Revenue operations consulting

Revstac untangles the mess of unreliable data, smoothes out inefficient processes, and bridges the gap between marketing, sales, and customer success.

At Revstac, we don't like overly complicated automation or processes that cause you to be stuck working with us forever. Instead, we aim to simplify everywhere we can.

Our senior team acts as both your strategic partner and as doers who get stuff done. We directly support and empower marketing, sales, customer success, and operational teams, ensuring not just that your CRM and technology investments deliver real, measurable results, but also that your teams have the processes and data they need to hit their revenue goals.

Working with Revstac

Revstac offers three practical approaches to revenue operations consulting, customized to your business needs:

• Ongoing Fractional Rev Ops: Strategic, ongoing leadership and support for revenue operations, directly collaborating with both your leadership team and every member of your revenue-generating teams.
• Fresh Implementations of CRMs: Hands-on CRM setup, configuration, data migration, and training—ensuring your CRM system is clear, efficient, and immediately operational.
• Tech Stack Audits: Clear, actionable assessments to improve existing tech stack setups, uncover hidden inefficiencies, and restore reliability to your data and processes.

CRM consulting

We help you optimize and manage your CRM systems, tackling problems like messy data and misaligned workflows head-on. Our experienced team cuts through complexity with practical solutions, skipping the jargon and getting straight to what matters.

Implementations

Our team takes new CRM setups from concept to reality. With deep expertise in HubSpot and Salesforce, we custom-fit your CRM to your business without needless complexity. No overengineering—just clean, effective, and easy-to-use deployments

More about CRM implementations.

Audits

CRM audits tackle the nagging problems holding your growth back:

• Cleaning up unreliable or messy CRM data
• Identifying and streamlining hidden, inefficient workflows
• Fixing broken integrations
• Creating simple, useful documentation and data dictionaries

Our straightforward audit gives you clear, actionable next steps, ensuring not just your CRM but your entire revenue tech stack genuinely supports your growth goals and strengthens alignment between marketing, sales, and customer success.

Marketing & sales reporting

We design clear, no-nonsense reports to align marketing and sales. Our goal is actionable insights, not endless charts and noise. Simple, accurate, and useful—that's our reporting philosophy.

Revtac is a HubSpot Provider

We provide focused, expert HubSpot consulting to help you get more from Sales, Marketing, and Operations Hubs. Our solutions fix inefficiencies, streamline workflows, and give you clear visibility through thoughtful reporting dashboards and smart segmentation.

• Custom workflows and automation
• Strategic segmentation and lists
• Clear, actionable dashboards
• Marketing attribution and reporting