Transform your HubSpot
with CRM Magnetics
Systematic HubSpot optimization
Foundation of data
Equip yourself with the core information that allows you to strategically segment and target your leads with winning messages
- Sales intelligence & data enrichment
- Automated lifecycle stage population
- ICP/persona property setup
- Engagement scoring and fit scoring configuration
- sales data
- Core system integrations
Requires: lifecycle workflows, persona fields, scoring models
Marketing ops
Core processes that impact primary KPI
Optimize your forms for conversion, collect the most valuable information at submission, and ensure the ideal follow-up flow
- Landing pages + CTAs + forms
- Routing to sales or personalized marketing email sequence
- Campaign management
Requires: form tracking, lead tags
Segment your leads into strategic buckets and nurture them down the funnel with personalized messaging
- Campaign management
- Persona segments implementation
- Automated nurture emails after key actions
Requires: nurture templates, list criteria
Get real feedback from sales and automate lead handback to marketing
- Simple form or tag to mark unqualified leads
- Auto-send unready leads back into nurture
Requires: feedback capture, re-nurture rule
Accurately demonstrate the full impact of marketing on revenue (marketing sourced and impacted deals)
- Marketing activity & engagement reporting
- UTM campaign tagging
- Marketing attribution engine that allocates deal credit percentages based on contact engagement
- Dashboard for “marketing-sourced vs. influenced” deals
Requires: UTM governance, dashboard configuration
Business development ops
Core processes that impact primary KPI
Ensure that marketing hands off the best inbound and nurtured leads for qualification
- Data enrichment
- Lead scoring by firmographics + behavior
- Auto-trigger lead handoff on threshold
Requires: scoring rules, trigger workflows
Systemetize and automate outbound lead gen to maximize efficiency and performance
- Outbound sequences (email/LinkedIn)
- Lead resolution & automation
Requires: Conversion setup, Sales intelligence tool configuration, source tracking
Streamline the process of effectively qualifying, resolving, and creating opportunities
- Auto-assign to reps (round-robin/rule)
- Instant internal alert or task
- Auto-create opportunity on handoff
- Other BD configurations
Requires: routing logic, basic alert setup, Sales automation
Track outbound outreach activity and performance
- Calling, emailing, task & meeting activity
- Breakdown by rep, activity type, and time period
Requires: standardized logging, activity properties, reporting
Sales ops
Core processes that impact primary KPI
Fill your pipeline with qualified deals by optimizing marketing and business development activities
- Marketing & BD–sourced net-new opportunities
- Renewal, cross-sell & upsell processes
- Customer satisfaction–driven deal creation
- Partner lead gen systems
Requires: renewal workflows, CS feedback loops, marketing handoff
Smoothly move deals through a clean, automated sales pipeline to maximize conversion rate and efficiency
- Accurate stages that mirror real sales steps
- Automated alerts & tasks upon engagement
- Standard playbooks for repeatable steps
- Implement sales data best practices and automation
Requires: stage setup, basic workflows, sales playbooks
Utilize a frictionless closing process that doesn't waste time nor cause lost deals
- Integrated quoting tool or template
- Streamlined quoting workflow
- E-signature automation
Requires: quote templates, e-sign integration
Scale your business by arming your reps with great tools that help close deals
- Sales data and intelligence
- Key sales decks, playbooks, and objection guides
- On-demand training snippets in HubSpot
Requires: asset library, stage-based messaging
Clear reporting and automation prevent deals from going dark
- Show reps which deals are stagnant in your reporting
- Trigger tasks if no activity after X days
- Stage-based email sequences
Requires: simple SLA rules, email templates
Equip your team with a dashboard that gives reps and managers the critical sales picture
- Open deals: stages, estimated close dates, expected revenue/forecasts, stalled deals, sales reps
- Closed deals: won/lost, conversion rates, performance vs. goals
Requires: standardized deal fields, forecast categories, dashboard configuration
Customer service ops
Core processes that impact primary KPI
Ensure fast, accurate resolution for every ticket.
- Response SLAs to ensure timely resolution
- Automated routing to the appropriate team or agent
- Escalation workflows for urgent issues
- Knowledge base & self-service resources
Requires: ticket system, SLA rules, KB setup
Drive value and upsell through proactive engagement.
- Quarterly business reviews
- Renewal & upsell outreach
- CSAT & feedback surveys
Requires: CRM integration, survey tool, CS playbooks
Maximize real business value by building a smart, automated system that delivers the right messages to the right leads at the right time with our RevOps as a service package.
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RevOps as a service
How HubSpot Optimization Drives Revenue
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Standalone implementations
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Take your first step towards transforming your HubSpot.