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Digital Marketing / Revenue Operations

Make your CRM work for revenue.

We implement HubSpot or Zoho the right way, clean data, clear lifecycle, fast routing, and attribution that connects marketing to pipeline.

See deliverablesTalk to RevOps
Revenue signals
Clean data
De-dupe and validation
Lifecycle clarity
Lead to MQL to SQL to Won
Enablement
Playbooks and SLAs
Service area

Service areas: Western Cape, McGregor, Robertson, Worcester, Paarl, Stellenbosch, Cape Town.

Platforms we implement

HubSpot & Zoho as the source of truth, synced to ad platforms and analytics.

  • HubSpot CRM
  • Zoho CRM / Campaigns
  • GA4 / Google Ads (offline conv.)
  • LinkedIn Ads (conversions/audiences)

Related: Marketing Operations

What you get

Lifecycle & scoring

Lifecycle stages, MQL/SQL definitions, lead scoring, and suppression rules.

Includes enablement docs and governance.

Lead routing

Queues, owners, SLAs, and notifications with round-robin or rules-based assignment.

Includes enablement docs and governance.

Migration & hygiene

Field mapping, de-duplication, validation, and sandbox rehearsals before go-live.

Includes enablement docs and governance.

Form & inbox capture

Web forms, chat, and email capture that lands in the right lists and pipelines.

Includes enablement docs and governance.

Attribution & dashboards

Campaign and deal attribution with dashboards for marketing, sales, and leadership.

Includes enablement docs and governance.

Governance

Permissions, audit trails, naming conventions, and change control to keep data trusted.

Includes enablement docs and governance.

Implementation roadmap

  1. Phase 1
    Discover

    Sales process, ICP, fields, reports, and current pain points.

  2. Phase 2
    Design

    Lifecycle, fields, pipelines, UTM/attribution, user roles.

  3. Phase 3
    Implement

    Migration, routing, integrations, QA, enablement docs.

  4. Phase 4
    Improve

    Dashboards, feedback loop, and quarterly optimizations.

Case study: HubSpot rollout with routing + scoring cut time-to-first-touch by 58% and boosted MQL-to-SQL conversion by +27% in 60 days.

FAQ

Can you migrate us from spreadsheets or another CRM?
Yes, field mapping, data cleaning, de-duplication, sandbox rehearsals, and go-live validation.
Do you connect the CRM to GA4/Google Ads/LinkedIn?
Yes, first-party conversion events, offline conversions, and audience syncs for better bidding.
Will you build dashboards?
Yes, pipeline, velocity, win/loss, and campaign attribution with role-based views for leadership and sales.

Ready to align ops with revenue?

We'll clean the data, codify lifecycle, and wire the loops between ads, site, and sales.

Start a RevOps planReview deliverables