.svg){kind=small}
.svg){kind=small}
.svg){kind=small}
RevOps as a Service with clear priorities and delivery every week
Elefante RevOps turns Winning by Design frameworks into action through RevOps as a Service, covering ICP design, ABM strategy, messaging, playbooks, training and workshops. Your dedicated team delivers weekly improvements to HubSpot and your CRM processes, with visible tickets in a shared backlog and month-to-month terms with no long-term lock-in.
AmbassadorWinning by DesignWhen your business needs
RevOps support
Elefante RevOps helps when nobody owns RevOps, your tools are disconnected or your CRM no longer fits your business.
Nobody owns RevOps
Forecasts rely on guesswork and reports disagree. We manage the work while you decide whether to hire, including when your RevOps lead leaves.
Your tools are disconnected
Marketing and sales use separate systems, so reporting needs manual work. We connect your tools and define customer stages, who handles each handoff and how quickly they respond.
Your business has outgrown its CRM
After funding, expansion or higher sales volume, your CRM may struggle to keep up. We investigate broken handoffs and rising customer acquisition costs, then update your data, processes and integrations. If needed, we scope a HubSpot rebuild.
One revenue system for marketing, sales, service and leadership
Elefante RevOps’s RevOps as a Service connects your teams in HubSpot through shared data, clear responsibilities and agreed handoff times.
Marketing
Lead scoring identifies priorities, routing assigns an owner and agreed response times guide the handoff from marketing-qualified to sales-accepted leads. Attribution shows which campaigns lead to closed revenue.
Sales
Reps keep deal records current, giving managers a cleaner pipeline and more reliable forecasts. Managers spend less time chasing updates and more time coaching deals.
Service
Customer success sees deal history, health scores and renewal signals together. Shared records help sales and service manage handoffs, spot churn risks and identify expansion opportunities.
Leadership
Leadership gets one source for revenue reporting, with forecasts checked against billed annual recurring revenue (ARR) and differences explained. Accurate data supports staffing, capacity planning and long-term go-to-market decisions.
One RevOps person cannot
cover every role
When reporting, automation, integrations and training depend on one person, work piles up. Fractional RevOps leadership can set priorities, but delivery also needs people with time and technical skills.
Too much work depends on one person
Your RevOps hire manages dashboards, workflows, CRM administration, integrations and leadership requests. As the business grows, the backlog grows faster than they can clear it.
Urgent requests delay improvements
Reports arrive late, forecasts need manual updates and projects move to next quarter. Each new request interrupts planned work, leaving little time for lasting improvements.
Your team needs more than advice
RevOps needs strategy, systems, data analysis and user training. Elefante RevOps combines fractional revenue operations leadership with a delivery team, giving your in-house lead or RevOps consultant support to complete the work.
See how the roles fit together in our RevOps team structure guide.
Why companies choose
Elefante RevOps
Elefante RevOps combines RevOps consulting, technical delivery and training for B2B companies with $10 million to $500 million in revenue. We fix stalled CRM setups, connect systems and improve reporting so your teams spend less time on manual work.
HubSpot’s #1 Customer First Diamond Partner
HubSpot Diamond Solutions Partner, recognised for customer retention and revenue impact across North America in 2024, 2025 and 2026.
200+ verified customer reviews
More than 200 reviews across HubSpot and G2 give you public feedback from customers about working with our RevOps experts.
G2 RevOps Leader
Recognised as a G2 RevOps Leader in Winter and Spring 2026, based on verified customer reviews.
A shared method for strategy and delivery
We use Winning by Design’s Bowtie and Revenue Architecture frameworks to plan your processes, build your systems and measure progress across teams.
Experience with your existing tools
Our team works with HubSpot, Salesforce, Snowflake, Segment, Looker, Stripe, Chargebee and Gainsight. We connect the tools you already use and identify where disconnected systems create extra work.
HubSpot Impact Awards
Recognised with Rookie Agency of the Year in 2023 and AI Excellence in 2025.
Winning by Design certifications
Our certifications cover Revenue Architecture, Growth Architecture and Bow-Tie Analytics, supporting how we plan and measure your revenue operations.
Your five-person
RevOps team
Your team combines leadership, GTM engineering, analysis and project management. You meet all five people before signing.
Growth Architect
Leads the engagement, owns your roadmap and reviews progress with leadership each quarter.
Two GTM Engineers
Build and maintain HubSpot, workflows, integrations and Clay enrichment.
Revenue Intelligence Analyst
Manages data quality, dashboards and forecasting.
Project Manager
Coordinates weekly delivery, milestones and approvals, keeping you informed about progress, risks and next steps.
What FlexKey says about working with us
FlexKey began with a complex Salesforce-to-HubSpot migration under a deadline. Our team adapted the setup to its needs, trained users and continued working with the company after the migration.
“They've accomplished everything they said they would.”
Harvey G. · President & CEO, FlexKey Read the FlexKey case study Explore our case studies →The Elefante Proven Process™
Our RevOps as a Service follows three stages: review your systems, agree on priorities and deliver improvements weekly. Your five-person RevOps team handles strategy, engineering, reporting and project management, with capacity matched to your goals.
Engagements typically last 6 to 48 months, with month-to-month terms. We agree on scope, timeline and delivery plan before starting, based on your systems, historical data and integrations.
Diagnose
the system
We audit your CRM, data, automation and integrations to find what slows your teams down. You receive a roadmap, implementation scope and reporting baseline, measured before changes so we can track results.
Design
the backlog
We turn your RevOps strategy into prioritised tasks, including process design and system changes. Your shared backlog shows what is planned, who owns it and what is in progress, with work ranked by business impact.
Deliver
and improve
We build improvements to your systems, dashboards and reporting. Delivery tracking shows how much work is completed, while quarterly roadmap reviews compare results with the baseline and reset priorities.
Six commitments we put in writing
Before work begins, Elefante RevOps signs six commitments for your RevOps as a Service engagement.
An agreed plan and price. You receive a written scope, roadmap and monthly fee upfront.
Full visibility into the work. Your shared backlog shows every ticket, its status and its deliverables.
Weekly progress updates. You see what is complete, what comes next and where we need your input.
Documentation and knowledge transfer. We explain what we build and how your team can maintain it.
No unexpected charges. Any change to scope or price needs your approval before work starts. Terms stay month to month, with no long-term lock-in.
Honest recommendations. If another RevOps partner better fits your needs, we tell you.
Find out what your RevOps team needs next
In a 45-minute GTM Assessment, Elefante RevOps reviews your revenue operation and tech stack, identifies the three highest-risk integration points and recommends where to improve first. We explain whether our RevOps services or a deeper diagnostic fits your needs.
Schedule a GTM Assessment →Not ready to book?
What happens when
nobody owns RevOps
Without a dedicated RevOps owner, systems drift apart and manual work grows. Teams lose the shared, reliable data they need to manage sales, billing and customer relationships.
Customer history gets scattered
Deals, subscriptions and renewals sit in separate systems. Teams struggle to prepare for customer conversations, build reports and keep records ready for audits.
Billing and CRM data stop matching
Unmaintained integrations let billing tools such as Stripe or Chargebee fall out of sync with the CRM. Teams spend time finding and correcting differences.
Sales returns to spreadsheets
When CRM workflows slow reps down, they track deals elsewhere. Pipeline visibility drops and forecasts become harder to trust.
Handoffs become unreliable
Customer details move through emails and documents. Without clear owners and agreed response times, tasks get missed, information is lost and customers face delays.
Finance has to reconcile reports manually
CRM, billing and finance systems show different numbers. Finance must explain the gaps between pipeline forecasts and billed annual recurring revenue (ARR).
Customer success misses important signals
Teams piece together account history before helping customers. Missing health scores and renewal signals make it harder to spot risks and prepare for renewals.
Improvements keep getting delayed
Disconnected tools and manual tasks take more time as the business grows. Projects slow down and competing requests leave little room for improvement.
Whether you hire internally or choose outsourced RevOps, assign clear ownership for systems, data and handoffs. Revenue operations consulting should define who maintains each improvement after it is built.
What improves when your
revenue systems work together
Elefante RevOps’s revenue operations services connect your data, reduce manual work and make reporting easier to trust. We measure your starting point before making changes, so you can judge progress against an agreed baseline. Results depend on your systems and scope.
Teams work from the same information
Customer, deal, subscription and product usage data connect through your CRM, billing tools and data systems. Marketing, sales, customer success, operations and finance share one source of truth.
Sales spends less time preparing quotes
Proposals use current product and pricing data, reducing manual entry as deals move through the pipeline. Our CPQ implementation connects product selection, pricing and quoting.
Operations receives complete handoffs
Closed deals reach delivery and billing systems with account, contract and subscription details attached. This reduces repeated data entry and delays from quote to cash.
Finance can explain the numbers
CRM opportunities connect to billing records, making differences between expected revenue and billed annual recurring revenue (ARR) easier to reconcile. Forecasting, reporting and month-end work rely on consistent definitions.
Customer success sees the full account
Deal history, product usage, renewal status and open opportunities appear together. Teams can prepare for renewals, identify expansion opportunities and track net revenue retention (NRR).
Leadership has a shared view
Dashboards bring pipeline, revenue and forecasts together. Leaders can plan staffing and investment using the same numbers across departments.
Historical records are ready for review
Customer, deal and subscription history stays searchable, exportable and accessible for audits and reporting.
AI works from reliable data
Where AI solutions for automating revenue operations fit your scope, we build on agreed data and processes. AI agents have defined tasks and checks, so their work can be reviewed.
To measure RevOps ROI, compare results with the baseline: time spent on manual work, sales conversion, forecast accuracy, retention and operating costs. Compare the value of those changes with the cost of the engagement.
See examples in our Indicate Technologies, LineLeap and SmartOrg case studies.
Two ways to work
with Elefante RevOps
Choose a fixed-scope project for a defined outcome or RevOps as a Service for ongoing work. Both combine RevOps consulting with hands-on delivery.
A fixed-scope project
Start with one project, with deliverables, timeline and price agreed upfront. This suits teams with a specific problem to solve or those who want to work with us before choosing a retainer.
- ✓ Project Manager
- ✓ Time-boxed sprints
- ✓ 1 kick off meeting
- ✓ 1 Check in meeting
- ✓ 1 Hand off meeting
- ✓ Outcomes defined upfront
- ✓ Scope locked to deliverables
- ✓ Clear acceptance criteria
A monthly RevOps team
Get fractional RevOps leadership and ongoing delivery, with month-to-month terms and no long-term lock-in. Our RevOps managed services suit teams with a continuing backlog of improvements.
- ✓ A full pod, embedded as your RevOps function
- ✓ Growth Architect (Lead)
- ✓ Two GTM Engineers
- ✓ Revenue Intelligence Analyst
- ✓ Sprint cadence + velocity reporting
- ✓ Quarterly roadmap reviews
- ✓ Dedicated WbD methodology
- ✓ Playbooks, training, and workshops
Answers to the questions we get every discovery call.
Can't find yours? Bring it to the assessment.
Ready to put a RevOps owner on the field?
Book a 45-minute assessment to define the scope, establish your monthly retainer band, and see how our RevOps consulting services fit your business.