What We Do

So how specifically do we turn you into a RevOps hero? We do it in a 4-step process:

  1. Map out your ideal-state customer journey lifecycle
  2. Build the processes and systems to implement that customer lifecycle
  3. Operate the systems and track key indicators of progress
  4. Identify and implement opportunities for further improvement
MH3_Report and Customize_EN

The Customer Journey 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

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.

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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