Elevated their revenue operations across marketing, sales and customer success, creating cleaner data & reporting the business could rely on.
Example problem
Operating in a complex enterprise sales environment, their use of HubSpot had grown organically. Processes did not match how teams worked day to day, data was messy, reporting was unclear and unreliable for decision making.
How we can solved it
Design revenue processes that reflect how teams sell and support customers
Clean and align data so stages and handoffs are unambiguous
Build reporting that leadership and teams can trust for everyday and strategic decisions
Challenge existing assumptions and bring structure to areas that evolved without a plan
Embed operational improvements with teams so changes stick, not just on paper