An extension of your RevOps team
As your go-to-market evolves, the systems it runs on need to move with it. That's the work we do.
THE OPPORTUNITY
Your systems should move as fast as your go-to-market
You've got a new competitor in your segment. You're rolling out a new methodology, changing what you measure, launching a product line, reshaping the team. Every one of those moves ripples through one or more of your systems. How fast you change them decides whether that move actually takes hold: reps running it, managers coaching to it, leadership seeing whether it worked.
Meanwhile the platforms you've invested in keep getting more capable. Every release puts something new within reach: sharper insight, less manual work, a question you couldn't answer last quarter. Across a dozen systems, the value is in knowing which of it matters for where you're taking the business.
That's where we come in. We keep your systems in step with all of it.
You don't have to be the expert on every platform. We don't have to know every nuance of your go-to-market. The work happens where those two meet.
COVERAGE
The stack we work in
Where we work alongside your team day to day.
Your go-to-market
what every layer below it has to support
PLATFORMS WE MANAGE
PACKAGED INTEGRATIONS
AUTOMATION & ORCHESTRATION
REPORTING & DATA
Gong is where we're deepest: 500+ deployments, Gold Tier partner, delivery across North America, EMEA and APAC.
WHAT WE DO
What we actually do each month
Every engagement is scoped in an upfront session and re-prioritized as the business changes. These are the areas the hours typically go.
Strategic Alignment
Translating business objectives into system configuration and measurable data points. Quarterly reviews to keep the platforms pointed at current priorities rather than last year's.
Build & Optimization
Hands on keyboard. Trackers, scorecards, deal and initiative boards, dashboards, fields, workflows, pipeline and forecast configuration, permissions and user administration.
Adoption & Enablement
Manager coaching sessions, rep best-practice training, usage audits, onboarding material refresh, rollout support for new methodologies and messaging programs.
Integration & Data
CRM integration health checks, API and field mapping consultation, data hygiene reviews, BI and warehouse exports, and the custom integration work our engineering team is known for.
Analytics & Reporting
KPI dashboard build-outs, conversation and pipeline analysis, adoption and utilization reporting, executive insight summaries.
Change Management
Rollout planning, communication, reinforcement, and office hours for new capabilities, so the thing we built gets used.
This is directional, not a contract. Hours move between these areas as your priorities move, and the mix is reviewed every month.
OPERATING MODEL
The engagement has a rhythm
Managed services works because it's predictable on both sides. You know what you're getting each month, and we know what we're building toward each quarter.
The engagement is outcome-driven rather than task-driven. We are not working a fixed checklist to exhaustion. Each quarter we agree what business result matters most, and the hours follow it.
- 1
Scoping session
Before the first hour is spent, we sit down with your team and agree where the value is. That session produces the initial priority list.
- 2
Monthly hours
A fixed block of hours each month, sized to the engagement. Hours follow a use-it-or-lose-it model, which keeps a consistent operating cadence rather than a balance that accumulates into a year-end scramble.
- 3
Monthly prioritization and reporting
At the start of each month we agree where the hours go. At the end of it you get a summary of what was completed, what it produced, and the recommended focus for next month.
- 4
Quarterly business review
A working session on business priorities, platform performance, adoption metrics, new vendor capabilities, and the initiatives coming next. The output is a prioritized roadmap for the following quarter.
- 5
Term
Three-month initial term, month-to-month after that, thirty days' notice. Scope and hours change by mutual agreement.
YOUR TEAM
Who you get
Managed services engagements are staffed with named people, and you meet them before you sign.
Your main point of contact. Owns the priority list, the monthly summary, hours reporting, and risk.
Hands-on configuration, optimization, and maintenance across the platforms in scope.
New system connections, integration builds, API discovery and field mapping.
Not every engagement needs all three. Smaller retainers are led by an Engagement Manager with specialist time pulled in as the work calls for it, which is how a mid-market team gets architect-level help without paying for an architect year-round.
INCLUDED PLATFORMS
Built for our own delivery, handed to you
Two platforms we built to run our own Gong engagements, available to managed services customers at no additional cost.

Gong Lens
Visibility into your Gong environment: platform adoption analysis, user engagement trends, recording coverage, feature and AI utilization, platform health assessment, and recommendations on where coaching or configuration effort will pay off most.

Gong Credits Platform
On-demand view of credit usage by feature, consumption estimates, and yearly projections, so credit consumption is a planned number ahead of budget season rather than a surprise during it.
FIT
Where managed services makes sense
A good fit when:
- Your team owns more systems than it has specialists
- You've implemented a platform and adoption has plateaued
- Configuration was built for a go-to-market motion you've since changed
- Leadership wants insight out of the stack that nobody currently has time to build
- You need integration or engineering depth occasionally, not permanently
- Your admin left, and the knowledge left with them
Probably not the right fit when:
- You have a dedicated, fully staffed platform team and a clear roadmap
- You need a single defined project delivered. That's an implementation or a fixed-scope SOW, and we'll tell you so
- Nobody internally can own decisions or priorities
PROOF
Why teams hand us their systems
Gold Tier Gong partner. Our team built the integrations behind our CRM Connect and Telephony Connect products, which means when a managed services engagement runs into something the platform doesn't do natively, the people who can build it are already on the account.
QUESTIONS ANSWERED
Common questions
Let's look at what your stack could be doing
Start with a scoping conversation. We'll look at what you own, what it's currently producing, and where a standing block of hours would move the number fastest. If the answer is a fixed-scope project rather than a retainer, we'll say that.