Revenue operations (RevOps)
RevOps consulting that stops revenue leaking between teams
Revenue operations, or RevOps, puts marketing, sales, customer success and finance on one process, one set of data and one view of the pipeline. Most growing businesses already have the tools. The revenue gets lost in the handovers between them, and fixing those handovers is the work.
● Lead routed to sales
Owner assigned within the agreed time
● Forecast updated
Pipeline and billing in one view
Trusted by businesses like these
RevOps is not a department or a piece of software. It is how marketing, sales, service and finance agree to run revenue together, with shared definitions, connected systems and numbers everyone trusts.
What RevOps consulting covers
Process design across the customer lifecycle, CRM and data structure, integrations between your revenue systems, automation of the handovers, and reporting that follows pipeline from first touch to renewal.
HubSpot Gold Solutions Partner, with a HubSpot-certified team
Where revenue leaks
Four handovers where revenue goes missing
Revenue rarely disappears in one dramatic failure. It leaks at the points where work passes from one team or system to the next.
01
Marketing to sales
Where it leaks
Leads arrive without context and nobody agrees which ones are ready, so good prospects wait days for a call.
What fixes it
Shared lifecycle stages, lead scoring and an agreed time for follow-up.
02
Sales to delivery
Where it leaks
Deals close, then the details are typed again into onboarding tools, and new customers repeat themselves in week one.
What fixes it
Closed deals that create the onboarding record automatically, with the details already attached.
03
Delivery to customer success
Where it leaks
Renewal and upsell signals sit in support tickets that sales never sees, so churn arrives as a surprise.
What fixes it
Customer health and renewal dates visible to everyone who owns the relationship.
04
Revenue to finance
Where it leaks
Invoices and payments live in a separate system, so pipeline and cash never quite reconcile and the forecast is argued over.
What fixes it
Billing status synced to the CRM, so forecasts and finance start from the same numbers.
What the work includes
The parts of a revenue engine
Most engagements start with a diagnosis, then a project to fix the biggest gaps, with ongoing support available afterwards.
Lifecycle and process design
Agreed definitions for leads, opportunities and customers, and the steps that move them between teams.
CRM and data structure
A data model that matches how you sell, with properties, pipelines and ownership rules people can follow.
Systems integration
Your CRM connected to billing, ERP, support and product tools, so records stay in step without manual exports.
Handover automation
Routing, tasks, alerts and record creation that move work between teams without anyone chasing it.
Reporting and analytics
Dashboards, attribution and forecasts that follow the customer from first touch to renewal, with data from your other systems brought together where you need it.
Adoption and governance
Training, documentation and simple rules that keep the system tidy once the project ends.
Who it is for
For teams that have outgrown informal handovers
RevOps tends to matter most when a business moves from founder-led selling to a sales team, adds a product or a market, or changes CRM. Those are the moments when "we just talk to each other" stops working.
Marketing and sales disagree on what counts as a good lead
Leadership asks for a forecast and gets three different answers
Customer success hears about problems after a renewal is already at risk
How it works
From diagnosis to everyday running
Every engagement starts by finding where revenue actually leaks, before anything is built.
01
Diagnose
Map how leads, deals, customers and data move today, and identify the gaps that cost the most.
02
Design
Agree the definitions, processes and data model each team will work to.
03
Build
Configure the CRM, connect the systems and automate the handovers, testing with real scenarios.
04
Run and refine
Train each team, hand over documentation, and keep improving with managed support if you want it.
Not sure where your biggest leak is? A short consultation is usually enough to find it.
Book a consultationIn their words
“Helped us with our dashboard building. We could finally see what was happening in our business: our sales process, the customer journey and marketing automation.”
HK
H.K.
Banking and Financial Services · HubSpot review
★★★★★
100+
HubSpot implementations
2015
Year founded
Related services
Works well with
Most problems cross more than one team, so these services are often combined.
CRM management
A CRM kept clean, current and trusted after launch.
Sales enablement
Less admin for your sales team, more time selling.
Marketing automation
Leads nurtured and handed over at the right moment.
HubSpot agency services
Onboarding, implementation and migration on HubSpot.
What is RevOps?
RevOps, short for revenue operations, aligns the people, processes, data and systems behind marketing, sales, customer success and finance, so the business works to one revenue process and one set of numbers.
What does a RevOps consultant do?
A RevOps consultant finds where leads, deals and customer information get lost between teams, then designs and builds the process, data structure, integrations and reporting to fix it. Good RevOps work also leaves your team able to run it.
When does a business need RevOps?
Usually when growth exposes the gaps: the sales team grows beyond the founder, a new product or market adds complexity, a CRM migration is planned, or leadership cannot get a reliable forecast.
Is RevOps the same as sales operations?
No. Sales operations supports the sales team. RevOps covers the whole revenue journey, including marketing, customer success and the finance handover, so improvements in one team do not create problems in another.
Do we need HubSpot to do RevOps?
No. RevOps is a way of working, not a product. HubSpot is the CRM Cybersolve recommends and partners with, and Cybersolve also connects it to platforms such as Salesforce and NetSuite.
Can RevOps support be ongoing?
Yes. Many teams start with a project to fix the biggest gaps, then continue with managed support for new workflows, reports and changes as the business grows.
Can you help with reporting and analytics beyond HubSpot?
Yes. When the numbers you need sit in billing, ERP, product or advertising tools, Cybersolve brings that data together, through integrations or a data pipeline into HubSpot or your analytics tools, so every team reports from the same figures.
Get in touch
Find out where your revenue is leaking
Tell Cybersolve how leads, deals and customers move through your business today, and get a clear view of the first gaps worth fixing.
Your enquiry goes to a specialist, not a sales script
No obligation and no hard sell
Calls arranged around your time zone
Book a consultation
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