REVOPS & AUTOMATION FOR SAAS

The plumbing that makes
everything else work.

Revenue operations, CRM implementation, and marketing automation for B2B SaaS. We build the infrastructure that connects marketing to sales to revenue — so every dollar is tracked and every lead is scored.

See what you get

98.4%

CRM data accuracy

Post-cleanup avg.

100%

First-touch to close attribution

Full-funnel tracking

Faster lead response

Automated routing

01 — What You Get

Revenue infrastructure. Not just another HubSpot setup.

Most agencies configure your CRM and hand you a login. We build the revenue operations system that makes marketing, sales, and customer success run on the same data — with automations that replace manual work and attribution that proves what is actually driving pipeline.

HubSpot & Salesforce Implementation

Clean CRM setup from scratch or migration between platforms. Custom objects, properties, pipelines, and permission sets built for how your SaaS actually sells — not a generic template.

Lead Scoring & Lifecycle Mapping

Behavioral and firmographic scoring models that separate signal from noise. Lifecycle stages mapped to your actual funnel — not HubSpot's defaults. Sales only sees leads worth their time.

Marketing-to-Sales Handoff Workflows

Automated routing, SLA notifications, and handoff workflows that get the right lead to the right rep with full context. No more leads rotting in a queue or getting assigned to the wrong team.

Attribution Modeling & Dashboards

Multi-touch attribution that connects first ad click to closed-won deal. Custom dashboards in HubSpot, Salesforce, or Looker Studio that your CMO and CFO both actually use.

Email Automation & Nurture Sequences

Lifecycle-triggered nurture sequences, onboarding flows, re-engagement campaigns, and event-based automations. Built in HubSpot or your marketing automation platform of choice.

Data Hygiene & Enrichment

Deduplication, field standardization, and enrichment workflows that keep your CRM clean automatically. We integrate tools like Clearbit, ZoomInfo, and Apollo to fill gaps without manual data entry.

02 — Results

What clean data and real attribution look like.

RevOps is invisible when it works. Here is what happens when the plumbing is finally right.

Reworld

CRM Cleanup & Attribution

98.4%

CRM data accuracy after cleanup

Inherited a HubSpot instance with 40K+ duplicate contacts, broken lifecycle stages, and zero attribution. Rebuilt from the ground up: deduplication, property standardization, lead scoring, and multi-touch attribution dashboards. VP of Commercial Ops said "our data has never looked cleaner."

HubSpot Data Cleanup Attribution

Matterway

HubSpot Implementation & Automation

540%

MQL increase after RevOps build

Set up HubSpot from scratch for a Series A AI company entering the US market. Built lead scoring, lifecycle stages, automated nurture sequences, and marketing-to-sales handoff workflows. Connected paid, organic, and outbound into a single attribution model.

HubSpot Lead Scoring Nurture Sequences

CapOut

PLG Automation & Lifecycle

30-day

Post-paywall nurture sequence

Built a 10-touchpoint post-signup nurture sequence in Brevo for a product-led SaaS. Mapped the full user lifecycle from free trial to paid conversion, with behavioral triggers and automated re-engagement campaigns tied to product usage data.

Brevo PLG Lifecycle Automation

03 — How It Works

From audit to automated. Four phases.

Every RevOps engagement follows the same progression — because rushing past discovery is how you end up rebuilding your CRM six months later.

RevOps Audit

We map your current stack — CRM, marketing automation, sales tools, data flows. We find broken integrations, missing attribution, duplicate records, and lifecycle gaps. You get a prioritized findings report within one week.

Architecture & Build

We design your revenue operations architecture: object model, properties, pipelines, lifecycle stages, lead scoring criteria, and integration map. Then we build it — in your CRM, not a slide deck.

Automation & Attribution

We wire the automations: lead routing, SLA alerts, nurture triggers, deal stage updates, and task creation. Then we build the attribution model and dashboards that connect every marketing touchpoint to revenue.

Optimization & Handoff

We monitor, tune, and document everything. Lead scoring weights get adjusted based on real conversion data. Automations get refined. Your team gets trained. You own the system — we stay on to optimize or hand it off clean.

04 — Stack

We work with your tools. Not against them.

No vendor lock-in. No forcing you onto a platform because we get a referral fee. We integrate what you have and add what you need.

CRM

HubSpot
Salesforce
Pipedrive

Sales Engagement

Outreach
Apollo
Salesloft

Intent & Enrichment

6sense
Clearbit
ZoomInfo

Data & Analytics

Segment
Mixpanel
Looker Studio

Marketing Automation

HubSpot Marketing Hub
Brevo
Customer.io

Integration & Workflow

Zapier
Make
Custom API

05 — From Our Clients

"Our data has never looked cleaner! Their MarketingOps team has truly changed the way we manage our CRM data — for the better."

Mike Williams

VP Commercial Operations, Reworld

06 — FAQ

Frequently asked questions

Yes. We implement and optimize both HubSpot and Salesforce, plus the integrations between them. Most of our B2B SaaS clients run HubSpot Marketing Hub with either HubSpot CRM or Salesforce. We also work with Outreach, Apollo, 6sense, Segment, and other tools in the modern revenue stack.

A clean HubSpot implementation for a B2B SaaS company typically takes 4-6 weeks. Salesforce implementations run 6-10 weeks depending on complexity. Migration from one CRM to another adds 2-4 weeks. We build in parallel — lead scoring, lifecycle stages, and automations ship while the core implementation is still being configured.

That is the most common starting point. We run a full data audit in week one — duplicate contacts, missing fields, broken integrations, orphaned deals. Then we build a cleanup plan with prioritized phases. Most clients see meaningful data quality improvement within the first 30 days.

Yes. Attribution modeling does not require ripping out your tools. We work with your existing CRM, ad platforms, and analytics to build multi-touch attribution dashboards. The goal is connecting first touch to closed deal using what you already have, then filling gaps strategically.

We build integrations using native connectors, Zapier, Make, and custom API work when needed. Common integrations include CRM to billing (Stripe, Chargebee), CRM to product analytics (Segment, Mixpanel), and marketing automation to sales engagement (HubSpot to Outreach, Apollo to Salesforce).

We map your entire lead lifecycle — from anonymous visitor to MQL to SQL to opportunity to closed-won. Then we build the automation: lead scoring thresholds, routing rules, SLA notifications, and handoff workflows. Sales gets the right leads at the right time with full context. No more "marketing sent us garbage" conversations.

Your CRM is lying to you.
Let's fix it.

One call. We will audit your CRM, show you where the data is breaking, and tell you exactly what we would fix first.

The plumbing that makeseverything else work.