Contributor
Evan Brooks
VP of Revenue Operations · FusionSales.ai
Evan leads RevOps at FusionSales.ai. He’s built quote-to-cash systems for commercial moving, insurance, and B2B services teams.
19 articles on FusionSales.ai
Articles by Evan
Custom Software for Commercial Moving Companies: What to Build First
Commercial movers run quote-to-cash, scheduling, and dispatch with off-the-shelf tools built for someone else. Here's what custom looks like — and where to start.
How to Build a Quote Generator Your Sales Team Will Actually Use
Quote generators sit in a strange middle ground: every sales-driven business needs one, almost none of them work the way the team actually quotes. Here's the 5-step build that gets it right.
When Your CRM Becomes the Bottleneck: A Guide for Sales Leaders
There's a moment in a growing sales team when the CRM stops being the system that helps and starts being the system that gets in the way. Here are the signs you are there, and the three options.
Workflow Automation: Where to Start, and Where Most Teams Should
Most teams start by automating the workflow that's easiest to automate. The result is a graveyard of small automations that didn't move the needle. Here is the right starting question.
What Is Quote-to-Cash? A Practical Guide for Operations Leaders
Quote-to-cash is the full process from quote request to cash in the bank. Here is the practical definition with the parts that actually matter — and the three classic failure points.
The Compounding Returns of Fixing One Workflow
Fixing one workflow well doesn’t just produce a one-time gain — it compounds. The freed time, the cleaner data, the team’s confidence all build on each other.
What Makes a Quote Tool Actually Useful
A useful quote tool does more than generate a price. It helps reps quote quickly, apply rules, route approvals.
How to Reduce Bottlenecks in Approvals and Handoffs
Every business has approval points where work slows down. Over time those bottlenecks compound.
How to Know If Your Sales Team Needs a Custom Quote Tool
If quoting involves approvals, exceptions, and pricing logic, a standard quoting workflow may not be enough.
Why Revenue Teams Need More Than a CRM
A CRM captures data. Revenue teams need execution — quoting, approvals, handoffs, routing.
Why Most CRMs Fail at the Last Mile
The challenge isn’t entering data into the CRM — it’s turning that data into action.
The Hidden Cost of Generic CRM Systems
The license fee is the smallest number you’re paying. The real cost shows up in rep time, bad forecasts, and shadow systems.
Custom vs. Salesforce: The Honest Comparison
Salesforce is a great product. The real question isn’t whether it’s good — it’s whether your business is the shape it was built for.
The Future of Revenue Operations Is Custom
Revenue operations is becoming too complex for one-size-fits-all tools.
Why Custom Quote Tools Improve Sales Confidence
When reps know the quote is accurate and approved, they sell with more confidence.
What Revenue Leaders Need From Their Software Stack
Revenue leaders need visibility, speed, and control over the steps that move deals forward.
The Revenue Stack Is Evolving Beyond the CRM
As sales motion becomes more complex, teams layer in tools that handle the real operational work.
What Happens After Launch
Most software relationships end at delivery. That’s when the real work starts. What happens after your custom software goes live.
The Quote-to-Cash Gap: Where Deals and Margin Leak
The most expensive gap in most businesses is the stretch between “yes” and money in the bank. Here’s where it leaks and how to close it.
Want this kind of thinking applied to your business?
The team behind these articles builds the software too. Bring us a workflow that hurts, and we’ll model what custom would look like — no slides, no pressure.