Safetica

HubSpot Audit and RevOps Setup

Safetica is a Czech technology company that develops software solutions for data protection (DLP) and insider threat prevention. It helps companies worldwide protect sensitive information, prevent data leaks, and ensure a secure working environment.

Marketing

The Challenge

Safetica needed to optimize data quality in its CRM system and streamline key business processes that were limiting further growth. The goals of our collaboration were:

  • To unify processes and improve collaboration between marketing and sales,
  • To review the contact database and increase email deliverability,
  • To make complex HubSpot workflows clearer and simpler,
  • To consolidate data structures for reliable and accurate reporting,
  • To implement a functional lead scoring system for better prioritization of sales opportunities. 
ChatGPT Image 13. 7. 2025 16_19_33 1-2

The Solution

  • 1. Data Audit

    We started with a comprehensive data audit. We analyzed and unified duplicate properties in HubSpot, archived unused ones, and created new data fields with a clear and sustainable structure. This laid a solid foundation for efficient process management.

  • 2. Database Validation & NeverBounce Integration

    To boost email deliverability, we focused on reviewing contacts. We implemented an integration with NeverBounce, which automatically verifies the validity of email addresses.

  • 3. Definition and Unification of Lifecycle Stages

    Together, we reviewed and updated the Lifecycle Stages system. We set up a transparent "Lead to Opportunity" process that precisely defines the handover of leads from marketing to the sales department for final processing. This also included verifying the correct flow of data across systems.

  • 4. Lead Scoring & AI Agent Setup

    To prioritize sales team work more efficiently, we built a new Lead Scoring model that automatically evaluates lead quality and activity. Additionally, we supported the entire process by deploying an AI agent that streamlines data processing and saves time for both departments.

  • 5. Workflow Review & Documentation

    A significant part of the project was the analysis of complex workflows. We mapped, fine-tuned, and simplified these automations in detail. We then handed over comprehensive documentation of the newly configured and updated processes to the client so they could keep the system under control clearly and long-term.

The Result

Thanks to continuous optimization and the establishment of new rules, we helped Safetica gain maximum visibility over their CRM. The result is a standardized system ready for further scaling.
GA4

Better data overview

Hubspot

More efficient use of HubSpot features

CRO

Better sales funnel prediction

Emailing

Significant increase in email deliverability

The team at Forecom was terrific. I appreciated the overabundance of communication, the documentation of process and execution, and support in keeping our instance clean and operational. 

Services Provided: Email Marketing, Custom API Integrations, CRM Implementation, and Programmable Automation. 

Carmen, M.

Safetica

Conclusion

Successful company scaling requires a system you can rely on 100%. The project for Safetica confirmed that the key to effective RevOps is not just purchasing smart tools, but above all, a high-quality data structure and flawless team alignment. Through process review and standardization, we delivered a transparent and fully optimized system to the client that uncompromisingly supports their business goals.
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