RevOps Automated

RevOps의 뛰어난 CRM 지원

저희 조직은 지난 몇 달 동안 RevOps Automated와 협력하여 HubSpot을 구성하고 업그레이드하는 동시에 더 많은 팀원에게 교육을 제공했습니다. 이 기간 동안 Brandon은 훌륭한 리소스였으며, 간단하고 매력적인 방식으로 교육을 제공하는 그의 능력 덕분에 팀은 이전에 경험하지 못했던 시스템의 뉘앙스를 이해할 수 있었습니다. 브랜든과 프리트는 전체 과정에서 매우 친근하게 다가왔고 구현 과정에서 발생한 모든 문제를 해결하기 위해 열심히 노력했습니다. 또한 지저분한 Clockwork 데이터를 실제로 매일 사용할 수 있는 데이터로 전환하는 데 도움을 주었습니다. 매튜 프로서는 Google 스프레드시트에 깔끔한 보상 시트를 보관하는 자동화와 Clockwork 프로젝트를 HubSpot에 동기화하는 자동화 두 가지를 구축했습니다. Clockwork는 작업하기에 '흥미로운' 도구이지만, 매튜는 시간을 들여 우리가 어떻게 사용하는지 이해하고 우리 프로세스에 맞는 흐름을 구축해 주었죠. 이제 수동 내보내기 대신 라이브 데이터를 사용할 수 있습니다. Clockwork의 API가 단순하지 않기 때문에 작업 자체는 상당히 기술적이었기 때문에 몇 차례의 테스트가 필요했습니다. 하지만 Matt는 매우 개방적이고 신속하게 대응했으며 모든 것이 우리가 필요로 하는 것과 일치할 때까지 계속 반복했습니다. 그 결과 수동 보고가 줄어들고 파트너에게는 더 나은 가시성을, 고객에게는 더 빠르고 명확한 업데이트를 제공할 수 있게 되었습니다. 저는 채용 데이터와 관련하여 보다 심층적인 HubSpot 통합이 필요한 모든 사람에게 RevOps Automated를 기꺼이 추천하고 싶습니다.

Exceptional RevOps Support – Game-Changer for Our CRM & Marketing Operations!

Working with the RevOps team has been a game-changer for our HubSpot implementation. Brandon and Preet have been nothing short of incredible—going above and beyond to get our CRM back on track, implement crucial fixes, and optimize both our sales and marketing workflows. From lifecycle stage automation to refining our lead attribution and reporting, their expertise and hands-on support have helped us create a scalable system that gives our team full visibility into pipeline performance. Their deep knowledge of HubSpot, proactive problem-solving, and willingness to jump in whenever we needed them made all the difference. If you're looking for a RevOps partner who truly understands HubSpot and delivers results, look no further. Huge thanks to the team for their outstanding work!

Supporting our Rev ops team with HubSpot knowledge

At Evalugent, we've had the pleasure of working closely with the RevOps Automated (ROA) team, and their support has been a huge help in driving our growth and streamlining our processes. From the start, they’ve been proactive in understanding our needs and providing tailored solutions that have had a real impact. One of the key areas where they’ve supported us is with Lead Object Creation. The team helped us refine and define our lead data structure, ensuring it aligns with our sales and marketing goals. This has made a huge difference in how we track and manage leads, providing us with better insights and visibility into our pipeline. They also assisted with optimising our Life Cycle Stages, helping us ensure that leads and opportunities are moving through the funnel efficiently. Their expertise allowed us to accurately map out the stages and ensure we're aligning our sales efforts with the customer journey. ROA created a few dashboards across GTM. The ROA team worked with us to build dashboards that offer clear visibility and actionable insights, enabling our teams to make data-driven decisions. ROA conducted a high-level audit of our HubSpot instance, providing us with valuable recommendations for optimising our workflows and systems. The audit highlighted several areas for improvement and helped us streamline operations, saving both time and resources. We deleted and enriched our data to support our GTM team. They also worked closely with us on enhancing our nurture workflows, ensuring they are aligned with our goals and offering better targeting and engagement throughout the customer journey. The improvements have helped us increase the effectiveness of our campaigns, driving higher engagement. Lastly, the RevOps automated team helped us update our lead scoring system to align with the new HubSpot lead scoring methodology. This update has allowed us to score and prioritise leads more accurately, ensuring that we are focusing our efforts on the most promising opportunities. Overall, the RevOps team has been a fantastic partner, providing the expertise and support needed to improve our processes and optimise our HubSpot instance. We’re looking forward to continuing our work together and achieving even greater results.

One day HubSpot onboarding

RevOps Automated supported is with a fast-track HubSpot onboarding in a day. Natalie Furness set up our portal, taught us how to administer the platform and onboarded our team. The knowledge of the trainer was great, and she was also very patient with us. We have received 2-hours additional consulting for 30 days and during this time we told how long we had left to use. I would recommend to others.

Outstanding dedication to acheive my objective.

Brandon has been my guiding star! On the initial call, I explained what I wanted to achieve, and within seconds he understood the task at hand. He asked detailed questions to ensure he mapped out the most effective and time-efficient way to proceed. Every step of the way, Brandon showed pure enthusiasm to accomplish our shared objective and in every aspect delivered what he set out to achieve. It's been an absolute pleasure working with Brandon, and I'm confident that for every request to refine the process, he will be there to make it happen.

Fast, Accommodating, efficient

RevOps have been an incredible team to work with, they go above and beyoned to get the project completed on an exceptionaly tight deadline Big shout out to Brandon and Meyrick as they are the two team members I have worked most closley with and it has been an absolute pleasure, no matter how complicated the task got the entire team was reliable and accommodating 10/5 Highly recomended!!

Helped us streamline our Sales & Marketing processes using HubSpot

RevOps Automated helped us streamline our sales and marketing processes using HubSpot. We were able to set very customized sales pipelines with special use cases specific to our business. The best part of the project with them was the way they documented everything which made the handover very easy for us to adopt the software.

Not only practical tips on HubSpot processes implementation, but also on a broader rev ops strategy

Implementing the lead status for a sales organization that never worked with it, unlocked building lifecycle stages and the ability to measure the full funnel from end to end. Also shared best practices on acquisition and the latest sources. Overall it was the perfect timing and content.

Natalie has taught me everything! Thank you

Natalie has supported me with NPS Surveys through HubSpot. I'm someone who had never used HubSpot prior, so was pretty nervous about getting it right. Natalie took the time to talk me through how it looks and works, plus the benefits! She went through the additional set up required so that reporting can be used (including the time saving workflows!! Wow!) What I was extremely grateful for is that Natalie explained every step in detail so I now have a better understanding of HubSpot and how it works outside of NPS too. It's also meant that the NPS survey has improved and become easier to manage every quarter. Natalie has a great energy and is an absolute expert so it is always a pleasure speaking/ working with her. Thank you so much!

Know their craft and easy to work with folks

I reached out to RevOps Automated because we wanted an external HubSpot Consultant to audit our HubSpot account and let us know what we need to improve, and where could we apply best practises. I was really impressed with Megha's HubSpot knowledge right from the outset. She delivered a thorough account audit report. It was very detailed and had easy to understand actionable inputs for us. I particularly liked the way she helped us debug multiple workflows, and her inputs have improved our reports significantly. All in all, RevOps AUtomated folks actually demonstrated their commitment to helping us achieve the objective. Megha's response time was amazing throughout the engagement and at times I felt as if I'm working with my own internal team.