RevOps Consulting

HubSpot & Salesforce Saviours

We brought in the ROC team (Lewis, Mark, Callan & Sarah) at Neptune Software to stabilise a HubSpot–Salesforce integration that had been set up poorly by a previous consultant. From day one, the difference was immediately apparent. The team quickly stabilised the integration from HubSpot to Salesforce, diagnosed field mapping issues, resolved a permissions issues and put many fires out quickly in order to help build a reliable lead flow into Salesforce. After getting the urgent pieces in place, we added in quick succession visibility into HubSpot from Salesforce using VisualForce pages and worked closely with the Marketing team on webform field mapping, segment building, lead scoring and exclusion list creation. Alongside the integration work, Callan, Mark and Sarah built out our entire HubSpot marketing reporting suite from scratch — funnel reports, lifecycle stage workflows, contact segmentation between HubSpot and Salesforce sources — producing a project brief before starting so there were no surprises. Callan is thorough, proactive about flagging potential issues before they become problems, and always responds quickly. Sarah is an absolute guru in reports and dashboards especially. If you're looking for a team who genuinely understands the HubSpot–Salesforce stack and can clean up a messy setup while also building for the future, the ROC team are exactly who you need. Darryl Heffernan, Head of Revenue Operations — Neptune Software

Exactly what a fractional partner should be

We've worked with Callan and the RevOps team across two phases of our HubSpot build. We had HubSpot running but our sales pipeline wasn't fully operational — deals weren't being created automatically, stages weren't reflecting reality, and we had no reliable reporting to speak of. We were essentially flying blind on our sales process. Callan came in, got his head around our setup quickly, and built a fully automated sales pipeline from the ground up. Our process isn't textbook — fixed-fee accounting firm, small team, non-standard intake flow — and he didn't try to force a generic framework onto it. He understood what we actually needed and built accordingly. The automation side was the biggest win. Leads now flow straight into HubSpot, pipeline stages update automatically as deals progress, and closed won deals are captured without any manual input from the team. What used to require someone remembering to update things now just happens in the background. Alongside that, Callan built a number of reporting dashboards that give us genuine visibility on pipeline performance for the first time. Conversion rates, deal velocity, lead sources — all visible without pulling anything manually. What stood out throughout was how easy the whole process was. Responsive, asked the right questions, pushed back where it made sense, and didn't over-complicate things. No unnecessary features, no scope creep, just a clean build that works. Easy to work with. I will re-hire.

Brilliant to work with!

Callan and the RevOps team have been brilliant to work with. He took the time to properly understand our sales process (which isn't exactly textbook) and built out HubSpot workflows and automations that actually work for how we operate. Callan has been responsive, pragmatic, patient, and really easy to collaborate with. Would definitely recommend for anyone trying to get more out of HubSpot without overcomplicating things.

Excellent results implementing HubSpot together RevOps

We partnered with RevOps to strengthen how we use HubSpot across marketing, sales, and customer success, and the impact was immediate. They understood the complexity of operating in an enterprise energy environment. Rather than only applying generic best practices, they worked with us to design processes that reflected how our teams actually operate. The result was cleaner data, clearer lifecycle stages, and reporting we can trust. What stood out was their ability to combine strategic thinking with hands-on execution. They challenged our assumptions where needed, brought structure to areas that had grown organically, and ensured that improvements were embedded across teams, not just configured in the tool. If you’re looking for a partner who treats RevOps as a business discipline, not just a CRM cleanup exercise, I highly recommend working with them.

Nerds that are cool to work with

Lewis and his team at RevOps Consulting are the cool nerds and genuinely great to work with. They understood our business context and HubSpot setup very quickly and delivered practical, scalable solutions that gradually elevated the overall quality of our RevOps foundation. Having strong technical depth without unnecessary complexity, the collaboration was smooth, with communication always clear, proactive, and collaborative. We ultimately ended up with a much cleaner CRM and far more reliable reporting. If you are looking for an all in one RevOps package, Lewis and the team is a perfect choice.

Best RevOps fractional team globally!

Lewis and his team are of the highest calibre and have helped Strolll to transform our sales organisation in around 5 months from our worst quarter (Q2 2025) to best quarter (Q4 2025) and have helped me to lay the foundations in both process and tooling to continue scaling fast which is our #1 priority as a Series A stage start-up. Very grateful to the entire RevOps team and would highly recommend.

The go to guys for anything RevOps

Why you should work with RevOps Consulting: 1. They are experts and know what they are doing. They bring fresh ideas, innovation and are proactive 2. They're just sound and so easy to work with 3. They Deliver results and do what they say I highly recommend them, I wouldn't go anywhere else for future RevOps support

Expert Support

We worked with Lewis on our HubSpot migration and implementation, and the whole process couldn’t have been smoother. He has been a massive help throughout - his expert knowledge, responsiveness, and clear guidance made everything feel easy and stress-free. Every stage was handled professionally, and we always felt in safe hands. I’d highly recommend RevOps Consulting to anyone looking for support with HubSpot. Thank you Lewis!

Highly recommend

It was great working with Lewis, he is a real HubSpot & RevOps expert and helped us set up all of our workflows, dashboards and reporting.

Brilliant team, glad to have them on board

Lewis and team have been a dream to work with. The work that they put in was fundamental to the success of our launch. Knowledgable, professional, and responsive. Exactly what you want from a consultancy.