Most sales funnels are set up to fail
Adding more tools won’t fix your pipeline.
We give Sales leaders what they actually need. Deal stage clarity, rep visibility, and systems that drive revenue, not busywork.
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Sales Teams are being set up to miss quota
You’re under pressure to close more, faster -- with fewer resources and less support.
And the processes you inherited? They're working against you.
We see it all the time. And we fix it.
Why most CRMs are broken
You didn’t break it. But you’re stuck with the mess.
Most leaders inherit a CRM with:
-
smart_toy
Deal stages that don’t match reality
-
database_off
Properties no one uses (but everyone’s scared to delete)
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widgets
Reports that confuse more than clarify
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settings_account_box
No single source of truth for pipeline or rep performance
And every “fix” adds more tools, more noise, and more overhead.
What Sales Leaders actually need
Here’s what sales leaders tell us they want.
Sales leaders need:
-
database
Deal stages that match reality
-
assignment_turned_in
Reporting that reflects performance
-
visibility
Live visibility into pipeline gaps and rep activity
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flowsheet
Systems that support enablement and capacity planning
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robot_2
Someone else to build it (so they don't have to)
We don’t start with assumptions. We start with proof.
Before we lift a finger in your CRM, we run two foundational diagnostics:
GTM Survey: We map all of your existing GTM motions
We dig into:
- Who you’re selling to (ICP clarity)
- How Sales, Marketing, and CS define stages (and where they’re misaligned)
- Where your customer data lives and where it leaks
Revenue Engine Diagnostic: Your RevOps MRI
The RED is where we:
- Funnel stage ownership across functions
- Identify broken handoffs, missing KPIs, and blind spots that sabotage visibility
- Create a tactical, 90-day roadmap to fix what’s not working
Identified
Attract
Interested
Engaged
Educate
Priority
Select
Committed
Ready
Activate
Recurring
Impact
Impact
Impact
Maximum
Impact
Impact
Expand
The Revenue Performance Model: See the full funnel. Finally.
Your job doesn’t stop at “Closed Won.” So why does your CRM?
Our proprietary Revenue Performance Model (RPM) maps the entire GTM journey, from first touch to expansion, so Sales can stop reacting and start optimizing.
Our proprietary Revenue Performance Model (RPM) maps the entire GTM journey, from first touch to expansion, so Sales can stop reacting and start optimizing.
Here’s where Sales lives in the BowTie
Select
SQL to Opportunity conversion rate.
Activate
Sales cycle length, forecast accuracy, average deal size
Impact
Closed Won, churn prevention, net revenue retention visibility
What we unlock
- Deal flow visibility across every stage
- Forecast vs. actual
- Win rate by source and stage
- Deal value trends
- Insights into velocity, value, and conversion breakdowns
SalesOps playbooks that drive results
We build in-CRM playbooks that:
- Define deal stages and exit criteria
- Automate workflows for stage progression
- Train reps on what to do and when
- Provide Sales Managers with the views and reports they actually need
Playbooks built for Sales include:
cast_for_education
Sales Hub Training
What is a Marketing to Sales Handoff?
-
Definition:
- The Marketing to Sales Handoff relates to the primary ownership of a Contact as defined by who or what team ( Amongst Sales or Marketing) will be owning prospect communication going forward.
- The handoff is set up by monitoring Lead Status inside the system & developing triggers in the system based on these Lead status on how contact ownership transfer from Marketing to Sales & back again to Sales to Marketing.
-
For RP:
- It's very important that no Leads fall through the cracks due to a lack of follow-up. To Ensure that our primary suggestion to our partners is to manage Leads through Lead Status functionality inside HubSpot.
- In the process of managing those, there are certain areas where Handoff occurs between Marketing and Sales. We need to make sure Marketing and sales leaders are aligned here & aware when the Handoff occurs & take certain actions as defined by the SLA.
- We need to make sure Sales & Marketing team are aligned through Shared Visibility of KPI, Pipelines, SLA terms & S-Marketing Meetings.
- We need to make sure when it comes to Managing Leads, Pipeline Generations, Revenue Visibility, Feedback Loop Marketing & Sales team has shared visibility through Dashboard.
add_chart
Forecasting & Goals
What is a Marketing to Sales Handoff?
-
Definition:
- The Marketing to Sales Handoff relates to the primary ownership of a Contact as defined by who or what team ( Amongst Sales or Marketing) will be owning prospect communication going forward.
- The handoff is set up by monitoring Lead Status inside the system & developing triggers in the system based on these Lead status on how contact ownership transfer from Marketing to Sales & back again to Sales to Marketing.
-
For RP:
- It's very important that no Leads fall through the cracks due to a lack of follow-up. To Ensure that our primary suggestion to our partners is to manage Leads through Lead Status functionality inside HubSpot.
- In the process of managing those, there are certain areas where Handoff occurs between Marketing and Sales. We need to make sure Marketing and sales leaders are aligned here & aware when the Handoff occurs & take certain actions as defined by the SLA.
- We need to make sure Sales & Marketing team are aligned through Shared Visibility of KPI, Pipelines, SLA terms & S-Marketing Meetings.
- We need to make sure when it comes to Managing Leads, Pipeline Generations, Revenue Visibility, Feedback Loop Marketing & Sales team has shared visibility through Dashboard.
schedule_send
Sales Sequences
What is a Marketing to Sales Handoff?
-
Definition:
- The Marketing to Sales Handoff relates to the primary ownership of a Contact as defined by who or what team ( Amongst Sales or Marketing) will be owning prospect communication going forward.
- The handoff is set up by monitoring Lead Status inside the system & developing triggers in the system based on these Lead status on how contact ownership transfer from Marketing to Sales & back again to Sales to Marketing.
-
For RP:
- It's very important that no Leads fall through the cracks due to a lack of follow-up. To Ensure that our primary suggestion to our partners is to manage Leads through Lead Status functionality inside HubSpot.
- In the process of managing those, there are certain areas where Handoff occurs between Marketing and Sales. We need to make sure Marketing and sales leaders are aligned here & aware when the Handoff occurs & take certain actions as defined by the SLA.
- We need to make sure Sales & Marketing team are aligned through Shared Visibility of KPI, Pipelines, SLA terms & S-Marketing Meetings.
- We need to make sure when it comes to Managing Leads, Pipeline Generations, Revenue Visibility, Feedback Loop Marketing & Sales team has shared visibility through Dashboard.
request_quote
Proposals & Quotes
What is a Marketing to Sales Handoff?
-
Definition:
- The Marketing to Sales Handoff relates to the primary ownership of a Contact as defined by who or what team ( Amongst Sales or Marketing) will be owning prospect communication going forward.
- The handoff is set up by monitoring Lead Status inside the system & developing triggers in the system based on these Lead status on how contact ownership transfer from Marketing to Sales & back again to Sales to Marketing.
-
For RP:
- It's very important that no Leads fall through the cracks due to a lack of follow-up. To Ensure that our primary suggestion to our partners is to manage Leads through Lead Status functionality inside HubSpot.
- In the process of managing those, there are certain areas where Handoff occurs between Marketing and Sales. We need to make sure Marketing and sales leaders are aligned here & aware when the Handoff occurs & take certain actions as defined by the SLA.
- We need to make sure Sales & Marketing team are aligned through Shared Visibility of KPI, Pipelines, SLA terms & S-Marketing Meetings.
- We need to make sure when it comes to Managing Leads, Pipeline Generations, Revenue Visibility, Feedback Loop Marketing & Sales team has shared visibility through Dashboard.
track_changes
Target Accounts
What is a Marketing to Sales Handoff?
-
Definition:
- The Marketing to Sales Handoff relates to the primary ownership of a Contact as defined by who or what team ( Amongst Sales or Marketing) will be owning prospect communication going forward.
- The handoff is set up by monitoring Lead Status inside the system & developing triggers in the system based on these Lead status on how contact ownership transfer from Marketing to Sales & back again to Sales to Marketing.
-
For RP:
- It's very important that no Leads fall through the cracks due to a lack of follow-up. To Ensure that our primary suggestion to our partners is to manage Leads through Lead Status functionality inside HubSpot.
- In the process of managing those, there are certain areas where Handoff occurs between Marketing and Sales. We need to make sure Marketing and sales leaders are aligned here & aware when the Handoff occurs & take certain actions as defined by the SLA.
- We need to make sure Sales & Marketing team are aligned through Shared Visibility of KPI, Pipelines, SLA terms & S-Marketing Meetings.
- We need to make sure when it comes to Managing Leads, Pipeline Generations, Revenue Visibility, Feedback Loop Marketing & Sales team has shared visibility through Dashboard.
format_text_overflow
Pre-Sales - SQL Expansion
What is a Marketing to Sales Handoff?
-
Definition:
- The Marketing to Sales Handoff relates to the primary ownership of a Contact as defined by who or what team ( Amongst Sales or Marketing) will be owning prospect communication going forward.
- The handoff is set up by monitoring Lead Status inside the system & developing triggers in the system based on these Lead status on how contact ownership transfer from Marketing to Sales & back again to Sales to Marketing.
-
For RP:
- It's very important that no Leads fall through the cracks due to a lack of follow-up. To Ensure that our primary suggestion to our partners is to manage Leads through Lead Status functionality inside HubSpot.
- In the process of managing those, there are certain areas where Handoff occurs between Marketing and Sales. We need to make sure Marketing and sales leaders are aligned here & aware when the Handoff occurs & take certain actions as defined by the SLA.
- We need to make sure Sales & Marketing team are aligned through Shared Visibility of KPI, Pipelines, SLA terms & S-Marketing Meetings.
- We need to make sure when it comes to Managing Leads, Pipeline Generations, Revenue Visibility, Feedback Loop Marketing & Sales team has shared visibility through Dashboard.
dashboard_2
Sales Weekly Review Dashboard
What is a Marketing to Sales Handoff?
-
Definition:
- The Marketing to Sales Handoff relates to the primary ownership of a Contact as defined by who or what team ( Amongst Sales or Marketing) will be owning prospect communication going forward.
- The handoff is set up by monitoring Lead Status inside the system & developing triggers in the system based on these Lead status on how contact ownership transfer from Marketing to Sales & back again to Sales to Marketing.
-
For RP:
- It's very important that no Leads fall through the cracks due to a lack of follow-up. To Ensure that our primary suggestion to our partners is to manage Leads through Lead Status functionality inside HubSpot.
- In the process of managing those, there are certain areas where Handoff occurs between Marketing and Sales. We need to make sure Marketing and sales leaders are aligned here & aware when the Handoff occurs & take certain actions as defined by the SLA.
- We need to make sure Sales & Marketing team are aligned through Shared Visibility of KPI, Pipelines, SLA terms & S-Marketing Meetings.
- We need to make sure when it comes to Managing Leads, Pipeline Generations, Revenue Visibility, Feedback Loop Marketing & Sales team has shared visibility through Dashboard.
Sales wins you can't ignore
Case Study arrow_forward
Challenge: Pre-sales lead tracking lacked insight
Solution: Rebuilt with same-object associations
Impact: Greater precision in SQL-to-Opp tracking
Challenge: Pre-sales lead tracking lacked insight
Solution: Rebuilt with same-object associations
Impact: Greater precision in SQL-to-Opp tracking
Case Study arrow_forward
Challenge: Lack of sales performance visibility
Solution: HubSpot implementation, system consolidation
Impact: Standardized process, improved tracking
Challenge: Lack of sales performance visibility
Solution: HubSpot implementation, system consolidation
Impact: Standardized process, improved tracking
Case Study arrow_forward
Challenge: Global sales team couldn’t align
Solution: Optimized sales processes and demo scheduling
Impact: 36% conversion lift QoQ
Challenge: Global sales team couldn’t align
Solution: Optimized sales processes and demo scheduling
Impact: 36% conversion lift QoQ
Case Study arrow_forward
Challenge: Siloed sales and marketing
Solution: HubSpot migration with full pipeline visibility
Impact: Faster workflows, stronger sales coordination
Challenge: Siloed sales and marketing
Solution: HubSpot migration with full pipeline visibility
Impact: Faster workflows, stronger sales coordination
Case Study arrow_forward
Challenge: Tangled pipeline, limited reporting
Solution: Scalable architecture in Sales Hub Enterprise
Impact: Better sales operations, better forecasting
Challenge: Tangled pipeline, limited reporting
Solution: Scalable architecture in Sales Hub Enterprise
Impact: Better sales operations, better forecasting
We're the RevOps Team you wish you hired sooner
Hiring RevOps in-house?
Good luck finding someone who can:
- Architect your CRM
- Own your workflows
- Build your reports
- Align with GTM strategy
And if they leave? You’re back to square one.
We give you a full RevOps department:
RevOps Strategists
Align GTM to RevOps strategy
CRM Technologists
Build the workflows and systems
Playbooks + Data Analysts
HubSpot/RevOps best practices
HubSpot accreditations that drive sales results
As a HubSpot Elite Partner, we have the credentials and expertise to help your sales team achieve real, measurable results.
Here’s how we back it up:
star
5.0
Star Marketplace Rating
rate_review
350+
HubSpot reviews
database
150+
CRM migrations
hub
1000
CRM Implementations
RevPartners gives you access to the best possible talent in the HubSpot ecosystem. We've done the work. Now let us show you.
Less than 1% of HubSpot Partners achieve Elite status. RevPartners is the fastest to do it. Ever.
CRM Implementation Accreditation
Solutions Architecture Design
Platform Enablement Accreditation
Custom CRM Integration Accreditation
HubSpot Onboarding Accreditation
HubSpot CRM Data Migration Accreditation
Service Hub Implementation Accreditation
Platform Excellence Impact Award Winner
AICPA SOC 1 and SOC 2 Certified
Close more. Stress less.
Sales leaders don’t want to run RevOps. They want it to run for them.
Because the sooner your CRM stops fighting you, the faster you can scale your team, hit your number, and keep your seat.
