RevOps consulting for HubSpot and Salesforce

Build a revenue system your whole company runs on.

Stratefuse builds and runs revenue operations on HubSpot and Salesforce for mid-market companies in Canada and the US.

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Companies call us when their revenue operations stop keeping up

Reports nobody trusts

The dashboard and the spreadsheet disagree, so the forecast meeting debates the data instead of the deals.

A CRM not ready for AI

Leadership wants AI in every team, but the CRM data is not ready for it. The fix may start with a migration.

Automation nobody owns

Years of workflows built by several admins. Leads slip between teams and no one can say why.

What we do

CRM implementation and migration

We set up a CRM around how your company sells, or migrate you from an older system to one that fits your teams and structure. HubSpot or Salesforce, in either direction.

A written solution design before anything is built
Data migration with deduplication, mapping and validation
Training, launch support and documentation

More on HubSpot and Salesforce implementation

RevOps assessment and strategy

A fixed-fee review where we learn how your teams work today before we recommend anything. You get a RevOps strategy and an implementation roadmap that your company can follow with us or on its own.

Interviews with sales, marketing, customer success and finance
An audit of configuration, automation, integrations and reporting
A fixed-scope proposal for the work

Process and automation design

We map how leads and customers move through your teams today, then design a process that fits how you are organized. We build that process into the CRM, where it runs the same way every time.

Lead capture, scoring and routing
Handoffs between marketing, sales and customer success
Follow-up, tasks, alerts and approvals, automated

Reporting and forecasting

Dashboards built on metric definitions everyone agrees on. The number in the board deck matches the number in the CRM.

Pipeline and forecast dashboards by rep, team and segment
Recurring and project revenue reported separately
Executive dashboards with written metric definitions

Data governance and hygiene

We clean up the records, then add rules that keep duplicates and blanks out.

Deduplication and record merging
Required fields and validation rules
Quarterly hygiene reviews

Managed RevOps

A monthly retainer for administration, improvements and new requests.

Day-to-day administration and user support
A list of improvements, prioritized with you each month
Defined hours and response times, and a monthly review

AI inside the tools your teams use every day

We build AI into the daily work of your revenue teams: HubSpot, Salesforce, Slack, Gmail, Google Sheets and Asana, with Claude working across them. It starts with clean CRM data.

HubSpot BreezeAssistant and agents for each team, inside HubSpot
Salesforce AgentforceAgents for sales, service and operations, inside Salesforce
Claude connectionsWorks across your CRM and the tools around it
Custom API connectionsBuilt around your process and tools

How we work with you

Assess your setup
A fixed-fee audit of your setup, with interviews of the people who use it.
You get a prioritized roadmap and a fixed-scope proposal.
Build and launch
Phased, tested and documented, with a written status every week.
You get a working system and trained users.
Run and improve
Administration and improvements on a monthly retainer, if you keep us on.
You get a CRM that keeps improving after launch.

Why Stratefuse

Experience beyond one industry
We bring what works in one industry to the next, from traditional businesses to technology companies.
Built around results
The outcome you need is written into the scope, and every phase ends with a deliverable you can check.
More time for selling
We take manual work out of your teams' week: routing, follow-up, data entry and reporting, built into the CRM.
Part of your team
We work in your tools, on your schedule, with a written status every week and alongside your admin or agency.
One point of accountability
Specialists join under our direction when a project needs them. You deal with one firm, and we stay accountable to you.
You own everything we build
Code, configuration and documentation stay in your accounts. Our access ends at handover unless you keep us on.