Where Strategy Meets Execution

At Blue Chevron Solutions, we help B2B companies simplify complexity, align teams, and unlock value from Salesforce and your broader revenue tech stack.

Whether you're planning a new implementation, rethinking a legacy org, or auditing what's working (and what's not), our services are built to drive clarity, reduce waste, and accelerate outcomes.

Salesforce Optimization & Implementation

We don’t just “stand up” Salesforce, we ensure it reflects how your team actually sells. From greenfield builds to messy reorgs, we focus on alignment, usability, and long-term scalability.

Key Areas

  • Opportunity & pipeline configuration

  • Forecasting models and dashboards

  • User adoption strategies

  • Data structure, field design, and automation

  • Multi-entity org strategies (BU, region, product line)

RevOps Strategy & Execution

When GTM teams don’t share a strategy, CRM becomes chaos.
We unify revenue operations across sales, marketing, and customer success, giving your teams process clarity and system trust.

What We Cover

  • Funnel alignment & lead handoffs

  • Territory & routing design

  • Attribution logic and reporting

  • Governance frameworks and role clarity

  • Team-specific workflows and SLAs

Lead-to-Cash Process Design

Your revenue process should be clean, measurable, and consistent.
We define and streamline your entire commercial motion, from qualification to quote, close, and revenue recognition.

Focus Areas

  • Opportunity lifecycle mapping

  • CPQ process alignment

  • Contracting & approvals

  • Renewal & upsell automation

  • Revenue stage tracking

Tech Stack Rationalization & Cost Reduction

Are you using what you’re paying for? We conduct targeted audits to uncover underutilized licenses, duplicate tooling, and manual workarounds that bloat your cost structure.

We Analyze

  • Salesforce products, user tiers, and platform add-ons

  • Third-party tools (Gong, Outreach, ZoomInfo, Clari, etc.)

  • Licensing utilization vs. value

  • Automation overlap and admin burden

  • ROI opportunities for consolidation

Strategic Advisory & Roadmap Leadership

Sometimes you don’t need a full team—just the right advisor.
We provide experienced, executive-level guidance to help you plan and prioritize Salesforce initiatives with confidence.

What You’ll Get

  • Discovery and stakeholder interviews

  • System and process audit

  • 6–12 month roadmap

  • Change management & enablement planning

  • Hands-on leadership during key projects

Ready to Fix What's Not Working?

If your Salesforce org isn't supporting how your team sells, or your GTM systems feel more like a burden than an advantage, it's time to take action.