Revenue & Marketing Operations
Revenue and marketing operations is the discipline of aligning your CRM, marketing automation, and sales process around one predictable path from lead to revenue. Trellist optimizes the systems, HubSpot, Marketo, and Salesforce, and the processes underneath them, because most revenue leaks aren’t a strategy problem, they’re a plumbing problem: bad data, broken handoffs, and automation nobody’s touched since it was built.
Let’s TalkWhat we do
- HubSpot
- Marketo
- CRM Optimization
- Marketing Automation
- Lead Routing & Scoring
- Lifecycle Management & Governance
Implementation, optimization, and ongoing management of your HubSpot instance, from CRM setup to workflow automation.
Campaign and automation support across the Marketo platform, including templates, scoring, and reporting.
Cleaning up and configuring your CRM so it reflects how your team actually sells, not how it was set up three reps ago.
Building the automated workflows that move leads through your funnel without manual intervention at every stage.
Getting the right lead to the right person automatically, based on fit and intent.
Managing how contacts move through every stage, with the data hygiene and permissions that keep the whole system usable at scale.
Implementation, optimization, and ongoing management of your HubSpot instance, from CRM setup to workflow automation.
Campaign and automation support across the Marketo platform, including templates, scoring, and reporting.
Cleaning up and configuring your CRM so it reflects how your team actually sells, not how it was set up three reps ago.
Building the automated workflows that move leads through your funnel without manual intervention at every stage.
Getting the right lead to the right person automatically, based on fit and intent.
Managing how contacts move through every stage, with the data hygiene and permissions that keep the whole system usable at scale.
Our Approach
We start with an audit of your CRM, automation, and data hygiene, measured against how your team actually sells. From there we architect the lead routing, scoring, and lifecycle rules that fit your process, then build and configure the automation inside HubSpot, Marketo, or Salesforce. Ongoing data hygiene and reporting keep the system from decaying again.
How it compares
Trellist’s revenue and marketing operations work spans strategy, implementation, and ongoing governance across your CRM and marketing automation platforms. That’s different from hiring a HubSpot or Marketo administrator alone, who typically executes tickets rather than architecting the underlying process — and different from a pure strategy consultancy, which hands you a recommendation without the hands-on implementation to make it real.
Proof
- We centralized campaign submission and automated workflow approvals in Adobe Marketo for a global chemical manufacturing company.
- We built compliant, data-driven lead generation across Salesforce, HubSpot, and Marketo for medical device companies navigating FDA and HIPAA requirements.
Frequently asked questions
Do you work with Salesforce, or just HubSpot and Marketo?
We work across all three, and the CRM optimization and governance work applies regardless of which platform sits at the center of your stack.
We already have a RevOps hire — how does this fit alongside them?
We typically work alongside an internal RevOps function, taking on the implementation depth and platform specialization that’s hard to hire for in a single role.
Is this a one-time project or an ongoing engagement?
Both are common — some clients need a defined cleanup project, others keep us engaged for ongoing governance and optimization as their process evolves.
Why work with us
Most revenue operations problems aren’t visible until they’ve already cost you pipeline — a lead sitting unrouted, a workflow nobody’s updated, a CRM field nobody trusts. We find that work and fix it, with the platform-specific expertise to make the fix stick.
Let’s talk
Curious what’s actually broken in your revenue engine? Let’s talk about a working session.