Revenue Operations (RevOps) consulting for B2B teams

Revenue Operations aligns marketing, sales and customer success on one process, one data model and one tech stack. FORECOM, a HubSpot Diamond Partner, audits how you generate revenue today, designs the target model, implements it in HubSpot, Salesforce, Zoho or another CRM, and supports your team as the model matures.

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Companies that trust us:

  • GoodData
  • Yieldigo
  • Shoptet
  • Chromozoom
  • Whalebone
  • Remax
  • Jungheinrich
  • Investown
  • Safetica

What is RevOps and why B2B companies adopt it

Revenue Operations (RevOps) is an operating model in which marketing, sales and customer success share one set of processes, one source of customer data and one set of revenue metrics. Without it, each team optimises its own numbers, data lives in separate tools and forecasts rely on guesswork. With it, leads move through clear stages, handoffs are defined and leadership sees the same picture as the teams.

RevOps-2

How can your company benefit from the RevOps model?

Imagine marketing, sales and customer success working in one integrated ecosystem, making decisions on the same data and communicating without barriers. In return you can expect better customer acquisition, higher lifetime value and more predictable revenue.
Customer acquisition

Customer acquisition

at larger scale and with lower unit costs.
Higher lifetime value

Higher lifetime value

thanks to higher customer satisfaction and better retention.
Better forecasting

Better forecasting

by calculating future revenue from consistent data.
Faster decisions

Faster decisions

through shared reporting and optimised processes.

Signs you need RevOps

  • negative Marketing and sales report different numbers for the same pipeline.
  • negative Leads are handed over late, incompletely or not at all.
  • negative The CRM is full of duplicates and outdated records, so nobody trusts it.
  • negative Forecasts change every week and nobody can explain why.
  • negative Several tools (CRM, marketing automation, ERP, support) do not share data.
  • negative Headcount grows faster than revenue.

What our RevOps consulting includes

  • positive RevOps audit and benchmarking: review of processes, tools, data and customer journey, compared with industry standards.
  • positive Lifecycle stages and handoffs: clear definitions and criteria for moving leads between marketing, sales and customer success.
  • positive CRM architecture and data quality: properties, pipelines, deduplication and rules that keep data reliable.
  • positive Attribution and revenue reporting: dashboards and attribution that show which activities generate revenue.
  • positive System integration: HubSpot and Salesforce, ERP, e-commerce and other tools connected so data flows both ways.
  • positive Automation and AI: workflows and AI assistants for routine steps, built on clean data.
  • positive Enablement and ownership: training, documentation and a clear owner for each process, so your team can run the model.

Our RevOps process

RevOps is not a one-off project but a change in how the company operates. These are the five steps we go through with you.

  • 1. Analysis and Benchmarking

    Be aware of bottlenecks to eliminate them.

  • 2. Process and Tech Implementation

    Define processes and choose the right technology.

  • 3. Assigning Responsibilities

    Build internal teams and assign responsibilities.

  • 4. Testing

    Make informed decisions, not guesses.

  • 5. Improving

    Optimise new strategy.

Analysis and Benchmarking

It all starts with the right diagnosis. We analyze the gaps in your processes, technology use and customer journeys and compare them to industry standards.

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Process and Tech Implementation

People, processes and technology - the three pillars of Revenue Operations. We'll look at each of them and improve how they work: aligning teams, defining processes and finding and implementing the right technology stack.

revops_6

Assigning Responsibilities

Applying the Revenue Operations model is not a one-off project, but a matter of changing the way your company operates. Create in-house teams or assign responsibilities to key team members to maximize efficiency. With our full support and guidance.

revops_4-1

Testing and Improving

We don't stop when everything seems to be in place. In fact, that' s where we begin. We stress test the Revenue Operations model and continually improve it.

1

Why FORECOM

  • positive FORECOM is a Czech, vendor-agnostic CRM and RevOps agency and a HubSpot Diamond Partner. We also work with Salesforce, Zoho, Pipedrive and Odoo.
  • positive Our consultants work across CEE, DACH, the UK, the Nordics and Spain.
  • positive We have worked with 50+ clients across 10 countries.

Our Projects

A selection of projects that showcase our work and results.

See All Case Studies
Yieldigo-logo

Aligning Sales & Marketing in HubSpot

Yieldigo is a pricing management platform working with complex data and long customer decision cycles, which required better alignment between marketing and sales throughout the entire customer journey. We implemented and configured HubSpot, automated lead management, and integrated the existing tools to provide both teams with a unified and transparent view of data. View Case
investown_logo-1

Automating HubSpot & Asana Workflows

Investown’s legal approvals relied on manual handoffs between HubSpot and Asana, slowing the process and increasing errors. We built a custom integration that automated task creation, synced key data, and wrote approval outcomes back to the CRM (including stage updates).

View Case
Untitled design (4)-2

Custom Daktela-to-HubSpot Integration

Info pro lékaře needed a reliable way to connect Daktela with HubSpot to ensure automatic data transfer without manual input. Available integration solutions were either functionally insufficient or too costly. We designed and delivered a custom one-way integration from Daktela to HubSpot, unifying data structures and ensuring secure, stable, and long-term sustainable data transfer.

View Case
Untitled design (6)-1

From Excel to Professional Forecasting in HubSpot

ACS Holding needed to unify fragmented sales processes from Excel and Monday.com into a single functional unit that would provide reliable data to investors.

We chose HubSpot Sales Hub Professional as the ideal tool, offering the best balance between reporting depth and simplicity for sales representatives. We created a structured pipeline for inquiries, integrated email communication, and built a layered forecasting model.

View Case

RevOps consulting: frequently asked questions

Revenue operations is an operating model that aligns marketing, sales and customer success on shared processes, one source of customer data and common revenue metrics. It aims at predictable growth instead of separate team targets.

A RevOps consultant reviews how revenue is generated today, finds bottlenecks in processes, data and tools, designs the target model and helps implement it: lifecycle stages, handoffs, CRM structure, reporting, integrations and automation. At FORECOM we also train your team so it can run the model after the project.

A CRM administrator keeps the system running. RevOps decides how marketing, sales and customer success should work together and then builds the system around that. If teams report different numbers, handoffs are unclear or forecasts are unreliable, the cause is often the operating model, not the tool.

Sales operations and marketing operations optimise one function. RevOps covers the whole customer journey, from first touch through sale to renewal, and removes the gaps between those functions.

We are a HubSpot Diamond Partner and also implement and integrate Salesforce, Zoho, Pipedrive and Odoo. We choose the tools to fit your process, not the other way round. We also connect HubSpot with Salesforce, ERP and e-commerce systems.

Timing depends on the number of teams, tools and markets. We start with an audit and a prioritised roadmap, then implement in phases. We agree scope and timing after a discovery call.

No. It is relevant for growing B2B companies where marketing, sales and customer success are separate teams and use more than one tool. We work mostly with SaaS, technology and e-commerce companies, and with other B2B firms that have complex sales processes.

We agree the metrics at the start. Typical examples are lead-to-opportunity conversion, sales cycle length, forecast accuracy, customer acquisition cost, retention and data quality. We build reporting in your CRM that shows them to the whole team.

Yes. We can work alongside your internal team or another agency, and we hand over documentation and training so you can run the model yourselves.

FORECOM is a Czech agency, and our consultants work across CEE, DACH, the UK, the Nordics and Spain.

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