What kinds of businesses does Vaulted work with?

While we work with businesses of all sizes and industries, we especially enjoy working with medium-size to enterprise-level businesses in tech, education, SaaS, finance, and IT, plus startups and nonprofits. As a HubSpot Solutions Partner, we often work with clients that have HubSpot products but have not fully optimized their use of them.

Do we have to use HubSpot to work with Vaulted?

No. HubSpot is a powerful marketing tool that many of our clients use for marketing, operations, sales, and more, but we do not require our clients to use HubSpot. As a HubSpot Solutions Partner, we can assist in HubSpot onboarding and support, though, answering any questions you have about making the most of the platform.

What if we already have an in-house marketing team?

We’re happy to collaborate side-by-side with your in-house marketing team! We regularly work directly with marketing teams to help them overcome obstacles, save time, and meet their strategic business goals. Our expert team can help fill in the gaps to answer any questions your marketing team has, and then generate bespoke strategies for long-term business success.

Will I have to sign a long-term contract?

No. We understand how quickly marketing needs and constraints change, so we offer flexible contracts at competitive rates.

Revenue Operations

Revenue operations bring your sales, marketing, and customer success teams together to work smarter and drive growth. By streamlining processes and making sure everyone has the right data, we help you close deals faster, keep customers happy, and scale your business more efficiently.

Revenue Operations

Revenue operations aligns your sales, marketing, and customer success efforts so all teams are working towards the goal of driving growth. By breaking down departmental siloes you can streamline your processes and improve collaboration. The result? A seamless client experience from the very first touchpoint all the way through long-term retention. With clear visibility into pipeline health, KPIs, and forecasted revenue, your team can make data-driven decisions that drive success.

Revenue Operations Assessments

Revenue operations assessments identify the most important channels, processes, and methods that drive revenue. By analyzing current sales workflows and marketing performance, we pinpoint opportunities for optimization that lead to replicable, scalable success. We also audit your tech stack, including your CRM, automation, and analytics tools, to uncover data gaps and improve your processes even further.

Revenue-Driven Marketing and Sales Implementation

Revenue-driven marketing and sales implementation is all about fine-tuning systems and processes to drive real, measurable outcomes. We make sure leads are properly qualified, scored, and smoothly handed off between teams. By refining marketing campaigns, we help accelerate pipeline growth and speed up deal velocity. Plus, we ensure your CRM and marketing automation are working in tandem for real-time lead tracking and reporting.

Training and Change Management

We help your teams embrace new tools, processes, and mindsets for lasting success. Our enablement sessions train teams on new dashboards, workflows, and best practices to ensure smooth adoption. Through playbooks and documentation, we standardize processes and messaging, offering consistency as your company scales. Success benchmarks are set to define and track KPIs, with regular reviews to maintain alignment, all while fostering a culture of continuous improvement and cross-functional collaboration.

Revenue Performance Monitoring & Optimization

We track and optimize revenue-generating processes so you can be sure of ongoing growth. By monitoring vital metrics like CAC, LTV, and pipeline velocity, we identify trends and bottlenecks that may affect performance. Automation and reporting tools help us provide real-time visibility into progress. Plus, A/B testing across departments helps us fine-tune tactics for better results over time. Regular pipeline reviews help keep the whole process on track.

Strategy and
Roadmap

We’ll help you build a clear, phased plan that aligns with your revenue goals. Together, we’ll define measurable targets such as reducing CAC or boosting deal velocity, prioritizing high-impact areas for quick wins. We’ll recommend the right tools to help you streamline and automate your processes. And as your business grows, we’ll make sure your RevOp roadmap scales with you, so you can have long-term success.

1

Audit Your Process

Before starting with changes, we’ll conduct a thorough audit of your operations. We’ll take a close look at existing workflows and your tech stack to identify inefficiencies and potential gaps. We’ll seek to understand your entire process and revenue goals before we optimize for growth.

2

Streamline Processes & Technology

Next, we’ll streamline your workflows and help you choose the right tools to support your RevOps strategy. This can include a deep dive into CRM systems and data analytics platforms, keeping your needs and budget in mind. Over time, we’ll make sure all your systems are aligned and efficient.

3

Data-Driven Refinement

Once we’ve collaborated with you on a streamlined strategy, we’ll consistently track key performance metrics to improve and identify any bottlenecks. If your team size changes, we’ll make sure to scale your RevOps strategy right along with you.

What is revenue operations, and why is it important for my business?

Revenue operations (RevOps) is the practice of aligning your disparate teams—sales, marketing, customer success–so they can work together more effectively. It’s about making sure everyone has the same information and is able to collaborate. When your teams are aligned, you can better serve clients and grow your business.

A good RevOps strategy is important for businesses because it helps create a smoother experience for clients and a more efficient workflow for teams. When all teams have clear insights into your sales pipeline and performance metrics, you can make better decisions and reduce bottlenecks. The goal is to make sure every part of your business is moving in the same direction, so you can grow sustainably and easily.

How can revenue operations help improve collaboration between my sales, marketing, and customer success teams?

Put simply, revenue operations help your sales, marketing, and customer success teams work together like a well-oiled machine. When everyone shares the same data and goals, it becomes easier to understand how each team’s work impacts the others. For example, marketing might adjust their campaigns based on what sales needs to close deals. Meanwhile, customer success can spot opportunities to help sales through upselling. This kind of teamwork means less confusion and more action.

How can I measure the success of my revenue operations strategy?

Start by keeping an eye on the key metrics that truly matter to your business, like customer acquisition cost (CAC), lifetime value (LTV), and the speed with which leads move through your pipeline. If deals are closing faster and it’s clear through data-backed evidence that revenue is growing, that’s a good sign your teams are aligned and working effectively. Also, watch for any trends or bottlenecks—if a certain stage is slowing the whole process down, it’s time to dig into why and adjust.

Beyond the numbers, check in with your teams. Are they collaborating better? Is the handoff between sales and marketing smooth? If you’re seeing less friction and more wins, that’s a win in itself. Regularly reviewing these metrics and getting feedback from your team helps you keep things on track and adjust your strategy if necessary. It’s all about staying flexible and making improvements as you go.

What tools and technologies are recommended for a successful revenue operations strategy?

The right tools to fit your revenue operations strategy depend largely on your business’s size and needs. For example, popular CRMs like Salesforce or Hubspot help manage customer relationships. Meanwhile, marketing automation tools like Marketo or Pardot can simplify campaign management. And for many, analytics tools like Google Analytics or Tableau can give you the insight you need to track your progress. The key is to curate a suite of tools that can communicate with each other, so you get a clear picture of the revenue pipeline as a whole.

What types of businesses can benefit from implementing revenue operations?

Revenue operations can be really helpful for businesses of all sizes. This is especially true if you're trying to get your sales, marketing, and customer success teams to work together more effectively. Regardless of whether you’re a small business starting out, or a large company with a lot of moving parts, RevOps can help make sure everyone’s on the same page. If your success depends on different teams driving growth, RevOps can help streamline everything and make the process feel more connected.

When should I partner with an agency for revenue operations?

If you’re ready to scale but need expert guidance, partnering with an agency like Vaulted can help. If you’re seeing growing pains, such as your teams not feeling in sync or evidence that you’re not reaching your full revenue potential, an agency can step in to recommend the right strategy for growth. Partnering with an agency can also help if you’re unsure if you’ve outgrown your existing tools or systems, and need help auditing your tech stack of processes.

If your team is already stretched thin with day-to-day operations, an agency like Vaulted can bring the expertise necessary to transform your process without interrupting day-to-day operations. We can quickly identify opportunities and tackle challenges to keep your business moving forward.