SaaS RevOps: Seeking Best Practices for 30/90 Day Plan | RevGenius

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SaaS RevOps: Seeking Best Practices for 30/90 Day Plan | RevGenius

Anirudh M.
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For point 5 - legal & contracting, if you are legal document is not complex and. you dont expect much of an iteration then you can continue with Google Docs or any basic DMS. However, if you are going to go through a iterative process on contracts and there are sub-processes around it (post signing obligation management), then you may want to go ahead with DocuSign or ZohoContracts with ZohoSign, etc.
Benton B.
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Hey Nico - Data Quality & Verification Layer. One of the biggest hidden challenges in RevOps is data decay. Even the cleanest CRM fills up with outdated or invalid contacts, people change jobs, phone numbers get reassigned, and ‘catch-all’ domains slip past email validation. If you don’t verify contacts continuously, reps waste hours chasing ghosts and your scoring models quickly lose credibility. A great email sequence or scoring model can’t fix the fact that 30–40% of contacts will go stale every year. Even worse, most provider are missing direct dials on 1/2 their audience, haven't classified their phone numbers as wireless or non-wireless, don't know for sure if the contacts still work at the company they think, and have 1/3rd of their mobile numbers wrong. I've built a business around fixing that type of stuff.
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Nicolas L.
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Really appreciate it all the help guys! 🙏🏻 Pat H. Tyler D. Jen C.
Pat H.
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HubSpot
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HubSpot -- UTM tracking is simple if you have the tracking code on your site + hidden fields in HS forms. Then you should focus on stamping for first and last touch, titles, seniority, form categories, etc, at conversion.
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Build in HubSpot's new Lead Scoring tool. Make it a combined score.
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I'm a fan of PanadaDoc for all quote-to-cash ops.
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HubSpot quote are fine, but again, PandaDoc above.
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MRR/ARR reporting via Revenue Module in HubSpot
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HubSpot.
Don't look for solutions outside of your platform until you've exhausted all possibilities.
Tyler D.
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Congrats, Nicolas L.! My quick answers below as someone that's run marketing ops in HubSpot for Series A-C startups and now runs a HubSpot Solutions Partner consultancy
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Lead intake: For website, using native module (HS marketing hub) or other providers (i.e. forms)? And for product leads, sending in using Segment/CDP?
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Yep, using the native forms works well. Segment also works, but important to define the events and what they'll be used for
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Marketing attribution: Good old UTM stitching pushed to CRM fields? Is that automated cleanly within HS marketing?
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You'll have to have hidden fields for each UTM parameter on each form (utm_source, utm_medium), but yes. You may also want to set up workflows that save the UTM parameters when they fill out a particularly important form like a demo request.
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Lead scoring: Simple custom-built scoring in CRM or other provider?
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Yep, this works well in HS and can handle most of what you throw at it
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Billing and invoicing: Guessing Stripe still leads for payment processing. Dedicated solution for invoice generation + accounts payable?
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You can use Stripe, but HubSpot also can process payments. You should explore both
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Legal & contracting: Are most of you using a contract management system or relying on a CRM module? Curious is there is a scrappy hack using a Google Drive integration + vibe coding
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I bet there's a scrappy version. I think you could also use something like PandaDoc too, but I've never been willing to upgrade it high enough to get the integration working.
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MRR reporting: Dedicated subscription management tool or CRM add-on? Bonus points if anyone has nailed easy push to accountimngs software 😅
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You can do it with some elbow grease in HubSpot, but there are some tools out there that could help with that too
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Renewal management: Leveraging CRM out-of-the-box, custom built, or point solution? What is your take os CSPs?
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Could probably get from 0-1 with a workflow-based solution in HS, but worth looking at the paid options too. Never needed to take this out of an HS workflow.
Hope this all helps!
Jen C.
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Hey Nico, congrats on the new role! I'm with a HubSpot Partner, Hyperscayle. We usually see our clients using native forms from HS marketing Hub (assuming thats the MA platform you select) and lead scoring can definitely be built in CRM without the need for an additional tool. And yes to utm's! Here's a blog post you may find helpful on getting acclimated to your new HubSpot instance: https://hyperscayle.com/insights/how-messed-up-is-my-hubspot-crm
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