Case Studies
Explore our case studies and success stories
HubSpot–NetSuite Integration Case Study: Eliminating Silos and Accelerating Cash Flow
RevOps HQ built a bi-directional HubSpot–NetSuite integration, automating customer sync, sales orders, and invoice status. In three months, manual exports vanished, order creation time fell to under one hour, forecast variance improved by 15%, and finance saved $30K annually.
Case Study: Migrating a Regional Law Firm to HubSpot for Streamlined Operations
Learn how a regional law firm transformed client management and service delivery by migrating from Pipedrive to HubSpot, integrating Sales Hub Enterprise, Service Hub Enterprise, and Make iPaaS for seamless, law-specific workflows.
Case Study: HealthSure Advisors Partners with RevOps HQ for HIPAA-Compliant Dynamics Integration
Learn how RevOps HQ helped a HIPAA-focused insurance consulting firm, centralize PHI management, automate critical compliance workflows, and build a secure, custom Dynamics 365 integration—delivering an 80% reduction in data-reconciliation effort, 100% audit-log integrity, and 95% on-time compliance.
Case Study: BrightPath Software’s Revenue Transformation through Value Stream Mapping
This case study details how BrightPath Software harnessed RevOps HQ’s Value Stream Mapping methodology—including a comprehensive audit, cross-functional workshop, and surgical process redesign of its Solution Design phase—to double free-trial conversions and unlock $420,000 in new ARR within six months.
Case Study: HubSpot Implementation for National BodyWorks Franchise
Explore how RevOps HQ partnered with a placeholder national auto-body repair chain—migrating disparate data into HubSpot CRM, building a bidirectional POS and scheduling integration, delivering comprehensive role-based training, and embedding ongoing technical support—resulting in 30% fewer scheduling errors, 40% time savings for advisors, and $2 million in recovered ancillary revenue.
Case Study: How a Commercial Roofing Firm Leveraged HubSpot for Revenue Operations Transformation
A mid-sized roofing firm cut lead-to-proposal time by 35 % and achieved 92 % SLA compliance by unifying pipelines, ticketing, and financials with HubSpot.
Case Study: Transforming Pipeline Management and Client Service for a Regional Construction Firm
A regional construction firm overhauled its sales and service by centralizing on HubSpot, automating workflows, and integrating financial data—achieving faster lead conversion and greater profitability.
Centralizing Marketing, Sales, and Customer Success Data in HubSpot: A Fintech Case Study
A mid-market fintech firm struggled with siloed data across marketing, sales, and customer success—
Case Study: Mid-Market Healthcare Technology Provider
A mid‐market healthcare technology company specializing in remote patient‐monitoring devices and subscription‐based telehealth services partnered with RevOps HQ to overhaul their revenue operations.