WS Consulting partners with PE/VC-backed SaaS companies to unify Sales, Marketing, and Customer Success operations through Salesforce and HubSpot — turning disconnected CRMs into reliable revenue engines.
We operate at the intersection of strategy and execution — designing the processes, data architecture, and automation that let GTM teams scale without breaking.
End-to-end audit and redesign of your revenue operations — from lead lifecycle and pipeline management to forecast accuracy and cross-functional SLAs. We align People, Process, Data, and Technology.
Sales Cloud, Service Cloud, CPQ, Flow automation, Apex development, and data governance. We configure Salesforce as your system of record — not a glorified spreadsheet.
Marketing Hub, Sales Hub, and Operations Hub implementation. Lead scoring, lifecycle automation, multi-touch attribution, and seamless Salesforce-HubSpot integration with clear sync rules.
Salesforce ↔ HubSpot ↔ NetSuite integration architecture. Field mapping, sync error resolution, deduplication, property audits, and master record enforcement across your entire tech stack.
Dashboard design for CROs, VPs, AEs, and investors. Pipeline coverage, velocity, conversion rates, win rates, ACV tracking, and forecast accuracy — the metrics that drive decisions.
Standardized RevOps playbook across portfolio companies. Consistent KPI definitions, comparable reporting, and scalable CRM infrastructure that gives operating partners clear visibility.
Deep expertise validated by industry certifications and years of hands-on delivery for U.S. and Latin American SaaS companies.
WS Consulting was founded by Wictor Simões, a Revenue Operations specialist with 7+ years of experience building GTM infrastructure for PE/VC-backed B2B SaaS companies in the United States and Latin America.
We believe RevOps is not "Sales Ops renamed." It's the operational layer that eliminates silos between Marketing, Sales, and Customer Success — ensuring an end-to-end funnel with reliable data, standardized processes, and an integrated tech stack.
Our approach follows the framework: People → Process → Data → Technology, in that order. We think in terms of the full Bowtie Funnel — from awareness to advocacy — not just the sales pipeline.
Whether you're scaling a single SaaS company or professionalizing operations across a portfolio, we can help.