Stop the silos. Start Scaling.
Rev Ops with Serendipity + HubSpot
Revenue Operations (Rev Ops) is the operating system that aligns teams, tools, and insights to turn growth into a repeatable process.
50% of CRM Implementations Fail
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
Simplify systems. Unify Teams. Drive Actionable Data.
The Results
In [x amount of time] of performing Rev Ops
Time to first sales touch
Reduced lead response time by x%, resulting in higher connect and close rates
Lead-to-customer conversion rate
Before Rev Ops:
After Rev Ops:
Increased deals per rep
Average deals closed per rep per month
Before Rev Ops:
After Rev Ops:
THE CLIENT (before)
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.
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:
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 Across All 26 Sales Reps
We developed structure, workflows, and communication systems that brought the entire sales team into sync — creating consistency and accountability.
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.
HubSpot + Rev Ops
The Transformation
Before
After
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
Testimonials
“Working with Serendipity has been a wonderful experience. They are friendly, positive, and very knowledgeable in their systems and trainings. They are dependable, always on time and availability for follow-up if needed. I have enjoyed learning weekly from their team.” - Sales Rep
“Serendipity made our transition to HubSpot seamless! They have been incredible, always available to help with any question, big or small. HubSpot has been a game changer, and Serendipity made everything easy and digestible when it comes to switching over CRM applications. Couldn't recommend them enough!” - Sales Rep
“Serendipity is an outstanding partner because they bring structure, clarity, and expertise to every project. Their guidance and organization made implementing HubSpot seamless and highly effective. HubSpot itself is a powerful tool that provides visibility into our sales pipeline and simplifies managing goals. Together, Serendipity’s strategic approach and HubSpot’s functionality have transformed our process into something efficient and easy to use. I highly recommend Serendipity and HubSpot for anyone looking to improve their sales and marketing operations.”
I want to Get Started
Contact us today to see how Serendipity can help grow your business.