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Revenue Operations

Align your people, processes and platforms

What happens behind the scenes is just as important to your company’s success as your customer-facing marketing and sales efforts.

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Ensure your marketing and sales efforts are working together

For your marketing and sales communications to reach their intended audience and successfully nurture your prospects, you need operational processes like integrations, reporting, contact management, lead scoring and form strategy functioning properly. Our team of technical experts knows HubSpot and Salesforce inside and out and will clean up your portal and set up processes that will increase efficiency and results.

The benefits of revenue operations

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Clean, functional platforms Messy tools aren’t just difficult to work in, they hurt your results. We’ll make sure your technology is configured and integrated correctly.
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Complete, accurate data Custom reports and dashboards will help you not only understand the performance of your current efforts but also optimize your strategy so you can do better in the future.
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Automation that works for you When set up correctly, automation saves time and maintains consistency. Our team will set up systems that improve your efficiency and bring you closer to achieving your goals.

“New Breed’s expertise on HubSpot and marketing operations has been a great asset for our marketing team. Everyone we've worked with is knowledgeable, professional and always there to help us whenever we need it.”

Dana Gardner | Marketing Manager | Logistyx

Key Initiatives

Revenue Operations

Platform support
Lead management
Reporting
Support and training
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Platform support and optimization

Whether you’ve just adopted a new software or have been using the same tools for years, we’ll help you get your tech stack in tip-top shape. Your platforms are the foundation of all your marketing and sales efforts so we’ll work with you to ensure they’re aligning your teams and making your employees’ day-to-day lives easier.
Graphic of lead management workflows and master form strategy

Lead management

Reaching the right people the right way at the right time is essential for effective demand generation. We’ll help you establish workflows for lead routing and lead scoring; support with integrations between your CRM and enrichment tools; develop a form strategy that ensures you’re collecting the right information and it’s informing your contact prioritization; and keep your contact database clean and segmented.
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Reporting and dashboards

Reporting is more than the visual representation of data; you need accurate information to fuel those analytics. By ensuring your contact database is up to par, your workflows are functioning properly and your processes are defined and followed, we’ll help you access accurate data. Plus, we’ll work with you to set up dashboards that provide insights into your marketing and sales efforts and tie everything back to revenue.
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Technical support and training

Your team should understand your platforms inside and out, and our team will train yours to make that happen. If something does break, we’ll be there to help you out. But before your platforms and processes even reach the point of malfunctioning, we’ll be proactively identifying potential weaknesses and preventing them from worsening.

Get the most out of your
processes and software.

Our team will evaluate your current operational processes and help determine if your platforms are working for you or against you.