Testimonials: Work With A Company With Great Reviews
Our experienced team of revenue operations consultants and technical solutions engineers helps our clients build powerful brand equity by leveraging the native power of the HubSpot platform.
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Great Process and even better Team
I had the privilege of collaborating closely with Dave, Sara, and Brandon during our HubSpot implementation. The time they spent to deeply understand our sales and customer support processes allowed them to tailor the system precisely to our needs. Not only did they meet deadlines, but they also conducted engaging training sessions and created informative videos for our team. Dave, Sara, and Brandon’s expertise and commitment were instrumental in making our HubSpot implementation a resounding success. I recommend their services to any organization seeking process optimization and an elevated customer experience.
Steele, J. | Technology - Software
Some of Our Favorites
Harvest ROI are amazing!
Harvest ROI did a full scale integration and optimization of our HubSpot account - they set up all of our systems and customer flows to perfection! Justin @ Kinova
We had a great experience collaborating with HarvestROI
They performed a CRM audit which revealed some of our weak spots and proposed solutions that were adapted to our objectives. Overall it was a great experience and I'd love to work with them again.
So Happy
So happy we decided to get HubSpot Onboarding and Consulting through Harvest ROI. Dean did an excellent job of helping us determine what workflows we needed, how to clean up our database, create Pipelines and so much more that most likely would have taken us years to figure out! The money and time spent were well worth it.
Our Clients
Trusted by a diverse range of teams and organizations
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Renvio implimentation
Harvest was great to work with, easy to understand, responsive, and willing to adapt to our needs. would recommend them to implement HS again.
Vizethann, R. | Health
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Work with HarvestROI as soon as you sign up with HubSpot!
Harvest ROI helped to demystify HubSpot for us. They helped us better understand their capabilities, develop essential workflows (e.g., consolidating duplicate contacts), tweak our current workflows, and maximize our investment. We should have hired them when we started our contract with HubSpot. We worked with Brandon and Sara specifically; they were incredibly knowledgeable, efficient, and responsive.
Song, A. | Technology - Software
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HelpSeeker's HubSpot Portal Health and Adoption Audit
We recently engaged HarvestROI for a comprehensive audit of our HubSpot. Dave Scilabro provided valuable insights, identifying critical areas for improvement. Dave's expertise in various HubSpot hubs was evident. His advice on effectively using sales documents, task queues, and sales analytics was beneficial. Overall, the audit was thorough and insightful. Dave and the HarvestROI team were professional and resourceful, helping us optimize our system. We highly recommend HarvestROI's HubSpot Portal Health and Adoption audit to any organization looking to enhance their CRM. Thank you, HarvestROI, for your exceptional service!
Jolaoso, A. | Technology - Software
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HarvestROI was a great resource!!!
We were implementing our first official CRM product to manage our sales process and decided to get help from the experts. The entire HarvestROI team were great and helped us navigate through the onboarding to make sure the system was designed and customized for exactly what we needed and how we intended to use it. Melissa Hennessey was our Solutions Engineer and she was fantastic. She helped us with HubSpot features we didn't even know we'd want and/or need.
Karp, A. | Transport & Storage
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Great Process and even better Team
I had the privilege of collaborating closely with Dave, Sara, and Brandon during our HubSpot implementation. The time they spent to deeply understand our sales and customer support processes allowed them to tailor the system precisely to our needs. Not only did they meet deadlines, but they also conducted engaging training sessions and created informative videos for our team. Dave, Sara, and Brandon’s expertise and commitment were instrumental in making our HubSpot implementation a resounding success. I recommend their services to any organization seeking process optimization and an elevated customer experience.
Steele, J. | Technology - Software
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5-STAR SERVICE
Ben was fantastic to work with. He provided our team with an in-depth audit for our sales and marketing team. His expertise and knowledge on HubSpot is beyond 5-stars!
Comtois, C. | Telecom & Mobile Communications
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A dedicated team of professionals who go the extra mile.
HarvestROI's assistance with our organization's HubSpot implementation, systems integration, cross-functional onboarding, and project management has been exceptional. Their expertise and dedication was evident from the start; turning a challenging transition into a smooth and successful one. Their knowledge of HubSpot was impressive; tailoring HubSpot's configuration to fit our business needs (NO small feat)!! Throughout the process, the team's communication style was accessible, promptly addressing questions or concerns when they arose. Their responsiveness and clear communication fostered a strong partnership, allowing us to stay informed and confident in every step of the implementation. HarvestROI's commitment to our success was evident throughout. I highly recommend their services to any business looking to implement HubSpot.
Varma, S. | Consumer Products
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HarvestROI is a great partner!
Harvest ROI has been a great partner for our organization. The team has experts in all areas of HubSpot which have all been a pleasure to work with. They have helped us implement and build out processes within the Service, Sales, Marketing and Operation Hubs. They are on another level in my opinion related to Project Management and organization of our projects. It is a given that I can ALWAYS rely on them to document and follow-up when necessary. With their knowledge and project management proficiencies, they are the perfect partner for a businesses looking for expert assistance with HubSpot.
AufDerHeide, R. | Automotive & Transport
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HarvestROI is THE no-fail solution.
We could not recommend HarvestROI more. We have had an outstanding experience with the entire team from the CEO to all the employees. We are a unique firm which did not fit into any CRM model and needed help to customize HubSpot into an effective tool ranging from enterprise sales, fundraising and deal sourcing. Dave and his team were extraordinarily responsive, thoughtful and created the perfect bespoke solution for us. A lot of company executives will say that they will do anything for a client..but would they travel into the face of a hurricane to follow through with a promised in-person training? If the answer is no, which it will be, then you need to work with HarvestROI! Dave flew into a hurricane, drove to our offsite in hurricane conditions and braved the storm with us while training in a challenging environment. Once the storm subsided, he was the first one to join us in helping repair the hurricane damage for the local community and further, he volunteered to help our friends at Team Rubicon to aid their disaster relief efforts. Business is more than just a solution, it's about culture, integrity and follow through as well. Dave and HarvestROI embody each and are the no-fail solution.
Dutile, G. | Finance & Insurance
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Migrating an ATS into HubSpot
HarvestROI was able to move our ATS into HubSpot by utilizing and "hacking" as many tools as possible. This is a knowledgeable team that understands HubSpot, and exactly what its limitations are. They know where and how they can push those limitations across multiple hubs in what they call "hacking HubSpot" by repurposing workflows, integrations, and the like. They set us up to run our recruiting process by leveraging Service Hub, the CRM, and Sales Hub. Harvest quickly became our go-to partner in getting the most out of HubSpot in a very out-of-the-box way. They were able to work within our limitations and license levels within the system, providing us our new ATS on Professional service levels, without needing to upgrade to Enterprise.
Elhardt, J. | Recruiting/Staffing
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True HubSpot product and operations experts!
We asked HarvestROI to completely tear down and re-build our CRM to align to our internal processes and enable greater speed in our business through automation. They delivered! They created an impressive process map for us and then built out CRM infrastructure to enable speed and accuracy. Dave and his team are fantastic and can deliver projects that very few other HubSpot partners can. They are truly HubSpot product experts.
Azocar, J. | Recruiting/Staffing
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Professional, thorough, organized, and experienced team
Harvest ROI has exceeded all our expectations of a collaborative HubSpot expert partner. We have a complex set of needs and multiple opportunities for process automation. Dave and his team are helping us work through all of them, always with a smile, helpful advice, and serious value added. Fully recommend them to any business looking to get the most out of HubSpot and to get up to speed with a new CRM quickly.
Bauman, J. | Automotive & Transport
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Great extension of our team
We started working with harvest to help us clean our HubSpot data, track and report our data more accurately, and help with process flows as leads are handed off from marketing to sales. We have a unique way we look at sales success and a somewhat complicated sales process and harvest was able to find ways to get us what we needed in HubSpot, which was definitely not readily available. We had such a great experience with Harvest through our original project that we have decided to keep them on retainer as they continue to add value as we think through new sales initiatives and getting at data to help increase efficiency and maximize success in our sales process. They are also really good people which always helps in any working relationship.
Santabarbara, G. | Banking/Financial Services
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Incredible service
I first was introduced to Dave and Jenn at the beginning of this year to help implement a new CRM into our company, as we had never had one previously. They were both patient, and tech-savvy enough to understand our company goals and needs in the organization. Jenn helped create some amazing content to help with our sales team, while Dave worked with developers in getting our customer API created. They both helped with training and onboarding our team to the CRM. Technology is not always perfect, and Dave and his team have made constant improvements to get HubSpot in working condition with our application. On the marketing side for me, Dave has been an amazing help in creating custom workflows for myself and product - in conjunction with our custom API system. He has created lists, custom dashboards and reports to help in marketing and sales. He has gone above and beyond, helping with getting a vendor and proposal together for a HubSpot website migration, and even recommending various SEO vendors to choose from. Dave is very responsive to questions and is always willing to go above and beyond to help. Since Dave was a Chief Marketing Officer in the past, I have asked him questions and recommendations, which has helped me personally in the marketing space. HarvestROI definitely wants us to succeed, and if you are looking for a genuine partner to help you with anything HubSpot, Sales, Marketing, etc - you couldn't ask for a better one!
Powers, E. | PlanHub
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Highly Recommend!
Dave and team are invaluable resources. Highly communicative, strategic, and knowledgeable on all aspects of the product. Wholeheartedly recommend
Juceam, A. | Revenue Collective
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HarvestROI produces results!
We were introduced to HarvestROI by a referral from one of their Clients. The insight, knowledge, and processes that HarvestROI was able to understand and then implement into HubSpot have surpassed our expectations. We implemented the Service hub first which allowed us to have workflows based on ticket categories and pipelines and best serve our customers. The second thing we implemented was Sales Hub - this allowed us to track our goals, activity, and actual results in real time which provides for accountability and tools to help the sales team be most productive.
Kaiser, T. | Combined Benefits Administrators
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Strategic, detail-oriented, and a patient
HarvestROI led us through the HubSpot implementation journey. Dave helped us to implement HubSpot's CRM, sales tools, and marketing tools. He whiteboarded our current sales process and envisioned how HubSpot could manage and automate it. Our company has many audience segments and sales channels, and Dave designed our HubSpot in such a way that accounted for it. The best part is, Dave delivered what he helped us envision. A thorough data migration, countless conversations with our team, and 200-something workflows later, we have a strong foundation on which to further our sales and marketing operations. Thanks to Dave and the HarvestROI team for leading the way.
Peddle, N. | IDScan.net
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Our HubSpot Integration Was A Game Changer...
We reached out to Dave with what most would be considered an unrealistic task. DirectMail.io is a growing software company that was given the opportunity to be featured on CNBC's "The Profit." Understanding how this could create a huge flex of leads we needed something to better organize and nurture leads...and we only had 30 days to do it. Dave quickly jumped in, helped us organize our goals and setup a powerful and effective workflow in HubSpot that created an efficiency within our company that never existed before. Dave continues to be a huge part of our growth as he helps understand how to best use the tools in front of us. He has a deep understanding of the HubSpot and is very quick to offer several solutions for our unique offerings and processes. He's a great team player and we would be in a world of hurt without his help.
Paine, M. | DirectMail.io
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HubSpot Sales CRM and Salesforce Magic
We've successfully partnered with Harvest ROI several times on projects that required a partner who could manage complex HubSpot CRM and Salesforce projects. They specialize in getting businesses aligned on Sales CRM Implementations that are actually usable, functional and executable in a reasonable amount of time. Whenever we have a client that is not getting the most out of their Sales CRM on Salesforce and/or wants to leverage a better experience with HubSpot Sales CRM, Harvest ROI is always our first recommendation. Highly recommend!
Pennington, J. | Begin Bound LLC
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Hire HarvestROI Immediately
The team at HarvestROI is kind, thoughtful, and diligent. We hired Harvest to do a complete overhaul of our HubSpot instance, from sales to support, and they far exceeded our expectations. We also used them to migrate all of our customer data from an antiquated home-grown system, which was no easy task. They delivered in all areas of their work, they were highly organized and efficient and I can imagine that we will have a long-standing partnership with them. They have built an extraordinary team of professionals.
Alvezi, L | Technology - Software
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The right team for us (and likely you)!
HarvestROI supported our HubSpot implementation post-acquisition of a formerly founder-led organization. When we started, we had few systems and processes in place to run effective sales and customer success functions. Over the course of ~60 days, HarvestROI quickly developed understanding of our business, our needs, and then designed a setup and workflows in HubSpot to greatly simplify our sales and customer operations. I would definitely use them again (and recommend them to you).
Giattino, S. | Health
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Extremely helpful and knowledgeable
Our experience was wonderful with HarvestROI. They took their time in auditing our account and making extremely relevant recommendations based on our business. Their team did not rush to assumptions and clarified how our current operations were running. They also gave great real-world examples of applications and use cases for their recommendations.
Benson, L. | Marketing Services
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Great Partners for Optimization of Solutions, driving efficiencies and output
Harvest was a referred partner of HubSpot. After interviewing Harvest it was clear they were the right partner for the project. HubSpot had been purchased and "implemented" but with no bones or structure prior to most of the companies arrival. The Harvest team was able to listen, understand our sales process, build out our optimization of HubSpot so that our sales teams can be functional and efficient for the future. Hands down the team understand the sales process from start to finish and in between. That allows the ability to connect your business process to the system, having a partner that understands what you are trying to accomplish. They are extremely knowledgable, dependable, and always there. They were doing things quicker than our internal teams could. And in the few cases we had something needing turned around quicker they were right on the task to complete. The way they run their organization comes through the outputs of the customer experience and ability to use the system. As with any CRM its never easy to venture out there, this solution was already picked but not functional. The team has us in position where the CRM is not an issue any longer. Much appreciation to the team at Harvest for your diligent work on our optimization of HubSpot project.
Duggan, J. | Education
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Harvest ROI are amazing!
Harvest ROI did a full scale integration and optimization of our HubSpot account - they set up all of our systems and customer flows to perfection! Justin @ Kinova
Kobylka, J. | Retail
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Customer focused team and process
It was great to work with Dave and the entire team from harvestROI on our HubSpot implementation. They helped us map out all of our business processes, build them in HubSpot, and then implement them one-by-one. During that time they were flexible to fit our needs, constantly asked for and responded to feedback, and always focused on building what we needed in HubSpot to run our business the best way. The team knows how to set up a strong HubSpot implementation so they always brought new ideas on how we can use it to its full potential. They managed the process tightly with the right amount of pressure and reminders on us to keep us moving yet not too overbearing to feel abrasive or forced. I have and will continue to recommend harvestROI as a great partner for HubSpot implementations.
Pickett, C. | Technology - Software
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We're finally optimizing HubSpot, thanks to our partners at HarvestROI
HarvestROI partnered with our company to optimize and activate HubSpot at a whole new level. The team really listened to our needs and guided us to start with the end in mind. We developed rev ops architecture that unlocked our data, and improved our metrics, scorecards and forecasting. It's been a game-changer for our business and is making our sales and lifecycle marketing work much more effective. The Harvest team is smart, action-oriented and a pleasure to work with.
Hannum, L. | Government
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Critical Piece of our CRM Implementation / Development
We were moving from a system designed more towards order management and trying to get into a CRM platform. Being the macho guy that I am - we got our HubSpot seats and I thought "No problem - I got this". Well fast forward about 6 months of me staring at HubSpot wishing it would do something productive and a very unhelpful onboarding by the actual "HubSpot" team... I was introduced to the HarvestROI team. From our first introduction meeting with them it was a breath of fresh air because it seemed like we could finally see a light at the end of the tunnel of what we wanted to do - but had NO IDEA how to implement. Fast forward - they've been able to help us integrate a very complex workflow in our Deal Pipeline, Build Sequences, Build Reporting Dashboards, Various Integrations, Lead Tracking, RMA Ticketing, etc. While documenting and helping us organize our own internal workflows. I couldn't recommend the team at HarvestROI with higher regards (Unless you are a competitor of ours - then just figure it all out by yourself). They've become an extension of our team and are a joy to work with.
Cook, N. | Technology - Software
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So Happy
So happy we decided to get HubSpot Onboarding and Consulting through Harvest ROI. Dean did an excellent job of helping us determine what workflows we needed, how to clean up our database, create Pipelines and so much more that most likely would have taken us years to figure out! The money and time spent were well worth it.
Heffelfinger, L. | Consulting/Advisory
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Great partner to help maximize HubSpot features
Dave and his team were great at helping untangle the mess of our HubSpot instance set up by previous vendors and teams. They were always available to provide guidance on best practices and troubleshoot any user-errors. A great team. My only suggestion is to get them involved earlier. I wish we would have started with them for our original HubSpot build.
Heling, L. | Banking/Financial Services
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HubSpot experts, Experience in Digital marketing, Easy to work with, Customer support
Our experience with HarvestROI has been excellent. They have all round expertise in HubSpot which has so many different features that can be leveraged for sales, marketing and support. Combined with their deep knowledge in digital marketing strategies has made them a very good fit for what our company needs. They are flexible and easy to work with.
Srinivasan, T. | Technology - Software
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HarvestROI is an amazing partner
I cannot say enough about harvestROI. They helped our organization clean up and relaunch HubSpot. Dave and team worked tirelessly to understand our business, our targeted customers and sales strategy to ensure that we were maximizing all the tools available within HubSpot to streamline the sales process. The hands on training provided by harvestROI has allowed our sales team to target, track and drive success for Bend.
Fallon, M. | Banking/Financial Services
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HarvestROI - super flexible resource for full-scale CRM migration, implementation and Sales Process
HarvestROI helped us migrate and integrate several disparate systems between Marketing, Sales and Ops. On top of this they provided Sales process and training that helped align the organization. The team was flexible and spent a ton of time working with me to customize the solution and get us onboarded. Highly recommend HarvestROI!
Vincent, C. | Datashield
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The Right Team to enable any Growth Initiative!
The Team at HarvestROI are absolutely fantastic. Their ability to uncover and get to the root of the challenge and opportunity is unmatched. Once the opportunity has been established, they really take the time to understand your business in order to build a custom solution that not only fits your existing structure, but ultimately scales execution and performance for the future. Dave’s years of experience and attention to detail, whether building from scratch or expanding an existing process, is invaluable to enable growth. Jen’s understanding of the sales process and communication of your company's value pairs extremely well together, becoming an invaluable resource as an extension of your team. I highly recommend their expertise for all growth initiatives!
Burke, T.C. | Conduit Digital
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The Go-To Team
Just completed my 2nd project with HarvestROI across two separate companies. Both have been a success. Great team to work with.
Candee, J. | HYAS Infosec
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HarvestROI has helped take our company to a whole new level!
The decision to utilize harvestROI alongside our HubSpot CRM was a no brainer from the beginning. Dave has helped us not only create seamless API integrations between our legacy product and HubSpot, he has even helped better streamline our sales workflows through various features built into the CRM. HarvestROI has now become a permanent extension to our sales & market development departments. His vast knowledge of SaaS sales processes will instantly improve your conversions starting day 1. He has an extensive sales training background which will give your sales directors added insights on the sales teams most important metrics. We have more than DOUBLED our revenues in the past 6 months since contracting with harvestROI. Please contact us as a reference if you are ever considering using Dave and HarvestROI.
Conlan, K. | PlanHub
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I highly recommend working with HarvestROI
We recently collaborated with Dave from HarvestROI on a HubSpot deployment and custom integration project for one of his clients. It was a pleasure working with Dave. The effort he went to to fully understand his client's needs and creatively tailor HubSpot to their unique needs was impressive!
Reid, R. | Huble Digital
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Business Process Definition and Implementation
Dave and Harvest ROI are fantastic for getting HubSpot CRM up and running. We went from zero (tracking deals through spreadsheets) to full speed CRM in a very short period including integrations with outside systems. Dave is extremely tenacious when it comes to solving issues related to feature deficiencies within HubSpot, and making sure that the needs of the business are met. We eventually ended up using Harvest ROI for the Marketing side of our business as well, and had similar phenomenal results.
Mayhew, T. | Plume Design
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Bonnie Lawson, President/CEO
We are extremely pleased working with Dave and team HarvestROI in assisting in all areas of our business. Dave's vast wealth of knowledge, creativity and invaluable expertise has greatly assisted our growing success and we look forward to our long partnership together! With great appreciation, Bonnie Lawson.