REVENUE OPERATIONS AGENCY FOR B2B
Build the Operating System Behind Predictable Revenue.
Struggling with siloed teams, inconsistent data, or underutilized tech? Align marketing, sales, and customer success to unlock scalable revenue growth and maximize your revenue potential.
How Directive Engineers Scalable Revenue Systems.
Our methodology begins with a comprehensive assessment of your revenue architecture, including the systems, data, processes, and governance that support your go-to-market organization. We identify operational gaps, define the future-state model, and establish a prioritized roadmap designed to improve efficiency, visibility, and revenue performance.
From strategy through implementation, our team works alongside yours to operationalize that roadmap across Salesforce, HubSpot, and the broader revenue technology ecosystem. We design and deploy scalable lifecycle frameworks, automation, routing, integrations, attribution, and reporting—creating a connected infrastructure that supports better decisions and sustainable growth.
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Build a revenue engine your teams and your growth strategy can rely on.
We design, implement, and optimize the systems, data, and processes that connect marketing, sales, and customer success.
With deep expertise across Salesforce and HubSpot, we solve complex CRM, marketing automation, integration, attribution, and lifecycle challenges while supporting the broader technology ecosystem around them.
Our team connects go-to-market activity to the pipeline and revenue outcomes that matter, giving your teams the infrastructure, visibility, and automation they need to execute more efficiently and scale with confidence.
Salesforce & HubSpot Implementation
Implement, configure, and optimize Salesforce, HubSpot, and the systems surrounding them. We translate complex business requirements into scalable platform architecture that improves usability, automation, governance, and adoption.
Lifecycle CRM & Automation Migrations
Plan and execute platform migrations without losing the data, processes, or business logic your teams depend on. We manage requirements, data mapping, configuration, integrations, testing, cutover, and enablement.
Lifecycle, Scoring, and Routing
Design the processes that move prospects from initial engagement to qualified pipeline and revenue. We establish lifecycle stages, qualification criteria, scoring, ownership, routing, follow-up, and handoffs across your go-to-market teams.
Attribution, Conversion Tracking, and Reporting
Connect marketing and sales activity to qualified pipeline and revenue. We implement attribution, offline conversion tracking, data feedback loops, and reporting that help teams understand performance and make better investment decisions.
Integrations & Revenue Architecture
Connect your CRM, marketing automation, advertising, sales engagement, enrichment, and customer platforms into a reliable revenue technology ecosystem. We improve data flow, reduce manual work, and create a more trustworthy source of truth.
Automation, AI, and Ongoing Optimization
Automate repetitive work, strengthen operational processes, and prepare your systems and data for practical AI use cases. We also provide ongoing strategic and technical support as your platforms, teams, and go-to-market needs evolve.
Did You Know Directive is a Certified HubSpot Partner?
As a certified HubSpot Solutions Partner, Directive does more than set up your CRM — we transform HubSpot into a go-to-market growth engine. That means custom architecture, automation, and attribution built for pipeline velocity, not platform maintenance.
Strategic onboarding built for scale
Automation that drives pipeline
Attribution that connects to revenue
Integrated platforms with no data gaps
HubSpot as a growth engine, not just a CRM
With Directive, you get more than a platform partner. You get RevOps consultants who turn HubSpot into a revenue operating system.
Hands-Free HubSpot Execution
Optimize your marketing and sales investments, from your tech stack to your ad spend.
Our RevOps process uses DiscoverabilityOS™ to connect data, technology, automation, and reporting for more predictable growth.
Why Leading Companies Choose Directive for RevOps Consulting
Scaling RevOps
Directive’s RevOps services are built for marketing leaders who need senior-level strategy or execution without the cost of a full-time hire. Whether you are scaling, in transition, or taking on a complex project, we fit the mold & then we break it.
Frequently Asked Questions About Revenue Operations
When should we bring in a Revenue Operations consulting partner?
What Salesforce and HubSpot capabilities does Directive support?
Can Directive support organizations using Salesforce and HubSpot together?
Do we need to know exactly what needs to be fixed before engaging Directive?
Will Directive recommend replacing our existing CRM?
How does Directive work with internal Revenue Operations and technology teams?
What happens after implementation or go-live?
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Turn Revenue Operations Into a High-Velocity Growth Engine.
Directive connects your data, systems, and teams through a unified RevOps process that improves visibility, removes friction, and creates a more predictable path to revenue.
