Stop the silos. Start Scaling.
Rev Ops and AI Enablement with hubSpot
Revenue Operations (Rev Ops) with AI enablement is the operating system that aligns teams, tools, and insights to turn growth into a repeatable process.
50% of CRM Implementations Fail
Is Rev Ops Important? Yes!
CRMs fail when the data is not actionable and teams are not aligned.
Without Rev Ops
(Bad data, data silos, misaligned teams)
With rev Ops
(Unified systems, aligned teams, efficient processes)
The Results
In 1 year of performing Rev Ops
Deal visibility & Forecasting
100% CRM Adoption
Pipeline & revenue
As much as a 40% lift in rep deal volume
Time to First Sales Touch
20% faster response times
THE CLIENT
Perricone Farms is a 90-year-old citrus enterprise leader specializing in premium juices, lemonades, and raw citrus materials. With a national footprint and a 26-person sales team, the company operates in a competitive, fast-moving CPG environment that requires operational precision and seamless communication between sales, leadership, and production.
The problem
Scattered Data Everywhere, Insight Nowhere
Sales information lived in emails, spreadsheets, and personal notes across dozens of formats. Leadership lacked visibility into what was happening day-to-day.
Perricone used AI enablement to expand insights and make data actionable
Misalignment Across a Large, Distributed Team
The 20-person sales force operated independently, without unified systems, workflows, or reporting standards. Accountability was difficult, and forecasting was inconsistent.
They were also feeling increasing pressure with plans to double the size of their sales organization.
Growth Pressure from Acquisition & PE Ownership
The new ownership team needed accurate, real-time insights to drive strategy, measure performance, and identify opportunities for expansion.
This wasn’t just a need for cleanup — it was a full Rev Ops transformation across a complex and rapidly evolving organization.
The Solution:
HubSpot + Rev Ops
Step 1: Unify Sales Data & Systems
We consolidated sales activity, customer information, and performance metrics into a centralized home. For the first time, leadership had a single source of truth, all inside of HubSpot.
Step 2: Alignment and AI Enablement Across All Reps
We developed structure, workflows, and communication systems that brought the entire sales team into sync — all leveraged with HubSpot AI data enrichment and credit activation
Step 3: Leadership-Ready Reporting
Serendipity built tailored dashboards and reporting tools that empowered leaders to make confident, data-driven decisions. Forecasting, pipeline review, and ROI became clear and predictable.
Bonus: Company Buy-In & Change Management
This wasn’t just a technical implementation — it required a cultural shift. We guided leadership through change adoption, ensuring support at every level of the organization.
The result: a modern, transparent Revenue Operations function capable of supporting growth, acquisition activity, and long-term scalability.
The Transformation
Before
1) No central system to see data / contact information
2) 20-person sales force operating independently, without unified systems, workflows, or reporting standards
3) No accessible real-time data for sales teams / no visibility to where team was underperforming
After
1) Livetime reporting sent to sales organization for Leadership / management alignment
2) Conversion reporting across territory / sales reps / contract
3) Collaboration of sales leadership to focus on pipeline and revenue metrics
HubSpot
The Proven CRM that Unifies Your data and Systems
HubSpot turns your raw data into real-time, actionable reports across marketing, sales, and service. Custom dashboards give your team instant visibility into pipeline health, conversion rates, and revenue performance — so decisions are driven by data, not guesswork.
Relevant Reports
HubSpot centralizes every deal, contact, activity, and touchpoint into a single, connected CRM. With one source of truth across teams, your sales data stays clean, aligned, and always up to date.
Unified Sales data in one place
The “how” behind Perricone / Natalie’s success
What made the difference?
1.
Focusing relentlessly on adoption: HubSpot is only as good as what sales teams maximize!
2.
Implementing change management with in-person training sessions, weekly learning hours, and attending in-person sales retreats / conferences
3.
Planning for future success using AI repeatable systems, internal personnel to stand up conversations, and one-on-one relationships
Work With a HubSpot Expert
100% Five Star HubSpot Reviews
Platinum HubSpot Partner
Certified in Over 20 HubSpot Certifications
Platform Enablement Accredited
100% Five Star HubSpot Reviews Platinum HubSpot Partner Certified in Over 20 HubSpot Certifications Platform Enablement Accredited
Salesforce Integration Certified
Platform Consulting Certified
Platform Enablement Accredited
HubSpot Implementation Certified
Data Integrations Certified
I want to Get Started
Contact us today to see how Serendipity can help grow your business.