RevOps Automated

Bra CRM-support från RevOps

Min organisation har arbetat med RevOps Automated under de senaste månaderna för att konfigurera och uppgradera HubSpot och samtidigt leverera utbildning till det bredare teamet. Under den här tiden har Brandon varit en stor resurs att anlita, hans förmåga att leverera utbildning på ett enkelt och engagerande sätt har gjort det möjligt för teamet att förstå nyanserna i ett system som vi inte hade någon tidigare erfarenhet av. Både Brandon och Preet har varit mycket tillgängliga under hela processen och har arbetat hårt för att ta itu med alla problem som har uppstått under implementeringen. Teamet hjälpte oss också att omvandla rörig Clockwork-data till något vi faktiskt kan använda varje dag. Matthew Prosser byggde två automatiseringar åt oss: en som håller ett rent kompensationsblad i Google Sheets och en som synkroniserar våra Clockwork-projekt till HubSpot. Clockwork är "intressant" att arbeta med, men Matt tog sig tid att verkligen förstå hur vi använder det och byggde sedan flöden som matchar vår process. Nu har vi live-data istället för manuell export. Själva arbetet var ganska tekniskt eftersom Clockworks API inte är enkelt, så det blev några testrundor. Men Matt var väldigt öppen, snabb att svara och fortsatte att iterera tills allt stämde överens med vad vi behövde. Resultatet har blivit mindre manuell rapportering, bättre synlighet för partners och snabbare, tydligare uppdateringar för våra kunder. Jag skulle gärna rekommendera RevOps Automated till alla som behöver djupare HubSpot-integrationer kring rekryteringsdata.

Exceptionellt RevOps-stöd - Game-Changer för vår CRM- och marknadsföringsverksamhet!

Att arbeta med RevOps-teamet har varit en game-changer för vår HubSpot-implementering. Brandon och Preet har varit helt otroliga - de har gjort allt för att få vårt CRM-system på rätt spår igen, implementerat viktiga korrigeringar och optimerat arbetsflödena för både försäljning och marknadsföring. Deras expertis och praktiska stöd har hjälpt oss att skapa ett skalbart system som ger vårt team full insyn i pipelineprestanda, från automatisering av livscykelstadier till att förfina vår tillskrivning och rapportering av leads. Deras djupa kunskap om HubSpot, proaktiva problemlösning och vilja att hoppa in när vi behövde dem gjorde hela skillnaden. Om du letar efter en RevOps-partner som verkligen förstår HubSpot och levererar resultat, leta inte längre. Stort tack till teamet för deras enastående arbete!

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.