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elefante RevOps Drives GTM Transformation for Series A FinTech
See how Flex’s partnership with elefante RevOps exemplifies the transformative impact of a strategic RevOps approach on scaling a venture-backed GTM strategy.
WHAT OUR CLIENTS SAY
“What an amazing team to work with and very knowledgeable on all HubSpot related matters and implementing my business requirements into the system, not only limited to what they are asked but also coming up with solution to help and improve”
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“Working with Elefante RevOps has been a great experience. Pedro and Andre are kind, approachable, and truly easy to work with. They’ve provided valuable solutions and training that have helped us create more efficient processes”
“Colten, Pedro and Team were critical in our migration to HubSpot. Through every part of the onboarding and implementation they have been attentive and valuable. I look forward to continue working with them with future projects”
“As a rep agency we required a ton of customization. Things started a little slow but then picked up. It would have been beneficial to do a deeper dive into our needs and flow before implementation started. Friendly staff who really seemed to care”
Quick Facts
(scaled from $5M in 6 months)
(Began at 30 employees)
Banking/Financial Services
Elefante Solutions Provided
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RevOps as a Service
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CRM Migration
Struggle
Flex faced RevOps challenges that limited their ability to scale efficiently:
A fragmented approach to sales, marketing, and customer success alignment, impacting pipeline management and visibility.
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Ineffective CRM workflows and misaligned data governance that hindered their account-based marketing (ABM) efforts.
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A failed in-house RevOps hire, leaving gaps in strategic oversight for their GTM operations.
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Complex operational demands, including first-party data integration, regulatory compliance, and multi-team handoffs for customer onboarding.
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Inefficient tracking of sales targets, commissions, and event ROI, leading to inconsistencies in decision-making and execution.
Flex needed a RevOps partner with a proven process to streamline their GTM framework & maximize revenue outcomes.
Solution
Flex partnered with elefante RevOps, referred by an investor, to fill the strategic RevOps leadership gap and transform their GTM operations. Leveraging their deep expertise in revenue systems and processes, elefante implemented a holistic, phased approach:
RevOps Audit and Strategic Alignment
Conducted a comprehensive assessment of Flex’s GTM motions to identify inefficiencies, misalignments, and opportunities for growth.
Data-Driven GTM Optimization
Rebuilt processesto optimize ABM strategies and outbound sales motions, ensuring seamless collaboration between sales, marketing, and customer success teams.
Revenue Workflow Design
Streamlined multi-functional processes, from pipeline management to customer onboarding, ensuring consistency in data governance and regulatory compliance.
Advanced Reporting and Analytics
Designed performance dashboards to track metrics critical to Flex’s GTM strategy, including sales targets, rep commissions, and event ROI.
Enablement and Knowledge Transfer
Provided customized sales coaching, GTM training, and knowledge base development to empower the team with scalable RevOps practices.
Results
elefante RevOps delivered significant outcomes that redefined Flex’s revenue operations:
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Scalable ARR Growth
Achieved a 5X ARR increase, scaling from $5M to $25M in just six months, by optimizing GTM efficiency and execution.
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Enhanced Decision-Making
Built sophisticated reporting systems, equipping leadership with actionable insights to drive data-backed GTM strategies.
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Streamlined Revenue Processes
Implemented robust workflows that unified sales, marketing, and customer success for seamless pipeline management and faster deal velocity.
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Operational Maturity
Enabled Flex’s early-stage revenue team to function like a well-established enterprise, establishing a foundation for long-term scalability.
Summary
Flex’s partnership with elefante RevOps exemplifies the transformative impact of a strategic RevOps approach on scaling a venture-backed GTM strategy. By aligning processes, optimizing data flows, and empowering teams with operational discipline, elefante helped Flex overcome key challenges and achieve hyper-growth.
With elefante RevOps as their fractional RevOps team, Flex not only realized immediate GTM efficiencies but also positioned themselves for sustained revenue growth and market leadership.
