Scale Revenue with RevOps Consulting Built for Execution
Connect your sales, marketing, and service teams into one AI-powered revenue engine built on Microsoft Dynamics 365. We design, build, and run it so your deals close faster, your forecasts hold, and your revenue data finally makes sense.
From Disconnected Systems to Operational Clarity
Most revenue problems stem from broken systems.
Your CRM has data your marketing team does not trust. Your sales team is working on leads that marketing has already disqualified. Your pipeline reports tell three different stories depending on who pulls them.
And your revenue targets keep moving because no one can see the full picture.
Our RevOps consulting engagement changes that. We use a structured methodology, built around Microsoft Dynamics 365, Power Platform, and Azure AI, to connect your revenue systems, clean your data, and give your teams a single, reliable operating model they can actually work from.
You get a working revenue engine, delivered end to end.
Trusted By
Coffee + Dunn is a 2x Microsoft Partner of the Year finalist with 100+ enterprise implementations across B2B services, manufacturing, financial services, and education.
Included in Our RevOps Consulting Engagement
Here is what you get when you work with us.
How the Engagement Works
Our Plan, Build, Run methodology keeps every engagement structured, predictable, and tied to your revenue goals.
Plan
Before anything gets built, we run a diagnostic assessment across your people, process, and technology. The output is a Transformation Roadmap with a business case attached, so there are no surprises and no guesswork going into the build.
Build
With the plan agreed on, we get to work. The same senior consultants you met on day one handle the build. Everything is customized to fit your actual revenue process instead of a generic template. Progress is visible to you every week.
Run
Go-live is only the beginning. Through DUNN Right Services, your platform stays optimized, and your team stays trained. Your performance also continues to improve. We act as an extension of your team for as long as you need us.
The Cost of a Disconnected Revenue Engine
If any of these sound familiar, you are already paying the price.
Your systems do not talk to each other.
Sales lives in Dynamics, marketing runs in a separate platform, and service has its own data. Nobody sees the full picture, so nobody can act on it.
Your data tells different stories.
Marketing reports one number, sales reports another, and finance trusts neither. You spend the first 20 minutes of every revenue meeting arguing about whose numbers are right.
Deals fall apart at the handoff.
A qualified lead lands with a sales rep who has no context for it. A closed deal moves to customer success with no history. Every gap is an opportunity for the customer to walk away.
Nobody trusts the forecast.
When your CRM data is unreliable, your forecast is a guess. And a guess is not a basis for a hiring plan, a budget, or a board conversation.
Every one of these problems is fixable. And fixing them is what RevOps consulting is for.
Outcomes Your Revenue Team Can Expect
These are the directional results our clients see when a revenue engine is working properly.
Faster sales cycles
When lead routing, qualification, and follow-up are automated and consistent, deals move 15 to 30% faster through the pipeline.
Higher pipeline conversion
Clean handoffs between marketing, sales, and service mean fewer deals drop for the wrong reasons.
More value from your existing tools
Most platforms drop below 20% utilization within 18 months of go-live when nobody is actively managing them. With ongoing optimization, that number climbs to 40-60%, meaning you get real output from software you are already paying for.
Forecasts you can rely on
Integrated data and AI-assisted forecasting models can reduce forecast variance from 30 to 40% down to under 10%.
AI agents that work
The right AI agents on Copilot Studio typically return 5 to 10 times their cost by handling the manual revenue work your team should not be doing.
Typical Teams We Support
Our RevOps consulting engagements are designed for revenue teams ready to operate at a higher level.
CROs and VP Sales
who need a revenue process that scales without adding headcount
CMOs and Marketing Leaders
whose pipeline contribution gets questioned every quarter
RevOps Directors
inheriting a Dynamics 365 environment that was never set up for revenue intelligence
COOs and Operations Leaders
trying to bring sales, marketing, and service onto one operating model
CEOs and Founders
at B2B companies with 50 to 1,000 employees who are scaling past the point where informal systems still work
We work best with organizations in B2B services, manufacturing, financial services, and education that are either running Dynamics 365 or actively evaluating it.
If you are pre-revenue, a solo operator, or running a pure e-commerce business, we are probably not the right fit. Our model is built for complex, multi-team revenue operations.
What Makes Coffee + Dunn Different
A lot of RevOps firms will tell you they do strategy and execution. But here is what actually sets us apart.
We are 100% Microsoft-focused.
Every consultant on your engagement is Microsoft-certified. Most firms spread across platforms. We go deep on one, which means your Dynamics 365 environment is built by people who know exactly what it can do.
We are a 2x Microsoft Partner of the Year finalist.
We have a decade-long partnership with Microsoft, attend weekly product meetings, and build training content and technical bootcamps for Microsoft’s own teams. You get access to that relationship.
The team that scopes your project is the team that builds it.
No junior hand-offs. No bait-and-switch. The senior consultants you meet in the Plan phase are the ones doing the work in the Build phase.
We build a business case before we build anything.
You see the projected return on investment before we write a line of configuration. Clients who start with our Revenue Engine Diagnostic typically see a 3 to 5 times return on that investment alone.
We stay after go-live.
Through DUNN Right Services, we keep your revenue engine optimized and your team enabled long after the implementation is done. Plans start at $6,500 per month, a fraction of what a full-time senior RevOps hire costs at $150,000 or more per year.
We connect your entire revenue ecosystem.
Whether your team runs Gong or Salesloft for sales calls, Adobe for marketing, ServiceNow or Gainsight for customer success, or Snowflake, Databricks, and Clay for data, we connect those tools into one system with Dynamics 365 at the center.
Client Results
Our results speak louder than our feature list. Check out what our clients have to say:
“
Within just 30 days post go-live, the organization experienced a 10 times increase in campaign execution, along with a 3.5 times increase in survey engagement compared to the previous year. Our 4.6 out of 5 approval rating from survey respondents validated our customer retention strategy. Coffee + Dunn made capturing that data possible.
Senior Marketing Leader
Rush Enterprises
“
The relationship between Coffee + Dunn and Microsoft meant that we always had relevant, hands-on support.
Executive Director of IT
Montgomery County Community College
“
Coffee + Dunn executed the scope of work flawlessly and on time. Their team became an extension of ours throughout the duration of our project. They have stellar project management skills, and provided the necessary training in order for us to launch confidently.
Michelle Woodside, Director of Marketing
AEI Consultants
A Virginia insurance firm deployed a connected event and contact strategy on Dynamics 365 and Customer Insights. Within 4 months, they saw a 55% lift in contacts, with 82% of those acquired through a single channel.
Frequently Asked Questions (FAQs)
Below are the questions we hear most often from revenue leaders before they scope an engagement.
What Is RevOps Consulting?
Revenue Operations consulting helps you align your sales, marketing, and customer engagement services around one shared system of data, process, and technology. A RevOps consultant designs the connective tissue between those teams.
They help you build shared definitions, clean data, consistent handoffs, and forecasting you can trust. At Coffee + Dunn, that means building and running an AI-powered revenue engine on the Microsoft ecosystem, with Dynamics 365 at the center.
How Is RevOps Consulting Different from a CRM Implementation?
A CRM implementation deploys and configures software. RevOps consulting builds the operating system that makes that software actually drive revenue. Independent analysts put CRM failure rates at roughly half of all deployments.
The core reason is that process, data governance, and team alignment were never in place first. We start with your revenue process and architecture, align your teams around it, and then configure Dynamics 365 to match how you actually work.
How Long Does a RevOps Consulting Engagement Take?
It depends on where you are starting from. Our Revenue Engine Diagnostic takes 2 to 4 weeks. A full revenue engine build typically runs 3 to 6 months. You get a realistic timeline during the Plan phase, with every milestone tied to a defined business outcome.
What Does a RevOps Consulting Engagement Cost?
Most clients start with a Revenue Engine Diagnostic, starting at $10,000. Clients typically see a 3 to 5 times return on that investment in identified opportunities alone. Ongoing managed support through DUNN Right Services starts at $6,500 per month, which covers continuous optimization, team enablement, and quarterly business reviews.
Larger build engagements are scoped to your specific goals, always with a business case attached before we start.
Do You Only Work with Companies on Microsoft Dynamics 365?
We specialize exclusively in the Microsoft ecosystem: Dynamics 365, Power Platform, and Azure AI. That focus is what produces deeper results than generalist firms deliver. If you are evaluating Dynamics 365, already running it, or migrating to it from another platform, we are the right fit.
Can You Work with Our Existing Tech Stack?
Yes. We connect the tools your teams already rely on into a single revenue engine with Dynamics 365 at the center. That includes conversation intelligence tools like Gong or Salesloft, marketing automation platforms like Adobe or HubSpot for Customer Insights data, customer success tools like ServiceNow or Gainsight, and data platforms like Snowflake, Databricks, and Clay.
Integration protects your existing investment and eliminates the data silos that are costing you pipeline.
What Happens After the Engagement Ends?
We do not leave at go-live. Through DUNN Right Services, we monitor, optimize, and evolve your revenue engine after the build is complete. You get proactive platform support, new AI agents as your needs grow, team training through the Knowledge Hub, and quarterly business reviews that tie platform performance back to revenue outcomes.
You can also learn more about AI-powered revenue operations in our Microsoft Copilot for Sales guide and our guide on how to create an AI agent.
Get a Clearer View of Your Revenue Operations
Book a 30-minute discovery call with a senior RevOps consultant. No pitch deck, no obligation. Just a direct conversation about where your revenue engine stands and what it would take to fix it.