Align Your Revenue Teams. Optimize Your Sales Process. Scale Faster.

Eliminate revenue bottlenecks by aligning marketing and sales into revenue operations.

Contineo | Solutions | CRM & Tech Stack Optimization

CRM & Tech Stack Optimization

Streamline your CRM and tech stack for better data, automation, and efficiency

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Optimize Your Tech Stack for Scalable, Data-Driven Growth

A bloated or misaligned tech stack can stall growth instead of supporting it. Our CRM & Tech Stack Optimization service helps you simplify, streamline, and scale your revenue systems—so your teams can focus on driving results, not fighting tools. From tech audits to platform migrations to integrated workflows, we ensure your stack is a strategic asset, not a liability.

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Why CRM & Tech Stack Optimization Matters

Eliminate Guesswork To Drive Smart Action

Most revenue teams are buried under too many tools that don’t talk to each other. CRMs go underutilized, automations break, data lives in silos, and teams rely on manual workarounds to get things done. That means lost time, poor visibility, and lower ROI on your tech investments. We fix that.

Use Cases:

  • Sales or marketing teams not using CRM consistently

  • Disconnected or redundant tools across departments

  • Manual handoffs or broken automations

  • Poor CRM data hygiene or pipeline visibility

  • Low adoption of core systems

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Strategically Integrated Systems

Actionable Insights When You Need Them

Technology should enable strategy, not dictate it. We design your stack to mirror your GTM model—connecting Sales, Marketing, and Customer Success platforms into one integrated flow. That means smoother handoffs, better reporting, and more predictable growth.

Workflow Examples:

  • Lead lifecycle automations from MQL → SQL → Closed

  • Account scoring based on engagement and fit

  • CS alerts triggered by product usage or renewal dates

  • Marketing campaign triggers based on CRM stages

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What You Get with Contineo

Streamlined Stack For A Smarter Revenue Engine

We evaluate your systems through both a technical and operational lens—assessing what to keep, what to cut, and what to consolidate. Then we help configure and connect your tools to support every stage of the customer journey.

Deliverables:

  • Tech stack audit and gap analysis

  • CRM configuration and cleanup

  • Marketing automation platform alignment

  • Workflow and lifecycle automation setup

  • Tool consolidation roadmap

  • System training and user adoption playbooks

  • Vendor evaluation and migration support

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Why Our Approach Works

Strategy Meets Real-World Execution

What sets us apart is our combination of strategic clarity and operational execution. We’ve worked across SaaS, B2B services, and B2C ecommerce—bringing a systemized yet flexible approach that integrates with your team, not replaces it.

Our Process Encompasses:

  • RevOps built by marketers, operators, and sales pros

  • Lean well-integrated, tech-agnostic approach

  • Proven track record across sectors and industries

Black vector icon of ascending bar chart with arrow, representing Contineo’s RevOps impact on revenue growth for B2B and B2C companies

Real-World Results

From Misaligned to High-Performing

Mid-market B2B and B2C (DTC) companies that adopted our methodology increased top-line revenue by 80% and 230% respectively, by aligning key functions across sales and marketing by implementing our RevOps recommendations.

+80% B2B Revenue

+230% B2C Revenue

Unify Your Tools To Amplify Your Growth

Let’s talk about turning your tech stack from a cost center into a revenue driver.

Need More Clarity?

Review Our Full FAQ or Contact Us

  • If your teams are using spreadsheets, working outside the CRM, or struggling to get insights, it’s a strong signal that your CRM isn’t aligned to your process. We evaluate both technical setup and user adoption to pinpoint issues.

  • Yes. We support end-to-end CRM migrations—from data mapping to platform configuration to team enablement. We also ensure continuity in reporting and integrations.

  • Tool consolidation reduces costs, improves adoption, and eliminates data silos. We help you identify redundancies and rebuild around a centralized, scalable toolset.

  • Yes. We support B2B, B2C, and hybrid B2B2C models—always tailoring the tech architecture to match your go-to-market strategy.

  • Most clients see reduced platform costs, higher CRM usage, and faster execution. The long-term value comes from faster decisions, better insights, and increased operational efficiency.

Business Empowering Insights

Real People. Real Results.

  • testimonial profile

    "Sean was instrumental in working on domestic & international digital rebrand initiatives across all countries and digital channels."

    Ronika G.

  • testimonial profile

    "Sean is a dynamic leader who excels at optimizing processes and fostering his team’s success to drive results."

    Michelle W.

  • testimonial profile

    "Sean maintains a clear vision and seamlessly navigates the complexities of digital transformation and demand."

    Boris R.

  • testimonial profile

    "Sean has the ability to take the human element and turn into a digital experience, yielding results, leads and positive customer feedback."

    Kyle V.

  • testimonial profile

    "Sean and his team enabled our collective marketing department to catapult the brand from a catalog of SKUs to a consumer centric brand."

    Sibel B.

  • testimonial profile

    "Sean is passionate about connecting strategy with data and consumer insights, which resulted in amazing growth."

    Ericka M.

Get in touch.