How to get started with RevOps in HubSpot

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So you’ve spent some time learning about how RevOps can eliminate revenue bottlenecks in your business (if not, we’ll touch on that briefly below).

You already have HubSpot - or you've heard about how amazing it is as an all-in-one CRM, Marketing, Sales and Customer Service tool. Now, the big question is...

How do I get started with RevOps in HubSpot?
Well, here at Smartbound we take our clients through a 6-phase journey to get RevOps up and running in HubSpot. I’ll outline it in detail below (and even provide links to the planning tools we use), but first… let’s start at the beginning.

Here’s what we’ll cover in this post:


Revenue operations ( RevOps) is a business function that aims to maximize an organization’s revenue potential. You’re probably familiar with marketing operations or sales operations – each has its own set of software, defined processes, and people to ensure each department runs smoothly…

…but who is responsible for spotting operational bottlenecks between departments? RevOps

By putting a process, platform, and people in place dedicated to identifying bottlenecks between business functions, a whole new layer of revenue potential is unlocked. This is a huge philosophical shift for many who have been accustomed to working in the silos of marketing, sales, and service departments for years and years. If you want to dive deeper into all things RevOps, check out our article What is Revenue Operations (RevOps)? .

But, if you already have a good oman telegram users mobile phone number list understanding of RevOps, let’s move on…

operational-benefits-of-revops

02. Why are companies shifting their focus to RevOps?
Business leaders start looking at RevOps when they are ready to scale – when their business is growing faster than their investment.

Early-stage companies are typically not built to scale.

So when they finally start to outgrow the “systems” that got them off the ground… their operations start to fail. Often, small businesses start with a good product or service and a lot of tenacious, scrupulous networking by the owner.

That’s how they get their first few million dollars in revenue, but then what?

After about $3-5 million in revenue, home-grown processes and makeshift software start to fall behind the real needs of sales. It’s difficult to hire and train an effective sales team without documentation and software that governs and reports on all activities throughout the entire buyer journey.

So if you feel like you're outgrowing the processes, platforms, and even the people that got you here... it might be time for RevOps to get you there.