RevOps Enablement

Optimise & streamline your business processes from lead to loyalty

RevOps with HubSpot takes the closest possible look at every interaction, at every stage of the user journey. It analyses the decisions you take and helps you better understand what works.

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Take a holistic view of your company processes

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Reduce complexity

Review the current tools, set-up and processes and identify where the complexities are.

Remove friction

Break down department silos and optimise the handover processes between marketing, sales and service.

Increase visibility

Gather the right data and build reports that help the business understand revenue sources.

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RevOps with HubSpot

For B2B organisations using HubSpot but don’t have a solid strategy for managing data, tools, processes and reporting.

Strategy and Planning

Assess existing processes, identify any friction, explore where funnel blockages may be occuring and record touchpoints and develop a streamlined RevOps strategy.

HubSpot Portal Audit and Review

A full portal audit carried out using a portal audit template, the output is initial recommendations for optimising the portal as well as a longer term HubSpot plan, based around RevOps and client objectives.

HubSpot Setup and Optimisation

Configure the CRM and integrate with existing tools and map optimised marketing and sales processes to HubSpot

Training and Support

Provide targeted training and ongoing support to ensure smooth adoption and usage

Analytics and Reporting

Set-up of bespoke marketing and sales reports in HubSpot as well as corresponding dashboards to monitor key metrics and optimise performance

Continuous Improvement

Regularly update and optimise the system, including conversion rate optimisation, lead quality improvement opportunities in marketing and sales and identifying processes for creating playbooks and sales enablement libraries (for example, templates, snippets, sequences etc.)

See what works, verify it, improve it.

RevOps is a systematic teardown of every user and customer touchpoint. Collect the right data, measure and make improvements across sales, marketing and customer success.

When done well, RevOps is a catalyst for growth, clarity, efficiencies, improved retention and better profit margins.

Our framework delivers a methodology and structured approach.