--- title: "RevOps for B2B Tech: HubSpot, Salesforce, Attio | Frontal" description: "Revenue operations for B2B tech companies: we clean CRM data and fix lead routing, reporting and attribution in HubSpot, Salesforce or Attio, or set up a new CRM." url: https://frontal.so/services/revops updated: 2026-10-15 --- # RevOps for B2B tech companies ## CRM data, routing and reports you can trust. We work in your HubSpot or Salesforce, or set up a new one, and use Clay to fill in and check records. We test changes before they go live and train your team to run what we build. [Book a call](https://book.frontal.so) Illustrative workflow - Artisan - [Worked with **300+ companies**](https://frontal.so/case-studies) - > They’re great at coming up with ideas that just work, and the execution velocity is high enough that we see all of them through. That generates results for us. $7.83M qualified pipeline in 10 months **Eoin Clancy** VP Growth, AirOps - > I wanted the outcome of a BDR team, but more efficient and effective. $300K+ pipeline in 9 months **Ben Rey** Former Chief Revenue Officer, Teikametrics - > The Frontal team is everything you’d want in a consulting partner: true experts with both strategic insight and hands-on execution. 20 opportunities in the first 20 days **Dr. Nikolai Wessendorf** Founder and CEO, Playbook The problem ## Your sales team doesn’t trust what’s in the CRM. Your CRM was set up for a smaller team, and every new hire or tool adds another workaround. 1. ### Bad data Salespeople find duplicate accounts, call contacts who left the company months ago and check every record twice. 2. ### Slow handoffs Hot leads wait for someone to pick them up, and by the time sales calls, the context from marketing is gone. 3. ### No time for projects Your ops team is busy keeping things running, and the attribution project slips another quarter. What you get ## Sales and marketing work from the same numbers. Your ops team keeps its roadmap, and we take the backlog off its plate. 1. ### More time selling We automate the research and data fixes your sales team does by hand today. 2. ### Ready for new hires and tools When you hire salespeople or add a tool, we set them up in the CRM without breaking what already works. 3. ### Shared definitions We agree on definitions with both teams and build reports that show which campaigns led to pipeline and revenue. Use cases ## What we build. 1. ### Clean data Your sales team can use a record without checking it twice. #### Includes - Duplicate cleanup - Field hygiene - Automatic enrichment of new accounts and contacts - Account hierarchies #### Tools - HubSpot - Salesforce - [Clay](https://go.frontal.so/clay) 2. ### AI workflows We build workflows that do research, enrichment and data entry. #### Includes - Research on new accounts - Enrichment on new records #### Tools - [Clay](https://go.frontal.so/clay) - n8n - HubSpot 3. ### Account tiers We rank the accounts already in your CRM by fit and write each tier into the record. #### Includes - Fit scoring - Tier fields in the CRM - Buying signals written back to the CRM #### Tools - HubSpot - Salesforce - [Clay](https://go.frontal.so/clay) 4. ### Lead routing New leads get scored and go to the right salesperson with their history attached. #### Includes - Lead scoring - Routing and assignment - Handoffs between marketing, sales and customer success #### Tools - HubSpot - Salesforce - n8n 5. ### Attribution and reporting You see pipeline and revenue attributed to each channel. #### Includes - Multi-touch attribution - Funnel reporting and forecasting #### Tools - HubSpot - Salesforce 3,655 Accounts created and enriched - Built in 6 months [Read the case study, Aircall](https://frontal.so/case-studies/aircall) Aircall ## A self-refreshing account database in Aircall’s Salesforce, built in 6 months. We agreed on data definitions with Aircall’s RevOps team, set up enrichment workflows and controlled how records get updated in Salesforce. In 6 months we created and enriched 3,655 accounts in one account database, and trained the team to run it themselves. **What changed** Aircall’s regional teams worked from the same account data. **What we handled** Data structure, enrichment, CRM workflows, testing, documentation and team training. How we start ## The first three months. We start with a three-month engagement, and ongoing terms are agreed before work begins. 1. Month 1 ### Audit and setup We audit your CRM data, routing and reports, and agree on definitions with sales and marketing. What you do One kickoff call, and admin access to your CRM. 2. Month 2 ### Fix and build We clean the data, set up enrichment and routing, and test each change before it goes live. What you do Approve the changes before they go live. 3. Month 3 ### Hand over and improve We build the reports, train your team and take on the next items in your backlog. Ongoing ## What buyers ask. **Which tools do you work with?** HubSpot, Salesforce or Attio as the CRM, Clay to fill in and check records, and n8n for workflows. We start with the tools you have and suggest a change only when it fixes a real problem. **How do you protect existing data?** We agree who can change what, test changes before they go live and keep a way to roll back. Enrichment fills gaps and never overwrites a field a person owns. That’s how we built Aircall’s account database: 3,655 accounts in 6 months. **Will our team understand what you build?** Documentation and training are part of the scope, so the setup does not depend on one person knowing how it works. **What does a RevOps agency do?** A RevOps agency fixes and runs the systems behind your revenue team: CRM data, lead routing, handoffs, attribution and reporting. We do that work inside your HubSpot, Salesforce or Attio, use Clay to fill in and check records, and take on the backlog your ops team can’t get to. **Why not use our HubSpot or Salesforce partner?** We’re a HubSpot Solutions Partner and a Salesforce Partner, and we implement and migrate CRMs ourselves. Because we also run outbound, ads and content, the RevOps we build stays tied to the pipeline it’s meant to produce. **Can you work with our existing RevOps team?** Yes. We can take a defined project off your RevOps team’s plate or work alongside them on ongoing work. **Do you offer projects and ongoing support?** Yes. Some teams bring us in for one project, like a data cleanup, a routing rebuild or an attribution model. Others keep us on to run the backlog and set up each new hire and tool. We agree responsibilities before work begins. **Can you implement a new CRM?** Yes. We implement your CRM in HubSpot or Salesforce and design the data, routing and reporting workflows. **Can you migrate us from another CRM?** Yes. We map the objects and fields, agree what to clean up and what to leave behind, test on a sample first and handle the full CRM migration. **Can you help with attribution and reporting?** Yes. We build multi-touch attribution, funnel reporting and forecasting in HubSpot or Salesforce, starting with definitions both teams sign off on. The result is a report that shows which campaigns led to pipeline and revenue, instead of three dashboards that disagree. **Where should we start?** With whatever your sales team complains about most. If reps don’t trust the records, start with clean data. If hot leads sit untouched, start with routing. We find the cause and scope a first project around it. ## Let’s fix what’s slowing your revenue team down. Show us your CRM and tell us what’s broken. [Book a call](https://book.frontal.so)