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RevOps Agencies

The 7 Best RevOps Agencies for B2B SaaS

TripleDart provides RevOps services for companies at every stage of their growth journey
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Jayakumar Muthusamy
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May 28, 2024
The 7 Best RevOps Agencies for B2B SaaS

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Key Takeaways

In 2024, amidst a landscape of shifting market dynamics and escalating customer expectations, businesses are increasingly turning to Revenue Operations (RevOps) as a strategic imperative for sustainable growth. Renowned authority Jake Dunlap's analysis underscores the pivotal role of RevOps in driving revenue performance and optimizing customer experiences. By prioritizing RevOps, organizations can navigate uncertainties and maintain competitiveness by ensuring seamless customer interactions.

Dunlap emphasised an holistic approach in integrating marketing, sales, and customer success functions. This broader perspective enables businesses to align all go-to-market teams around shared revenue goals, fostering collaboration and synergy across departments. By consolidating data from various customer-facing functions, RevOps empowers businesses to make informed, data-driven decisions and optimize processes for increased efficiency and effectiveness.

Dunlap identifies three quantifiable ways in which RevOps can accelerate revenue growth: increased sales efficiency, improved conversion rates, and reduced customer churn. Through streamlined processes, enhanced collaboration, and leveraging integrated technology solutions, businesses can achieve shorter sales cycles, higher conversion rates, and improved customer retention.

In this article we uncover top-tier B2B RevOps agencies that bring together the integrated approach of data led decision making.

The Best RevOps Agencies for B2B SaaS in 2024

1. TripleDart

TripleDart is a leading RevOps agency that specializes in managing and optimizing the marketing and sales operations for SaaS companies, allowing them to focus on product innovation and growth. TripleDart’s RevOps services ensure that operations run invisibly in the background, providing seamless support without overshadowing the core business activities. By handling the complexities of marketing and sales stacks, TripleDart enables businesses to drive forward without the burden of managing operational tasks.

TripleDart offers a comprehensive range of services tailored to companies at every stage of their growth journey. For early-stage companies, their RevOps service establishes scalable systems that eliminate operational friction. This involves a thorough audit to gain insights into existing operations, followed by strategic and tactical recommendations to improve tools and streamline processes like automated lead assignment and sales workflows. The implementation phase ensures the seamless integration of new features and workflows, minimizing disruption and enhancing efficiency.

TripleDart has been the backbone of 60+ RevOps implementations across different verticals.

It caters to clients across the globe and has been a thorough thought partner when it comes to implementations. TripleDart build a maturity matrix to identify the gaps in the current process which gives a clear picture of the gaps in the current workflow and helps your business prioritise the next best step

We work across multiple tools across CRM, Visualisation, PLG, tag implementations etc to make sure your data points across these are centralised

2. Huble Digital

Huble Digital stands out as a premier RevOps agency, renowned for its exceptional expertise in implementing and optimizing HubSpot solutions. With over 400 successful HubSpot implementations and more than 12 years as a HubSpot partner, Huble Digital caters to some of HubSpot's most significant and complex customers. Their comprehensive services ensure businesses can fully leverage HubSpot's capabilities, offering seamless CRM migration that minimizes disruption and maximizes adoption. Their HubSpot Managed Services provide ongoing support, including 24/7 user support, administrative operations, and solution architecture, ensuring continuous improvement and optimal use of HubSpot.

Security and support are central to Huble Digital's RevOps offerings. Their ISO 27001 accreditation across all international locations guarantees the safeguarding of customer data, providing clients with peace of mind while optimizing customer relationships. Furthermore, their 24/7 SLA support ensures businesses receive round-the-clock assistance, maintaining efficiency and seamless customer experiences. Huble Digital's mature change management processes help businesses navigate HubSpot transitions with minimal disruption, optimizing adaptability and maintaining productivity. Their CRM Governance & Change Control services offer a robust approach to system modifications, ensuring streamlined and compliant changes that preserve CRM integrity.

With comprehensive international support, Huble Digital caters to clients across EMEA, APAC, and North America, delivering tailored CRM solutions that address the unique challenges and opportunities of each region. As one of only 49 HubSpot Elite Solutions Partners out of 6,255 worldwide, Huble Digital's elite status signifies their deep expertise and experience, supporting and migrating some of the largest HubSpot licenses globally. Their client-centric approach treats client work with the same level of investment as their own, ensuring every need is met and every question is explored. This dedication, combined with numerous HubSpot accreditations, solidifies Huble Digital as an ideal partner for businesses looking to optimize their revenue operations.

3. Go Nimbly

Go Nimbly stands out as a leading RevOps agency, offering a wide array of services designed to enhance and streamline revenue operations for businesses. Their flagship service, Fractional RevOps, provides teams with the expertise of a full RevOps department without the overhead costs of hiring in-house. This subscription-based model gives companies access to RevOps analysts, SFDC admins, marketing automation experts, solution architects, engineers, and project managers. By leveraging Go Nimbly’s flexible team, businesses can adapt quickly to changing needs and avoid the complexities of managing multiple full-time employees.

Go Nimbly also excels in Revenue Operations Architecture, where they offer an extra pair of expert hands to set up and execute workflows efficiently. Their RevOps Coaching service allows businesses to work directly with senior RevOps experts to tackle pain points, develop critical skills, and achieve strategic goals. This holistic approach ensures that companies not only implement effective RevOps strategies but also build the internal capabilities needed for sustained growth. Additionally, Go Nimbly offers courses and workshops that further equip teams with the knowledge and tools required to excel in revenue operations.

The impact of Go Nimbly’s services is evidenced by their impressive case studies. For example, they helped Intercom increase MRR by building a self-serve PLG motion, addressing issues like duplicate records, funnel leakage, and Salesforce errors. This success story highlights Go Nimbly’s ability to solve complex problems and drive significant business outcomes.

4. RevOps Automated

RevOps Automated is a leading RevOps agency specializing in enhancing efficiency across the revenue technology stack for ambitious businesses. Their Managed Services offer a comprehensive solution for companies seeking expert assistance in building effective and efficient go-to-market systems with clear revenue insights reporting. By providing a broad range of skills through a monthly subscription model, RevOps Automated eliminates the need for businesses to hire multiple employees or contractors, ensuring a seamless and cost-effective approach to managing CRM, sales, marketing, customer service, and reporting systems.

The expertise of RevOps Automated spans across various domains, making them the ideal partner for managing your services. Instead of struggling to find one professional skilled across your entire technology stack, businesses can leverage remote teams of CRM professionals who bring a wealth of knowledge and experience to the table. This approach not only reduces costs but also provides the flexibility to scale up or down as needed. Their services include strategy, implementation, and custom coding, with packages ranging from £1,200 to £12,000 a month, tailored to meet specific project requirements and challenges.

RevOps Automated’s commitment to client success is evident in their data and automation audits, which highlight critical improvement areas and growth opportunities. These audits form the basis of a roadmap with clear outputs for the next 6-12 months, ensuring businesses can achieve their goals efficiently. Clients such as Old Street Solutions and planHub have praised RevOps Automated for their technical expertise and comprehensive support, highlighting the seamless integration of business growth specialists and technical developers. Whether it’s managing complex sales cycles or securing funding in the energy sector, RevOps Automated delivers tailored solutions that drive significant business outcomes.

5. RevPartners

RevPartners excels as a premier RevOps agency, providing comprehensive services to operationalize success across sales, marketing, and customer success functions. Their RevOps as a Service model is designed to help businesses achieve the fastest time-to-value by leveraging outsourced, seasoned revenue experts. These experts treat your CRM like their own, ensuring that your revenue operations are managed with the highest level of care and expertise. By utilizing RevPartners' services, companies can avoid the high costs and difficulties associated with hiring and retaining in-house RevOps professionals, ensuring a seamless and effective approach to revenue management.

The Revenue Maturity Model is at the core of RevPartners’ approach, guiding companies through various stages of revenue growth and optimization. Starting from HubSpot adoption for critical reporting and task management, businesses progress through data modeling, foundational KPIs, tactical improvements, KPI drill-downs, and finally, achieving total revenue visibility. This structured approach ensures that companies can pinpoint revenue leakage, train teams to address it, and implement best practices to drive sustainable business growth. By adopting a scientific approach to revenue operations, RevPartners enables businesses to gain visibility, observe trends, hypothesize, experiment, and ultimately adopt successful strategies.

RevPartners’ commitment to effective RevOps is reflected in their core principles of stewardship, forward momentum, clarity, and a servant's heart. They emphasize the importance of treating both losses and wins with equal importance, maintaining forward momentum, and creating clarity for informed decision-making. Understanding that revenue is a team sport, RevPartners ensures that their RevOps team knows the pains and needs of every team within the business. Their philosophy of "fail forward" encourages learning from setbacks and pivoting as needed, while recognizing that different skills are required within a RevOps department, rather than expecting one person to be perfect at all tasks.

6. SalesOps.io

SalesOps.io is a leading agency specializing in filling temporary gaps in RevOps teams with unmatched efficiency and expertise. By leveraging a network of over 900 active and vetted RevOps professionals, SalesOps.io ensures businesses can master sales forecasting precision through structured processes, addressing challenges, and reaping the benefits of expert insights on collaboration, pitfalls, and measuring success. Their unique approach to fractional placements ensures that operational resource needs are met swiftly and effectively, with top-fit candidates recommended within 72 hours, significantly reducing recruiting time and effort.

SalesOps.io offers flexible engagements tailored to the specific needs of businesses. Their On-Demand Expert Network provides access to hundreds of pre-vetted operations experts who can begin supporting business needs within 72 hours. This service is ideal for commercial leaders looking to increase their operational resource capacity. Engagements can range from 5 to 40 hours per week, covering everything from specific project execution to parental leave coverage. For businesses looking to form long-term partnerships, SalesOps.io offers discounts for commitments beyond three months, ensuring ongoing support and stability.

The extensive network of SalesOps.io is ready to handle any challenge, whether it's short-term project needs or long-term operational support. Their services are designed to cater to all go-to-market operations functions, including marketing, sales, revenue, and customer service. By joining their network, professionals from analyst to VP level can become part of a dynamic community dedicated to enhancing operational efficiency and success. SalesOps.io’s commitment to providing flexible, expert-driven solutions makes them an invaluable partner for businesses seeking to optimize their RevOps capabilities and achieve their strategic goals.

7. Skaled

Skaled is a premier RevOps agency dedicated to partnering with business leaders to strategically optimize revenue operations across Sales, Marketing, and Customer Success. By centralizing and refining these operations, Skaled ensures that businesses can generate sustainable revenue and provide a consistent customer experience. Their approach focuses on identifying and eliminating friction points within existing processes, designing and implementing new strategies that align revenue teams, and creating a healthier revenue engine. With a commitment to removing bottlenecks in the sales and customer journey, Skaled helps businesses achieve significant improvements in efficiency and revenue generation.

Skaled’s RevOps services are comprehensive, covering Technology Systems Migration & Optimization Support, Revenue Analytics & Forecasting, Outbound Performance Analytics & Management, and Fractional Revenue Operations Support. Their unique perspective on Outbound Performance Management highlights the need for continuous optimization of outbound efforts, akin to optimizing ad content regularly. By treating outbound as a system that generates massive amounts of data daily, Skaled helps businesses avoid the common pitfalls of set-and-forget approaches, thus preventing wasted resources on ineffective emails and scripts. This performance mindset ensures that outbound strategies are continuously refined to maximize their impact on revenue.

8. Think RevOps

Think RevOps is a leading global revenue operations consultancy. They are RevOps consultants, sales enablement specialists, data strategists, salesforce & Hubspot admins, architects, developers, bi analysts, and educators. They help customers access RevOps expertise to simplify revenue operations, even in complex environments. As a RevOps agency, Think RevOps follows a four-step approach: assessment, strategy, delivery, and enablement. They assess operations, create implementation strategies, build scalable solutions, and enable go-to-market teams. 

They excel in Salesforce and HubSpot implementations and integrations, using proven growth blueprints to maximize value and minimize unused software. Their RevOps Services include providing entire RevOps teams to boost revenue velocity and optimize ROI on technology investments. Think RevOps also offers Data Enablement services, which are crucial for identifying revenue leakage caused by poor data quality and aligning data-driven objectives with business goals. The agency's expertise extends to RevOps assessments, strategy development, RevOps as a Service, Salesforce as a Service, and Digital Acquisition Optimization.

By offering these comprehensive services, Think RevOps positions itself as a cost-effective alternative to internal hiring while delivering high-quality optimization for go-to-market teams and technology stacks.Think RevOps has helped over 50 businesses optimize their revenue operations and scale growth. They've worked with well-known companies across various industries like Spendesk, Triptease, and Peak, delivering scalable solutions. Their expertise covers Salesforce, HubSpot, and revenue tech strategy, including implementation, integrations, and migrations. By consistently helping clients maximize their technology investments, Think RevOps has established itself as a trusted partner in the RevOps space, driving business growth and operational efficiency. 

9. Six & Flow

Six & Flow is a Go-To-Market agency that helps drive revenue through strategic marketing, technology, and Revenue Operations. They position themselves as experts in reducing friction and increasing client revenue. The agency’s approach combines strategy, data, and technology to help businesses generate more leads, increase sales, and achieve overall growth. Six & Flow emphasizes its ability to create and implement digital systems that accelerate revenue growth through CRM, marketing strategies, and revenue operations. 

The agency offers services centered around four main areas: RevOps (Revenue Operations), CRM, Marketing, and Digital Transformation. Their RevOps services aim to align and optimize people, processes, and technology throughout the customer lifecycle to drive predictable and efficient revenue growth. Six & Flow's CRM expertise includes implementing and optimizing systems to create a single source of truth for company data. Their marketing services focus on generating, capturing, and converting demand through robust strategies.

Additionally, they provide digital transformation solutions to connect tech stacks and unlock business insights. The company presents itself as a partner that works seamlessly alongside clients' existing marketing, sales, and revenue teams, bringing new skills, knowledge, and capacity.Six & Flow boosts its credibility through partnerships and client testimonials. It is listed as a HubSpot Elite Partner and showcases partnerships with other technology providers such as Dealhub, 6Sense, and Dialpad AI. Six & Flow features testimonials from clients like Taoglas, YunoJuno, and Smeg, praising the agency's expertise, particularly in HubSpot implementations. These testimonials highlight Six & Flow's knowledge, personalized approach, and ability to handle complex projects. The agency has also worked with well-known clients, including Casio, Canadian Red Cross, Capita, and UK Mail, further establishing its reputation in the industry.

10. Revenue Wizards

Revenue Wizards is Europe's #1 Revenue Operations team, a consultancy specializing in Go-to-Market (GTM) and Revenue Operations (RevOps) services. They are a collective of seasoned professionals who help companies do more with less headcount. Revenue Wizards’ core value proposition is providing access to RevOps expertise under one roof for a fraction of the cost of full-time hires. They offer flexible month-to-month contracts that save companies up to 60% on hiring costs.

Their services revolve around four main areas: RevOps Foundation for companies new to RevOps who need help establishing structure; Go-to-Market services to help companies match customer needs to their value proposition; Data, Analytics, and Forecasting for building data foundations and improving areas like CRM database design, sales forecasting, and marketing attribution; and Systems and Implementation for optimizing revenue tech stacks, including tools like Salesforce and HubSpot. They work with various tools, including Salesforce, Service Cloud, Marketing Cloud, HubSpot, debt, Fivetran, Snowflake, and multiple sales and customer success platforms.

Revenue Wizards generated over €96M in revenue for their clients and assisted in securing over €85M in funding. Their work has influenced 21 promotions at client companies and helped save €1.2M in costs through improved technology, processes, and negotiations. Influential testimonials include the CEO of Greenomy praising their comprehensive RevOps partnership and Castor's COO crediting them with helping scale and raise $65M across three funding rounds. The Head of Finance at TicketSwap specifically commends their proactive approach to project management and implementation of various sales tools.

11. Winning by Design

Winning by Design is a consulting and advisory firm that has been designing and optimizing go-to-market (GTM) strategies for scaling SaaS companies since 2012. They are experts in building scalable, sustainable recurring revenue, believing that a SaaS company should run like a revenue factory, with GTM motions as production lines. They address challenges such as low quota attainment, unpredictable growth, unstandardized data models, and suboptimal net revenue retention.The firm offers a comprehensive suite of services across three main categories.

Their education offerings include Revenue Architecture executive programs for C-level executives and RevOps leaders and various resources, including a Revenue Architecture textbook and chatbot. They provide advisory and licensing services, giving clients access to over 400 GTM training and enablement assets, plus sessions with certified experts. Their consulting and training services include GTM diagnostics, team training, Impact Sprints, and executive education on best practices. They also operate a Revenue Academy that provides role-specific training for AEs, SDRs, CSMs, and managers through live, customizable courses and coaching support.Winning by Design's credibility is displayed through work with prominent clients, including one out of every four public SaaS firms.

They achieved significant results with clients such as Mural achieving 300%+ year-over-year ARR growth and other clients reporting 200% year-over-year growth. Testimonials from leaders at various companies praise their scientific approach to sales, comprehensive SaaS sales framework, and practical training methodologies. Prominent success stories include helping companies decrease churn rates, improve enterprise account penetration, and successfully train hundreds of sales professionals. They maintain a significant following with over 20,000 newsletter subscribers who receive regular insights and blueprints for revenue growth.

12. Avidly

Avidly is a global digital services company operating in multiple countries, including Canada, Denmark, Germany, Finland, Norway, Sweden, the United Kingdom, New Zealand and Australia (through Hype & Dexter). They specialize in revenue operations (RevOps) solutions, aligning marketing, sales, and customer service teams to create seamless customer experiences from the first interaction to long-term customer relationships.The company provides services related to HubSpot solutions and design services.

Their HubSpot services include Sales and CRM, Marketing Hub, Website CMS, and Training and consultancy. On the design side, they offer Brand and identity services, Marketing and advertising, Communications and PR, and Web and eCommerce solutions. Their revenue operations approach optimizes the entire customer lifecycle through centralized data management and system integration, helping companies overcome limited resources, inconsistent data, and disconnected systems.

Avidly has earned significant recognition as one of the few Elite HubSpot Agencies, with over 200 customer reviews in HubSpot's Partner Directory. They've displayed their expertise through successful case studies, including helping B&B Press increase turnover from £3.8M to nearly £5M and modernizing Revival Beds' sales process using HubSpot. According to their statistics, 95% of B2B firms agree that providing a seamless customer experience throughout the lifecycle is critical to increasing revenue, 57% of companies plan to adopt a Revenue Operations strategy, and companies with aligned revenue support grew 19% faster and were 15% more profitable.

13. Iceberg RevOps

Iceberg is a revenue operations agency that provides comprehensive RevOps services to early-stage companies. They position themselves as a one-stop solution for complete operations services, offering them for the same monthly price without long-term contracts. Their model allows companies to scale faster with the right resources for a fraction of the cost, providing complete operations services that eliminate the need for extensive in-house resources.

Their core services cover multiple operational areas, including Sales Operations, CRM Implementation & Consulting, Sales Analytics Services, and Marketing Operations. Sales teams focus on empowering employees with the correct data and automation to reduce manual tasks. Their CRM services aim to create a single source of truth for go-to-market teams, fixing broken dashboards and ensuring reliable data. They offer specialized services like Lead Scoring across platforms like Salesforce and HubSpot, CPQ expertise (at an additional cost based on complexity), and Marketing Operations services, including HubSpot and Marketo implementation.

Their Business Intelligence & Analytics services help with strategic decision-making around challenges like reducing churn, improving supply chain inefficiencies, and reliable forecasting. Multiple clients testify to Iceberg's benefits. Daren Lauda, EVP of Sales & Customer Success, states how Iceberg eliminated the need to hire both a sales operations person and a Salesforce IT person. Oyster partnered with Iceberg to build sales and marketing operations, including lead distribution systems across different countries. TaskRay revealed how Iceberg designed new operational frameworks that improved lead status tracking and first meetings. VP of Sales Mike Davis highlighted how their SDR team can better prioritize leads based on source strength.

14. New Breed

New Breed is HubSpot's Top Solutions Partner in North America, focusing on helping companies unlock growth through technology optimization and professional services. They work at the hub of technology, demand generation, and revenue operations, particularly on HubSpot's CRM platform. The company positions itself as a solutions provider that helps businesses optimize their tech stack, drive demand, and grow revenue through meaningful customer connections.

Their core services include HubSpot migrations and implementations, where they configure the CRM platform for maximum ROI and efficiency. They provide demand generation services to help attract buyers, convert leads, and expand customer bases. New Breed also builds revenue-generating, conversion-focused websites and develops custom integrations that connect clients' tech stacks to HubSpot. They've created their own HubSpot Certified App, Distributely, which handles lead routing and workflow management. Their service offering includes revenue operations, HubSpot and Salesforce administration, content and graphic design, SEO, paid media, development, UX, project management, and generative AI.

New Breed has displayed expertise through over 500 HubSpot implementations and over 475 accreditations and certifications. They have experience working across various industries, including software and technology, financial services, staffing and recruitment, shipping and logistics, artificial intelligence, and business services. Their status further enhances their credibility as HubSpot's Elite Solutions Partner and their unique access to HubSpot's product teams, alphas, and betas. They've also produced the "State of HubSpot 2024" report, which includes insights from 1,600 revenue leaders, showcasing their thought leadership in the HubSpot ecosystem.

Why Businesses Need a RevOps Agency

Businesses can significantly benefit from partnering with a RevOps agency to align their sales, marketing, and customer success operations. These specialized agencies offer extensive expertise, access to advanced technologies, and valuable insights to optimize revenue growth. By tapping into expert knowledge, best practices, and network connections, businesses can streamline processes, implement scalable solutions, and gain fresh perspectives on their operations. 

Gartner research suggests that by 2026, 75% of the highest-growth companies will adopt a RevOps model, up from less than 30% today.

Here are some key reasons why your business needs a RevOps agency:

Streamlining Processes for Scalability

One of the primary roles of a RevOps agency is to optimize revenue processes by streamlining workflows and resolving tech stack issues. They integrate tools and systems, eliminate data duplication, and improve cross-organizational data flow. Partnering with a RevOps agency with objective expertise refines processes and powers technology, ultimately driving revenue growth and enhancing customer experience.

Reducing Silos Between Teams

When it comes to scaling a business, one of the critical aspects is breaking down silos between departments. RevOps agencies excel in bridging the gap between disconnected departments—such as sales, marketing, and customer success—by creating a unified strategy and centralized systems. This alignment encourages collaboration, enhances efficiency, and ensures all teams work towards shared objectives. By optimizing internal processes and eliminating bottlenecks, RevOps agencies create a streamlined operation that benefits employees and clients, promoting overall business growth.

Enhancing Customer Experience

A disconnected approach to customer success can lead to poor experiences and high churn. RevOps agencies fix this by aligning customer success with sales and marketing, improving satisfaction and retention. They smooth out handovers and reduce team friction, making customer interactions more seamless. This consistency boosts satisfaction and loyalty. Working with a RevOps agency is one of the best ways to cut friction and increase "customer delight," says Brian Halligan, CEO of HubSpot.

How to Choose the Best RevOps Agency for Your Business

Choosing the right Revenue Operations (RevOps) agency is important for optimizing revenue-generating processes. A top-performing RevOps agency can transform your business operations, align your teams, and drive significant ROI. However, with numerous agencies claiming expertise in this space, it's crucial to understand what distinguishes the best from the rest.

Here are some key features to consider when choosing a RevOps agency for your business.

1. Industry Expertise and Experience

Look for agencies that deeply understand sales, marketing, revenue cycles and customer success processes specific to your industry. The ideal agency should have a proven track record of implementing RevOps solutions for companies similar to yours in size and scope. Review their past work to find specific instances where they've addressed challenges like yours. Check client testimonials and request case studies for insights into their experience.

Industry-specific knowledge is key to delivering strategies that fit your needs.

2. Proven Track Record and Measurable Results

Success metrics and proven results are non-negotiable factors. The best RevOps agencies establish clear KPIs and success metrics, conduct regular performance reviews, and maintain documented case studies of their successes. Look for a track record of measurable improvements in revenue growth, sales efficiency, or customer retention in previous roles. They should readily provide references from similar clients, allowing you to verify their track record and effectiveness. 

3. Comprehensive Services

Look for agencies that provide end-to-end solutions, including process optimization and standardization, technology stack assessment, data cleansing and management, and robust training and change management support. The best agencies also offer ongoing optimization and support to ensure sustained success and continuous improvement.

4. Technical Capabilities and Tool Proficiency

Technical capabilities form the backbone of any successful RevOps implementation. Your chosen agency should show proficiency in major CRM platforms like Salesforce and HubSpot and expertise in the latest revenue intelligence tools. Look for strong data integration and automation capabilities, ensuring seamless connectivity across your tech stack. They should also be adaptable to new technologies.

5. Advanced Analytical Abilities 

A good RevOps agency must possess advanced data analytics capabilities. This includes expertise in predictive analytics, revenue forecasting, and advanced modeling techniques. They should be able to implement and manage business intelligence tools, create custom dashboards, and derive actionable insights from complex data sets. Look for agencies that have experience with machine learning applications in revenue optimization and customer behavior analysis and the ability to translate complex data findings into clear, actionable business recommendations.

6. Cross-Departmental Alignment 

The best RevOps agencies excel at breaking down silos between departments and creating seamless collaboration. They should have proven methodologies for aligning sales, marketing, customer success, and finance teams. Look for agencies with experience creating unified processes, shared metrics, and collaborative workflows across departments. They should be able to implement systems that enable real-time communication and data sharing between teams, ensuring everyone works towards common revenue goals. Their approach should include strategies for change management and organizational adoption to ensure successful cross-functional integration.

Key Metrics to Track with a RevOps Agency

You can't improve what you don't measure. 

That's why defining proper measures to track progress and prompt real-time corrective action is a best practice for improving performance.

The key to successful analytics is to measure the few metrics that matter most. Too many metrics hide what's most important.

Here are some important RevOps metrics to track with a RevOps agency:

Customer Acquisition and Retention

  • Customer Acquisition Cost (CAC)

Measures the total cost of acquiring a new customer, including marketing, sales, and other associated expenses. It helps assess the efficiency of the customer acquisition process.

CAC = (Total Sales and Marketing Costs) / (Number of New Customers Acquired)

  • Customer Lifetime Value (CLV/CLTV)

The total revenue customers are expected to generate during their relationship with the business. It is essential for evaluating customer profitability and the long-term value they bring.

CLV = (Average Purchase Value) × (Average Purchase Frequency) × (Customer Lifespan)

  • Churn Rate

The percentage of customers who stop using a company's product or service over a specific period. High churn suggests customer satisfaction or product fit issues, which can impact overall growth.

Churn Rate = (Customers Lost During Period) / (Total Customers at Start of Period) × 100

  • Customer Retention Rate

The percentage of customers who stay with the company over a specific period. High retention rates indicate strong customer loyalty and a successful customer experience strategy. 

Retention Rate = ((Customers at End of Period) - (New Customers)) / (Customers at Start of Period) × 100

Sales Performance and Efficiency

  • Lead-to-Customer Conversion Rate: The percentage of leads that convert into paying customers. It reflects the effectiveness of sales and marketing efforts and the quality of leads entering the sales funnel.

Conversion Rate = (Number of New Customers) / (Number of Leads) × 100

  • Sales Cycle Length: The average time it takes to convert a lead into a paying customer. A shorter cycle reflects streamlined processes and effective sales engagement.

Sales Cycle Length = (Total Days to Close All Deals) / (Number of Deals Closed)

  • Sales Pipeline Velocity: The rate at which deals progress through the sales pipeline, from lead generation to closing. A high velocity indicates an efficient sales process.

Pipeline Velocity = (Number of Opportunities × Deal Value × Win Rate) / (Sales Cycle Length)

  • Quota Attainment Rate: The percentage of sales reps who meet or exceed their sales targets. This metric is used to gauge the overall performance of the sales team.

Quota Attainment = (Actual Sales) / (Sales Quota) × 100

Revenue and Profitability

  • Revenue Growth Rate: The percentage increase in revenue over a defined period. It reflects the business's overall growth and financial health, driven by successful sales and customer retention.

Revenue Growth Rate = ((Revenue This Period - Revenue Last Period) / Revenue Last Period) × 100

  • Revenue per Account (RPA): The average revenue generated per customer account measures the value each customer brings to the business. A higher RPA indicates better monetization strategies.

RPA = (Total Revenue) / (Number of Accounts)

  • Recurring Revenue (MRR/ARR): Monthly or annual recurring revenue, key for subscription-based models. It provides a predictable revenue stream and is a critical growth indicator for SaaS companies.

MRR = Σ (Monthly Revenue from Subscriptions);

ARR = MRR × 12

  • Average Deal Size: The average value of a closed deal or contract. Tracking this helps measure sales effectiveness and the ability to close larger, more profitable deals.

Average Deal Size = (Total Deal Value) / (Number of Closed Deals)

Customer Satisfaction and Success

  • Net Promoter Score (NPS): Measures customer satisfaction based on their likelihood to recommend your product or service to others. A high NPS reflects strong customer loyalty and satisfaction.

NPS = % Promoters - % Detractors

  • Customer Support Response Time: The average time it takes to respond to and resolve customer inquiries or issues. Shorter times indicate efficient customer support, leading to higher satisfaction.

Response Time = (Total Time to Resolve All Issues) / (Number of Issues)

  • Renewal Rate: The percentage of customers who renew their contracts or subscriptions. High renewal rates indicate satisfaction with the product and successful customer success management.

Renewal Rate = (Number of Renewals) / (Number of Customers Up for Renewal) × 100

Marketing Metrics

  • Marketing ROI: The return on investment from marketing campaigns. This metric evaluates the profitability and effectiveness of marketing efforts in generating revenue.

Marketing ROI = ((Revenue from Campaign - Cost of Campaign) / Cost of Campaign) × 100

  • Cost per Lead (CPL): The average cost of acquiring a marketing-qualified lead. This helps assess the efficiency of marketing efforts in generating quality leads at a reasonable cost.

CPL = (Total Marketing Spend) / (Number of Leads Generated)

  • MQL to SQL Conversion Rate: The percentage of Marketing Qualified Leads (MQLs) that convert into Sales Qualified Leads (SQLs). This shows how well the marketing team aligns with sales in generating viable leads.

MQL to SQL Conversion = (Number of SQLs) / (Number of MQLs) × 100

RevOps Services for companies at every stage of their growth journey

In 2024, having a strong RevOps strategy is essential for B2B SaaS companies. The right RevOps partner can streamline operations, boost efficiency, and drive revenue growth.

TripleDart stands out as the premier choice for seamless marketing and sales operations. Our expertise allows your business to focus on growth and innovation while we handle the complexities. With a proven track record of successful implementations and dedicated support, TripleDart is your best partner for optimizing revenue operations.

Choose TripleDart to elevate your RevOps and achieve your business goals.

Frequently Asked Questions

What is the primary role of a RevOps agency? 

RevOps agencies optimize revenue processes by aligning sales, marketing, and customer success operations while streamlining workflows and resolving tech stack issues. They integrate tools and systems, eliminate data duplication, and improve cross-organizational data flow to drive revenue growth and enhance customer experience.

How long does it take to see results with RevOps? 

RevOps agencies offer structured approaches with implementation phases focusing on quick time-to-value through systematic improvements.

How do RevOps agencies charge for their services? 

Most RevOps agencies offer flexible month-to-month contracts, with some advertising up to 60% cost savings compared to full-time hires. 

What tools do RevOps agencies typically use? 

RevOps agencies primarily work with major CRM platforms like Salesforce and HubSpot and supporting tools like Marketo, Outreach, and Salesloft. They also utilize business intelligence tools, marketing automation platforms, and data integration solutions to create comprehensive tech stacks.

Jayakumar Muthusamy
Jayakumar Muthusamy
Jayakumar is the Co-Founder and Head of Revenue Operations at TripleDart, where he leads the development of scalable marketing engines and Marketing & Sales Operations for B2B businesses. Jayakumar is dedicated to helping B2B companies with demand generation and streamlining their sales processes to enhance sales closure rates.

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