Revenue Operations Services Built for Growth

Whether you're struggling with lead handoffs, bloated GTM tech stacks, or siloed data, Helix provides the services to architect, fix, and scale your revenue engine. Our team brings deep expertise across RevOps, MOPs, and SalesOps to design systems that accelerate pipeline and deliver measurable business outcomes.

We offer flexible delivery models—from strategic projects to fractional operational support.

Fractional RevOps Leadership

RevOps strategy and execution—without the full-time headcount.
Embed Helix into your team to lead revenue systems, align cross-functional GTM efforts, and guide long-term operational maturity. Ideal for post-Series A/B companies building ops from the ground up.
→ Includes: team alignment, system roadmap, KPI modeling, process design

GTM System Architecture & Integration

Design and connect the tools behind marketing, sales, and CS.
We streamline your stack, map system dependencies, and integrate data flows across Salesforce, MAPs, and BI tools to ensure a single source of truth.
→ Includes: martech audits, data flow mapping, Syncari/iPaaS implementation

Lead Management & Routing Optimization

Make sure the right leads get to the right reps—every time.
We design custom logic for routing, scoring, and fallback handling that reduces lead leakage and improves speed-to-contact.
→ Includes: Salesforce/LeanData configuration, territory modeling, handoff audits

Revenue Reporting & Lifecycle Dashboards

See what’s working—and what’s not—in your funnel.
We build reporting that ties back to each stage of the customer lifecycle, enabling attribution, SLA tracking, and board-ready visibility.
→ Includes: funnel definitions, BI/dashboard design, campaign ROI tracking

Data Compliance & Governance

Operationalize privacy, consent, and communication policies.
We help you stay audit-ready by mapping all outbound systems, aligning preference centers, and standardizing customer data rules across platforms.
→ Includes: GDPR/CCPA/CAN-SPAM compliance, architecture review, risk mitigation

Marketing & Sales Operations Support

On-demand execution for marketing ops and sales tech.
Need help managing Marketo? Rebuilding a campaign attribution model? Cleaning a CRM? Our ops experts are here to support your team.
→ Includes: platform admin (Marketo/SFDC), data QA, campaign ops, documentation