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HubSpot as a Service

Your HubSpot team, without hiring one.

Get ongoing HubSpot management, implementation, automation, CRM administration, marketing, sales operations, reporting, integrations and lead generation - all from one team.

Tell us what you need. We build it, manage it and keep improving it.

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Deal pipeline · hover a stage

Prospecting

$2.4M

128 deals

CRM

Architecture, data & governance

Automation

Workflows built on your process

RevOps

Reporting, integrations, pipeline

Definition

What is HubSpot as a Service?

HubSpot as a Service is an ongoing managed service where a team of HubSpot specialists manages and improves your HubSpot portal for you.

Instead of hiring a full-time HubSpot administrator, RevOps manager, marketing automation specialist and CRM consultant, you get access to a team that can handle the day-to-day work required to make HubSpot work for your business.

This can include everything from HubSpot CRM administration and data management to workflows, marketing automation, sales processes, reporting, integrations and lead generation.

It is designed for companies that already use HubSpot but don't have enough internal resources to manage it effectively.

A managed HubSpot / CRM dashboard in daily use
Inside a managed HubSpot portal

The problem

Why companies choose HubSpot as a Service

Buying HubSpot is easy.

Getting your team to actually use it properly is harder.

Over time, HubSpot portals become complicated. And eventually someone inside the company becomes responsible for fixing everything. Usually, that person already has a full-time job.

HubSpot as a Service gives you a team whose job is to make HubSpot work.

You may have

Hundreds of workflows
Duplicate properties
Inconsistent data
Poorly defined lifecycle stages
Broken automations
Unused features
Incomplete reporting
Manual processes
Multiple integrations
Campaigns that aren't properly tracked
Sales teams that aren't following the CRM process

Capabilities

What does a HubSpot as a Service provider do?

Think of us as your outsourced HubSpot team. You can use us for individual projects or ongoing support.

01

HubSpot CRM Management

We manage the foundation of your CRM so your sales and marketing teams can work from reliable data.

Contact and company properties
Custom objects
Lifecycle stages
Lead statuses
Data cleanup
Duplicate management
Importing and exporting data
Record management
CRM architecture
User permissions
Teams and access
Data governance
CRM documentation

Lifecycle architecture

  1. Subscriber
  2. Lead
  3. MQL
  4. SQL
  5. Opportunity
  6. Customer

Properties

Standardised

Duplicates

Merged

Owners

Assigned

02

HubSpot Sales Hub Management

Your sales team should spend time selling - not figuring out how HubSpot works.

Sales pipelines
Deal stages
Lead management
Lead routing
Sales automation
Task automation
Sequences
Templates
Meeting scheduling
Sales notifications
Follow-up processes
Forecasting
Sales dashboards
Rep productivity reporting

We can also help align your HubSpot setup with the way your sales team actually works.

Pipeline by stage

Prospecting
$2.45M
Qualification
$1.35M
Proposal
$780K
Negotiation
$420K
Won
$210K

03

HubSpot Marketing Hub Management

HubSpot can become your marketing team's execution engine.

Marketing emails
Email campaigns
Landing pages
Forms
Lists
Segmentation
Lead nurturing
Marketing automation
Workflows
Lead scoring
Campaign tracking
UTM tracking
Marketing reporting
Contact segmentation

Instead of your marketing team waiting for a HubSpot expert every time they need something built, you have a team available to execute it.

Campaign performance

42
58
51
74
88
96
JanFebMarAprMayJun
EmailsLanding pagesFormsLead scoringUTM

Automation

HubSpot Automation

Automation is one of the biggest reasons companies invest in HubSpot.

But poorly designed automation can make your CRM harder to manage.

We help you build automation around your actual business processes.

Lead routing

  1. New lead
  2. Identify owner
  3. Assign
  4. Create task
  5. Notify rep

Lead nurturing

  1. Downloads content
  2. Nurture workflow
  3. Relevant emails
  4. Engages
  5. Sales-ready

Deal automation

  1. Stage change
  2. Update properties
  3. Create tasks
  4. Notify
  5. Trigger process

Customer handoff

  1. Deal closes
  2. Update record
  3. Notify team
  4. Onboarding tasks

Visibility

HubSpot Reporting & Dashboards

Your CRM should answer important business questions - not just show you a collection of charts. We build dashboards around the metrics your team actually needs.

Sales reporting

  • Pipeline value
  • Pipeline by stage
  • Deal velocity
  • Win rate
  • Sales activity
  • Rep performance
  • Forecast
  • Revenue by source

Marketing reporting

  • Leads generated
  • MQLs
  • Campaign performance
  • Email engagement
  • Conversion rates
  • Lead sources
  • Marketing contribution

Management reporting

  • Leads → opportunities → customers
  • Revenue pipeline
  • Sales performance
  • Marketing performance
  • Funnel conversion
  • Source attribution

Revenue by month

48
62
81
97
Q1Q2Q3Q4

Funnel conversion

Leads
3,240
MQL
1,180
SQL
460
Customers
96

Activity by team

72
88
54
66
SDRAECSMktg

Connected systems

HubSpot Integrations

Your CRM doesn't exist in isolation. We can connect HubSpot with the other systems your business uses.

Sales platforms
Marketing platforms
Data enrichment tools
Lead generation tools
Customer support platforms
Finance systems
Project management tools
Communication platforms
Custom applications

The goal is simple: your systems should share data without your team manually moving it between platforms.

SALESENRICHMENTSUPPORTFINANCEPMCOMMSCUSTOMDATAHUBSPOT
Systems connected to a central hub
One connected data layer

Foundations

HubSpot Data Management

Messy tangled data being sorted into clean organised blocks
From messy portal to structured database

Bad data creates bad decisions. We help companies improve the quality and structure of your HubSpot database.

Data cleansing
Deduplication
Standardizing properties
Data enrichment
Contact segmentation
Company matching
Lifecycle management
Lead source management
Data migration
Import management
Data governance

We can also help establish processes that prevent your CRM from becoming messy again.

Pipeline

HubSpot Lead Generation

For many companies, HubSpot isn't just a CRM. It's the engine behind their lead generation process - and we can help build the system around it.

  1. Prospect
  2. Lead
  3. Meeting
  4. Opportunity
  5. Customer

01

Targeting

Define the companies and people you want to reach.

02

Data

Build and enrich your prospect database.

03

Outreach

Create and execute targeted outbound campaigns.

04

Capture

Bring responses and inbound leads into HubSpot.

05

Qualification

Use properties, scoring and automation to identify qualified leads.

06

Routing

Automatically assign leads to the right salesperson.

07

Nurturing

Continue engaging prospects who aren't ready to buy.

08

Reporting

Track the journey from prospect to lead to meeting to opportunity to customer.

This connects your lead generation activity directly to your CRM and revenue pipeline.

Comparison

HubSpot as a Service vs. HubSpot Implementation

These are not the same thing.

HubSpot Implementation

An implementation is typically a defined project. You hire a partner to:

  • Configure HubSpot
  • Migrate data
  • Build workflows
  • Configure pipelines
  • Set up reporting
  • Train your team
  • Launch the system

Then the project ends.

HubSpot as a Service

HubSpot as a Service is ongoing. After your implementation, your business continues to change.

  • You launch campaigns
  • Your sales process changes
  • You add new employees
  • You need new integrations
  • Your reporting requirements change
  • New HubSpot features become available

Your HubSpot changes with you.

Comparison

HubSpot Support vs. HubSpot as a Service

Traditional HubSpot support usually means:

“Something is broken. Can you fix it?”

HubSpot as a Service is broader. Instead of only fixing problems, your team can proactively:

Build new functionality
Improve existing workflows
Clean your database
Create campaigns
Improve reporting
Optimize sales processes
Build integrations
Improve automation
Support lead generation

It's not just support. It's ongoing execution.

Fit

Who is HubSpot as a Service for?

Growing companies

You have invested in HubSpot but don't yet need - or can't justify - a full internal HubSpot team.

Marketing teams

Your marketing team needs HubSpot expertise to execute campaigns and automation.

Sales teams

Your sales team needs better CRM processes, automation and reporting.

RevOps teams

You have a RevOps leader but need additional execution capacity.

Complex portals

Your HubSpot portal has grown organically and needs ongoing management.

No administrator

Nobody internally owns HubSpot. That's where we come in.

The team

What you get with Revlyn

You don't get just one person who knows how to build workflows.

You get access to a broader team covering:

HubSpotCRMRevOpsMarketingSalesAutomationDataIntegrations

So when you have a problem, you don't have to figure out who to hire. You bring the problem to us.

One team, one system

CRMMARKETINGSALESAUTOMATIONDATAREPORTINGINTEGRATIONSREVOPSHUBSPOT

Process

How our HubSpot as a Service works

Step 1

We understand your HubSpot

We review your portal, processes, users, data, automation and reporting.

Step 2

We identify the priorities

We separate what's broken, what's inefficient, what's missing and what's worth improving.

Step 3

We create your execution plan

We agree on the highest-priority work.

Step 4

We execute

Our team builds, configures and manages the work inside HubSpot.

Step 5

We continuously improve

As your business changes, your HubSpot setup changes with it.

One partner

One team. Everything HubSpot.

You shouldn't need separate vendors for:

CRM management
Marketing automation
Sales automation
Data
Reporting
Integrations
Lead generation
RevOps

You can have one team responsible for the system that connects them all.

Why Revlyn?

We focus on execution.

We don't just tell you what you should do. We do it.

We understand HubSpot beyond the basics.

Our work covers CRM architecture, Sales Hub, Marketing Hub, automation, reporting, integrations and RevOps.

We work with your existing team.

We don't replace your marketing or sales team. We give them more execution capacity.

We grow with you.

Your requirements change. Your HubSpot environment should change with them.

Scope

Build your HubSpot scope

Select the workstreams you want us to own and the execution capacity you need. We'll shape the engagement around it.

Build your scope

Select the work you need us to own.

10h

Recommended engagement

HubSpot Support

Ongoing administration, maintenance and support for your existing portal.

  • CRM administration
  • Reporting & dashboards

Pricing

HubSpot as a Service Pricing

Every company uses HubSpot differently, so the amount of support required varies. We typically structure our service around the amount and complexity of work your team needs.

Starter

For companies that need ongoing HubSpot administration and support.

Includes:

  • CRM administration
  • Basic automation
  • Data management
  • User support
  • Reporting
  • Ongoing maintenance

Growth

For companies using HubSpot actively across marketing and sales.

Everything in Starter, plus:

  • Marketing campaigns
  • Advanced workflows
  • Sales automation
  • Lead management
  • Advanced reporting
  • Integrations
  • Data enrichment

RevOps

For companies looking for a complete outsourced HubSpot/RevOps team.

Includes:

  • CRM architecture
  • Sales Hub
  • Marketing Hub
  • Automation
  • Reporting
  • Integrations
  • Data
  • Lead generation
  • RevOps support
  • Continuous optimization

FAQ

Frequently Asked Questions

HubSpot as a Service is an ongoing managed service where a team of HubSpot experts manages, builds and optimizes your HubSpot portal.

No. Consulting generally focuses on recommendations and strategy. HubSpot as a Service focuses on ongoing execution and management.

Not exactly. Support typically focuses on solving problems. HubSpot as a Service provides proactive, ongoing management and development of your HubSpot environment.

Yes. You don't need a new HubSpot account. We can audit your existing portal, clean it up and continue managing it.

Yes. We can support the complete process from prospect data and targeting through campaigns, HubSpot automation, lead capture, qualification and reporting.

Yes. In that case, we can act as an execution layer for your RevOps team, helping them get more done without increasing internal headcount.

Not necessarily. HubSpot as a Service can provide the ongoing expertise and execution capacity you need without hiring a full-time specialist.

Yes. We can start with HubSpot implementation and then continue as your ongoing HubSpot team.

Your HubSpot team is one conversation away.

You shouldn't have to hire a HubSpot administrator, marketing automation specialist, CRM consultant and RevOps team just to get your HubSpot working properly.

Tell us what you need. We'll figure out how to build it.