Revenue Operations
Platform-agnostic RevOps across HubSpot, Salesforce & Marketo
We build the systems, processes, and reporting infrastructure that connect your marketing, sales, and CS teams to shared revenue outcomes — across any CRM. Unlike single-platform firms, we work across HubSpot, Salesforce, and Marketo, and we build RevOps alongside the demand programs it measures.
0x
Avg. pipeline coverage
0%
Lead velocity rate MoM
0%
MQL to SQL rate
0+
RevOps engagements
Sound familiar?
Common challenges we solve
Marketing and sales operating from different playbooks
CRM data that leadership doesn't trust for forecasting
Hours spent on manual reporting instead of optimization
No attribution model connecting spend to closed-won revenue
Lifecycle stages that don't reflect how buyers actually move
Locked into one platform vendor with no flexibility to migrate
In practice
Your revenue operating system
A single source of truth connecting pipeline, velocity, and conversion metrics across every team.
3.2x
Pipeline Coverage
+18% MoM
Lead Velocity Rate
8.2 months
CAC Payback
28%
MQL to SQL Rate
Pipeline by Stage
Team alignment
RevOps at the center of your GTM
We position revenue operations as the connective tissue between your four core teams.
Marketing
Demand & pipeline generation
Attribution, campaign performance, lifecycle stage progression, and channel ROI.
Sales
Conversion & velocity
Pipeline coverage, stage conversion rates, deal velocity, and activity reporting.
Customer Success
Retention, expansion & NRR
Health scoring, renewal forecasting, expansion pipeline, and churn analysis.
Finance
Revenue planning
Revenue recognition, forecast accuracy, CAC payback, and unit economics.
Lifecycle metrics
Conversion health at every stage
Track lifecycle velocity and data coverage to identify where pipeline stalls and where it accelerates.
What we deliver
Full-stack RevOps capabilities
Lifecycle Model Development
Define and implement lifecycle stages that reflect how your buyers actually move — from first touch through closed-won and expansion. Benchmarked against 100+ B2B SaaS engagements.
Attribution & Reporting
Multi-touch attribution models that connect marketing spend to pipeline and revenue. Dashboards your leadership team actually trusts for forecasting.
CRM Architecture
Data model design, custom objects, workflow automation, and integration architecture across HubSpot, Salesforce, and Marketo — built for scale, not just today's needs.
Cross-Team Alignment
Shared definitions, unified reporting, and consistent processes across marketing, sales, and CS — so every team operates from the same revenue playbook.
Platform agnostic
Built across the platforms that matter
We work across HubSpot, Salesforce, and Marketo — not locked to one vendor.
FAQ
Frequently asked questions
Revenue operations (RevOps) is the strategic alignment of marketing, sales, and customer success teams through shared processes, technology, and data. RevOps eliminates silos by creating a unified revenue engine with consistent lifecycle stages, shared metrics, and integrated reporting. For B2B SaaS companies, RevOps typically owns CRM architecture, marketing automation, attribution models, and cross-team reporting.
Marketing ops focuses on marketing automation, campaign execution, and marketing analytics. Sales ops manages CRM configuration, pipeline processes, and sales reporting. Revenue operations (RevOps) sits above both — aligning marketing, sales, and customer success around shared revenue metrics, unified data, and consistent lifecycle stages. RevOps ensures all three teams operate from the same playbook.
B2B SaaS companies typically need RevOps when they hit Series A or $2-5M ARR — the point where marketing and sales processes become too complex for ad-hoc management. Signs you need RevOps: inconsistent lifecycle stage definitions, no attribution reporting, marketing and sales disagreeing on lead quality, forecast inaccuracy, and manual reporting consuming senior team time.
Yes. We regularly migrate B2B SaaS companies between HubSpot, Salesforce, and Marketo — including data migration, workflow rebuilds, integration rewiring, and team training. Because we're platform-agnostic, we recommend the platform that fits your stage and complexity rather than defaulting to the one we're certified on.
RevOps is the infrastructure that makes demand generation measurable. Without lifecycle stages, attribution models, and unified reporting, demand gen programs can't prove their impact on pipeline. At Formulytic, we build both as one integrated system — the same team that designs your demand programs builds the revenue infrastructure that measures them.
Align your revenue teams
Book a strategy call to build revenue infrastructure that works across your entire stack — HubSpot, Salesforce, or Marketo — and connects directly to the demand programs driving pipeline.