RevOps Services
Streamline processes, boost efficiency, and drive revenue growth, all while aligning your sales, marketing, and operations teams for success.
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What is RevOps?

HubSpot Gold Partner
RevOps Services

Marketing RevOps
Marketing's number one job is to attract leads for sales to convert. Marketing is essential to RevOps because they provide valuable insights into lead behavior, enable continuous improvement, streamline lead to sales handoff, and increase your reach across markets.
Key Examples:
- Marketing Automation – Managing email, social media, and ad automation tools (e.g., HubSpot, Marketo).
- Lead Attribution & Tracking – Identifying which channels and campaigns drive the most revenue.
- Customer Journey Mapping – Analyzing how prospects move through the funnel and optimizing touchpoints.
- Budget & Spend Optimization – Allocating marketing budgets effectively for the highest ROI.
- A/B Testing & Conversion Rate Optimization (CRO) – Testing landing pages, ads, and content to maximize engagement.
- SEO & Content Strategy – Ensuring marketing content aligns with search intent and customer needs.
- Ad Performance & ROI Analysis – Monitoring paid media effectiveness and making data-driven adjustments.
- Marketing-Sales Alignment – Ensuring smooth handoff of leads and shared revenue goals.
- Marketing Funnel Metrics & Dashboards – Providing visibility into lead generation, MQL-to-SQL conversion, and revenue impact.
- Campaign & Channel Performance Analytics – Evaluating multi-channel marketing effectiveness.

Sales RevOps
Sale's number one job is to follow up with qualified leads as quickly as possible. Sales is essential to RevOps because they are the primary driver for revenue growth by converting leads to customers. Sales makes the first and best human impression with people. Removing friction for this team should be the primary goal.
Key Examples:
- Sales Process Optimization – Streamlining sales workflows, from lead generation to closing deals.
- CRM Management – Ensuring the CRM system is properly maintained and automated for tracking leads and customer interactions.
- Sales Forecasting – Using historical data and predictive analytics to improve revenue predictability.
- Pipeline Management – Monitoring deal flow and ensuring sales reps focus on high-value opportunities.
- Lead Scoring & Qualification – Implementing a system to prioritize leads based on engagement and potential revenue.
- Sales Enablement – Providing sales teams with training, content, and tools to improve productivity.
- Compensation & Incentive Planning – Structuring commission and bonus plans to align with business goals.
- Contract & Proposal Automation – Using software to streamline proposal generation and contract management.
- Performance Metrics & KPIs – Tracking conversion rates, deal velocity, and quota attainment.
- Territory & Account Management – Ensuring fair distribution of leads and territories among reps.

Customer Service RevOps
Customer Service's number one job is to delight customers, encouraging brand loyalty. Customer Service is essential for RevOps because they create a positive customer experience that encourages repeat business and referrals.
Key Examples:
- Customer Onboarding Optimization – Ensuring a structured, automated, and personalized onboarding process.
- Customer Feedback & NPS Tracking – Measuring customer satisfaction and implementing improvements.
- Churn Analysis & Retention Strategies – Identifying at-risk customers and reducing churn rates.
- Support Ticket Automation & Triage – Implementing AI/chatbots to route and resolve support tickets efficiently.
- Self-Service & Knowledge Base Management – Creating resources that reduce customer support load.
- Customer Health Scoring – Using engagement and product usage data to predict renewals and upsell opportunities.
- Cross-Sell & Upsell Enablement – Equipping customer success teams with insights to expand account revenue.
- Service-Level Agreement (SLA) Management – Ensuring timely response and resolution of customer issues.
- Customer Success Metrics & Dashboards – Monitoring renewals, expansions, and satisfaction scores.
- Customer Advocacy & Referral Programs – Leveraging happy customers for testimonials and referrals.

Data & Analytics RevOps
RevOps in data and analytics ensures data integrity, reporting accuracy, and actionable insights across revenue functions.
Key Examples:
- Data Governance & Hygiene – Ensuring clean, accurate, and deduplicated customer data across systems.
- Business Intelligence & Reporting – Building dashboards that provide insights across sales, marketing, and customer success.
- Predictive Analytics & AI Insights – Using machine learning to identify patterns and revenue opportunities.
- Revenue Attribution Modeling – Determining which touchpoints and activities contribute most to revenue.
- CRM & Tech Stack Integration – Ensuring seamless data flow between CRM, marketing automation, and analytics tools.
- KPI Benchmarking & Goal Tracking – Setting and tracking key revenue-driving metrics.
- Funnel & Conversion Analysis – Identifying where prospects drop off and optimizing conversion rates.
- Customer Segmentation & Personalization – Using data to tailor sales, marketing, and customer experiences.
- Compliance & Data Security – Ensuring adherence to GDPR, CCPA, and other regulations.
- Tech Stack Evaluation & Optimization – Assessing and improving software tools for efficiency and effectiveness.

AI in RevOps
Leveraging AI helps boost revenue by automating repetitive tasks, analyzing data faster, and giving your team real-time insights to close more deals. With AI handling the heavy lifting, your sales and marketing teams can focus on what really matters—building relationships and driving growth.
Key Examples:
- AI-Powered Lead Scoring – Using machine learning to analyze and rank leads based on conversion likelihood.
- Chatbots & Conversational AI – Automating customer interactions through AI-driven chat assistants.
- Predictive Sales Forecasting – AI models that analyze historical data to provide more accurate revenue predictions.
- Sentiment Analysis in Customer Interactions – AI analyzing customer emails, chats, and calls to gauge satisfaction and intent.
- Automated Personalization – AI tailoring content, emails, and recommendations for each prospect or customer.
- AI-Powered Sales Coaching – Tools like Gong or Chorus that analyze sales calls and provide coaching insights.
- AI-Based Marketing Attribution – Machine learning identifying the most effective marketing channels.
- Dynamic Pricing Optimization – AI adjusting pricing in real time based on demand, customer behavior, and competition.
- Intelligent CRM Automation – AI reducing manual data entry and improving CRM data accuracy.
- AI for Customer Retention & Churn Prediction – Identifying at-risk customers and recommending proactive actions to retain them.
Marketing
Sales
Customer Service
Data/Analytics
AI

Untangle The Tech Mess
Why Hire Midwest RevTech instead of a Staff?
When you're a small to mid size company, you want to keep your revenue high and your expenses low. Why hire an entire full-time staff when you only need part-time work? Hiring Indiana's best RevOps team helps you avoid the high costs of hiring and managing multiple full-time staff members at a fraction of the cost. We bring in specialized expertise to optimize your sales, marketing, and customer operations, so you can streamline your processes, improve performance, and increase revenue—all while saving money and reducing overhead costs.

Full-Time Staff Costs
Sales - $76,681/yr
Web Designer - $84,960/yr
Social media - $60,000/yr

Part-Time Midwest RevTech
Sales - 10/hrs/mo
Web Designer - 10/hrs/mo
Social media - 5/hrs/mo
Full-Time Staff
RevOps As A Service