The HarvestROI Approach

RevOps as a Service

Our strategic RevOps engagements help businesses optimize their revenue operations with a focus on efficiency, data integrity, and sustainable growth. From Data Model Optimization, People & Process Alignment, Adoption & Enablement, Reporting & Analysis, and Strategic Growth, we provide tailored solutions that drive measurable outcomes. Whether you need automation, advanced analytics, AI powered solutions or scalable processes, our approach ensures your teams are empowered, your systems are streamlined, and your revenue potential is maximized.

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HarvestROI RevOps Hierarchy of Needs™: A Framework for Scalable Growth

At HarvestROI, we take a structured approach to Revenue Operations (RevOps) by following a proven hierarchy that ensures long-term success. Our framework prioritizes data integrity, process alignment, and strategic insights to help businesses optimize their operations and drive sustainable growth.

By following this hierarchy, we ensure that every RevOps initiative is strategic, scalable, and built on a solid foundation, helping businesses unlock their full revenue potential.

Our Five-Tier Approach to RevOps Success:

Discovery & Goal Alignment

Inbound for Branches

During the discovery phase, we'll collaborate with you to gain a deep understanding of your objectives, challenges, and business goals.

Using our RevOps framework, we'll identify key priorities and map out a strategic roadmap to drive success.

Monthly Sprint Planning

RealInsights

Based on the goals established in the discovery process, we will create a detailed monthly sprint plan tailored to your objectives.

Each sprint will focus on specific tasks, deliverables, and KPIs, providing valuable insights to inform Quarterly Business Reviews.

Check-in Calls

RealInnovation

We will meet regularly for 30-minute sessions to provide a status update on the current sprint and discuss any challenges or adjustments needed.

These check-ins will keep us aligned and ensure that progress is on track.

Ongoing Communication

Marketing-Automation

Open lines of communication will be maintained throughout the engagement to address any emerging needs or changes in your business environment.

We will continually refine our approach to ensure maximum impact on your RevOps success.

HarvestROI Essentials logo

For companies ready to eliminate inefficiencies and build a solid RevOps foundation. Gain visibility into revenue performance and eliminate operational friction.

$5,000/month

CRM data health check & optimization
Dedicated RevOps strategist
On-demand RevOps consulting

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HarvestROI Growth logo

For growing teams needing proactive RevOps strategy and automation. Increase forecasting accuracy, streamline workflows, and ensure sales & marketing alignment.

$7,500/month

Everything in Essentials
Proactive strategy & sprint planning
QBRs for ongoing optimization

HarvestROI Scale logo

For scaling teams needing a fully embedded RevOps partner. Maximize sales efficiency, continuously optimize revenue operations, and scale predictably.

$10,000+/month

Everything in Growth
Proactive RevOps execution
Real-time KPI and campaign monitoring

Elevate Training, Adoption, and Efficiency with AdoptionHub by HarvestROI

AdoptionHub by HarvestROI is a custom-deployed Chrome extension that simplifies CRM training and adoption, ensuring a smooth transition to new processes and maximizing user efficiency.

User-Centric Training
Custom Process Guides
Personalization by Role
Analytics & Insights
Institutional Knowledge Library

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