Southern Meridian builds the systems, reporting, and processes that B2B sales and marketing teams actually use — from first implementation through to full revenue operations maturity.
Start a conversationIn client revenue now tracked live, daily — for an international B2B SaaS client where that number used to take a monthly manual reconciliation to even estimate.
Billing
Time-to-bill reduced with revenue data flowing straight into the CRM.
Forecasting
Forecast vs. actual now visible in one place — no spreadsheet consolidation.
Retention
Automated flags surface at-risk accounts to the CS team before renewal.
Targeting
A defined ICP now guides who sales and marketing go after.
Deal approval rate — up from 61% — after a full pipeline and reporting overhaul for a UK FinTech client.
Before
After
Five years building revenue operations across the modern go-to-market stack — from ground-up CRM implementations for teams new to their platform, to complex reporting architecture and automation for businesses that have outgrown their setup. Southern Meridian has worked across SaaS, FinTech, HR technology, and professional services, with clients ranging from fast-growing SMBs to international operations spanning 30+ countries.
The work covers sales systems, marketing operations, and workflow automation — often all three at once.
New to a CRM or starting over. Configuration, pipeline setup, lifecycle stages, lead scoring, deal progression, and CS handover — built properly from day one so the team actually adopts it.
End-to-end setup across sales and marketing. Contact and company management, sequence and workflow automation, marketing attribution, campaign tracking, and lead management that connects marketing activity to pipeline outcomes.
Reporting architecture that gives commercial leadership real visibility. Custom objects, cross-object reporting, forecasted vs actual revenue tracking, and pipeline health metrics.
Custom code workflow actions, scheduled automations, cross-object property logic, and data integrity systems. Built for businesses that need automation beyond what standard workflows can handle.
For CRM portals that have grown messy. Audit, restructure, and rebuild — fixing data quality, removing technical debt, and getting the system back to something the team can trust.
Experience with multi-country, multi-currency CRM setups. Seat management, user permissions, and reporting structures that work across complex org structures.
Every engagement is scoped and priced upfront. Each tier builds on the last — choose where you need to start.
Foundation
Your CRM configured correctly from day one.
Foundation + Growth
Everything in Foundation, plus automation and attribution.
Full Scale
Full RevOps architecture for complex operations.
No pitch, no pressure — just a conversation about where things are and whether there's a fit.
Or reach out directly at ryan@southernmeridianhq.com