REVOPS + MARKETING OPS SERVICES
Clean data.
Functional CRM.
Reliable reporting.

CRM onboarding, management, training, customization, and RevOps dashboards to ensure you're getting the absolute most out of your HubSpot or Salesforce investment.

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Digitopia offers RevOps services on HubSpot and Salesforce

"My CRM is expensive...and I'm only using 10% of it. 😓"

We hear it ALL THE TIME.

Because, while HubSpot and Salesforce can just about fly you to the moon...it takes a "CRM astronaut" to get you there.

We live and breath CRM architecture, optimization, and management so you can spend your time working in your CRM...not on it.

Uncover growth bottlenecks with reliable reports from clean data.

Empower your team with customizations and documentation for full CRM adoption.

Unlock new revenue potential by aligning your CRM with your unique business process.

Digitopia's RevOps and Marketing Ops Services

CRM Strategy
& Management

Configurations
& Migrations

Deal & Ticket Pipelines
Marketing Automation
Sales Sequence Automation
Lead Scoring
NPS and Customer Satisfaction Surveys
Workflow Programming (Javascript and Python)
CRM Migrations to HubSpot

RevOps
& Integrations

Conversion Tracking Dashboard
Data Sanitization Dashboard
Sales Pipeline & Revenue Dashboard
Offline/online Source Attribution Dashboard
Ideal Customer Profile (ICP) Discovery Dashboard
ZeroBounce Enrichment & Email Hygiene Dashboard
3rd-party Integrations
Custom Integrations
ERP Integrations

What people are saying:

“We had the opportunity to work with Digitopia in developing a strategy that will actually work and give us the results we are looking for.”

- Sophia Contreras, Marketing Manager at Grupo Consultor EFE.

Our systematic process ensures success.

Our APEDOG process is the well-oiled machine that empowers us to help you build the right solutions with predictable results every time. All of our projects and services are designed around this systematic approach.

QUARTERLY

MONTHLY

Assess

Assess essential data points and processes to determine necessary actions.

Plan

Plan the allocation of resources, establish a timeline, and outline strategies.

Execute

Execute the plan to build the systems and assets needed.

Drive

Drive traffic and gather key performance KPIs.

Optimize

Optimize continually based on performance metrics.

Grow

Grow by reaching and outpacing your goals.

Process. Platform. And then People.

We believe that the order in which you optimize your operations matters. Great process allows you to choose the right platform to govern it on. And then you can layer on the smart people to follow the same process every time.

LET'S TALK

Lifecycle & Lead Status Mapping Exercise

Process

We start with exercises to help you and your team align on the fundamentals:

Lifecycle stage, lead status, and pipeline stage definitions are the building blocks of bulletproof marketing and sales operations.

Digitopia's lead flow diagram and HubSpot and Salesforce partner badges.

Platform

With your process defined, the next step is to architect the flow and visualization of data through your CRM.

Whether you use HubSpot, Salesforce, or both, we can customize your CRM to allow your business to scale.

Digitopia builds your business process documentation directly into your HubSpot

People

The average tenure of a marketer is 3.1 years. And they usually take your process knowledge with them.

We build customized process documentation directly into your CRM so you don't have to start over every time.

“The experience of working with Digitopia has been educational and results-focused. Tactically, the team has been terrific at holding us accountable and driving our program forward. The ownership they continue to take over the success of the program is nothing short of outstanding.

Jayesh Dave
Chief Operating Officer
Ripple IT

Why adopt a RevOps approach?

Revenue Operations (RevOps) is a strategic business function that aligns sales, marketing, and customer success operations to maximize revenue growth.

Digitopia's RevOps services help you break down silos between these departments.

We bring HubSpot's sales, marketing, and service hubs into full alignment with the way your company does business to help you blast revenue bottlenecks between each department.

Cross-department alignment for revenue growth.

Reliable dashboards, projections, and revenue reports.

Documentation for ease of CRM adoption and business process adherence.

“I have nothing but good things to say about Digitopia.

From the very start, Digitopia's Digital Utopia Methodology helped my team form a sound strategy, execute it seamlessly, and replicate this framework for other marketing activities. And the metrics show that it works and, in fact, continues to work (increasingly so) month after month. I am very pleased with my experience working with Digitopia.”

Abdul Choudhry
Content Marketing Manager
Accelerate Learning

Want to start using your CRM and data in a much more effective way?

Book a call

Get a comprehensive audit (free)

Start growing faster with RevOps

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Frequently asked questions about inbound marketing.

What is Revenue Operations (RevOps) and why is it important?

Revenue Operations (RevOps) is a strategic business function that aligns sales, marketing, and customer success operations to maximize revenue growth. It breaks down silos between these departments, ensuring that all teams are working towards the same goals with shared data, processes, and technology. The importance of RevOps lies in its ability to streamline processes, improve efficiency, and provide a holistic view of the customer lifecycle, leading to more predictable and scalable revenue growth.

Digitopia's RevOps services help you build RevOps reporting solutions in HubSpot and Salesforce to get your team aligned the common goal of generating more revenue.

How does RevOps differ from traditional sales operations?

While traditional sales operations focus primarily on optimizing the efficiency and effectiveness of the sales team, RevOps takes a broader approach by aligning sales, marketing, and customer success under a unified strategy. This cross-functional alignment allows for better collaboration and data sharing across teams, leading to more cohesive strategies, improved customer experiences, and ultimately, higher revenue. RevOps also emphasizes the use of data and technology to drive decision-making and performance across the entire revenue engine.

Digitopia has a suite of commonly-requested RevOps dashboards that can be built in HubSpot or Salesforce. We can also custom-program any unique RevOps reports and solutions in HubSpot or Salesforce.

What key metrics should be tracked in RevOps?

Key metrics in RevOps typically include:

Customer Acquisition Cost (CAC): The total cost of acquiring a new customer, including marketing, sales, and other related expenses.
Customer Lifetime Value (CLTV): The projected revenue that a customer will generate over the entire duration of their relationship with the company.
Sales Cycle Length: The average time it takes to convert a prospect into a customer.
Churn Rate: The percentage of customers who stop using the company’s products or services during a given period.
Revenue Growth Rate: The rate at which the company's revenue is increasing, often measured quarterly or annually.
Win Rate: The percentage of sales opportunities that are successfully closed.

Tracking these metrics helps RevOps teams identify areas for improvement, optimize processes, and ensure that all teams are contributing effectively to revenue growth.

Digitopia specializes in developing RevOps dashboards that allow marketing and sales teams to clearly see there bottlenecks to growth.

What are the benefits of using an agency for HubSpot and Salesforce administration instead of hiring an in-house administrator?

Using an agency, such as Digitopia, for HubSpot and Salesforce administration offers several benefits:

Cost Efficiency: Digitopia offers a flexible and cost-effective solution, especially for companies that don't require a full-time, in-house administrator. You pay for the services you need without the overhead of a full-time employee.
Expertise: Digitopia has a full team of certified HubSpot and Salesforce experts who stay updated on the latest features, best practices, and industry trends, providing a broader range of skills and knowledge than a single in-house admin might.
Scalability: As your business grows, Digitopia can easily scale its services to meet your changing needs, whether that means handling more complex tasks, integrating additional tools, or supporting more users.

How does communication and support work when using an agency for HubSpot or Salesforce administration?

Digitopia works using a pod model to ensure you have access to different skillsets and CRM experience for a lower cost than hiring each expert individually.

In your Digitopia pod you will be working with the following expert roles:

Dedicated Account Manager: This person is also a Senior CRM Architect. Not only do they handle day-to-day communication, understand your business needs, and coordinate the Pod's resources effectively, they are experts in designing CRM solutions in both HubSpot and Salesforce.
Senior HubSpot or Salesforce Administrator: This person is fully certified in HubSpot and/or Salesforce and is in charge of many of the RevOps builds in your CRM.
HubSpot Consultant: This person ensures that your CRM data is clean and reliable and is in charge of quality control across all RevOps solutions.

How does an agency ensure data security and compliance when managing our HubSpot or Salesforce instance?

Data security and compliance are critical considerations when outsourcing HubSpot or Salesforce administration:

Data Access Controls: Digitopia implements strict access controls to ensure only authorized personnel can access sensitive data. We use role-based access controls, encryption, and multi-factor authentication to protect your information.
Compliance Adherence: Digitopia is well-versed in industry regulations (like GDPR, CCPA, etc.) and ensure that your HubSpot or Salesforce instance remains compliant with these laws. We follow best practices for data handling, storage, and transfer to protect against breaches.

Where is Digitopia located?

Digitopia is a San Diego-based digital marketing agency. Since our 2018 inception, we have expanded to include offices and employees all over the US.

REVOPS + MARKETING OPS SERVICESClean data.Functional CRM.Reliable reporting.