Operations & Optimization

Revenue Operations (RevOps) & Optimization Services

We build the RevOps backbone — CRM, workflows, attribution, and reporting — that aligns teams, cleans your data, and turns fragmented processes into a revenue engine leadership can actually see.
Growth systems built for teams at
5.0

on Clutch · 21 verified reviews

5.0

on Google · 55 reviews

5.0

on GoodFirms · 4 verified reviews

Revenue Operations Built for Scale, Speed, and Alignment

Behind every high-growth company is an operational engine built for scale. We optimize systems, refine workflows, and strengthen marketing operations and reporting — from CRM implementation across HubSpot and Salesforce to attribution — so you grow with alignment, efficiency, and confidence.

RevOps Consulting

Process & Workflow Management

Financial Alignment & Performance Reporting

Platform & Integration Optimization

Need the campaigns this backbone measures? See Digital Marketing & Visibility →

Who This is For

If this list sounds familiar, you’re who this was built for — and the discovery call will feel like talking to someone who’s already inside your funnel.

Client Outcomes

Third-party-published results are deep-linked to their source; everything else we state plainly, without invented numbers.

$4M
in incremental EBITDA within six months — verified client review on Clutch

Don’t Take Our Word For It

Live, unedited client reviews — see them all on ClutchGoogle, and GoodFirms.

How We Operationalize Growth

At Strativera, we help businesses scale by transforming their operational systems into growth engines. Our approach blends RevOps best practices with executional rigor—turning fragmented tools, workflows, and data into a unified system that accelerates performance. Whether you’re redefining your RevOps org structure, improving your CRM lifecycle, or aligning KPIs across departments, we build solutions that are measurable, adaptable, and built for scale. Our four-phase framework delivers clarity, accountability, and cross-functional alignment across your entire revenue engine.

1
Diagnose

We evaluate workflows, handoffs, tech stack, and CRM lifecycle stages to identify inefficiencies and misaligned incentives. This phase uncovers where operational breakdowns are limiting performance and where growth is at risk.

2
Design

We build the foundation for operational scale—mapping your lead lifecycle, defining CRM governance, and designing SOPs. We unify reporting structures and KPI models to align teams and create RevOps clarity across departments.

3
Execute

We implement lifecycle systems, workflow automation, and tool integrations. From HubSpot and Salesforce to campaign infrastructure and handoff processes—we embed executional rigor without slowing teams down.

4
Optimize

We continuously refine your systems using KPI tracking, audit loops, and data feedback. From CRM stage optimization to platform scaling, we ensure your operations evolve with the business and unlock efficiency over time.

What Business Leaders Say About Strativera

Verified reviews from executives, founders, and growth teams.

Medical Guardian logo on a verified Strativera client review
CLUTCH
5.0
Andrew Booth, Director of Marketing Technology at Medical Guardian — verified Strativera review on Clutch
Andrew Booth
Dir. of Marketing Technology, Medical Guardian

“…reduced the client’s cost per sale by $30, resulting in $5 million in annualized savings.”

“What stood out most was Strativera’s ability to combine executive-level strategic thinking with hands-on execution… Their understanding of revenue operations, performance marketing, and financial impact was notably deeper than most consulting partners, which allowed them to operate as true partners rather than order-takers.

RAICOM logo on a verified Strativera client review
CLUTCH
5.0
Ryan Bailis, Founder and CEO of RAICOM — verified Strativera review on Clutch
Ryan Bailis
Founder & CEO, RAICOM

“…a 30% lift in marketing-driven revenue and a more than 20% reduction in customer acquisition cost.”

They combined strategic vision with hands-on execution. Unlike most agencies, Strativera actually drives results and helps you operationalize them. Their performance mindset and ability to flex between marketing strategy execution, and analytics is unmatched.
Bazaarvoice logo — B2B SaaS client of Strativera
GOODFIRMS
5.0
Kate Musgrove, Managing Director at Bazaarvoice — Strativera review on GoodFirms
Kate Musgrove
Managing Director, Bazaarvoice

“I would confidently recommend Strativera to any business looking for thoughtful, effective, and results-driven strategic support.”

Their team invested the time to thoroughly understand our business goals, market environment, and internal challenges before offering any recommendations… What stood out most was their ability to simplify complex strategic issues and translate them into practical, actionable steps that we could immediately implement.

Bapcor Limited logo on a Strativera client review
CLUTCH
5.0
Megan Foster, Executive General Manager Retail at Bapcor Limited — Strativera review on Clutch
Megan Foster
EGM Retail, Bapcor Limited

“Many consultancies excel in planning but fall short in implementation; Strativera delivered both.”

I was most impressed by Strativera’s balance of strategic vision and hands-on execution. Many consultancies excel in planning but fall short in implementation; Strativera delivered both. They provided clear, actionable strategies and helped us operationalize them effectively, ensuring real, measurable outcomes.

Frequently Asked Questions

Revenue operations is the discipline of running marketing, sales, and customer success on one connected system — shared data, shared processes, shared metrics — so revenue becomes predictable instead of anecdotal. In practice that means your CRM, automation, attribution, and reporting all describe the same funnel, and leadership plans from numbers everyone trusts.

Sales operations optimizes one function — territories, quotas, CRM hygiene, sales process. Revenue operations spans the entire customer journey: marketing, sales, and success operating on shared data and handoffs. Most growth-stage companies outgrow sales ops alone the moment marketing attribution and post-sale expansion start driving the plan.

By giving them one operating system: shared KPIs, standardized handoffs, and centralized reporting across the whole customer journey — from first touch to renewal. Our RevOps consulting service maps the lifecycle, fixes the leaks, and implements the governance that keeps every team working toward the same revenue goals.

We examine each stage — capture, MQL, SQL, opportunity — to find where leads drop off and where the process leaks. Using platforms like HubSpot and Salesforce, we build the automation, scoring models, and enrichment logic that qualify, route, and nurture leads accurately. The results: faster response times, higher conversion rates, and a more predictable pipeline.

HubSpot and Salesforce are the core — implementation, integration, and two-way sync — alongside Klaviyo, Zapier/Workato, and BI tooling. Portal setup, lifecycle mapping, field standardization, and reporting are handled by our platform integration and optimization service, so your stack describes one funnel instead of five.

RevOps optimization gives leadership real-time visibility into pipeline health, lead velocity, and stage-by-stage performance. We standardize definitions, enforce data hygiene, and build consistent reporting frameworks — so risks surface sooner, resources go where they matter, and your pipeline reads as a revenue roadmap instead of a black box.

You do — 100%. Every ad account, CRM, dashboard, and roadmap we build is yours, whether we work together for a quarter or five years. We earn the engagement through performance, not lock-in — the same reason the free growth audit is yours to keep either way.

Not ready to talk? Start with the free growth audit.

A senior operator reviews your site, funnel, and tracking, and sends back a plain-English read on where pipeline is leaking — no meeting required.

What You’ll Get

Get your free growth audit

Delivered within 3 business days.

Talk to the people who’ll do the work.

Book a 30-minute discovery call with a senior operator. We’ll pressure-test how you generate pipeline today and tell you plainly what we’d change — and whether we’re the right fit.

5.0
Clutch
5.0
Google
Rob Forman, Member of the Board of Directors at Hubstaff — Strativera review on Clutch
Hubstaff logo — SaaS client of Strativera

“Their attention to detail and commitment to delivering high-quality results were evident in every phase of the project.

Rob Forman

· Member of the Board of Directors, Hubstaff

5.0 on Clutch

Reviewed by a senior operator. Replies within one business day.