Cassie M.

HubSpot vs Clay: Webinar on Use Cases and Comparisons

HubSpot vs Clay - when to use either (or both?) 🌈 🧡 Hi all! Our team at RevPartners (RevOps + GTM Engineering in HubSpot, with Clay) is hosting an upcoming webinar on use cases for Clay vs DataHub (HubSpot) What's on the agenda? The Race to AI-Readiness What AI-readiness means for GTM teams and how to get there. HubSpot + Clay How successful GTM teams deploy both tools. Feature Comparison Full breakdown of the core functionality overlap:

→ HubSpot Intent vs. Clay Signals
→ Data Agent vs. Claygent
→ Source Connectors

Live Walkthrough of Use Cases Demonstration of three HubSpot use cases and three Clay use cases, where each one outperforms the other. Signup Page: https://inbound.revpartners.io/data-hub-vs-clay Would love to see you there! - Cassie

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Commented on Exploring Success with Reddit and LinkedIn Ads for...·Posted inGTM

Cassie M.

We've been experimenting with organic reddit posting at RevPartners! We're a RevOps agency in HubSpot and education is a huge aspect of our organic marketing (LinkedIn, TikTok, YouTube). We use CommonRoom to flag relevant posts and assign team members to comment on a monthly rotating basis!

Posted in Community Events·

Cassie M.

Join Our Free Webinar for 1000 Clay Credits Today at 12 PM EST

TODAY at 12pm est 👇👇👇 Want to get 1000 Clay credits without spending a dollar? Of course you do. But here's how you can. RevPartners, HubSpot For Startups, & Clay are teaming up today (Thursday, June 5th) for a webinar that's all about value. You'll learn:

how to de-anonymize 30% of website visitors in your ICP
how to enrich those contacts in Clay and sync them in HubSpot
how to launch automated/personalized outreach through HubSpot.

As if that wasn't valuable enough. There's a lot of FREE stuff for attendees.

1000 Clay credits
Serious discounts for startups on or moving to HubSpot
50% off HubSpot DIY by RevPartners
5 lucky attendees will get this exact workflow built for them by RevOps strategists at RP.

Hit that signup button already: https://lnkd.in/eKVdeVkw

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Posted in Community Events·

Cassie M.

Last Call: Southbound GTM Summit in Atlanta on May 21st

Sales, Marketing, and RevOps leaders—this one’s for you! Last call for Southbound on May 21st in Atlanta, a one-day GTM summit focused on IRL > URL. Expect real talk about earning and keeping customer trust, and plenty of time to network with peers who actually get it. 🎤 Speakers from Chick-fil-A, Ritz Carlton, GTM Partners, and more 🤝 Meet 200+ GTM leaders 🍑 Oh—and we’re keeping it fun (this is Atlanta, after all) Less than 20 tickets left (we respect fire code, y’all): https://www.southbound.show/ Promo codes available through sponsors Let me know if you're coming—I’d love to connect in person!

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Commented on Share Your RevOps Challenges: We’re Listening!·Posted inRevops

Cassie M.

Rodrigo B. chime in!!

Commented on Share Your RevOps Challenges: We’re Listening!·Posted inRevops

Cassie M.

Following along from RevPartners! 🥰 Curious what answers will be (don’t be shy…it could inform the content we produce on LinkedIn and YouTube!)

Commented on Seeking RevOps Experts for Subscription Management...·Posted inRevops

Cassie M.

We’re deep in subscription management with a lot of our partners at RevPartners, happy to help!

Commented on Best Forecasting Methods and Tools for Accurate Gr...·Posted inRevops

Cassie M.

Accurate forecasting starts with clean CRM data, clear stage definitions, and combining rep input with historical and activity-based insights. Tools like HubSpot (with the right setup) or Clari can help, but process is key. Happy to share best practices, feel free to reach out via revpartners.io/contact.

Commented on HubSpot CRM Contact Limit Update: 1000 for Non-Mar...·Posted inRevops

Cassie M.

HubSpot’s contact limits can be confusing with how they’ve evolved over time. To clarify:

The 1 million contact limit still applies to the total number of contacts you can store in the free CRM.
The 1,000 non-marketing contacts limit refers to specific Marketing Hub tiers where HubSpot changed how they handle marketing vs. non-marketing contacts for billing purposes.

If you're just using the free CRM, you can still store up to 1 million contacts, you just won’t have access to marketing emails or automation features tied to Marketing Hub. That said, as you grow, managing contact status (marketing vs. non-marketing) becomes important to avoid unexpected costs if you upgrade. If you ever need tips on how to structure your CRM for scale or avoid common pitfalls as you expand feel free to reach out. We’ve guided a lot of teams through optimizing HubSpot setups at RevPartners!

Commented on RevOps Insights: Optimizing Uplift Calculation in...·Posted inRevops

Cassie M.

Kudos on cleaning up that deal structure! Here’s a framework we’ve (RevPartners) implemented for partners in similar situations: 1. Create a "Previous Deal Value" Reference

Use custom properties or calculated fields to store the prior deal’s total value (ACV/TCV).
At renewal creation, automate copying this value over via workflows or Ops Hub to anchor your comparison.

2. Leverage Line Item Comparison

HubSpot’s line item history isn’t perfect for tracking change over time, so we recommend:

Standardizing SKUs and pricing models.
Using a combination of custom properties + reporting to flag changes in quantity, pricing, or add-ons.

3. Automate Uplift Calculation

Use calculated properties to subtract "Previous Deal Value" from "Current Deal Value."
You can then trigger workflows to notify finance or sales ops when uplift is confirmed and ready for commission processing.

4. Version Control & Auditability

Build a renewal playbook: Every renewal deal should reference the original deal ID for traceability.
Consider a "Renewal Type" property to distinguish between like-for-like renewals vs. upsells, expansions, or re-negotiations.

Pro Tip: If uplift tracking becomes too complex in HubSpot alone, we recommend using PandaDoc for CPQ needs (but that depends on scale.) Manual workarounds might work today, but automation and clear processes will save you as volume grows. If you'd like to see how we've standardized uplift tracking across SaaS GTM engines, happy to chat. This kind of RevOps optimization is where we live!

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