RevOps, CRM & AI Automation Suite

Your Sales Team Shouldn't Waste Time on Tasks Machines Can Do

Every hour your team spends on data entry, lead routing, manual follow-ups, and updating spreadsheets is an hour they're not selling. Build a revenue operations infrastructure that automates the busywork and lets your team focus on what actually drives revenue: conversations with prospects.

Stop losing deals because leads fell through the cracks. Stop wasting budget on tools that don't talk to each other.

Is Your Revenue Engine Held Together with Duct Tape and Hope?

The reality most companies face: Drowning in manual work that shouldn't exist.

Data Chaos

  • Lead information manually entered into CRM from LinkedIn/emails
  • Contact details incomplete or outdated within days
  • No single source of truth (Sales uses CRM, Marketing uses sheets)
  • Hours wasted updating records that should sync automatically

Broken Handoffs

  • Leads sit unassigned for hours; routing is manual
  • Marketing doesn't know which leads Sales worked
  • No visibility into lead journey from "created" to "closed"
  • Finger-pointing when revenue targets are missed

Invisible Bottlenecks

  • Deals stall unnoticed due to inconsistent tracking
  • Reporting requires manual data pulling from multiple systems
  • Revenue forecasting is guesswork based on bad data
  • Leadership decisions based on obsolete info

Email Infrastructure Disaster

  • Sales emails landing in spam (no SPF/DKIM/DMARC)
  • Sender reputation tanking from poor practices
  • Bounce rates climbing, engagement dropping
  • Expensive tools delivering messages to nowhere

Tool Sprawl

  • Paying for 8-15 tools that barely integrate
  • Critical information trapped in silos
  • Onboarding takes weeks; tech stack is a maze
  • Incomplete picture of customer journey

The Cost of Poor RevOps

  • 🛑 Lost Revenue: Deals slip through gaps.
  • 🛑 Wasted Time: Reps spend 4-5 hours/day on non-selling work.
  • 🛑 Bad Decisions: Flying blind with bad data.
  • 🛑 Team Frustration: High turnover from broken systems.

Build a Revenue Operations System That Actually Works

We don't just implement tools. We architect your entire revenue infrastructure.

🏗️

1. Unified Data Foundation

One central system of record (CRM) that automatically enriches, organizes, and maintains clean data. Everything syncs. Nothing falls through cracks.

🤖

2. Intelligent Automation

AI-powered workflows handle repetitive tasks: lead routing, data entry, enrichment, follow-ups, and reporting.

3. Technical Infrastructure

Email deliverability setup, domain authentication, and inbox placement optimization. Your outreach actually reaches people.

Core Services

Detailed breakdown of what's included

1. HubSpot CRM Implementation & Optimization

Why HubSpot? Purpose-built for scaling B2B companies. It grows with you from 5 to 500 employees.

CRM Architecture

  • Object structure design (Deals, Tickets, Custom Objects)
  • Pipeline & deal stage customization
  • Territory & team permissions setup
  • Data migration from Salesforce/Pipedrive

Process Automation

  • Lead routing & round-robin assignment
  • Deal stage automation (tasks, alerts)
  • Lead scoring & qualification frameworks
  • Duplicate detection & data validation

2. Custom AI Workflow Automation (n8n & Make)

HubSpot can't do everything. We use n8n/Make to connect tools that don't natively integrate and build complex logic.

What We Build

  • Enrichment: Auto-lookup via Clearbit/Apollo/ZoomInfo.
  • Sync: Real-time bi-directional data flow (LinkedIn ↔ CRM).
  • AI Logic: GPT-4 sentiment analysis & categorization.
  • Routing: Advanced round-robin with capacity/vacation logic.

Integrations

  • HubSpot + LinkedIn + Email Tools + Slack
  • Website Forms → Enrich → Score → Route
  • Email Reply → AI Categorize → Update CRM
  • Custom API connections to legacy systems

3. Email Deliverability & Infrastructure

The foundation of outbound success. If your emails don't reach the inbox, everything else is worthless.

Authentication & Setup

  • SPF: Authorized sending servers & record formatting.
  • DKIM: Key generation & signing for all platforms.
  • DMARC: Policy implementation & report analysis.
  • Domain Strategy: Dedicated outbound subdomains.

Inbox Placement

  • Seed list testing (Gmail, Outlook, Yahoo)
  • Spam score testing & content optimization
  • Blacklist monitoring & remediation
  • Feedback loop management with ISPs

The Automation Advantage

Our 3-Step Framework

01

Integrate

Single Source of Truth. We audit your stack, rationalize tools, archiect the data flow, and build the connections (Native or API) to ensure all systems talk to each other.

02

Automate

Eliminate Manual Work. We map your workflows, design the automation logic, and build the actual bots (n8n/Make) to handle data entry, routing, and reporting.

03

Optimize

Continuous Improvement. We monitor execution, audit data quality, analyze adoption, and continuously refine the system to adapt to business changes.

Implementation Roadmap

From Chaos to System in 12 Weeks

Weeks 1-2: Discovery
  • Stakeholder interviews
  • Technical & Deliverability Audit
  • Process Mapping
  • Requirements Definition
Weeks 3-6: Foundation
  • CRM Configuration & Architecture
  • Email Auth (SPF/DKIM/DMARC)
  • Core Integrations
  • Data Migration & Cleanup
Weeks 7-10: Automation
  • Advanced Workflows (n8n/Make)
  • Custom API Integrations
  • Deliverability Optimization
  • Dashboard & Reporting Setup
Weeks 11-12: Handoff
  • User & Admin Training
  • System Documentation
  • Knowledge Transfer
  • Future Roadmap

Common Automation Use Cases

Real-world examples of what we build

Lead Management

Auto-Enrichment: Look up company size/revenue, social profiles, and tech stack when lead enters.


Intelligent Routing: Assign based on territory/capacity. Notify rep via Slack.


Qualification: Score based on firmographics. Route qualified to Sales, others to Nurture.

Sales Process

Deal Progression: Create stage-specific tasks, update forecast, notify manager.


Stalled Deal Alerts: Alert rep if no activity > 7 days. Create re-engage task.


Follow-up Sequences: Auto-send prep materials after booking. Pause if they reply.

Data Management

Deduplication: daily scan and merge of duplicate contacts/companies.


Standardization: Fix phone formats, casing, and country codes.


Decay Monitoring: Flag contacts with no engagement in 90+ days.

Communication

Meeting Coord: Confirmations, calendar invites, and reminders 24h before.


Internal Comms: Slack alerts for high-value deals or quota hits.


Automated Reporting: Daily summaries of key activities sent to Slack/Email.

Why Stratechize?

Technical Expertise That's Rare in RevOps

Most RevOps consultants are former sales ops people who can configure HubSpot but lack technical depth. They can't set up email auth, build API integrations, or debug complex issues.

We are technical specialists. We write code, we architect data flows, and we treat deliverability as infrastructure.

We don't just say "Good luck with HubSpot." We build the custom automations (n8n/Make) that actually solve your unique business problems, and we ensure your emails land in the inbox.

We work with your stack: HubSpot (Primary), Salesforce, Pipedrive, or Custom systems.

Ready to write your success story?

Fill out our intake form to see if you qualify for our growth program.