Sales Operations as a Service

Our Sales Operations as a Service (SOaaS) experts will ensure your process, technology, and people are aligned to deliver sales results efficiently, so you can focus on selling. With a variety of flexible engagement models and a strong history of CRM work, M&S is a force multiplier for your sales team.

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M&S is a silver cloud alliance and .org partner
Sales Operations as a Service


The sales process is the foundation of any successful sales organization. Starting with industry best practices, we build and implement a process that suits your organization and industry.

Create sales objectives and key performance indicators (KPIs) that reinforce the sales process and identify areas for improvement.

Create and maintain sales tools that demonstrate and reinforce the sales process, for use throughout the sales process.


As experts in CRM solutions and sales processes, we ensure both are aligned using the right combination of out-of-the-box functionality and custom development; your CRM solution should make it easy for your team to operate in accordance with the sales process.

Maximize the value of your data by using it to help make critical decisions about resource allocation and focus (more accurate forecasting, sales team assignment).

Automate repetitive tasks like email, drip campaigns, and lead gen to allow your sellers to focus on more value-added tasks.


Ensure your sales team is properly trained on product capabilities and value proposition, as well as on the purpose and effective use of the sales process.

Construct compensation that provides the right motivation to ensure interests are aligned.

Make resource allocation decisions based on data analysis to best support the selling process.

About M&S Sales Operations as a Service

M&S SOaaS allows our clients to use our expertise on demand. Whether performing advisory, implementation, or ongoing support, our team has deep experience to quickly help you achieve your goals. We offer a variety of flexible engagement models to best suit your needs.
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Sales operations supplies organizations with the resources, processes, analytics and decision support needed to succeed. It identifies key gaps in talent, tools, technology and processes and delivers a strategy to the sales organization/enablement leader to bridge those gaps.

– Gartner

Why use M&S?

Industry Experts

M&S team members have deep experience in sales leadership, sales operations, and marketing across multiple industries and company sizes. We use this experience to quickly find and implement solutions designed specifically to solve your problems.

A History of Success

Since 2002, we have been using our tailored methodology to successfully deliver over 1,000 projects with clients of differing sizes. We bring this project-related success to bear on all projects, regardless of technology or process focus.

Outsourcing = Focus

Rather than incur the cost burden of a full-time hire, focus our consultants on identifying and solving specific problems, allowing you to focus your resources more on the core areas of your business.

Technology Expertise

We have been designing, implementing, and supporting CRM systems for decades; we understand their strengths and weaknesses, and how they can best support people and processes. Using this experience, we can quickly determine how best to use this technology to support your process and people.

M&S is a silver cloud alliance and .org partner

Some of our valued clients

Bureau of the Fiscal Service US Department of the Treasury
Brooks Instruments
Centers for Medicare and Medicaid Services
State of Massachusetts
Department of Health and Human Services
Department of Justice
Department of the Navy
The Department of the Treasury
EPRI Electric Power Research Institute
FAA Federal Aviation Administration

Let’s talk.

Call us at (888) 812-6318 to discuss your needs.