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HubSpot

Revops: What it is and how to do it properly

By

Most growing companies hit the same wall.
Marketing says the leads are fine. Sales says they aren’t. Forecasts swing wildly. Customer Success scrambles to deliver on promises they didn’t make.

That’s not a talent problem — it’s an operational one.

Revenue Operations (RevOps) is the discipline of aligning marketing, sales, and customer success under one connected framework. It turns disconnected teams and systems into a single, scalable revenue engine.

Think of it as the operating system for growth — one that defines how data flows, how teams collaborate, and how performance is measured across the entire customer lifecycle.

 

The cost of misalignment

When commercial teams run on separate systems and metrics, friction builds everywhere.

  • Leads go missing.

  • Forecasts depend on guesswork, not evidence.

  • Customer data lives in ten tools, none of which agree.

The result? Lost revenue, poor experience, and a lot of unnecessary noise.

That’s exactly what RevOps exists to solve.

 

What exactly is Revops? 

Revenue Operations (RevOps) is the organisational system that aligns marketing, sales, and customer success around a single goal: predictable, scalable revenue. Instead of letting teams operate in silos with disconnected data and processes, RevOps centralises strategy, tools, and metrics to create seamless handoffs, consistent reporting, and continuous improvement. In short, it’s not just a role or department — it’s the engine that turns insights into action, actions into results, and results back into better insights.

 

Common problems and how RevOps fixes them

Problem How RevOps fixes it
Marketing and sales don’t trust each other’s data Establishes a shared data model and unified reporting so everyone works from the same definitions of leads, pipeline stages, and attribution.
Forecasts are unreliable Centralised CRM architecture gives leadership a single version of truth for pipeline health, renewal rates, and future revenue.
Deals stall during handovers Automated workflows in HubSpot manage qualification, assignment, and onboarding — reducing friction and manual effort.
Customer Success can’t see what was promised in the sale Connects all data in one CRM so every team has visibility of full account history and commitments.
Too many disconnected tools Rationalises your tech stack, consolidating functionality within HubSpot and integrating external systems only where value is proven.
Leads disappear between systems Lifecycle automation ensures every contact moves through a clearly defined journey from prospect to advocate.
Reporting takes hours Standardised dashboards and automated data syncs deliver real-time insights without spreadsheet chaos.
Data quality erodes over time Governance rules, deduplication, and enrichment workflows maintain clean, accurate data.
Customer experience feels disjointed Unified processes ensure consistent communication and faster response times across the journey.

 

How HubSpot powers RevOps

HubSpot has evolved into one of the strongest platforms for RevOps because it unites CRM, marketing automation, and service management around shared data.

When implemented strategically, it becomes the operational backbone of your revenue engine:

  • Single customer view: All teams work from one live record.

  • Data quality at scale: Operations Hub keeps everything clean and automated.

  • Lifecycle visibility: Deals, tickets, and campaigns are tied to the same journey.

  • Predictable forecasting: AI-powered deal intelligence exposes what’s working — and what isn’t.

  • Efficient handovers: Workflows eliminate the gaps between departments.

HubSpot gives you the tools. RevOps makes them perform.

 

Who should own revops? 

There’s no one-size-fits-all for RevOps structures. Each model has pros and cons:

  • Centralised: All RevOps functions report to a central team. Pros: consistent processes, clear governance. Cons: may feel distant from business units.

  • Embedded: Each function (marketing, sales, service) has its own ops team. Pros: closer to day-to-day operations, more domain knowledge. Cons: risk of duplication and misalignment.

  • Hybrid: A central strategy team governs while embedded specialists execute. Pros: balances oversight with operational closeness. Cons: requires strong communication and clear boundaries.

Choosing the right model depends on company size, maturity, and goals. Start small, measure results, and iterate.

Tip: elcap helps you to map every function’s responsibilities and handoffs visually — it helps prevent overlaps and blind spots.

 

Alignment, cadence, and accountability

RevOps is a rhythm. Teams need consistent alignment and shared metrics to stay synchronised:

  • Shared definitions and dashboards: Everyone measures the same KPIs the same way.

  • Regular cross-functional meetings: Short weekly check-ins, monthly strategic reviews, quarterly planning.

  • Metrics that matter: Lead-to-opportunity conversion, deal velocity, renewal rates, customer health scores.

Without cadence and accountability, even a perfectly structured RevOps org will falter.

Practical example: Implementing a weekly “RevOps sync” where marketing, sales, and service teams review KPIs reduces misalignment and eliminates redundant work.

 

How elcap delivers

As a RevOps consultancy, elcap builds the infrastructure that connects your strategy to your systems.

We design:

  • Data architecture that mirrors your buyer journey — not your org chart.

  • Automation frameworks that keep teams moving in sync, powered by HubSpot’s workflow and integration tools.

  • Reporting ecosystems where marketing, sales, and success data converge into one dashboard.

  • Governance and optimisation loops so your system improves over time instead of decaying.

The outcome: your commercial engine runs faster, cleaner, and with full visibility from first touch to renewal.

 

Why work with elcap for RevOps consultancy

Aligning your revenue engine is about redesigning how your business grows.

elcap's RevOps consultancy brings:

  • The outside perspective to spot inefficiencies you can’t see from within

  • The technical depth to connect your tools into one intelligent framework

  • The process discipline to make new ways of working actually stick

Afterwards, your leadership doesn’t debate which number is “right” — they act on it.

Ready to connect the dots?

Let's fix the chaos before your next forecast meeting.

Emily

Emily

Emily plans and manages the organic, paid and social media marketing for elcap's clients, as well as HubSpot implementations.

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