Partner UP Services | Outbound, Inbound, CRM, and GTM Operations

SERVICES

Revenue Operations:

Revenue Operations: the operating layer your revenue team runs on

Partner UP designs and implements revenue operations systems for B2B companies. We build CRM architecture, pipeline operations, workflow automation, and data infrastructure so your revenue team has a reliable system to sell from, not a collection of disconnected tools and manual processes.

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PARTNERS

Clay Advanced Artisan Partner

Partner UP is a Clay Advanced Artisan Solutions Partner, a distinction awarded to a select group of studios with proven expertise in designing, implementing, and scaling production-grade Clay systems across enrichment, signal-based outbound, and AI-powered account intelligence.

SERVICES

Revenue Operations:

PROCESS

Our Revenue Operations Process

Revenue operations is not a one-time project. It is an ongoing system that needs to be designed correctly, built properly, and maintained as your business grows. Every engagement follows four phases.

Discover

Design

Deliver

Drive

We start with a full audit of your current revenue operations setup. We look at your CRM structure, pipeline stage logic, workflow coverage, data quality, reporting gaps, and integration health. Most companies have more broken than they realize -- duplicate records, workflows that fire incorrectly, pipeline stages that do not reflect how deals actually move, and reports that nobody trusts.

What we audit:

CRM structure: objects, properties, pipeline stages, lifecycle stages

Data quality: duplicates, missing fields, inconsistent formats, enrichment gaps

Workflow coverage: what is automated, what is manual, what is broken

Integration health: how CRM, outbound tools, marketing automation, and finance systems connect

Tool inventory: full stack review to identify redundancy, gaps, and misalignment

Discover

We design the revenue operations architecture before building anything. This means defining your CRM data model, pipeline stage logic, qualification framework, automation rules, and integration layer. We design for how your business actually sells, not for a generic template.

What the design covers:

CRM data model: which objects, properties, and relationships your pipeline requires

Pipeline architecture: stages mapped to your actual sales process with clear entry and exit criteria

Qualification framework: embedded into deal stages and required fields

Workflow logic: lead assignment, lifecycle transitions, follow-up tasks, notifications, deal triggers

Integration architecture: how every tool in your stack connects to your CRM and passes data cleanly

Reporting design: which dashboards leadership needs and how the underlying data will support them

Design

We build and implement the system. CRM configuration, workflow builds, integration setup, data cleanup, and reporting dashboards -- all built to spec and tested before going live. We document everything so your team can understand, maintain, and build on it.

What we build:

HubSpot or Salesforce configuration: pipeline setup, custom objects, property governance, qualification fields

Workflow automation: lead routing, lifecycle transitions, follow-up tasks, deal stage triggers, cross-tool notifications

Data cleanup: deduplication, format standardization, enrichment triggers, lifecycle stage corrections

CRM integrations: HubSpot to outbound tools, marketing automation, finance systems, and legal tools

Meeting intelligence: Spiky or similar connected to CRM so call data feeds pipeline and coaching

n8n automations: complex multi-step workflows that go beyond native CRM logic

Claude-powered RevOps: AI layer for data cleanup at scale, workflow documentation, and pipeline analysis

Reporting dashboards: deal velocity, conversion rates, pipeline coverage, forecast accuracy

Deliver

We work alongside your revenue team as an extension of it. Our job is not to hand over a system and leave. We stay involved as the operational layer that keeps everything running and improves as your business scales.

What ongoing looks like:

Monthly CRM health check: data quality scores, workflow performance, integration errors

Pipeline review support: data to support weekly and monthly pipeline reviews

New workflow builds as your process evolves

CRM property governance: adding, retiring, and standardizing fields as the business changes

Reporting updates: new dashboards as new questions emerge

Team training: onboarding new reps and operators onto the system

HubSpot tier guidance: when and whether to upgrade based on actual usage and needs

Drive

Discover

Design

Deliver

Drive

What we build

Every Partner UP RevOps engagement covers the full infrastructure. From CRM architecture to reporting, everything is built to work together.

CRM architecture

HubSpot or Salesforce configured as an active operating layer: pipeline stages, custom objects, qualification frameworks, property governance.

Pipeline operations

Real-time dashboards for deal velocity, conversion rates, pipeline coverage, and forecast accuracy.

Workflow automation

Lead assignment, lifecycle transitions, follow-up tasks, deal stage triggers, and cross-tool notifications. Every workflow documented and tested.

Data hygiene

Automated deduplication, format standardization, and enrichment triggers. Clean data maintained continuously, not as a one-time project.

CRM integrations

Integration layer between CRM, marketing automation, outbound tools, finance systems, and legal tools.

Meeting intelligence

Call recording and coaching tools connected to CRM so conversation signals feed pipeline and coaching processes.

AI-powered RevOps

Claude used for CRM data cleanup at scale, workflow documentation generation, pipeline analysis, and custom property governance audits.

Reporting dashboards

Custom dashboards that answer the questions leadership actually needs: pipeline health, forecast accuracy, conversion rates by segment.

n8n automation

Advanced multi-step workflow automation for processes that go beyond native CRM logic.

Documentation

Every workflow, integration, and CRM configuration documented so your team can understand, maintain, and build on it.

CRM enrichment

Clay configured as the enrichment engine: multi-provider waterfall, automated triggers on every new record, ICP scoring, deduplication, and scheduled refresh cadence so data stays accurate as your CRM scales.

Inbound routing & SLAs

Ownership rules, fallback logic, and lead assignment built into the CRM so every inbound lead reaches the right rep with the right context. Entry and exit criteria for MQL-to-SQL transitions codified as required fields and lifecycle stage triggers.

Tools We Work With

See all partner links and discounts at partneruphq.com/partners

Full CRM setup, pipeline architecture, workflow builds, and ongoing maintenance. Active HubSpot Solution Provider. Up to 90% off for eligible startups.

CRM architecture, pipeline configuration, and integration with outbound and marketing tools.

Enrichment workflows, AI columns, and CRM sync. Keeps contact and account data accurate automatically.

Project and work management integrated with RevOps workflows. Asana Partner (upcoming).

Meeting intelligence and call coaching connected to CRM.

Advanced workflow automation for complex multi-step processes.

Web scraping and data pipeline builds.

Workspace setup and admin for GTM teams.

AI layer for CRM cleanup, workflow documentation, pipeline analysis, and custom RevOps scripting.

Who This Is For

Companies with a CRM that has accumulated years of unstructured data: duplicates, inconsistent formats, and workflows.

Companies with an outbound motion in place that is generating activity but not consistent qualified pipeline

Sales teams running deals in spreadsheets alongside the CRM because the pipeline stages do not reflect how the business actually sells.

Organizations going through a CRM migration or implementing HubSpot for the first time and needing it done correctly from the start.

Revenue teams where reporting exists but the numbers are not trusted, so decisions are made on gut feel rather than pipeline data.

Companies preparing to scale where the current setup works at present volume but will not hold up with more accounts, reps, or complexity.

B2B companies where the CRM, outbound, and marketing automation are not connected, and data in between is stale, incomplete, or unscored.

FAQ

Frequently Asked Questions

How long does a RevOps engagement take?

Most foundational RevOps engagements run three to six months. The first month covers the audit and design. Months two and three cover the build and implementation. The final phase covers testing, training, and handoff. Enterprise RevOps transformation projects -- CRM migrations, full workflow rebuilds, multi-tool integrations -- run longer and are scoped individually.

Do I need RevOps if I already have HubSpot?

Having HubSpot is not the same as having RevOps. HubSpot is the tool. RevOps is the architecture, process, and ongoing management that makes the tool work. Most companies that come to us have HubSpot running but with pipeline stages that do not match their sales process, workflows that were set up once and never maintained, and reports that do not answer the questions leadership actually needs. The tool is there -- the system is not.

What is HubSpot Sales Hub?

HubSpot Sales Hub is a sales engagement platform that removes friction from the sales process and keeps GTM teams aligned across the full revenue motion. It includes advanced CRM functionality, sales automation, email sequences, meeting scheduling, task management, and pipeline reporting. Partner UP is a HubSpot Solutions Partner and configures Sales Hub for B2B companies running enterprise sales motions, setting up deal stages, workflows, and dashboards that reflect how deals actually move.

How do you set up HubSpot for a B2B sales team?

Setting up HubSpot for a B2B sales team starts with mapping your actual sales process, not a default template. We configure custom deal stages, pipelines, contact and company properties, email sequences, lead routing workflows, and reporting dashboards. We then integrate HubSpot with Clay, Apollo, Instantly, and HeyReach so data flows cleanly across the stack. As a HubSpot Solutions Partner, Partner UP handles full HubSpot implementations for B2B companies selling into enterprise accounts.

What is the difference between HubSpot Starter and Professional?

HubSpot Starter gives you structure: pipelines, sequences, meeting scheduling, email tracking, and basic reporting. HubSpot Professional gives you orchestration: workflow automation, lead routing, lifecycle stage management, marketing and sales alignment, and deeper attribution modeling. The right tier depends on whether your GTM motion requires automation across systems, not just team size or budget. Partner UP, a HubSpot Solutions Partner, helps B2B teams evaluate the right tier based on their sales motion, not feature checklists.

What is revenue operations (RevOps)?

Revenue operations (RevOps) is the function that aligns sales, marketing, and customer success around shared data, processes, and systems to drive predictable revenue growth. It covers CRM architecture, pipeline management, workflow automation, lead routing, reporting, and data governance. Partner UP builds RevOps foundations for B2B companies selling into enterprise accounts, configuring HubSpot as an active operating layer, not just a contact database, and connecting it to the broader GTM stack.

GTM ENGINEERING