RevX

When you partner with RevX, you’re not just getting a service provider, you’re getting a strategic partner committed to your success. You get: ?? Dedication beyond the scope of work ?? Original insights to help you decide the very best course of action for your business ?? Crystal-clear communication that doesn’t leave you guessing what's next. But you don’t have to take our word for it - we’ve got our clients saying it too. One of our clients, Kathryn Burzynski (Marketing Specialist, idegy, inc. - a Boutique Merchandise Agency), shares her experience working with us, and we couldn’t be more thrilled with her feedback. We thank Kathryn and her team for trusting us. Watch her testimonial to see these results in action. ??? If you're looking for smarter ways to scale your SalesOps, MarOps and Reporting, let's chat! Link is in the comments below. ?? #RevOps #CustomerSuccess #Growth

HubSpot users, real talk… If you're using HubSpot for sales, service, or RevOps - your calls might be costing you more than you think. We didn’t realize how many opportunities we were missing - until we connected Zoom Phone with HubSpot. And just like that… everything changed: ?? Call data and conversation history logged automatically: follow-ups got smarter overnight ?? One-click calling + smart routing: our reps started selling instead of chasing voicemails ?? Full visibility into what’s working (and what’s not): we spotted the real deal-breakers ?? Mobile, desktop, home office: doesn’t matter anymore - reps pick up wherever they are Bonus? Set-up took MINUTES. No drama. Just results. Want to learn more? Our full video teaches you how to access call transcripts with Zoom Phone. Link to our LMS is in the comments below. ??

RevOps leaders, a quick gut check: How confident are you in your Salesforce setup? We recently worked with a high-growth team that was sure everything was running smoothly until a routine audit surfaced a few surprises: ? Missing attribution data concealing significant revenue ? Excessive admin permissions creating serious compliance risks ? Integration failures duplicating leads throughout the system The aftermath? Emergency rescue projects draining budgets, missed targets derailing forecasts, and teams facing intense scrutiny from leadership. But our proactive audit readiness framework can prevent nightmares like that: ? Keep your data clean from the start: No more messy, incomplete, or inaccurate records sneaking into your system. ? Ensure the right people have the right access: Lock down permissions so security risks don’t slip through the cracks. ? Track every revenue touchpoint with confidence: See exactly what’s driving results, without the guesswork. ? Stress-test your integrations before they break: Catch duplicate records, sync issues, and inefficiencies early. ? Stay ahead of audits, not behind them: Fix potential red flags before they become costly problems. Here's the uncomfortable truth: Most Salesforce instances would fail a serious audit today. ?? Check the comments for our comprehensive guide to mastering Salesforce audits and ensure an audit never opens a can of worms. #RevOps #RevOpsExperts #Salesforce

Paying big bucks for your tech stack… but scared to even click anything? You’re not alone. The person who set up your CRM? Gone. The automation rules? A tangled mess. Your team? Manually doing what should be automated. Leadership? Asking, “Where’s the ROI?” It’s time to take control - without needing a tech translator. Here’s how RevX steps in when your platforms feel like a haunted maze: ? Fix what’s broken – Full audits. Full optimization. Zero tech clutter. ? We run it for you – You grow. We manage the messy backend. ? Training your team actually gets – No jargon. No judgment. Just clarity. ? Bulletproof documentation – So if Sarah quits, you’re still covered. ? True partnership – We’re in it with you, not just billing hours. Stop letting an abandoned CRM slow down your growth. ?? Start using your tech stack like it was meant to be used. ?? Let’s turn your system from a headache into a revenue engine. Connect with our experts using the link in the comments. Your future self will thank you. #RevOpsExpert #MarketingOperations #CRM

We still remember watching in horror as our biggest email campaign launch crashed and burned because of one simple oversight - a broken CTA button leading to a 404 page. Our entire launch momentum - poof. In an instant. The worst part? This was completely preventable. After years of experience in email marketing, we’ve come up with our pre-launch checklist: 1?? The Multi-Point Test: Send to different email clients, on different devices, checked by multiple team members 2?? The "Outsider" Review: Have someone completely unfamiliar with your campaign try to complete the desired action 3?? The Technical Triple-Check: ? Every link clicked and verified ? Audience segmentation double-confirmed ? Suppression lists freshly updated 4?? The "Wait Period": Schedule the campaign, then wait several hours before final approval (this alone has saved us countless times) 5?? The Phased Launch: Send to a small test audience first, analyze results, then proceed with the full database Your email marketing isn't just about beautiful design or compelling copy. It's about flawless execution. Because in the end, it doesn't matter how perfect your message is if it doesn't reach the right people or take them where they need to go. Want our complete Email Launch Checklist? We have one on our website, available to download without a fee. Link is in the comments below. ?? #EmailMarketing #MarketingFail #MarketingLessons

The average B2B company wastes 21% of its marketing budget on campaigns that silently failed last quarter. Why? Because they can't see what they can't measure. As a RevOps consultancy, we've watched revenue teams make the same costly mistakes repeatedly: → Executives demanding ROI numbers nobody can produce → High-performing campaigns abandoned because results weren't properly tracked → Six-figure budgets allocated based on gut feelings, not data We recently helped a client unlock revenue opportunities hiding in plain sight, by trusting their data and making bolder business decisions. Full case study linked in the comments below. ?? #MarketingStrategy #Reporting #Data

The $20M Salesforce blind spot most companies are ignoring ?? Your Salesforce dashboard shows green across the board. Everything's working. Your team isn't complaining (much). But what if we told you this false sense of security is quietly bleeding revenue? Here's the counterintuitive truth: The better your Salesforce "appears" to function, the more likely you're missing major optimization opportunities. In our years of experience auditing enterprise CRMs, we've discovered that companies with "working" Salesforce instances are typically leaving 15-25% of their revenue potential untapped through: ??Lead routing inefficiencies adding 3+ days to sales cycles ??Duplicate data creating phantom pipeline inflations ??Automation gaps forcing your highest-paid talent to perform admin work ??Reports that look convincing but contain fundamental attribution errors The most dangerous Salesforce setup isn't the one with obvious problems - it's the one creating the illusion that everything is fine. The companies seeing explosive growth aren't the ones with perfect-looking CRMs. They're the ones brave enough to dig beneath the surface and question their fundamental assumptions about their revenue operations. What parts of your Salesforce setup haven't you questioned lately? Hit us up in the comments below. We would love to discuss. Check out our latest deep-dive on running a proper Salesforce audit that actually impacts your bottom line (link in comments).??

We watched a client lose thousands of dollars over a few months because their HubSpot-Salesforce integration failed. ?? They're not alone. What starts as a technical hiccup quickly becomes an organizational crisis. One client's VP of Sales said: "I don't trust any of the numbers in our system anymore." The 3 killers of your HubSpot-Salesforce integration: 1?? Data sync nightmares: Duplicate records, mismatched fields, and disappearing data that destroy your team's trust in the system 2?? Format inconsistency chaos: When a date format mismatch causes your Q4 revenue to show as $0 (true story) 3?? Workflow collisions: Marketing nurtures a lead for weeks while Sales gets an automated assignment on day one Here's the perspective shift most companies miss: Your integration isn't just failing technically - it's actively eroding trust between departments that already view each other with suspicion. After helping several companies solve these exact problems, we've developed a bulletproof approach: → Weekly integration health checks to catch issues before they escalate → Cross-platform data standardization protocols that eliminate 95% of common errors → Revenue team alignment workshops that bridge the Sales-Marketing divide The ROI isn't just in the data quality - it's in restoring trust between teams that need to work together. Our clients have achieved massive improvements in their numbers. One case study is linked in the comments below. ??

To every woman challenging conventions, shattering glass ceilings, and redefining leadership: your journey matters. ?? At RevX, we don't just celebrate women on International Women's Day - we champion their voices, amplify their innovations, and create spaces where their brilliance can thrive. Because when they lead, we all succeed. ?? Wishing a Happy Women's Day to all our superstar team members and all women out there. ?? Anoushka Mudgil Natasha Sharma Ishneet Kaur Sonali Goyal Sakshi Jain Rachna Vyas Anwesha Tripathy Shumedha Ghosh Dastidar Kritwika Basu Arunima Chopra #InternationalWomensDay2025 #WomenInLeadership #WomenEmpowerment

"We're paying $18,000 annually for marketing contacts that haven't engaged in over a year." This confession from a RevOps leader last week isn't unique. Your HubSpot instance likely resembles a digital graveyard of cold contacts silently draining your budget. ?? GAME CHANGER ALERT: HubSpot just released an update that automatically changes marketing contact status when deals are lost or companies go inactive. The "Set Marketing Contact Status" action is now available across ALL workflow types - not just contact-based ones. Translation? Your deal, ticket, and company workflows can now automatically downgrade non-responsive contacts, saving you thousands while keeping your database pristine. No more manual exports. No more spreadsheet hell. Just automated intelligence that protects your marketing budget. Here's the full breakdown for implementation ?? #HubSpot #HubSpotPartner #RevOpsExpert