Strategic Revenue Operations for B2B companies.

We partner with high-growth B2B teams to fix broken lead routing, unify customer data, and optimize revenue systems—so every handoff, forecast, and campaign performs better.

Operational Efficiency for Modern RevOps Teams

Remove the friction that slows down your go-to-market engine.

We identify operational inefficiencies, system gaps, and misaligned workflows that cost your team time, leads, and revenue. Then we design smarter processes—grounded in clean data, aligned teams, and integrated systems—to support repeatable growth.

With Helix, you get:

  • Automated lead routing, scoring, and follow-up

  • Fewer manual handoffs and errors

  • GTM systems designed for speed and scale

  • Dashboards that reflect real pipeline health, not just activity

We don’t just streamline—we operationalize growth.

Enhance Customer Experience

Align Ops to the Customer Journey

When your GTM systems are fragmented, customers feel the disconnect: misrouted leads, inconsistent follow-ups, and broken handoffs. We fix the data and operational misalignment so your customer experience feels seamless from first touch to renewal.

With Helix, you’ll:

  • Unify customer data across marketing, sales, and success

  • Deliver personalized, timely engagement at every stage

  • Ensure no lead, deal, or account slips through the cracks

  • Build trust through consistent messaging and handoffs

  • Measure impact with journey-stage reporting and lifecycle dashboards

A great customer experience starts with great RevOps.

Operationalize Privacy, Consent, and Communication Controls

Compliance shouldn’t be an afterthought—it should be built into your RevOps foundation.

As your go-to-market systems expand, so do the risks of violating data privacy laws, communication regulations, and internal governance standards. We help you identify compliance gaps across marketing, sales, and CS systems, and implement controls to reduce exposure—without slowing growth.

With Helix, you’ll:

  • Map all systems generating customer communications

  • Implement centralized consent and preference management

  • Ensure alignment with GDPR, CAN-SPAM, CCPA, and custom legal requirements

  • Reduce shadow IT risk by unifying systems and access controls

  • Create defensible audit trails for every customer interaction

We make compliance operational—so your team can move fast, confidently.

Stay Ahead of Breakdowns in Your Revenue Engine

The costliest problems are the ones you don’t see coming.

Helix helps RevOps teams stay ahead of breakdowns by monitoring data quality, system performance, and process health across your go-to-market stack. From missed lead assignments to broken campaign syncs, we identify and fix issues before they impact pipeline or customer experience.

We provide:

  • Real-time alerts on data sync failures, routing gaps, and system conflicts

  • Regular audits of lead flows, lifecycle stages, and attribution models

  • Ongoing release support to ensure stable system updates

  • Root-cause analysis and remediation of recurring RevOps issues

  • A trusted partner who knows your GTM ecosystem inside and out

Proactive RevOps isn’t reactive support—it’s a safety net for revenue.

RevOps Expertise You Can Build On

At Helix, we bring together decades of hands-on experience across marketing ops, sales ops, and revenue operations—supporting B2B companies as they scale from early growth to enterprise readiness.

We’ve architected RevOps systems for high-growth startups, global tech firms, and everything in between. From data strategy to systems integration, our team knows what it takes to operationalize growth and deliver measurable results.

We’ve helped teams:

  • Reduce lead response times by 70%

  • Unify customer data across 7+ platforms

  • Eliminate revenue leakage from poor routing and attribution

  • Build RevOps infrastructure that scales with the business

Whatever your stage or stack, we’ve likely seen—and solved—it.

Ryan Vong
Founder & Principal Consultant, Helix CXM

Ryan Vong is a seasoned RevOps strategist and B2B growth advisor with over two decades of experience helping companies turn operational complexity into revenue clarity. As the founder of Digital Pi—acquired by Merkle/Dentsu in 2020—Ryan has led hundreds of high-impact marketing automation, data operations, and go-to-market initiatives for some of the world’s most innovative brands.

At Helix CXM, Ryan partners with GTM teams to architect scalable revenue systems, unify fragmented data, and fix what breaks between sales, marketing, and customer success. He’s particularly passionate about aligning people, process, and platforms to accelerate lead-to-revenue performance.

Peter Liske
Revenue Systems Architect, Helix CXM

Peter Liske is a data-driven RevOps technologist with deep expertise in CRM architecture, lead management automation, and cross-platform integrations. With over a decade of experience supporting B2B marketing and sales operations, Peter specializes in building scalable systems that turn fragmented tools into unified revenue infrastructure.

At Helix CXM, Peter leads complex implementations and custom data solutions across Salesforce, Marketo, HubSpot, and Syncari—ensuring clean, actionable data flows that support fast, efficient go-to-market execution. He thrives at the intersection of strategy and system design, bridging gaps between GTM teams and the tools they rely on.

Bob Ray, Founding Board Member and Strategic Advisor

Bob is a strategic advisor and board member to professional services and software companies in the marketing industry. Bob advises HELIX on growth and go-to-market strategies.

For the last three decades, Bob has worked in the marketing agency and technology marketing sectors managing global teams through strat-up to enterprise scaled businesses. He was most recently CEO of Merkle B2B and sat on the board of Stein IAS. In his career, he has worked with some of the most famous brands in the world including AWS, Oracle, Cisco, JP Morgan, and GE.

Ready to Fix the Gaps in Your Revenue Engine?

Whether you're scaling fast or cleaning up years of operational debt, we help B2B teams untangle complexity and build revenue systems that actually work.

From lead management to data unification to full-stack RevOps design—Helix brings the strategy, execution, and ongoing support to accelerate growth with clarity and control.

Let’s talk about what’s holding your revenue back—and how we can help fix it.