Overview
Overall Rating
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5
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Starting Price
Custom
What Is ClearPivot?
ClearPivot is a cloud-based agency specializing in building high-impact revenue operations systems on the HubSpot platform, catering to marketing and RevOps leaders. The company serves B2B services and SaaS companies, focusing on aligning sales, marketing, and customer success efforts to drive growth. By streamlining processes and enhancing data management, ClearPivot consulting addresses challenges such as disorganized sales pipelines and inefficient customer lifecycle management. As a HubSpot Certified Platinum Agency partner, its teams and the services they provide demonstrate both technical and strategic expertise in revenue operations.
ClearPivot Pricing
The cost of ClearPivot consulting services will differ depending on your required services.
Get a quote specific to your requirements.
Who Is ClearPivot For?
The company offers services to B2B services and SaaS companies across different industries, such as:
- Technology
- Manufacturing
- Energy
- Healthcare
- Education
Is ClearPivot Right For You?
ClearPivot is a reliable HubSpot service provider for businesses. The company enhances operational efficiency, ensures data accuracy, streamlines workflows, and aligns sales, marketing, and customer success efforts. Its expertise in HubSpot optimizes customer lifecycle management, reduces friction, and enables data-driven decisions. ClearPivot’s solutions save time, reduce errors, and drive revenue growth, making it ideal for scaling businesses.
Still not sure about ClearPivot? Contact our team at (661) 384-7070 and get expert assistance regarding any further queries.
ClearPivot Features
ClearPivot assists in mapping out the ideal customer lifecycle, encompassing marketing, sales, and customer success stages. Their teams identify key handoffs and plan pipelines to ensure seamless transitions between teams. By creating standard operating procedures and system architecture mappings, they remove friction and roadblocks, leading to improved efficiency and customer satisfaction.
The company provides comprehensive analytics services, covering marketing attribution, customer journey reporting, and sales pipeline forecasting. They develop custom dashboards and reports to offer visibility into performance metrics. ClearPivot enables companies to make data-driven decisions, avoiding misguided strategies due to missing or poor-quality data.
To streamline operations, ClearPivot implements automation solutions such as lead routing, marketing automation, and process automation. These automated workflows reduce manual tasks, minimize errors, and ensure timely follow-ups. Such services address common issues like leads not being followed up on and deals slipping through the cracks.
The company specializes in integrating HubSpot with other systems like Salesforce, NetSuite, and custom APIs. Their teams synchronize objects, properties, and processes across platforms, ensuring consistent data flow and eliminating silos. This integration prevents breakdowns in handoffs between teams and contradictory data between different systems.
By managing the product library, developing quoting templates, and integrating payment and billing systems, ClearPivot streamlines the quote-to-cash process. This service leads to faster sales cycles, accurate invoicing, and timely payments, preventing delays and customer frustration.
This service plans the vision and roadmap for HubSpot platforms, including hub and feature implementation. ClearPivot manages feature releases, sandboxing, and change management to align with company strategy and customer lifecycle. It ensures that the HubSpot ecosystem evolves with business needs, maintaining system efficiency and user adoption.