RevOps for B2B teams on HubSpot and Salesforce: clean CRM data, automated lead routing, lifecycle stages that mean something, and dashboards your team actually trusts. Measured in revenue, not activity.
A new lead hits the CRM, gets enriched and scored, and is assigned to the right rep with an SLA timer, before your competitor has opened their inbox.
GenFlows is a revenue operations partner for B2B companies that have outgrown a CRM held together with manual steps and spreadsheets. We clean and migrate your CRM data, design a sales pipeline that matches how you actually sell, automate lead routing and marketing-to-sales handoffs, and build reporting and forecasting your leadership can trust. The result is a revenue engine that runs without constant babysitting.
Leads sitting for days before anyone follows up. Deals stuck in stages nobody trusts. Duplicate and half-empty CRM records. Forecasts that miss by 40%. Reps spending selling time on data entry. Marketing and sales blaming each other over lead quality. We diagnose the root cause in an ops audit, then rebuild the workflows, automations, and data model in weekly slices so your team keeps selling throughout.
Diagnose, design, build, then operate. You get a written health read within 48 hours of the first call, a mapped plan you approve before anything changes, and a documented system your team is trained to run. We stay on for the specialist work you don't have time for, but you always own the CRM, the automations, and the playbooks.
We are HubSpot-first and Salesforce-fluent, and we wire the surrounding stack so data flows cleanly between systems: Clay for enrichment, Smartlead and Instantly for sending, n8n and Zapier for automation, Apollo and Ocean.io for sourcing, and Segment or reverse-ETL tooling for syncing product and billing data back into the CRM. If a tool touches your revenue data, we can audit it, connect it, or replace it.
Our RevOps engagements are built for B2B SaaS companies, professional services and consulting firms, agencies, and fintech and financial services teams, typically between Series A and Series C or the bootstrapped equivalent. These are companies with real deal flow and a small ops team, or none at all, where the CRM has quietly become the bottleneck on growth.
RevOps rarely lives on its own. Most clients pair it with our done-for-you outbound so new pipeline lands in a CRM that can actually handle it, with Clay builds for enrichment and scoring, and with GTM engineering when the automation work runs deeper than the CRM itself. Not sure which you need? Book a strategy call and we will map it on the spot.
Both. Most of our builds are HubSpot-first (we run on it ourselves), but the pipeline design, routing, and reporting patterns port to Salesforce directly. We work inside whichever one your revenue actually lives in.
We never big-bang a live CRM. Changes ship in weekly slices behind sandboxes and views your team approves, so reps keep selling through the whole engagement. The riskiest step, data migration, runs as a rehearsed cutover with a rollback.
The initial ops audit is part of the strategy call process: we walk your setup on the call and send a written health read within 48 hours, free. A full diagnostic with data sampling is scoped only if you want the deeper build.
30 minutes with the team. We walk through your setup and hand you an honest health read, no obligation.