.

  3. Autonomy

    Your internal admins run the stack. We stay on hand if you want us to.

The tools we deploy most

  • HubSpot
  • Salesforce
  • Chargebee
  • Zendesk
  • Notion
  • Oneflow
  • Hyperline
Your contacts

The Ocobo experts on this challenge.

No salesperson followed by a junior: the people you meet at the first meeting are the ones who build with you. Hover over or tap a card to find out more.

Talk to one of them

  • Louis Strauss

    RevOps Engineer

    Revenue Systems expert

  • Victor Lajri

    RevOps Manager

    Revenue Systems expert

How much do you pay for tools your teams do not use?

In 30 minutes, a revenue architect reviews your stack with you. You leave knowing where to start.

Talk to an architect

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