Some of the most common RevOps struggles we see:

Faulty Marketing & Sales Attribution

Consequence: poor ROI, wasting money on low-return marketing strategies

Breakdowns in handoffs between teams

(Marketing ↔ Sales ↔ Service ↔ Finance ↔ Legal)

Consequence: lost sales, frustrated customers, delays in payments

Not using your systems because they're "a mess"

Consequence: no visibility into performance,
no alignment on goals and plans

Contradictory data between different systems

Consequence: misguided decisions, loss of customer trust

Unpredictable Sales Forecasting

Consequence: cash flows crunches, possible firings or layoffs

Opportunities that slipped through the cracks

Consequence: lost sales

Broken lead routing and territory management

Consequence: angry sales reps, longer sales cycles

Poor Customer Retention

Consequence: your company can't grow because customers leave as fast as they come in

Technical debt build-up

Consequence: systems stop working, data gets garbled, employees are unable to do their job

Oftentimes all of these are symptoms of one of the most pervasive issues that we see: companies don't have a defined vision of their revenue operations — processes, systems, and teams — and how they should all be working together in a unified way to make progress towards your company's goals.

If you're struggling with any or all of these things, it's time to ask for help. That's where our revenue operations experts come in.

female superhero

We turn you into a RevOps hero through
a 4-step process:

  1. Map out your ideal-state customer lifecycle
  2. Build the systems, data, and processes to implement that customer lifecycle
  3. Operate the systems and track key indicators of progress
  4. Identify and implement opportunities for further improvement
male superhero

RevOps in The Customer Lifecycle

 

DELIGHT

Turn Customers Into Evangelists

Attract

Capture Attention with High-interest Content

Our Methodology

CLose

Increase Purchases Through a rock-Solid Sales Process

Engage

Obtain and Nurture Leads Through Irrestistible Offers

 

Types of projects

Let's look at the specifics of our RevOps process.
Our projects oftentimes include:

Solution design

Design your ideal-state customer lifecycle and plan out how your business processes and systems will support that. Remove friction and roadblocks.

  • Customer lifecycle mapping
    • Marketing → Sales → Customer Success
    • Key handoff planning
    • Pipeline planning
  • Process mapping
  • System architecture mapping
  • Entity relationship diagramming
  • Standard operating procedure (SOP) creation
Customer lifecycle map
Ops-New-Contact-Processing-HubSpot

Marketing Operations

  • Lifecycle stages
  • Marketing attribution
  • Forms
  • Segmentation & Lists
  • Campaign Management
  • Marketing automation
  • Lead Scoring
  • Buyer intent

Sales Operations

  • Lead routing
  • Territory management
  • Pipeline management
  • Prospecting campaign build-outs
  • Sales SLA tracking
  • Sales automation
Sales Hub - Sales Workspace Deal Tab - 1
Data operations

Data Operations

Leading your team with bad data is like driving while blindfolded. We make sure that doesn't happen.
  • Data architecture
    • Objects
    • Associations
    • Properties
  • Data Quality
    • Data cleaning
    • Data enrichment
    • Deduplication
  • Data governance
    • Validation rules
    • Nomenclature
    • Taxonomy
    • Import & edit policies
  • Data process automation

Analytics

  • Marketing
    • Attribution
      • Single-touch
      • Multi-touch
      • Self-reported
      • Blended attribution methods
    • Buyer intent
    • Customer journeys
    • Campaigns
  • Sales
    • Prospecting
    • Pipeline
    • Forecasting
    • Funnel analysis
    • Velocity
    • Sales activities
  • CRM data
    • Contact demographics
    • Account demographics
Analytics dashboard
System integration

system integration

  • HubSpot + Salesforce
    • Objects, properties & associations
    • Processes, sync rules & validations
    • Users & object ownership
    • Salesforce campaigns
  • HubSpot + ERP/Finance
    • NetSuite, Sage, Quickbooks
  • Custom API integrations

Quote-to-Cash

  • Product library
  • Quoting template development
  • Payment & billing systems
Quote template
HubSpot product updates

HubSpot Product Management

Plan vision and roadmap for the HubSpot platform, hubs, and feature releases to support the company strategy and customer lifecycle.

  • Hub & feature implementation
  • Page layouts
  • User & team permissions
  • Feature release roadmap
  • Sandboxing
  • Stakeholder management
  • Change management & user training

Tell Us About Your Project

Managing your HubSpot operations should not be stressful. We're here to be your mentors on the HubSpot platform, the extra pair of hands you need, and the scout who's always on the lookout for new ways to get more value from what you have.

Set up a 30 minute call with us to talk about your ideas for how your HubSpot portal can serve your business better.

Get RevOps and Marketing Ops Help

We can help you do your operations right, right from the start. ClearPivot has helped teams build jet engine RevOps for over a decade. Book a free 30-minute call with our teammate Ryan Wright, and get actionable insights that could change your team forever, even if we never work together.

meet-with-ryan
HubSpot badges

Why ClearPivot?

Being a HubSpot Platinum Certified Agency Partner means that we eat, sleep, and breathe HubSpot. In fact, we’ve been running HubSpot portals since 2011. We’re early adopters of its features with our own processes, so we have the hands-on experience that helps your business soar.

There's a lot that HubSpot has to offer. And we mean a lot. Fine-tuning your HubSpot ecosystem isn't just as simple as turning on your company's portal. It's about knowing how all of HubSpot's features work together and the underlying methodology behind what issues those tools are built to solve.

Why did we dedicate ourselves to becoming HubSpot experts? Because we believe that you should enjoy HubSpot performing at its fullest potential without having to get a decade's worth of experience yourself.

Do you need to be a HubSpot expert to work with us? Not at all. Your job is to be an expert in your own business. We'll help you find new ways of setting and achieving bold new goals with your existing HubSpot ecosystem.

But what if you are already a HubSpot expert? Then we want to hear the big ideas you've got to really make your business stand out. We're the extra pair of hands that can help you take on bigger projects and reach even greater heights.

Services built for your needs

We know there's no out of the box approach that works for everyone. If you cringe at the idea of making your processes fit a pre-built operations package, so do we. 

ClearPivot has been working and growing with HubSpot for over a decade. Every day we learn a new way to help our clients create the kind of business they want to see. What does that mean for you? It means that we get to know your company and goals to find the best ways for HubSpot to get you even more value.

You come to us with a vision of your HubSpot operations as they are. Maybe it's that you're experiencing an issue. Maybe you've got an ambitious new project that you're yearning to start. Before you even sign a contract, we want to understand everything we can about your business and where you want it to be.

Our next step is to take these ideas and make them into specific goals that we can accomplish in your HubSpot ecosystem. We will explore the options that you have to reach these goals and help you think of new ways to approach them.

After we get started with our work together, we'll set you up with one of our top-tier Solutions Architects. They will be with you every step of the way as we do the work to reach these goals.

Process map and sales dashboard screenshot

Our Team

What do Mandarin Chinese, Pinterest, and circuit boards all have in common? Plenty, because they each play a role in our backstory. Discover how our personal experiences shaped us into the marketers we are today.

About Us
Nexus Consulting dashboard

Case Study

  • Client
  • Nexus Consulting

We built out a scaleable sales pipeline and a new custom quote-to-cash engine for Nexus Consulting that increased sales velocity and significantly reduced manual proposal-building.

View More

What Our Clients Are Saying

Kiva Connor Working with ClearPivot has been a great experience, one worthy of 5-stars. Our consultant helped us customize the CRM tool to fit a very complex, messy and even "abnormal" sales process. The result of the customization has our Marketing and Sales team adopting the tool with ease and even more importantly...with enthusiasm. We could not have imagined it all flowing this well. I highly recommend hiring CP to guide you and your organization through the transition of adopting HubSpot. We will continue to work with them to ensure we are maximizing the return on the investment of HubSpot within our firm.

Kiva Connor

Director

Harrison Design

Trevor Lyons Let me preface by saying I don't work for HubSpot or ClearPivot. HubSpot is such a great tool, but if you think you can fully utilize it without hiring ClearPivot, Godspeed. We are so happy we found this company, experts doesn't even begin to describe ClearPivot, especially if you are lucky enough to get Monica Evans. The support they provided us has exceeded expectations. I'm convinced they know more than the HubSpot support team themselves. I can not recommend this company enough.

Trevor Lyons

Director of Technology

Ripclear Protection

Lauren Shetler Andrew was a huge help as our team navigated the HubSpot onboarding process. There was a lot to learn since we were all new to HubSpot, but he was an incredible resource as we got up and running. Anytime we had questions, he was there... whether we needed to talk through high-level strategy or simply fine-tune a workflow. Would definitely recommend ClearPivot to anyone else ramping up in HubSpot!

Lauren Shetler

Senior Marketing Strategist

hatch I.T.

Ready to bring your RevOps to the next level?

Schedule a Consultation