Coastal Consulting

Big steps forward for RevBlack. Here’s what we’ve built and what’s coming next.

Good RevOps is NOT CRM Admin 2.0. A lot of people think they’re the same thing. They’re not. A CRM admin is an expensive necessity. They keep the system running. They reset passwords, update fields, fix bugs, and make sure the database doesn’t fall apart. CFOs and CEOs often resent the cost because it feels like paying extra just to keep software functional. It’s like buying a car and then being told you need to hire a full-time mechanic just to drive it. RevOps, on the other hand, is an investment that pays off. It’s not about keeping the system alive—it’s about using it to drive revenue. ? A CRM admin waits for tickets. A RevOps leader proactively finds ways to optimize conversion rates. ? A CRM admin manages fields and workflows. A RevOps leader builds segmentation models to help sales target the right accounts. ? A CRM admin maintains the database. A RevOps leader pulls insights from it to help GTM teams close more deals. Most sales reps are good at selling. Most marketers are good at marketing. But very few of them are good at the operational execution that makes their jobs easier and more effective. That’s what RevOps solves. I’ve seen it over and over. A company has great sales reps, strong marketers, and a decent product—but they struggle with execution. Deals slip through the cracks. Data is a mess. Processes are inconsistent. The whole thing feels harder than it should be. Then they invest in RevOps. And suddenly, everything clicks. Sales focuses on selling, marketing focuses on marketing, and RevOps makes sure they have the systems, data, and processes to actually scale. When you do RevOps right, you put $1 in and get way more than $1 out. It’s not an expense—it’s a revenue accelerator.

When the new guy makes a “small tweak” to the CRM

Big news at RevBlack: we’ve acquired Coastal Consulting. Lauren Ryan and her team have set the bar high with their expertise in HubSpot and Salesforce integrations, and what began as friendly competition has turned into an exciting #acquisition. By bringing Coastal Consulting under the RevBlack umbrella, we’re taking #RevOps to the next level—offering deeper insights, expanded resources, and even more value for our clients. We’re excited to keep shaping the future of RevOps.

?? Exciting News: Coastal Consulting is now a RevBlack-Owned Company! We are thrilled to announce that Coastal Consulting has been acquired by RevBlack, led by RevOps expert Tate Stone. Since 2021, Coastal Consulting has been focused on demystifying the HubSpot Salesforce integration for teams of all sizes. By joining RevBlack, Coastal Consulting clients can now enjoy access to RevBlack's expertise in building automated workflows and integrations to help close deals faster and improve sales pipeline tracking alongside the HubSpot and Salesforce expertise they’ve grown accustomed to. Be sure to follow RevBlack here on LinkedIn for updates on services offered and info on how they can help you moving forward! #RevOps #PrivateEquity #HubSpot #Salesforce #Growth

Comment 24 to receive a code for 24% off your certification! #HubSpotSalesforceIntegration

Reminder not to create Company records in HubSpot if you: 1. Use the HubSpot Salesforce integration And 2. Create Leads in Salesforce for new Contacts in HubSpot If you do this now, you have a duplicate a Company & association issue in HubSpot. Questions? PTSD to share? Let’s chat in the comments. #HubSpot #Salesforce #HubSpotSalesforceIntegration

Couldn't have said it better myself. "I can't stress enough how amazing they are and how valuable of information this is because, man, it's a can of worms real quickly." If you're using HubSpot and Salesforce together, you need to take the HubSpot Salesforce Integration Certification Course. Whether the integration has been installed for years or you're considering installing it for the first time, you're going to learn a lot and it's going to save your team time, money, or both. The course is packed with tens of thousands of $s of consulting knowledge and is available on demand for $499. Curious? See you in the c*mments. ?? #HubSpotSalesforceIntegration #HubSpotTipsandTricks #HubSpotTraining #SalesforceTraining

Next Wednesday’s training is in competition to become our most registered for training yet. ?? If you’re using the HubSpot Salesforce integration, you likely have duplicate Companies in HubSpot. If you have duplicate Companies in HubSpot, this training will show you how to: - stop this from happening - associate Contacts to the Company in sync with Salesforce - delete duplicate Companies in bulk Will we see you there? #HubSpot #Salesforce #HubSpotTipsandTricks #HubSpotTraining

"What you're doing here in minutes would take us hours, days, or potentially weeks."—From yesterday's call with a client. ^^ This is why people hire me. Not because I know things that no one else knows. Or because I'm the only person that can help with the HubSpot Salesforce integration. (Although I may be the best person to help with it ??) They hire me because I work incredibly quickly, and I'm very good at explaining the WHY behind what I'm doing with the integration. When you're already so confused with the stack of technical debt that can grow in this integration, you don't need someone to just solve it for you and walk away. You need someone to show you the solution and explain it so you can do it independently in the future (if needed). An answer you didn't ask for - what do I enjoy about what I do? Feeling like a wizard navigating #HubSpot seamlessly after a decade of daily experience. ??♀? ?? ??