Drove a 36% quarter-over-quarter increase in conversion and reduced complexity by consolidating four pipelines into one streamlined process with five stages and an automated demo-booking workflow.
SaaS & tech companies on HubSpot win faster with RevPartners
SaaS multiples have been cut in half. Investors want efficient, predictable revenue. Not vanity metrics. We help you operationalize that shift inside HubSpot.
Why your CRM is holding you back
Most CRMs are built to store data, not generate revenue. Until yours does both, you’ll stay stuck.
44%
of companies say they lose 10%+ of annual revenue due to poor CRM data quality. Source
55%
of CRM implementations fail to deliver intended value, largely due to user adoption issues. Source
84%
off system integration projects fail or partially fail, crushing plans for seamless data flow. Source
5.2%
is the average annual churn rate across SaaS in 2024, indicating just how much recurring revenue is at risk. Source
38%
of SaaS marketers say they struggle with multiple technologies that don’t integrate properly. Source
85%
of companies say that stale data leads to incorrect decisions / lost revenue. Source
SaaS valuations are shrinking.
Efficiency is the only story investors believe now.
The next stage of scale doesn’t come from adding headcount. It comes from removing friction across systems, data, and teams.
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Scattered customer data
Product usage, billing, and sales all live in different systems, leaving revenue teams blind to the full customer journey.
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Demo dropoffs
Prospects request demos but lose momentum waiting on manual scheduling or slow follow-up.
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Pipeline complexity
Multiple pipelines, too many stages, and clunky handoffs make it impossible for reps to move deals fast.
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Revenue blind spots
Recurring, upsell, and churn data live in silos and leadership can’t see what’s driving growth or risk.
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Manual lead handling
SDRs waste hours chasing unqualified leads, updating records, or duplicating effort across tools.
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Scaling without headcount
Pipeline targets increase, but teams must meet them with flat budgets and no new hires.
Real wins you can't ignore
Case Study arrow_forward
Drove a 36% quarter-over-quarter increase in conversion and reduced complexity by consolidating four pipelines into one streamlined process with five stages and an automated demo-booking workflow.
Case Study arrow_forward
Optimized pre-sales SQL process by replacing a manual custom object system with structured “Educate” pipelines and precise deal-to-SQL associations—ensuring 100% of deals are tied to a specific SQL and improving attribution and visibility.
Optimized pre-sales SQL process by replacing a manual custom object system with structured “Educate” pipelines and precise deal-to-SQL associations—ensuring 100% of deals are tied to a specific SQL and improving attribution and visibility.
Case Study arrow_forward
AirDNA’s sales process by establishing a dedicated BDR pipeline, embedding MEDDPICC deal-qualification gates, and categorizing lead sources—enabling smoother marketing-to-sales handoffs, better forecast accuracy, and clearer attribution.
AirDNA’s sales process by establishing a dedicated BDR pipeline, embedding MEDDPICC deal-qualification gates, and categorizing lead sources—enabling smoother marketing-to-sales handoffs, better forecast accuracy, and clearer attribution.
Case Study arrow_forward
Drove a 2–3× increase in average revenue and full confidence in HubSpot data by overhauling Workvivo’s revenue architecture: introducing deal categories, line items, and a dedicated renewal pipeline while automating historical data migration.
Drove a 2–3× increase in average revenue and full confidence in HubSpot data by overhauling Workvivo’s revenue architecture: introducing deal categories, line items, and a dedicated renewal pipeline while automating historical data migration.
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Eventbrite
Sabeha Mohamed, the Global Head of Demand Generation for Eventbrite, shares why RP was their RevOps vendor of choice.
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Valcre
Adnan Darr, COO of Valcre, explains how his team partnered with RevPartners to completely rebuild their HubSpot setup and rethink their approach to data.
Capital-efficient growth is the new competitive edge.
The days of endless runway are over. Every SaaS leader needs a GTM engine that scales revenue without scaling burn — and we’ve built 50+ playbooks to make it happen.
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Go-To-Market (GTM) Sources
What is the GTM Sources Playbook?
The blueprint for enhanced tracking and reporting of contact and deal origination sources in HubSpot to provide better marketing and sales insights on the efficiency of source generation efforts.
Why is it important?
- Accurate Tracking: Establish workflows for precise contact and deal source tracking.
- Continuous Improvement: Use feedback to refine contact and deal categorization.
- Data Validation: Regularly review and validate origination data.
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Lead Scoring
What is the Lead Scoring Playbook?
Lead scoring is an effective model that helps sales and marketing departments identify which prospects are potentially most valuable to the company and its current sales funnel. Lead scores increase or decrease based on data collected about a potential prospect’s persona or behavior with your company.
Why is it Important?
- Prioritize Outreach: Force-ranks all leads based on collected data, allowing teams to objectively prioritize who to reach out to first.
- Optimize Sales Time: Ensures that sales reps focus their valuable time and energy on the leads most likely to convert, maximizing efficiency.
- Align Sales & Marketing: Creates a standardized, objective definition of a "sales-ready" lead, fostering stronger agreement and handoff between teams.
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Configure Products & Pricing
What is the Configure Products & Pricing Playbook?
Best practices for adding and setting up product categories, names, tiers, and pricing in HubSpot.
Why is it important?
- Sales Standardization: Ensures consistent product and pricing information across sales teams.
- Flexible Reporting: Easily report on recurring and non-recurring revenue, track discount rates, and manage line items within deals.
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Data Integration
What is the Data Integration Playbook?
The strategic process of connecting and synchronizing data across disparate systems (like HubSpot, ERPs, and Service tools) to create a single, unified source of truth and enable seamless, real-time data flow across the entire organization.
Why is it important?
- 360° Data View: Breaks down data silos to provide all teams (Sales, Service, and Ops) with a complete, unified, and real-time view of customer history.
- Boost Operational Efficiency: Eliminates the need for manual data entry and cross-referencing between systems, automating workflows and freeing up employee time for high-value tasks.
- Empower Proactive Service: Ensures that service and operations teams have immediate, critical information to deliver timely updates and resolve customer issues faster.
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Revenue Categories
What is the Revenue Categories Playbook?
The process for tracking different types of revenue (new, existing, recurring, non-recurring) in HubSpot using Deal Pipelines.
Why is it important?
- Measure to Manage: Enables tracking of all revenue categories in HubSpot, driving adoption and comprehensive business management.
- Key KPIs: Measure MRR retention and growth rate.
- Renewals & Cross Sells: Create processes for renewals and cross-sell opportunities.
- Track Revenue Changes: Distinguish between MRR increases, decreases, renewals, and churn.
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Forecasting & Goals
What is the Forecasting & Goals Playbook?
Forecasting, goals tracking, and reporting in HubSpot provide a comprehensive view of your sales pipeline and help you manage your business objectives effectively. This playbook guides you through setting up goals, configuring forecast categories, and utilizing reporting tools to monitor progress and performance.
Why is it important?
- Informed Decision-Making: Accurate forecasts enable you to make strategic decisions that drive business growth.
- Revenue Tracking: By tracking goals across multiple pipelines, you ensure that revenue targets are met and can adjust strategies as needed.
- Deal Management: Forecast categories help you group deals by their likelihood to close, improving pipeline management and sales efficiency.
- Enhanced Team Performance: Setting clear goals and tracking progress keeps teams aligned and motivated to achieve targets.
- Set-up Forecast Category: Forecast categories will allow you to group your deals into categories that represent a deal's likelihood to close.
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Marketing to Sales Handoff
What is the Marketing-to-Sales-Handoff Playbook?
A fully tailored marketing-to-sales handoff solution that partners can action, enforce, and measure in HubSpot using lead status properties, custom fields, automations, reports, and dashboards.
Why is it important?
- Revenue impact: A well crafted handoff ensures fewer leads slip through the cracks, leading to higher conversion rates and faster pipeline growth.
- Prospect satisfaction: When leads get timely, personalized follow up they feel understood and valued, which builds trust and raises win rates.
- Efficiency gains: Automations remove repetitive handoff tasks so marketing and sales can focus on strategy and relationship building.
- Process insight: Clear SLAs, custom properties, and dashboards let partners spot exactly where leads stall, so they can fix gaps before deals go cold.
- Team alignment: Shared definitions, SLAs, and regular syncs prevent confusion or finger pointing, helping marketing and sales act as one cohesive unit.
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Sales Weekly Review Dashboard
What is the Sales Weekly Review Playbook?
A framework and reporting standard for a consistent weekly meeting, leveraging a purpose-built dashboard to drive accountability, ensure pipeline health, and align sales team activity with achieving monthly and quarterly revenue targets.
Why is it Important?
- Accurate Revenue Forecasting: Provides leaders with real-time visibility into the team's pipeline and current sales momentum to confidently predict end-of-month and end-of-quarter results.
- Drive High-Value Behaviors: Focuses the entire sales team on the critical activities and metrics (calls, meetings booked, etc.) that directly lead to higher conversion rates and closed-won deals.
- Foster Performance & Accountability: Establishes a transparent performance leaderboard and review structure to encourage healthy competition and maintain a high standard of individual accountability to quota.
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Sales to CS Handoff
What is the Sales to Customer Success Handoff?
Best practices to create a clear process that removes the tedious tasks while providing transparency to both sales and CS teams on timelines, expectations, responsibilities, and more.
Why is it important?
- Ticket Pipelines: The pipeline feature allows us to track the various phases involved with customer onboarding and resolving technical/operations-related issues. It also provides critical reporting data and triggers for workflow automation.
- Communication History: HubSpot can track various touch points for emails, calls, playbooks, meetings, and notes, between all external stakeholders and internal teams. This reduces the effort required to ask customers for details previously covered in previous communications.
- Reporting: With HubSpot's custom reporting capabilities, we can proactively map key onboarding performance metrics with key stakeholders or provide them with real-time access.
- Automations/Sequences: With HubSpot's powerful workflows and automation features, we can remove tedious and repetitive tasks from your team’s already overflowing plate.
campaign
GTM Campaigns
What is the Go-To-Market Campaigns Playbook?
The framework to connect the first and last touch campaigns on the contact to provide a holistic source of truth for GTM efforts within HubSpot that helps track a ROI using the HubSpot Campaigns tool.
Why is it important?
- Singular Source of truth: You can collect all the HubSpot assets related to a campaign in one central place, to both easily see all related assets in one place but also highlight assets that need to be created.
- Collaboration: By having that singular source of truth, people know where and how to make a new campaign while working in parallel with others.
- Clear reporting & ROI: HubSpot campaigns are used to tag related marketing assets and content in HubSpot so you can easily measure the effectiveness of your collective marketing efforts. The campaign dropdown is featured on nearly all marketing assets and is how HubSpot wants you to track your marketing efforts.
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Lead & Meeting Routing
What is the Lead & Meeting Routing Playbook?
Lead & Meetings Routing automates and streamlines lead assignment and meeting scheduling within HubSpot. By utilizing Form-Based Meeting Routing and Contact Rotation Workflow Actions, this playbook helps to reduce manual intervention, minimize potential errors and delays, optimize resource allocation, and enhance team efficiency.
Why is it important?
- Automated Lead Assignment: Leads are automatically assigned to the most suitable sales representatives based on predefined criteria, such as geographic region, product interest, or company size.
- Efficient Meeting Scheduling: Prospects can seamlessly schedule meetings with the appropriate sales reps immediately after submitting a form, eliminating back-and-forth communications and reducing the time to initial contact.
- Balanced Workload Distribution: The system ensures an even distribution of leads among sales reps to prevent overload on any single team member and promote a fair and manageable workload.
- Enhanced Sales Productivity: With reduced manual tasks and clear assignment protocols, sales reps can focus more on engaging with prospects and closing deals, which in turn would lead to increased productivity and morale.
target
Target Accounts & ABM
What is the Target Accounts & ABM Playbook?
This playbook outlines the strategy and automated processes necessary for identifying, prioritizing, and orchestrating highly personalized marketing and sales efforts toward a targeted list of high-value accounts.
Why is it important?
- Maximize Resource ROI: Focus marketing spend and sales time exclusively on best-fit accounts with the highest potential revenue, maximizing the return on every effort and budget dollar.
- Achieve Sales & Marketing Alignment: Forces revenue teams to agree on a unified Target Account List, ensuring all outreach and messaging is coordinated and personalized across channels.
- Accelerate Deal Velocity: Automates the delivery of highly relevant, tailored content to multiple stakeholders within an account, building consensus faster and shortening the overall sales cycle.
How we team up
We don't do one-size-fits-all. We offer strategic and flexible engagements, so no matter where you're at with HubSpot, we can help you win.
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The Elite choice in HubSpot Solutions Partners.
But you need more than Elite. You need exceptional.
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
Trusted by leading tech companies on HubSpot
We equip those who own the number with the strategy, systems, and execution to exceed it.
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5.0
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370+
HubSpot Directory reviews
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1000+
RevOps deployments
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5/5
September 30, 2024
Rodrigo was a true professional. EXCELLENT EXPERIENCE
Rodrigo with RevPartners was easy to work with, honest, efficient and extremely knowledgable. Honestly don't think we could have asked for a better partner and had it not been for Rodrigo we would have probably asked for a refund on the Marketing Hub Professional Onboarding for the following reasons. During sales cycle we were never advised HS Onboarding was outsourced to a third party or that HS had a scheduled global week of rest immediately following our Friday, 6/30 sign-up. Also HS places limitations on what RevPartners could and could not do, forcing Rodrigo to direct us to utilize HS tech support, which often took 24+ hours to reply. Again to Rodrigo's credit if HS was slow to respond he would look for solutions through his channels.
J. Johnston
26 - 50 employees
Automotive & Transport
Services:
HubSpot Onboarding
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star
star
star
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5/5
September 30, 2024
Rodrigo was a true professional. EXCELLENT EXPERIENCE
Rodrigo with RevPartners was easy to work with, honest, efficient and extremely knowledgable. Honestly don't think we could have asked for a better partner and had it not been for Rodrigo we would have probably asked for a refund on the Marketing Hub Professional Onboarding for the following reasons. During sales cycle we were never advised HS Onboarding was outsourced to a third party or that HS had a scheduled global week of rest immediately following our Friday, 6/30 sign-up. Also HS places limitations on what RevPartners could and could not do, forcing Rodrigo to direct us to utilize HS tech support, which often took 24+ hours to reply. Again to Rodrigo's credit if HS was slow to respond he would look for solutions through his channels.
J. Johnston
26 - 50 employees
Automotive & Transport
Services:
HubSpot Onboarding
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star
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5/5
June 24, 2024
Grateful for Rodrigo!
Rodrigo was very helpful and friendly during our transition to HubSpot. Excellent communication throughout the onboarding process. He provided us with clear guidance, steps, goals, and meeting notes. Very grateful for his assistance!
L. Bolek
26 - 50 employees
Technology
Services:
HubSpot Onboarding
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star
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5/5
June 21, 2024
RevOps Retainer: Shadab Khan, Brian Kreutz, Justin Tilton, and RevPartners Team
We've been working with RevPartners since late last year with an ongoing RevOps retainer package, and I am so grateful for their partnership every single day. Our initial use case was a re-implementation of Sales Hub, and while our initial strategist, Justin Tilton has moved on to another opportunity, he did a phenomenal job setting us up for success long term as well as handing off our account to our current strategist, Shadab. I have worked with many agencies across my career, and RevPartners is the first one who has truly lived up to their promises. They are detail oriented, responsive, proactive, insightful, brilliant, and best of all, they truly feel like an extension of our team. The most recent project we've tackled has been a "mission control" dashboard for our sales team to cut through the noise and help them focus on what's most important. A few things Shadab does that make it incredibly easy to work together: -Lightning fast responses to email confirming receipt, and timely follow-up without having to be asked -Proactive "nudges" to keep us on track when we're busy and creating blockers for him -In-depth loom videos for concepts and explanations that are hard to capture in writing -Always asks the "why" -- what was the original intent of this workflow? What business KPI does this support? -Exhaustive research into different ways to approach a solution -- when we receive a recommendation, I know that he's already ruled out several other options -Collaborative approach to problem-solving; he'll frequently reach out to other RP colleagues, peers, and even HubSpot resources -This one is something we enjoy personally: he's a huge HubSpot nerd! It's fun to work with someone who enjoys being in the weeds on this stuff Since starting with RevPartners, I truly feel like our team has leveled up and can now tackle the big, hairy challenges we felt under-resourced or unequipped to do before. I would recommend them to anyone who is tired of copy & paste approaches from lackluster agencies (because they're not an agency!).
L. Brennan
201 - 1000 employees
Medical, Health & Wellness
Services:
CRM Implementation
Customer Survey and Analysis
Sales and Marketing Alignment
Sales Enablement
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star
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5/5
June 18, 2024
Lexi Gilbert / FMG
Working with Lexi and team was short to date, but bringing her in as an extension of the marketing team was the best move from our technical leader. She brings a dynamic to our team that is valuable and completely missing. Her knowledge of the platform and ability to dive into a complex account while navigating politics is a rare find. She is supportive, happy, direct and takes a large project head on, with a smile. She brought in perspective with knowledge to back it up at the right time. She is a huge asset to RevPartners and FMG. Thank you Lexi for your hard work and smile each day!
J. Bornstein
201 - 1000 employees
Finance & Insurance
Services:
CRM Implementation
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5/5
June 4, 2024
Superb Experience! Fantastic Partners! Shoutout to Henry Wee!!
I cannot express how thankful I am for the entire RevPartners team. I joined our organization as the sole member of RevOps and within my first two weeks, I learned we would be losing access to Salesforce in roughly 60 days and needed to move our entire business over to HubSpot. A project of this scope is absurd for a one-person-team and more so on this timeline, the only way it was going to be possible is if I had a partner to work alongside me. RevPartners was the only agency who could meet our needs including both the timeline and budget constraints, but more than that they gave us confidence that this project could actually happen - and be successful. I want to specifically acknowledge Henry Wee as the true MVP of this entire project as without his support, I am not sure we could've pulled this off. Not only was Henry crucial in helping us gather and collect the necessary details for a smooth migration, but he was amazing at handling the ebbs and flows that happened throughout the project including the discovery of processes not initially known that had to be migrated and also with being flexible in how we operationalized HubSpot so that it wasn't a mirror copy of Salesforce, it was so much better! Having Henry available on Slack and during our weekly calls helped me tremendously with having a partner I could turn to with questions, ideas, and.. the occasional freakout (sorry, Henry, but you're amazing!). In the end, we were able to migrate completely away from Salesforce and onto HubSpot in SIX WEEKS! Even more exciting, we did so without a single interruption to business - AMAZING! I will forever be a fan of RevPartners, and a huge fan of my new friend Henry. I wish everyone there nothing but the utmost success in business and life, thank you for making this project fun. Cheers!
K. Little
51 - 200 employees
Technology
Services:
CRM Implementation
CRM Migration
Custom API Integrations
Programmable Automation
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5/5
May 13, 2024
Henry Wee is awesome!
This has been the most comprehensive, well-managed implementation/migration that I have ever been involved with. Henry's knowledge, on the spot solutions and command of HubSpot made this easy. I would highly recommend him to anyone.
D. Keel
51 - 200 employees
Banking/Financial Services
Services:
CRM Implementation
CRM Migration
Customer Success Training
HubSpot Onboarding
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5/5
May 13, 2024
Excellent and timely advice
Rodrigo Buenfil was a crucial partner to Third Economy in scaling up our marketing and sales operations and was always helpful and patient with our team. We couldn't have done our earliest webinars and campaigns without him.
C. Fredericks
26 - 50 employees
Consulting/Advisory
Services:
Knowledge Base Development
Sales and Marketing Alignment
Sales Enablement
Programmable Automation
HubSpot Onboarding
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5/5
May 9, 2024
A+ Trainer
Rodrigo was awesome during our onboarding! Super kind and always in a good mood, he made sure we all felt comfortable asking questions. He was prepared for each session and even shuffled meetings around to fit our schedules when we needed it. It’s clear he cares a lot about getting us off to a great start. Really appreciated his help and flexibility!
S. Bakker
11 - 25 employees
Finance & Insurance
Services:
HubSpot Onboarding
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5/5
April 23, 2024
Rodrigo is a legend.
Rodrigo deserves a raise and a promotion. He was incredibly helpful, informative, understanding, charismatic, accommodating, above and beyond in every single way. Again, he should be running this place.
B. Jones
6 - 10 employees
Consumer Products
Services:
HubSpot Onboarding
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star
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5/5
April 9, 2024
CRM Implementation, CRM Migration, Customer Support Training, and HubSpot Onboarding
Rodrigo from RevPartners was completely professional and patient working with our team to onboard HubSpot. Our weekly zoom meetings were informative and well directed. Each week we discussed task that we were going to complete before our next meeting. This kept our team on task and helped make the transition seamless. In the past our company rolled out a similar product and did not have the support needed to integrate properly. With the help of Rodrigo our team is up and running and excited! Thank you Rodrigo for all your help!!
A. Brauhn
201 - 1000 employees
Business Services
Services:
CRM Implementation
CRM Migration
Customer Support Training
HubSpot Onboarding
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5/5
April 9, 2024
Rodgrigo was a RockStar!!!
Rodrigo from RevPartners was completely professional and patient working with our team to onboard HubSpot. Our weekly zoom meetings were informative and well directed. Each week we discussed task that we were going to complete before our next meeting. This kept our team on task and helped make the transition seamless. In the past our company rolled out a similar product and did not have the support needed to integrate properly. With the help of Rodrigo our team is up and running and excited! Thank you Rodrigo for all your help!!
A. Brauhn
201 - 1000 employees
Business Services
Services:
CRM Implementation
CRM Migration
Customer Support Training
HubSpot Onboarding
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star
star
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5/5
April 9, 2024
Always kind with thorough follow up
Rodrigo was great to work with. He was always very accepting of all HubSpot information requests and where there gaps with our weekly call he would provide a very detailed follow up with video instruction. If I need something via email he always responded same day. Great experience.
D. Deter
26 - 50 employees
Consulting/Advisory
Services:
CRM Implementation
CRM Migration
HubSpot Onboarding
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star
star
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5/5
April 9, 2024
Sr. Program Manager
My experience with Rev Partners, Blake in particular, has been nothing short of incredible. In all seriousness, Blake is the reason why I now love and use HubSpot. He is a great teacher and communicator. He made every custom change we needed, he implemented the whole process for us and made my teams experience very positive.
H. Green
11 - 25 employees
Electronics
Services:
Content Creation
CRM Implementation
CRM Migration
Customer Marketing
Customer Success Training
Email Marketing
Sales and Marketing Alignment
Sales Enablement
Website Migration
HubSpot Onboarding
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5/5
April 9, 2024
Rodrigo Review
Rodrigo was very helpful and attentive. If I had any questions he was quick to get back to me and very friendly.
T. Kimbrough
26 - 50 employees
Government
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5/5
March 28, 2024
CRM Implementation
Rodrigo did a fantastic job with our CRM Implementation and onboarding with MahlerClean
E. Truckey
201 - 1000 employees
Business Services
Services:
CRM Implementation
star
star
star
star
star
5/5
March 28, 2024
CRM Implementation
Rodrigo did a fantastic job with our CRM Implementation and onboarding with MahlerClean
E. Truckey
201 - 1000 employees
Business Services
Services:
CRM Implementation
star
star
star
star
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5/5
March 20, 2024
Onboarding made easy
Rodrigo has been a great partner to help me get my company and team fully onboarded with HubSpot. He has a background in both sales and marketing which makes him a great resource for running ideas by him—he also gives great advice on what he has seen work at every tier of the funnel. He has also showed me a few ways to use certain functions that were mind opening. Finally, syncing HubSpot to our sales CRM is a big task and Rodrigo has helped me break it down step by step to make the process seem less daunting. I appreciate having Rodrigo here to help me through this process. Highly recommend RevPartners!
S. Dukowitz
51 - 200 employees
Oil & Gas
Services:
HubSpot Onboarding
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star
star
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5/5
March 7, 2024
AMAZING ASSET!!!
I'm a pencil and paper type of Guy old school in my organization. Sitting in this Training with Ro has amazingly calmed all my fears and made me so excited about implementing this technology into my day to day operation
J. Barrion
26 - 50 employees
Automotive & Transport
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