Fantastic and instrumental support from the Roc team

Lewis and Sarah did a fantastic job getting our GTM ops from 0-1. Highly recommended!

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