Go to Market Consulting for Modern Revenue Organizations
We operationalize your GTM plan across sales, marketing, and customer service by integrating strategy, Dynamics 365, customer engagement, and AI into one revenue engine.
Why Many Go-to-Market Strategies Fail in Execution
We see several causes of failure in the organizations we audit before a project.
Disconnected Revenue Workflows
Your marketing team runs campaigns from one platform while your sales team logs activity in another. Without a shared system, leads fall through, and nobody can tell which efforts actually produce revenue.
Lack of Defined Handoff Between Teams
The leads your marketing team qualifies reach your sales team without context, scoring criteria, or clear ownership rules. Your sales representatives end up doing duplicate work on contacts that your marketing team already vetted.
Forecasts Built on Gut Feel Instead of CRM Data
Your CRM stores records but doesn’t power decisions. All your forecasts rely on gut feel or guesswork instead of real-time pipeline signals, and your leaders can’t trust the numbers you show them.
Strategy Stays at the Executive Level
Your executive-level leaders approved the GTM plan, but your frontline teams never received playbooks, process workflows, or enablement to act on it. The plan lives in a slide deck and isn’t reflected in daily operations.
What Our Go-to-Market Consulting Covers
Coffee + Dunn is a go-to-market consultant firm with a full-service practice. We don’t separate strategy from execution, and we don’t hand off your project to junior staff mid-engagement.
A typical engagement with us includes the following:
Revenue Process Audit and Redesign
We map how leads, opportunities, and renewals move across your sales, marketing, and service teams today. Then we apply our Revenue Process Design system to rebuild each workflow, where needed, to remove friction and speed up your revenue cycle.
Customer Lifecycle and Journey Strategy
We define the stages of your buyer’s journey and build real-time customer engagement paths within Dynamics 365 Customer Insights – Journeys, so every touchpoint connects to a measurable outcome.
Lead Scoring, Routing, and Qualification
We configure your lead scoring models and automated lead routing rules to ensure your sales team focuses on contacts ready to buy, while your nurturing tracks keep the rest warm until they’re also ready. Every rule we build plugs directly into your lead management and routing process, so your lead flow and your sales stages operate from one connected model.
Data Unification and CRM Activation
We unify scattered customer data in Dynamics 365 Customer Insights – Data and activate your CRM as a live decision engine rather than a static record-keeper.
Our Approach to Go-to-Market Execution
Every client project we work on at Coffee + Dunn follows our tested and proven Plan > Build > Run methodology. Each phase builds on the last, and every deliverable ties directly to a measurable revenue outcome.
Plan
We audit your current GTM operations across 6 revenue dimensions, including your people, processes, and technology stack. You’ll receive a scored diagnostic with a clear roadmap showing exactly where your revenue leaks are and which ones to fix first.
Build
We configure Dynamics 365 Sales and Customer Insights – Journeys to match the workflows your teams actually follow. Every build includes data cleanup, system integrations, and Dynamics 365 training programs tailored to different roles on your revenue team.
Run
After implementing your go-to-market plan, we keep working with you as an extension of your team through DUNN Right Services. Our managed services cover ongoing platform health, campaign execution, quarterly business reviews, and continuous improvements. We ensure your go-to-market transformation consulting investment compounds instead of collecting dust.
Outcomes of a Well-Operationalized GTM Strategy
When your GTM strategy connects to your technology and your team’s daily habits, the results show up in your pipeline within weeks.
Faster Sales Cycles
Unified lead data and automated handoffs can reduce your average cycle by 15–30%, freeing up your sales reps to focus more on high-value conversations.
Higher Forecast Accuracy
A CRM powered by clean data and real-time signals replaces guesswork and gut-feel projections with forecasts your CFO can rely on, often within less than 5% variance.
More Productive Revenue Teams
Automated workflows through Copilot in Dynamics 365 Sales can eliminate 50–80% of the manual work your team does today, giving every sales rep several hours back each week.
Measurable Campaign-to-Revenue Impact
When your Dynamics 365 CRM marketing automation connects directly to your revenue pipeline, you can finally track which campaigns generate revenue and which ones burn budget.
Revenue Teams We Support
Coffee + Dunn works with revenue leaders who own the intersection of strategy, technology, and execution.
Our B2B go-to-market consulting practice serves the following roles across manufacturing, financial services, education, and business services:
CROs and VPs of Revenue
You need your revenue pipeline to reflect one version of the truth in all your sales, marketing, and customer service systems. We build unified revenue workflows in Dynamics 365, ensuring your forecasts remain reliable every quarter.
CMOs and Marketing Leaders
You want your campaigns to tie to revenue outcomes instead of vanity metrics. We connect your Dynamics CRM marketing automation to revenue so you can prove return on every dollar you invest.
IT and Operations Leaders
You’re responsible for keeping Dynamics 365 running even when multiple teams keep asking for conflicting customizations and competing integrations. We configure and maintain the platform to ensure your technology stack supports all your revenue goals rather than creating more work.
Sales and Customer Success Directors
You need faster access to qualified leads and better visibility into your organization’s individual and overall customer health. We design lead routing, scoring, and renewal workflows to help your team spend more time with buyers who are ready to act.
Why Choose Coffee + Dunn
Most go-to-market consulting firms offer either strategy or technology. We deliver both, along with managed services to keep everything performing after go-live.
Here’s why you would want to work with us:
100% Microsoft-Certified Team
Our go-to-market strategy consultants have current Dynamics 365 and AI certifications. We also have triple-certified experts across the customer engagement ecosystem. Your project stays with senior practitioners from diagnostic stages to go-live and post-launch optimization, without being handed off to junior staff mid-engagement.
Direct Access to Microsoft’s Product Roadmap
We collaborate weekly with Microsoft’s product engineering team and have been recognized twice as a Microsoft Partner of the Year Finalist. You get early access to new features before your competitors do.
Strategy-First, Technology-Second
We start with a thorough diagnosis of your Dynamics 365 revenue engine before we work on any configuration. We know that technology only works when it’s connected to a clear business outcome.
Managed Services After Go-Live
We offer ongoing advisory services, technical support, and campaign execution assistance through DUNN Right Managed Services. We help you keep improving your revenue engine instead of drifting backward.
Client Success Stories
Our results speak for themselves. Below are 2 organizations where Coffee + Dunn delivered GTM-related outcomes.
The company had already deployed Dynamics 365 Customer Insights – Journeys but struggled with static segments, manual campaign execution, and limited system use. Coffee + Dunn redesigned their retention strategy using dynamic segments, real-time journeys, and survey-triggered next-best-action workflows. Within 30 days of going live, Rush saw a 10x increase in campaign execution and a 3.5x jump in survey engagement. Their 4.6 out of 5 approval rating from respondents validated the entire customer retention approach.
The college wanted to change how it communicated with students, from enrollment to campus life and retention. Our experts helped the college unify its data using Dynamics 365 Customer Insights and build personalized student journeys. The result was an inclusive engagement model that replaced its fragmented outreach with measurable, data-informed communication at every stage of the student lifecycle.
Montgomery County Community College
Frequently Asked Questions (FAQs)
Here are answers to the questions we get from revenue leaders exploring go-to-market consulting services:
What Does a Typical Go-to-Market Consulting Engagement Cost?
The total cost of your GTM consulting engagement depends on the scope of your project. A Revenue Engine Diagnostic typically starts at $15,000, while full-scale engagements with Dynamics 365 build-outs vary by complexity. Our DUNN Right Managed Services plans begin at $6,500/month.
We scope every engagement with clear deliverables and fixed milestones, so you’ll know your expected cost before we start.
How Long Does It Take to See Results From Go-to-Market Consulting?
Most of our clients see measurable pipeline improvements within 60–90 days of a completed build. The diagnostic and planning phase typically runs 2–4 weeks, and the build phase varies based on scope.
Our ongoing managed services ensure your results compound each quarter rather than plateauing soon after you launch and implement the plan.
Do We Need to Be on Microsoft Dynamics 365 to Work with Coffee + Dunn?
You don’t need Dynamics 365 to start a conversation or work with us. We also work with organizations currently using other tools, including HubSpot or legacy CRMs, and help them unify their data with Dynamics 365 Customer Insights.
If you’re evaluating platforms, our diagnostic phase will help you determine which configuration of the Microsoft stack best fits your goals.
Who on Our Team Needs to Be Involved in a Go-to-Market Consulting Engagement?
Your engagement should ideally involve your CRO or VP of Sales, your CMO or head of marketing, and your IT lead. We’ve found that including an operations manager from each revenue team speeds up discovery and helps us design workflows your people will actually adopt.
The wider your internal stakeholder alignment, the faster we can move from diagnostic to build.
How Does AI Factor Into Your Go-to-Market Consulting?
AI accelerates your GTM execution in practical ways, from predictive lead scoring and automated content generation to next-best-action recommendations. Within the Microsoft ecosystem, Dynamics 365 Copilot helps you draft outreach, summarizes opportunities, and surfaces real-time coaching cues.
Copilot in Customer Insights – Journeys helps your marketing team build segments and personalize journeys using plain-language prompts.
We also build custom AI agents through Copilot Studio for tasks like lead qualification and renewal workflows, ensuring your team stays in control of what matters most.
Move From GTM Planning to Operational Execution
We turn GTM plans into revenue systems your teams actually use, powered by Dynamics 365, AI, and managed services that keep performing after go-live.