RevOps Enablement
Deeply Digital operates as a HubSpot B2B RevOps Partner focused on optimising and streamlining business processes from the initial lead stage through to customer loyalty. The core philosophy of RevOps is to systematically examine every customer touchpoint, analyse decisions, and understand what drives success across the revenue teams.
When executed effectively, RevOps acts as a catalyst for growth, improved clarity, greater efficiencies, enhanced customer retention, and better profit margins.
Deeply Digital’s approach is a systematic process designed to eliminate friction and achieve results across marketing, sales, and customer success departments, providing confidence in data quality and reporting results.
HubSpot RevOps Framework
This framework is specifically designed for B2B organisations that use HubSpot but lack a cohesive strategy for managing data, tools, processes, and reporting.
|
Framework Step |
Focus and Activities |
|
Strategy and Planning |
Maximising the use of HubSpot technology by shaping the platform around the client’s business needs and objectives. |
|
HubSpot Portal Audit and Review |
Conducting a full portal audit using a template to output initial optimisation recommendations and a longer-term HubSpot plan focused on RevOps and client objectives. |
|
HubSpot Setup and Optimisation |
Configuring the CRM, integrating it with existing tools, and mapping optimised marketing and sales processes directly into HubSpot. |
|
Training and Support |
Providing targeted training and continuous support to ensure smooth user adoption and usage across teams. |
|
Analytics and Reporting |
Setting up bespoke sales and marketing reports in HubSpot, as well as corresponding dashboards to monitor key metrics and allow for performance optimisation. |
|
Continuous Improvement |
Regularly updating and optimising the system, including: Conversion Rate Optimisation (CRO); improving lead quality for sales and marketing; and identifying processes for creating sales enablement resources (e.g., sequences, snippets, and templates). |
Deliverables of Advanced RevOps
Advanced RevOps implemented by Deeply Digital delivers concrete business benefits by eliminating departmental silos and improving operational clarity:
- Eliminate friction between departments through shared processes and unified dashboards.
- Improve pipeline visibility to enable faster, data-backed decision-making.
- Standardise reporting across all revenue teams for total transparency.
- Increase sales productivity by helping teams master their tools, systems, and platform.
- Improve the customer experience and internal efficiencies in customer operations.
- Provide an understanding of AI use for customer operations, success, experience, and marketing.