Tailored services to fit all your needs

HarvestROI's HubSpot Optimization Projects

Our Optimization Projects are fixed-scope, high-impact engagements designed to resolve critical CRM bottlenecks, whether in workflows, data structures, automation, or pipeline architecture. We combine strategic process alignment with tactical execution to help you unlock more value from your HubSpot investment.

Optimizing Projects Landing Page

Alignment & Project Kickoff

While undertaking further discovery of your current state processes and challenges, we will prioritize your most pressing business needs to immediately deliver impactful solutions as we continue to strategize the optimization of the customer journey from the first marketing touches through the full sales cycle including retention and renewal.

This Involves:

  • Initial Discovery Workshops
  • Urgent Needs Analysis
  • Strategic Planning Sessions
  • Process Flow Optimization
  • Baseline Success Metrics

The Outcome: This approach ensures efficiency, customer satisfaction, and scalable business growth through data-informed decisions and optimized processes.

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What to Expect When Working with HarvestROI

Alignment & Project Kickoff

Inbound for Branches

We start with a collaborative discovery process to understand your systems, goals, and constraints.

Our team hosts structured kickoff sessions to align priorities, uncover gaps, and set the foundation for a tailored solution roadmap.
Process Architecture Workshops

RealInsights

We lead targeted workshops to document your key processes and surface system inefficiencies.


These sessions drive clarity, reveal high-impact opportunities, and create blueprints aligned to your revenue strategy.

Solutions Engineering

RealInnovation

Our Solutions Engineers turn your architecture into a technical plan of action.


They build scalable configurations, automations, and CRM enhancements tailored to your team’s workflows and use cases.

Strategic Implementation & Training

Marketing-Automation

Once approved, we execute with precision—rolling out changes through structured implementation sprints.


We also deliver enablement and training sessions to ensure your team is ready to adopt, manage, and scale the improvements.

Revenue Driving Process Architecture Workshops

Through an initial series of Process Architecture WorkShops, our team works with key stakeholders to develop and blueprint an ideal buyer's journey from awareness through closed won and renewal while our Solutions Engineers define, structure and build the systems to support the data you need to remove friction from current processes and accelerate revenues.
 
process architecture model 1

Solutions Engineering

Our solutions engineers will spreadhead the project with these key processes:

  • Data Modeling & Segmentation
  • Pre-Sales Process
  • Sales Process
  • Customer Onboarding Process
  • Customer Success Process
  • Customer Support Process

This involves:

  • Detailed workshops for lifecycle management.
  • Data analytics for segmentation and modeling.
  • Tailored strategies for engagement and conversion.
  • Streamlined process flows for operational efficiency.
  • Success metrics for journey milestones.

The Outcome: A seamlessly integrated customer lifecycle that enhances efficiency, customer satisfaction, and business scalability, driven by data-informed decisions and strategic process flows.

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Strategic Implementation & Training

Building on the foundational blueprints created in our Process Architecture phase, our Solutions Engineering team takes the reins to translate these strategic plans into tangible, operational systems. This involves constructing detailed visual maps and robust implementations that align your corporate models with the desired processes.

This Involves:

  • System Build-out
  • Visual Mapping
  • Technical Implementation
  • Integration Services
  • Performance Optimization

The Outcome: A fully realized implementation of your process architecture that not only matches but enhances your operational capabilities. Our Solutions Engineering ensures that your strategic visions are perfectly aligned with the technical realities, resulting in a system that is not just functional but also pivotal in driving your business's growth and efficiency.

Elevate Training, Adoption, and Efficiency w/ AdoptionHub™ by HarvestROI

AdoptionHub™ streamlines your CRM experience, ensuring your team doesn’t just accept change, but thrives in it.
Integrated directly into HubSpot and other SaaS tools, AdoptionHub™ provides seamless training, workflow guidance, and adoption analytics.

  • User-Centric Training
  • Embedded Process Rules & Guides
  • Customization and Personalization
  • Analytics and Insight Tracking
  • Ongoing Support & Health Checks
 
This Involves: AdoptionHub™ delivers tailored onboarding, embedded guidance, enforced data rules, real-time alerts, and analytics to drive CRM usage and process compliance.
 

The Outcome: You get a CRM that fits your tech stack, scales with your business, boosts adoption, lowers training costs, and improves data quality, customer interactions, and ROI.

 

HarvestROI Projects

 

Every optimization project is scoped based on your business complexity, systems, and goals.
Whether you're streamlining a pipeline, improving lead flow, or connecting tools across your tech stack, we design projects that produce clear outcomes and sustainable results. Pricing is fixed-fee and determined by scope after an initial discovery.

  • Checkmark Strategic discovery and alignment workshops
  • Checkmark Revenue-driving process documentation in Lucidchart
  • Checkmark Custom CRM architecture design
  • Checkmark Technical implementation by Solutions Engineers
  • Checkmark End-user training and adoption support
  • Optional project management and QA oversight
  • Integration mapping and automation buildout (as needed)
  • Final demo documentation and recorded walkthroughs
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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:

RevOps Hierarchy of Needs TM
RevOps Main image
Data Model Optimization Website
People & Process Alignment Website
Adoption & Enablement
Reporting & Analytics
Strategic Growth

Continued Support

Ensuring enduring success post-implementation, our team provides ongoing support designed to adapt to your evolving business requirements. We stay engaged to ensure that HubSpot and AdoptionHub enhancements are not only performing optimally but also continually driving value.

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HarvestROI RevOps Services

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HarvestROI HubSpot Support 

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HarvestROI Client Success Support
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Review Page

CHECK OUT OUR REVIEW PAGE

“HarvestROI seamlessly integrated our inventory system with HubSpot, transforming our operations. Their expertise and support made the transition smooth and efficient. Highly recommend for any art sales business.”

Art Dealer Firm Natasha Brown

Request Your Free Portal Audit Today!

Ready to transform your art sales operations? Contact HarvestROI for a personalized consultation and discover how our tailored Process Architecture can drive your business success.

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FAQ

Need clarification?

How does HarvestROI tailor CRM solutions for the art industry?

HarvestROI customizes CRM solutions by first understanding the unique challenges and needs of each art business. Through a series of Process Architecture Workshops, we map out your specific business processes, client interactions, and operational workflows, ensuring the CRM system supports your unique sales and exhibition processes.

Read here for our Onboarding timeline

What kind of training and support does HarvestROI provide for art businesses?

HarvestROI offers comprehensive training and ongoing support to ensure your team can fully leverage the new CRM system. Our training includes user-centric sessions tailored to the specific needs of art businesses, detailed documentation, hands-on workshops, and our AdoptionHub overlay software, which is designed to enhance usability in managing client relationships and gallery operations.

Read more on AdoptionHub

How does HarvestROI enhance data accuracy with CRM solutions for the art industry?

HarvestROI enhances data accuracy by cleaning and organizing your CRM data, eliminating duplicates, and ensuring all records are up-to-date and correctly formatted. We implement process rules to enforce data quality and capture essential information, such as client preferences, artwork details, and transaction history, consistently.

How can I see the benefits of HarvestROI's solutions firsthand?

To see the benefits of HarvestROI's solutions firsthand, you can explore our client success stories and case studies available on our website and social media pages.

Additionally, we offer free portal audits where you can experience our solutions in action and understand how they can be customized to meet your specific needs.

Contact us to schedule a personalized consultation and discover the tangible improvements our services can bring to your business.