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

Unpredictable Sales Forecasting

Consequence: cash flows crunches, possible firings or layoffs

Contradictory data between different systems

Consequence: misguided decisions, loss of customer trust

Opportunities that slipped through the cracks

Consequence: lost sales

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

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

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

The results that you get:

Great Marketing & Sales Attribution

Understand where and why your best customers are coming so you can double down on those campaigns

More Sales Pipeline

Improve your marketing campaigns and buyer intent to fill your pipeline with more opportunities

Faster sales cycles

No more fumbles, stalls, and delays holding your team back from contract signature

No More Dropped Opportunities

No more sales slipping through the cracks or getting fumbled between teams

Accurate Data Across Your Systems

No more guessing which numbers you can trust and which numbers you can't

Reliable Sales Forecasting

Project where your topline revenue will be and why, so you can actually do effective planning

Systems that your team actually wants to use

No more "how can we get our reps and marketers to stop using their spreadsheets?"

Improved Customer Retention

No more customers quitting in frustration because your team can't provide the help that they need

No more tech debt build-up

You can roll out new campaigns and hire more teams without worrying about "things breaking"

 

Types of projects

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

Solution design

Design the architecture of your revenue systems, processes, and customer lifecycle to create a scalable operational foundation.

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

Marketing Operations

Build the systems, processes, and data that power your marketing engine to drive more efficient and measurable growth.

  • Marketing attribution
  • Campaign operations
  • Lead lifecycles
    • Stages, routing, qualifying, sales handoff
  • Segmentation
  • Marketing automation
  • Lead scoring
  • Account-based marketing (ABM)
  • Buyer intent
  • Customer journey analytics

Sales Operations

Build the processes, tools, and analytics that keep your sales team efficient, focused, and forecasting accurately.

  • CRM adoption
  • Lead routing & qualification
  • Territory management
  • Pipeline governance
  • Pipeline analysis
  • Deal risk monitoring
  • Win/loss analysis
  • Prospecting
  • CPQ
  • Sales automation
  • Sales analytics
Sales Hub - Sales Workspace Deal Tab - 1
Data operations

Data Operations

Establish and maintain the data standards, quality, and architecture that keep your CRM and connected systems reliable and trustworthy.

  • Data governance
    • Validation rules
    • Nomenclature
    • Taxonomy
    • Import & edit policies
  • Data quality
    • Data cleaning
    • Data enrichment
    • Deduplication
  • Data architecture
    • Objects
    • Hierarchies
    • Properties
    • Associations
  • Data process automation
  • Data analytics

AI Deployment

Deploy AI agents and assistants that automate workflows, surface insights, and scale your team's capabilities. May include but is not limited to:

  • Context management & knowledge layer buildout
  • AI agent deployment, eval & training
    • Customer agents
    • Prospecting agents
    • Data agents
    • Revenue agents
    • Pipeline inspection agents
    • Pipeline loss analysis agents
    • Custom agents
  • Breeze Assistant buildout & training
    • Prompts
    • Projects
    • Artifacts
    • Team training
Pipeline-Inspector-Agent
System integration

system integration

Connect HubSpot and your other business systems to ensure clean, consistent data flow across your tech stack.

HubSpot Product Management

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

HubSpot product updates

Tell Us About Your Project

Managing your go-to-market operations should not be stressful. We're here to be your mentors on best approaches, stewards of your business data, and shepherd of your systems.

Set up a 30 minute call with us to talk about how to empower your operations and become a hero at your company.

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.

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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 building out go-to-market systems for over a decade. Every day we learn a new way to help our clients build 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 to build out even more value in your marketing and sales teams.

You come to us with a vision of your revenue 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 with you. 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.

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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

Jacob Kelly Andrew did an outstanding job assisting us with our HubSpot onboarding. His proactive approach in both the sales and marketing portions of our migration, ensured a smooth transition. We are definitely satisfied with the results and highly recommend Andrew and ClearPivot for professional and efficient HubSpot onboarding services.

Jacob Kelly

VP of Channel Sales

Powernet

Charles Oberdick Shifting to different providers for CRMs is difficult. Learning a new marketing platform is difficult. Luckily, Andrew and ClearPivot has made the transition simple. Having a call cadence to break down various aspects of the HubSpot system was extremely helpful. Andrew helped us as we worked through tasks such as website integration of HubSpot and data migration to HubSpot. He was responsive to emails and helped answer any and all questions that we had during the process. Could not have asked for a better person to help us through this transition to HubSpot.

Charles Oberdick

James Gass I had recently stepped into the position of Technical Support Manager and quickly realized we needed a proper ticketing system to replace the email-based process we had been using. I was new to HubSpot and wasn’t sure where to start. ClearPivot came highly recommended, and I’m so glad I worked with them. With their guidance, we purchased Service Hub, and they provided onboarding training while handling some of the initial setup work. They helped set up surveys to gather customer feedback, cleaned up and improved our chatflows, and guided me through key decisions to ensure everything aligned with our goals. What initially felt overwhelming quickly transformed into a manageable and even exciting project. Thanks to ClearPivot, I gained the confidence to continue building on what they started, knowing I had a solid foundation and a functional system in place. Having an expert in my corner gave me the freedom to experiment, learn, and grow without fear. I couldn’t recommend them more highly!

James Gass

Ready to bring your RevOps to the next level?

Schedule a Consultation