RevOps Optimization

Improve and enable your processes with expert optimization and HubSpot integration

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As your company grows, systems can get tangled and bloated—especially in commercial operations. One day you realize you’re using too many systems: everyone’s trading spreadsheets and running homemade processes that don’t work as one. Things are misaligned; efficiency is tanking; and opportunities are getting missed.

Sales/RevOps turns your sales ambitions into actual achievements. Those improvement plans actually get put into action. Things start working the way they should. We carefully dissect your marketing, sales, and services processes to pinpoint where opportunities are being lost and where technology is not being leveraged to its full potential.

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Our goal is to transform your commercial approach—doing more of what works and less of what doesn’t.

That often means integrating cutting-edge tools like HubSpot and custom strategies to enhance efficiency, boost productivity, and ultimately drive significant revenue growth in a competitive market.

Why optimize RevOps with us?

Our approach isn’t just about implementing another set of tools; it's about transforming your processes to match modern B2B buying and engagement behaviors, which have evolved faster than most commercial operations teams. We work closely with your business development team to understand its unique challenges, articulate those challenges as opportunities, and create a customized optimization strategy that wins you more revenue.

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Optimize your tech stack

When was the last time you seriously evaluated your sales, marketing, and service tools? We’ll dive deep into your current tech and analyze each element in your stack to determine its contribution to your business objectives. The goal here is simple: optimize your tech stack to unlock efficiencies, reduce costs, and drive revenue.

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Implement automation to supercharge sales

We identify potential areas in your workflows where automation can be a game-changer. From automating routine tasks like emails to employing AI for customer queries, we’ll show you exactly where your team should be saving time and minimizing busywork. Let’s free your team to focus on activities that generate revenue.

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Create seamless marketing-to-sales handoff

Are your marketing and sales teams operating in silos? We help align your commercial team operations and the tools they use to ensure leads are being passed from marketing to sales at the right time, by the right means, and with the context salespeople need to close more business.

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Centralize your data

Your sales team needs a complete, accurate, and actionable overview of your customer and prospect interactions. Recognizing data as the cornerstone of your operations and decision-making, we build you a unified data hub—one that provides consistent, current, and easily accessible data your sales team trusts. We integrate and standardize your data sources, ensuring robust data governance.

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Get more efficient in your sales program

Streamlining your sales tools and reducing costs is just one part of RevOps Optimization. We also meticulously evaluate your processes to pinpoint inefficiencies—eliminating bottlenecks, and ensuring a smoother sales operation. Today’s top-performing sales teams work smarter, not harder.

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Ensure customer success

Optimizing for revenue doesn’t stop when deals are closed. We give your customers and the customer success team members who serve them the tools and processes they need to answer their questions as quickly and thoroughly as possible.

RevOps optimization services

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RevOps consultation and assessment

  • Qualitative assessment — Our team conducts a deep dive into your current processes and challenges, engaging in comprehensive discussions with various sales team members, from frontline reps to executives. We explore your buyer's journey, sales cycle, tool usage, strategies, and team dynamics to understand the nuances of your sales operations, and how they impact marketing and service.
  • Quantitative analysis — We also analyze your data to uncover trends, identify bottlenecks, and highlight areas of opportunity. This includes assessing metrics related to conversion rates, rep productivity, pipeline health, customer satisfaction, and more. Our goal is to provide targeted improvements backed by concrete data.
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HubSpot optimization

  • Custom configuration — We tailor HubSpot's features to align seamlessly with your marketing, sales, and service processes. This involves customizing contact management, sales pipelines, and service ticketing processes to reflect your unique workflow. Our approach ensures that HubSpot becomes a natural extension of your commercial activities—a tool your team actually loves to use.
  • Tool integration — Recognizing that commercial success often depends on a stack of tools, we integrate essential sales, marketing, and service tools with HubSpot. Whether it's connecting CRM systems, lead generation tools, or lead and customer engagement platforms, we ensure a smooth and efficient ecosystem that enhances your revenue capabilities.
  • HubSpot portal cleanup — It’s almost inevitable that unused or outdated assets like Website and Landing Pages, Lists, Workflows/Sequences, and Templates will pile up, especially if your B2B has used HubSpot for years. At best, this clutter can make it difficult to find useful assets. At worst, it can lead to presenting the wrong assets to prospects and customers. We help you clean up and create asset management processes that help keep your portal manageable.
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Training and enablement

  • Personalized training — To ensure your team is fully equipped to use the new systems and processes, we offer personalized training sessions. These sessions are tailored to your team's needs and cover various functionalities of HubSpot and other integrated tools, along with best practices for effective commercial operations.
  • Ongoing support — Our commitment to your team's success extends beyond initial training. We offer continuous assistance and follow-up sessions to ensure constant improvement and adaptation to any new features or changes in the commercial landscape.
  • Asset creation — For many B2Bs, internal resources (such as buyer personas and lifecycle stages) and sales and service collateral (like documents and knowledge bases) are key to generating leads, closing more deals, and retaining customers. We can help you make more effective use of existing assets and create new ones.
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Reporting and analysis

  • Custom reports and dashboards — We develop and set up customized reports and dashboards within HubSpot to track crucial KPIs. These tools are designed to provide actionable insights and help you make informed strategic decisions, all from the first marketing touch to closed-won deal and customer success.
  • Report interpretation support — Understanding data is key to leveraging it effectively. We offer training sessions focused on how to interpret the reports and dashboards, covering aspects like recognizing key metrics, understanding data trends, and using this information for strategic decision-making.

Close-knit sales optimization for every need

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Enjoy a more efficient sales process

Sales teams excel when they focus their efforts on the right prospects. We help your team spend time engaging with leads that are ready and likely to convert. We refine your sales processes to identify and target these high-potential leads, streamlining your sales cycle and boosting the effectiveness of your efforts. This approach not only saves valuable time but also increases the likelihood of successful conversions.

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Convert qualified leads into opportunities

We leverage advanced tools and strategies to enhance lead qualification processes, ensuring that your sales team works with leads that have a high potential for conversion. This focus on qualified leads helps in directing your resources more effectively, leading to a higher return on investment.

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Hit your revenue targets

Ultimately, the effectiveness of any sales process is measured by its impact on revenue. Our RevOps Optimization Service is designed with your revenue goals at its core. We continuously monitor and analyze the performance against these goals, allowing us to identify what strategies are working and where adjustments are needed.

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"I would like to share with you my absolute pleasure in working with your team. They are extremely responsive and their output is amazing. They are very collaborative and definitely think about what they are doing to optimize results."

Nick Capman

Nick Capman, CEO
The FDA Group

Let’s work together.

We believe in making things easy. Get in touch with us however you want to express interest, ask questions, or briefly tell us about your needs. We’ll follow up within one business day to schedule a conversation.