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  • Admin as a Service
  • RevOps as a Service
  • CRM Migration
Admin as a Service
  • Admin as a Service
  • RevOps as a Service
  • CRM Migration

FAQ

Admin as a Service

General Questions

❓ What is elefante RevOps’ Admin as a Service?

Admin as a Service provides expert HubSpot and Salesforce administration, ensuring your CRM is optimized for sales, marketing, and customer success. It’s like having a dedicated CRM admin—without the cost or overhead of hiring in-house.

❓ How is this different from hiring an in-house CRM admin?

Hiring an in-house admin can cost $80K–$120K per year, plus benefits, and they may not have experience across sales, marketing, and customer success. With Admin as a Service, you get on-demand, strategic expertise without the full-time cost.

❓ Who is this service for?

This service is ideal for:

  • Companies using HubSpot or Salesforce that need ongoing CRM optimization.
  • Revenue leaders (Sales, Marketing, CS, RevOps) who lack internal admin expertise.
  • Startups and scaling teams that can’t justify a full-time hire but need expert support.
  • Companies struggling with CRM inefficiencies, poor adoption, or broken processes.

Scope & Capabilities

❓ What is the difference between Admin as a Service and RevOps as a Service?
  • Admin as a Service focuses on the technical execution and management of your CRM, ensuring your system is well-structured, automated, and optimized. This includes user management, workflows, reporting, and pipeline maintenance.
  • RevOps as a Service is a strategic engagement where we act as your fractional RevOps team, aligning sales, marketing, and customer success processes. This includes strategy, process design, revenue analytics, and cross-functional alignment, in addition to CRM execution.

🔹 If you need ongoing CRM admin support, choose Admin as a Service. If you need a full RevOps strategy and execution, RevOps as a Service is the better fit.

❓ What does Admin as a Service include?

Our service includes:

  • CRM Administration – User management, permissions, data cleanup.
  • Automation & Workflows – Reducing manual work across teams.
  • Lead Management – Optimizing MQL, SQL, and customer handoffs.
  • Reporting & Dashboards – Ensuring leadership has real-time insights.
  • Pipeline Optimization – Aligning CRM to your sales motion.
  • Process Enhancements – Improving marketing, sales, and success collaboration.
❓ Does this service cover both HubSpot and Salesforce?

Yes! We specialize in HubSpot CRM but also offer Salesforce support, especially for teams transitioning between platforms or running hybrid setups.

❓ Can you help us migrate from Salesforce to HubSpot?

Absolutely. We have deep experience with CRM migrations, ensuring a smooth transition with minimal downtime and data integrity maintained.

❓ Do you offer one-time projects, or is this only ongoing support?

We primarily offer ongoing support, but we also handle one-time HubSpot and Salesforce projects, including migrations, automation builds, and CRM cleanups.

Pricing & Engagement

❓ How much does Admin as a Service cost?

Pricing depends on your needs, CRM complexity, and level of support required. Unlike a full-time hire, you only pay for the expertise you need. Contact us for a custom quote.

❓ Is there a minimum contract length?

Yes, we typically start with a three-month commitment, ensuring we have enough time to drive meaningful results.

❓ How does billing work?

We offer monthly retainers with clear scope agreements, so you always know what to expect—no hidden fees or surprise charges.

Execution & Results

❓ How quickly can you start?

We can begin within a few days of signing an agreement. The faster we onboard, the faster you see results.

❓ How do we communicate with our admin?

You’ll have direct access to your assigned admin via Slack, email, and scheduled check-ins.

❓ What outcomes can I expect?
  • Faster CRM adoption with optimized processes.
  • Reduced manual work through automation.
  • Better reporting & forecasting for leadership.
  • Seamless sales, marketing, and success alignment.
❓ How do you ensure long-term CRM success?

We don’t just fix problems—we proactively optimize your CRM to scale with your business. Our goal is to future-proof your tech stack so it works for you, not against you.

FAQ

RevOps as a Service

❓ What is RevOps as a Service (ROaaS)?

RevOps as a Service is an ongoing, fractional Revenue Operations support model where elefante RevOps acts as an extension of your team. We help optimize your go-to-market (GTM) strategy, improve revenue processes, and ensure seamless collaboration between your sales, marketing, and customer success teams—without the overhead of hiring a full-time RevOps team.

❓ How is ROaaS different from hiring an in-house RevOps team?

Hiring an in-house RevOps team requires significant time, budget, and resources. With ROaaS, you get immediate access to experienced RevOps professionals at a fraction of the cost. We bring best practices, a proven process, and an unbiased external perspective to help your GTM teams perform more efficiently.

❓ Who is this service for?

RevOps as a Service is ideal for:

  • Scaling startups that need RevOps expertise but aren't ready to build an in-house team.
  • Growth-stage companies looking to improve efficiency across marketing, sales, and customer success.
  • Enterprise teams transitioning to HubSpot or refining their GTM motions.
  • VC-backed companies aiming to scale revenue with operational excellence.
❓ What does the RevOps as a Service engagement include?

Our RevOps as a Service follows a structured approach:

  • RevOps Kickoff Call (60 min) – Align on business goals and pain points.
  • RevOps Audit (1 month) – Deep dive into current processes, tech stack, and data.
  • Implementation & Optimization – Based on the audit findings, we work on CRM optimization, automation, reporting, and revenue enablement.
  • Ongoing Support & Strategy – We continuously optimize processes, train teams, and provide strategic insights to improve revenue operations.
❓ What are the available ROaaS packages?

We offer three tailored packages:

  • Launch – Best for early-stage companies looking for foundational RevOps setup.
  • Grow – Ideal for teams looking to scale and improve operational efficiency.
  • Scale – Designed for companies needing advanced RevOps support and dedicated strategic guidance.

Each package comes with a dedicated POD team and a structured meeting cadence:

  • Bi-weekly meetings for Launch & Grow
  • Weekly meetings for Scale
❓ Can you help with HubSpot implementations and migrations?

Yes! As a HubSpot Solutions Partner, we specialize in HubSpot CRM migrations, onboarding, and optimization. Whether you're moving from Salesforce, Pipedrive, or another CRM, we ensure a smooth transition and maximize your HubSpot investment.

❓ How does elefante RevOps measure success?

We focus on data-driven outcomes to track the impact of our work, including:

  • ✅ Improved sales cycle efficiency
  • ✅ Increased pipeline conversion rates
  • ✅ Higher customer retention and expansion revenue
  • ✅ Better marketing-to-sales handoff and alignment
  • ✅ Enhanced CRM adoption and data accuracy
❓ How much does RevOps as a Service cost?

Pricing depends on the level of engagement. Our packages start at a monthly subscription rate and are designed to scale with your needs. Contact us for a custom quote based on your company’s size and RevOps maturity.

❓ How long does it take to see results?

While some quick wins (like CRM cleanup and automation) can be implemented within the first 30-60 days, RevOps is a long-term investment. Most clients start seeing measurable revenue impact within 3-6 months.

❓ What tools and technologies do you support?

We work with a variety of GTM and RevOps tools, including:

  • CRM Platforms: HubSpot, Salesforce, Pipedrive
  • Marketing Automation: HubSpot Marketing Hub, Marketo, Pardot
  • Sales Enablement: Outreach, Salesloft, Apollo.io
  • Customer Success: HubSpot Service Hub, Gainsight, ChurnZero
  • Data & Reporting: HubSpot Reports, Looker, Tableau, Power BI
❓ How do we get started?

Simple! Book a consultation with us to discuss your current RevOps challenges and goals. From there, we’ll recommend the best package and get you onboarded.

FAQ

CRM Migration

📌 What is a CRM migration?

A CRM migration is the process of transferring customer data, workflows, automations, and configurations from one CRM system to another—ensuring data integrity and minimal disruption to your operations.

📌 How long does a CRM migration take?

The timeline varies based on data complexity, integrations, and business needs. Most migrations take 4-8 weeks, but we provide a custom timeline after our initial assessment.

📌 Will I lose any data during the migration?

No. We follow a meticulous data mapping and validation process to ensure 100% data integrity—no lost, duplicated, or corrupted records.

📌 Can you migrate our CRM workflows and automations?

Yes! We rebuild your automations, workflows, and custom properties in the new CRM, ensuring a seamless transition for your team.

📌 Do you clean and optimize our data before migration?

Absolutely. We identify and remove duplicates, outdated records, and inconsistencies to ensure clean, structured, and usable data in your new CRM.

📌 What CRMs can you migrate from?

We migrate data from any CRM to HubSpot or Salesforce, including:

  • 🔹 Salesforce → HubSpot
  • 🔹 HubSpot → Salesforce
  • 🔹 Pipedrive → HubSpot/Salesforce
  • 🔹 Zoho → HubSpot/Salesforce
  • 🔹 Microsoft Dynamics → HubSpot/Salesforce
  • 🔹 Custom or legacy CRMs → HubSpot/Salesforce
📌 Can we keep using our old CRM during the migration?

Yes. We set up a test migration first and ensure a smooth transition so your team can continue working without disruptions.

📌 What happens after the migration is complete?

We provide:

  • ✅ Data validation checks to confirm accuracy
  • ✅ Training for your team on the new CRM
  • ✅ Ongoing support to fine-tune workflows and automation
📌 How much does a CRM migration cost?

Pricing depends on CRM complexity, data volume, and custom configurations. Book a free CRM migration assessment to get a tailored quote.

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