We set up and optimize CRM, marketing automation, sales enablement, revenue intelligence & analytics systems in tune with your business needs. Whether HubSpot powers your entire system or is just one component, we streamline marketing, sales, and customer service operations, driving efficiency, scalability, and revenue.
RevOps aligns your marketing, sales, and customer success teams with unified processes and data. This approach eliminates silos, drives collaboration, and ensures efficient, end-to-end revenue management across your organization.
RevOps brings clarity and efficiency to your business. By breaking down departmental barriers, it unifies data, streamlines operations, and improves decision-making. The result? Teams work towards common goals, leading to better collaboration, faster growth, and an enhanced customer experience from first interaction to renewal.
At Penguin Strategies, we build custom RevOps solutions tailored to your unique business needs. By integrating cutting-edge technology, data analytics, and optimized workflows, we ensure your sales, marketing, and customer success teams work seamlessly together. The result is a scalable, efficient system that drives predictable revenue growth.
Check Out Our RevOps Projects
Tailored HubSpot setups that match your specific business needs. Our expert team customizes everything from properties to workflows, ensuring your CRM is ready to drive efficiency and growth from day one.
Seamlessly move from your existing CRM to HubSpot without data loss or downtime. We ensure smooth transitions, preserving key business information and minimizing disruptions to your operations.
Connect HubSpot with the rest of your tech stack, from sales tools to marketing automation platforms. Our team ensures all your systems work together for streamlined operations and better data insights.
Maximize your HubSpot investment by refining your setup over time. We fine-tune your CRM, improve workflows, and ensure you’re leveraging the platform for maximum impact and continued growth.
OUR IMPLEMENTATION PROCESS
OUR IMPLEMENTATION PROCESS
OUR IMPLEMENTATION PROCESS
OUR IMPLEMENTATION PROCESS
OUR IMPLEMENTATION PROCESS
OUR IMPLEMENTATION PROCESS
OUR IMPLEMENTATION PROCESS
OUR IMPLEMENTATION PROCESS
OUR IMPLEMENTATION PROCESS
OUR IMPLEMENTATION PROCESS
OUR IMPLEMENTATION PROCESS
OUR IMPLEMENTATION PROCESS
OUR IMPLEMENTATION PROCESS
OUR IMPLEMENTATION PROCESS
OUR IMPLEMENTATION PROCESS
We specialize in custom HubSpot implementations that align with your business goals across marketing, sales, and service.
Whether you need to customize properties, automate workflows, or integrate systems, we ensure your teams are equipped with a tailored CRM for maximum efficiency and growth.
We begin by conducting a deep discovery phase to understand your unique business needs. This involves interviews with key stakeholders to identify challenges, validate possibilities, and outline any limitations. Based on our findings, we compile a comprehensive brief that includes a Gantt chart with timelines, deliverables, and a clear plan for your HubSpot implementation. This ensures a well-structured, goal-oriented setup from the start.
Once we finalize the plan, we move swiftly into execution. We configure everything from custom properties to workflows and automations that fit your business operations. This includes setting up users, teams, pipelines, and integrating systems. We ensure that every setting aligns with your specific marketing, sales, and customer service needs, so your teams can operate smoothly from day one.
After the implementation, we set up customized reporting and dashboards tailored to your business goals. These reports cover key metrics like funnel progression, customer journey insights, and revenue attribution. Finally, we provide hands-on training and playbooks, ensuring your team is fully equipped to manage and grow within the HubSpot ecosystem independently if they choose.
OUR MIGRATION PROCESS
OUR MIGRATION PROCESS
OUR MIGRATION PROCESS
OUR MIGRATION PROCESS
OUR MIGRATION PROCESS
OUR MIGRATION PROCESS
OUR MIGRATION PROCESS
OUR MIGRATION PROCESS
OUR MIGRATION PROCESS
OUR MIGRATION PROCESS
OUR MIGRATION PROCESS
OUR MIGRATION PROCESS
OUR MIGRATION PROCESS
OUR MIGRATION PROCESS
OUR MIGRATION PROCESS
Moving to HubSpot from another CRM can be complex. We handle CRM migrations with minimal disruption, ensuring seamless data transfers, integrated systems, and a clean setup that aligns with your operations across marketing, sales, and service.
No matter if HubSpot becomes your primary platform or complements existing tools, your data will remain consistent, reliable, and fully operational from the moment it’s live.
We begin with a detailed audit of your current CRM setup to understand data structures, integrations, and business workflows. After compiling a migration plan that includes key deliverables, timelines, and risk mitigation strategies, we ensure every critical element—contacts, properties, and workflows—fits perfectly into HubSpot.
Once the migration plan is finalized, we perform the actual data migration, ensuring no data is lost. We create custom properties, funnel stages, and map relationships between contacts, companies, and deals. Our focus is on making sure your teams can immediately work with a CRM that mirrors their existing workflows but with more efficiency.
We design custom dashboards that give you insight into how your data is performing in HubSpot. Additionally, we provide training and onboarding materials, ensuring your team understands the new platform and can quickly adapt to HubSpot's enhanced functionality for marketing, sales, and customer service.
OUR INTEGRATION PROCESS
OUR INTEGRATION PROCESS
OUR INTEGRATION PROCESS
OUR INTEGRATION PROCESS
OUR INTEGRATION PROCESS
OUR INTEGRATION PROCESS
OUR INTEGRATION PROCESS
OUR INTEGRATION PROCESS
OUR INTEGRATION PROCESS
OUR INTEGRATION PROCESS
OUR INTEGRATION PROCESS
OUR INTEGRATION PROCESS
OUR INTEGRATION PROCESS
OUR INTEGRATION PROCESS
OUR INTEGRATION PROCESS
We help businesses streamline operations by integrating HubSpot with the rest of their tech stack. Our custom integrations ensure your marketing, sales, and service systems work together to drive efficiency, automate workflows, and provide a unified view of all business activities.
Whether HubSpot is at the core of your CRM strategy or plays a supporting role, we ensure your systems exchange accurate data and communicate effectively for optimal performance.
We start by auditing your existing tech stack and mapping out how HubSpot can seamlessly integrate with your existing systems. Whether it’s connecting with Salesforce, an ERP, or custom-built platforms, we ensure a plan that keeps your data flowing smoothly between systems. We also outline the technical specifications and timelines in a detailed integration roadmap.
Our team moves into the setup phase, where we connect HubSpot to the tools critical for your marketing, sales, and service processes. This could include CRM, email platforms, analytics, or ad networks. We configure automation rules, ensuring data flows in real-time and aligns with your business processes without interruption.
Once the integration is live, we provide custom reporting that offers insights into the performance of your connected systems. Additionally, we provide monitoring to ensure data integrity and seamless performance across platforms. Training sessions equip your teams with the knowledge to manage integrations independently, with full documentation to support ongoing needs.
OUR OPTIMIZATION PROCESS
OUR OPTIMIZATION PROCESS
OUR OPTIMIZATION PROCESS
OUR OPTIMIZATION PROCESS
OUR OPTIMIZATION PROCESS
OUR OPTIMIZATION PROCESS
OUR OPTIMIZATION PROCESS
OUR OPTIMIZATION PROCESS
OUR OPTIMIZATION PROCESS
OUR OPTIMIZATION PROCESS
OUR OPTIMIZATION PROCESS
OUR OPTIMIZATION PROCESS
OUR OPTIMIZATION PROCESS
OUR OPTIMIZATION PROCESS
OUR OPTIMIZATION PROCESS
Already using HubSpot but not seeing the results you need? Our optimization services are designed to help businesses fine-tune their existing CRM setup. We analyze, optimize, and improve your HubSpot configuration to ensure maximum return on investment across marketing, sales, and service.
We begin with a comprehensive audit of your existing HubSpot setup, analyzing data quality, workflows, and system efficiency across your marketing, sales, and service teams. We identify inefficiencies, gaps, and areas for improvement, then present a detailed plan with recommendations for how to optimize your HubSpot instance to better support your goals.
Once we have a clear understanding of the gaps, we work on implementing the optimizations. This can involve reworking workflows, cleaning up data, and configuring new automations that better align with your business processes. Whether it’s improving lead scoring, funnel stages, or customer support workflows, we ensure every part of the system is optimized for efficiency and scalability.
After optimization, we implement custom reporting and dashboards that provide visibility into how the changes are driving business results. We also offer ongoing training and optimization playbooks to empower your team to continue improving and refining the system as your business evolves.
14 Haharoshet Street, Ra’anana, Israel
+972 (9) 7448854
info@penguinstrategies.com