Some of the most common RevOps struggles we see in B2B SaaS:

If you're a B2B SaaS company between Seed and Series C (or equivalent revenue stage), at least a few of these will feel uncomfortably familiar.

 

Faulty Marketing & Sales Attribution

You can't tell which motions — PLG signups, outbound sequences, content-driven inbound, partner referrals — actually drive closed-won ARR.

Breakdowns in handoffs between teams

(Marketing ↔ SDR ↔ AE ↔ Onboarding ↔ CSM ↔ Renewal Desk)

Every handoff is a chance for context to get lost, deals to stall, or customers to churn before they even launch.

Consequence: longer sales cycles, slow onboarding, and early-stage churn

Unpredictable ARR Forecasting

New business pipeline looks healthy, but you can't model expansion, contraction, and churn reliably. Your board deck forecast and your CRO's gut feeling don't match.

Consequence: hiring plans, cash planning, and investor updates are built on sand

Trial-to-paid and PQL conversion is a black box

Free trial users and product-qualified leads are entering your funnel, but you can't see which behaviors predict conversion, or where they're dropping off.

Consequence: your GTM motion generates signups but not revenue

Contradictory data between different systems

HubSpot, Salesforce, Stripe, Pendo, Intercom, Snowflake — the tools are there, but the integrations are brittle, data conflicts across systems, and nobody trusts the dashboards.

Consequence: every new tool or hire adds complexity instead of capacity

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

Reps log activity in spreadsheets. CSMs track renewals in their own trackers. Marketing can't segment because the data is incomplete. The CRM exists but doesn't work.

Consequence: no visibility into performance, no single source of truth

Lead scoring doesn't reflect product usage

Your MQL model is based on form fills and email opens, but the highest-intent signals (product usage, feature adoption, workspace invites, etc) aren't making it into the score.

Consequence: sales is working low-intent leads while PQLs go cold

Net revenue retention is invisible or declining

Expansion revenue, downgrades, and churn aren't tracked in a way that lets CS and sales actually act on them. Your land-and-expand motion is happening, but it's not visible in your systems. You don't know your NRR until finance closes the books.

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

Technical debt build-up

Every new campaign, territory change, or pricing update requires a sprint of workarounds because the underlying system architecture wasn't built for scale.

Consequence: your ops team is a bottleneck, not an accelerator

Oftentimes, all of these are symptoms of one of the most pervasive issues we see: B2B SaaS companies don't have a defined vision for their revenue operations (processes, systems, and teams) and how they should work together in a unified way across the full customer lifecycle.

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, from first-touch attribution through acquisition, activation, conversion, expansion, and renewal across complex B2B buying committees
  2. Build the systems, data, and processes to implement that customer lifecycle: every property, workflow, and integration designed for your SaaS motion, whether that's PLG, sales-led, or hybrid
  3. Operate the systems and track key indicators of progress (ARR/MRR, pipeline velocity, NRR, CAC payback, conversion by motion) so every board and investor update is working from the same source of truth
  4. Identify and implement opportunities for compounding improvement, so NRR, expansion revenue, and sales efficiency compound instead of flatline
male superhero

The results that you get:

Great Marketing & Sales ATTRIBUTION

See which motions (PLG, outbound, content, partnerships) drive pipeline and closed-won ARR, so you can invest with confidence, improve CAC payback, and attract higher-LTV customers.

 

More Sales Pipeline

Tighter handoffs, smarter lead scoring, and automated routing mean your sales team spends time closing, not chasing.

 

Faster sales cycles

No more fumbles, stalls, or delays holding your team back from contract signature,  whether your motion involves free trials, POCs, or enterprise procurement.

 

No More Dropped Opportunities

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

Accurate Data Across Your Systems

No more reconciling conflicting numbers between HubSpot, Salesforce, your user logs, and your billing system.

 

Reliable Sales Forecasting

Model new business, expansion, contraction, and churn with reliable data, not gut feeling, so your board deck reflects reality.

 

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

Operationalize expansion and renewal workflows so your CS team can proactively drive NRR instead of reacting to cancellations.

 

No more tech debt build-up 

Add new reps, launch new segments, change your pricing — without worrying about breaking the ops underneath.

 

 

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
    • 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

  • Marketing attribution
  • Campaign operations
  • Lead capture flows
  • Segmentation
  • Marketing automation
  • Lead scoring
  • Buyer intent
  • Customer journey analytics

Sales Operations

  • Lead routing & qualification
  • Territory management
  • Pipeline management
  • Prospecting campaigns
  • CPQ
  • Sales automation
  • Sales analytics
    • Prospecting
    • Pipeline
    • Forecasting
    • Funnels
    • Velocity
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 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

system integration

  • HubSpot + Salesforce
    • Objects, properties & associations
    • Processes, sync rules & validations
    • Users & object ownership
    • Salesforce campaigns
  • HubSpot + ERP/Finance
    • NetSuite, Sage, Quickbooks
  • HubSpot + Coda (Superhuman)
  • HubSpot + Snowflake
  • Custom API integrations
System integration
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 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.

meet-with-ryan

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.

HubSpot badges

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
cybersecurity company sales dashboard

Case Study

  • Client
  • Cybersecurity SaaS company

ClearPivot helped a fast-growing cybersecurity company unify and automate their sales, marketing, and customer onboarding in HubSpot, giving them cleaner data, faster deal cycles, and a scalable go-to-market engine.

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

Eddie Morales We recently had the pleasure of working with Andrew from ClearPivot to develop our Customer Success/Support Ticketing System, and the experience was nothing short of outstanding. From the initial consultation to the final implementation, Andrew demonstrated a level of professionalism, expertise, and dedication that exceeded our expectations. One of the key strengths of working with Andrew was his ability to truly understand our business needs. He took the time to conduct a thorough analysis of our customer support workflow, ensuring that the solution would be tailored to our specific requirements. His attention to detail and commitment to delivering a customized solution made the entire process seamless. Communication with Andrew was consistently clear, prompt, and transparent. He kept us informed at every stage of the project, promptly addressing any questions or concerns we had. We highly recommend Andrew at ClearPivot for any organization looking to build or enhance their customer support systems.

Eddie Morales

Manager, Strategic Initiatives

ConnectCareHero

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