RevOps Automated

RevOps 提供的客户关系管理支持

在过去的几个月里，我们公司一直与 RevOps Automated 合作，对 HubSpot 进行配置和升级，同时为更广泛的团队提供培训。 在此期间，布兰登一直是我们可以利用的重要资源，他能够以简单、吸引人的方式提供培训，让我们的团队了解了我们以前没有经验的系统的细微差别。在整个过程中，Brandon 和 Preet 都非常平易近人，并努力解决实施过程中出现的任何问题。 该团队还帮助我们将杂乱无章的 Clockwork 数据转化为我们每天都能实际使用的东西。Matthew Prosser 为我们建立了两个自动化系统：一个是在 Google Sheets 中保存干净的薪酬表，另一个是将我们的 Clockwork 项目同步到 HubSpot 中。 Clockwork 的使用很 "有趣"，但 Matt 花时间真正了解了我们的使用方式，然后建立了与我们的流程相匹配的流程。现在，我们有了实时数据，而不是手动导出。这项工作本身技术性很强，因为 Clockwork 的 API 并不简单，所以需要进行几轮测试。但马特非常开放，响应迅速，并不断改进，直到一切都符合我们的需求。 结果是减少了人工报告，提高了合作伙伴的能见度，为我们的客户提供了更快、更清晰的更新。我很乐意向任何需要深入整合 HubSpot 招聘数据的人推荐 RevOps Automated。

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.