RevOps for Hubspot
Our operations service is designed for both new businesses that need to build their CRM from scratch, as well as established businesses that need help fixing and maintaining their current system.
We have years of experience in successfully building and maintaining CRM’s and have done so for 150+ clients.
Our RevOps Services
In order to use Hubspot effectively, you need to ensure that all data is accurate. We’ll ensure that all properties for contacts, companies and deals are mapped and sync correctly.
Hubspot is completely customizable. In order to ensure that your CRM is built to scale, we’ll map out and implement Hubspot to best suit your business needs. Through working with over 150 companies we know the best ways to set up your CRM to scale as you grow.
Let’s eliminate the tedious manual work. Whether it’s lead assignment, tasks property updates or anything else. With the aid of workflows, we can make sure that everything that can be automated, will be automated.
In order to grow your business you need to make data driven decisions. We’ll create reports and dashboards that will give you a precise and accurate overview of all contacts, companies and deals in your CRM.
The RevOps Process
We are extremely thorough with all our RevOps projects. We ensure that we have full knowledge of your system as well as your needs in order to create the ultimate sales tool.
Audit
Our first step is to prepare an audit of your system - not only do we then get a full understanding of your system, we can then also provide feedback on where we can improve and remove.
Proposal
We prepare an in-depth proposal with all properties, automations, reports and integrations in order to create a scope of work. Additionally, we provide explanations and uses for everything we build.
Implement & Integrate
After the proposal is finalised, we start working - along the way providing feedback and refinements. The work is then reviewed and training is provided for the whole team.
Review & Refine
When our stage one build is completed, we work hand in hand with our clients to further automate, expand or report on the funnel.
