Directory/elefante RevOps
elefante RevOps

elefante RevOps

Artisan
San Francisco
Expertise
  • Account-Based Marketing
  • Signals & Intent
  • GTM Copilot
  • AI Outbound
  • Inbound Lead Enrichment
ICPs
  • Early stage startups (seed-Series A)
  • Growth stage startups (Series B-C)
  • Mid-Market / Enterprise
  • Post-IPO
Industry
  • SaaS
  • B2B
  • Fintech
  • VC
  • E-commerce
Language
  • English
  • Spanish
  • Portuguese
Pricing
  • any budget
Minimum Engagement
  • 1 month

HubSpot Diamond Partner & Clay GTM Studio. We design, build, and operate the RevOps + outbound systems that turn your CRM, data, and AI workflows into one predictable revenue engine.

elefante RevOps helps B2B revenue teams stop duct-taping their stack and start running a single, sustainable revenue engine: built on HubSpot, powered by Clay, and operated by us.

We're a HubSpot Diamond Partner: the fastest bootstrapped agency to ever earn that tier HubSpot's 2023 Rookie Agency of the Year for North America, and a 2024 HubSpot Impact Award winner in the Customer-First category. We work alongside in-house RevOps, marketing, and sales leaders to design the system, configure the tools, and run the day-to-day so revenue stops leaking between tabs.

Our methodology: The Unified Revenue Method™: treats outbound, CRM, lifecycle, and reporting as one connected motion. Clay powers the data and signals layer. HubSpot is the system of record. AI workflows fill the gaps. We build it, we instrument it, and we own the outcomes.

What we do:

  • HubSpot implementation & migration: onboard, migrate from Salesforce/Pipedrive/etc., and configure Sales, Marketing, Service, and Content Hubs the right way the first time.
  • Clay GTM engineering: build outbound, enrichment, and signal-based workflows in Clay that pipe directly into HubSpot: no spreadsheets, no swivel-chair.
  • RevOps as a Service: embedded fractional RevOps team handling architecture, automation, reporting, and continuous optimization on retainer.
  • AI-assisted outbound: warmed-domain sequencing, intent detection (G2, web, product), and AI personalization at scale.
  • Lifecycle & lead routing: scoring, SLAs, attribution, and clean handoffs between marketing, SDRs, and AEs.
  • RevOps Diagnostic: a 2-week audit that maps your system, finds the leaks, and prioritizes the highest-ROI fixes.

Who we serve:

  • B2B SaaS, services, and fintech teams running (or migrating to) HubSpot
  • Founder-led and Series A-C teams scaling from "we have a CRM" to "we have a system"
  • Mid-market revenue orgs whose HubSpot + outbound stack has outgrown its setup

Use Cases

Clay-Powered Outbound Engine

Build a Clay workflow that pulls from your TAM, enriches with verified signals, scores accounts, and pushes ready-to-send sequences into Instantly or HubSpot — no manual list-pulling required. We design the data model, write the prompts, configure the providers, and instrument the whole pipeline so your SDR or AE team only sees in-market accounts. Every workflow is owned and operated by us, or handed off with full documentation when your team is ready.

Signal-Based Pipeline Generation

Capture G2 buyer intent, product usage events, hiring signals, funding announcements, and tech-stack changes. Route them through Clay → HubSpot → SDR queue automatically. Your team only reaches out to the 3% of accounts actually in-market right now, with the right message tied to the actual signal that fired. Result: higher reply rates, shorter cycles, and pipeline that doesn't depend on cold-spam volume.

RevOps as a Service

Embedded fractional RevOps team that owns your HubSpot architecture, reporting, automation, lifecycle, attribution, and stack rationalization on a retainer — typically 30–50% the cost of a full-time hire with the breadth of a senior team. We run weekly working sessions, ship inside your HubSpot portal, and report against the revenue metrics that actually move your business: pipeline coverage, win rate, segment efficiency. When you need to scale faster than your in-house team can hire, we plug in.

HubSpot Diamond Implementation & Migration

Migrate from Salesforce, Pipedrive, or a homegrown CRM to a fully-tuned HubSpot setup Sales, Marketing, Service, and Content Hubs configured around your revenue motion, not the other way around. Custom objects, lifecycle stages, automation, reporting, and clean data handoffs from day one. As HubSpot's fastest-growing bootstrapped Diamond Partner, we've run this migration for B2B SaaS, fintech, and services teams in every revenue stage.

AI-Assisted Personalization at Scale

Layer Clay's AI research and custom prompts on every contact in your sequence hyper-personalized first lines, account-level pain points, role-specific value props, and dynamic CTAs without burning out a copywriter. We architect the prompt library, set the guardrails, and instrument the QA loop so personalization stays accurate at thousands of contacts per week. Outbound that reads like a human wrote it for one prospect, at scale only AI can deliver.

RevOps Diagnostic & Roadmap

A 2-week audit of your CRM, automation, reporting, lifecycle, and outbound stack. We map the actual data flow, run through your pipeline cohort by cohort, and surface the leaks — broken automations, ghost properties, mis-attributed revenue, dead campaigns, manual handoffs, missing signals. You leave with a leak map, a prioritized 90-day roadmap (quick wins vs. structural fixes), and the specific data, fields, and integrations to tackle first. Often pays for itself in recovered pipeline within the first sprint.

Ready to connect with elefante RevOps?