Seamless lead management
I will connect your systems so that a prospect moves smoothly through the whole process, from the first marketing touchpoint to a signed contract with a sales rep, without losing information or time.
I will bring your marketing, sales and customer care together into one smoothly running whole. What does that mean for your business? Significant time savings from removing needless manual work, a better customer experience and teams that finally share the same goals and data.
Google servicesHotjarFacebook servicesHubSpotNo-code/low-codeAnd more…
Bring your teams and data together and work from one view of the company
I will make sure your marketing, sales and customer care stop working as separate silos. I will connect your processes so that every department works with the same clean data.
Proactive customer care
I will set up alerts that signal a client’s declining interest. You will have time to react before the customer decides to leave, and processes ready to keep them.
Accurate, automated reporting
Make decisions based on reliable data. I will design dashboards that update themselves. Your team will no longer retype figures between spreadsheets or compile reports by hand.
Instant business overview
No more hunting for information. In one place, you will see which activities generate profit and where you are losing money. You will have a firmer basis for quicker, better decisions.
When it makes sense
If at least two of these sound familiar, it is worth a conversation.
- In leadership meetings, marketing and sales bring different numbers and nobody knows which are right.
- Sales reps keep their own spreadsheets because the CRM gives them nothing.
- Website inquiries wait days for a first response, or get lost entirely.
- Someone builds the management report by hand from several exports.
- You learn about a customer leaving from their cancellation, not from the data.
- You have added tools, but nobody owns how they work together.
When I would not do it
- Companies with one salesperson and a handful of deals a year. A simple CRM and discipline are enough there, a RevOps project would be oversized.
- Situations where leadership is not willing to align definitions and responsibilities across teams. Without that, no system will help.
How we work together
- 01
Intro call
We go through where your process slows you down and what you expect from the change. I will tell you openly whether RevOps is the right answer or a smaller fix will do.
- 02
Process and data audit
I map the path of an inquiry from first contact to invoice, the state of CRM data and connected tools. I name the points where information and time get lost.
- 03
Target state design
I design shared definitions (lead, opportunity, customer), handoff rules between teams and a set of metrics, split into a core and optional extensions.
- 04
Delivery and handover
The FORECOM team sets up the system, automations and reports. We train your people and hand over documentation so the system works without us.
What you get
What this is built on
With the FORECOM team, a HubSpot Diamond Partner, we have delivered 150+ projects for 100+ clients, often with a Salesforce integration. I deal with the same questions as an owner of my own companies, B2B and B2C: where inquiries get lost and what to base decisions on.
- Process map from inquiry to contract renewal with an owner for every step
- Glossary of definitions: lead, qualified inquiry, opportunity and customer
- Handoff rules between marketing, sales and customer care (SLA)
- Cleaned and unified CRM data
- Management dashboard with metrics the teams agreed on
- Documentation and training for key users
What clients say
What the clients I have worked with say about working together.
Forecom was introduced to our processes through the implementation project of HubSpot as our Marketing Engagement platform. They have a greate expertise in implementing HubSpot and designing the processes in integration with Salesforce. Their expertise was essential to the progress. We appreciated the quick support and going extra mile in cross-functional operations and close collaboration with RevOps. Eventually, Forecom became our true partner supporting MarOps being included to many internal projects. Additionally, it is a personal pleasure to work with all the Forecom consultants and mainly Lukas who is always here to have our backs and provide a very personalize approach. I would recommend working with Forecome!
Gulzada AnvarbekovaMarketing Manager, Parloa
Forecom has helped GoodData with complex migration from Marketo to HubSpot including integrations with Salesforce and many other Sales & Marketing tools. They were a great partner during the initial project and continue providing excellent services in the management of daily business activities and have always been very flexible, delivered on time and as requested. Overall, it is a pleasure to work with them and we will continue our cooperation.
Ondrej MacaDirector, IT & RevOps Infrastructure, GoodData
We are working with Forecom mainly on modifications to our website, but also on general marketing cooperation such as improving SEO or generally setting up processes in HubSpot between marketing and sales. Even though the website was not made by Forecom but by another company they are very quickly able to find a solution to any problem or incorporate our ideas. The cooperation with them is really great. They never deal with unnecessary things, communication is always direct and the work is always done on time and as agreed. We highly recommend Forecom to everyone.
Martin ŠůsMarketing Specialist, Revolgy
FAQ
Do we need a new CRM for RevOps?
Usually not. I first check whether the problem lies in the process and data. I recommend a new system only when the current one really cannot cover your needs.
Which systems do you work with?
Most often HubSpot, where FORECOM is a Diamond Partner. We also work with Salesforce, Pipedrive, Zoho and Odoo. I choose the system to fit the company, not what is easiest for us to sell.
Who needs to be involved on our side?
Someone from leadership with the mandate to decide, plus representatives of marketing, sales and customer care. Without decisions on definitions and responsibilities, RevOps will not move.
How much does it cost?
It depends on the scope and the state of your systems and data. We agree on scope and price after the intro call, split into a core and optional extensions.
What if we already have an in-house RevOps person?
All the better. I can challenge their design and the FORECOM team can take over delivery where there is no internal capacity.
Contact
Let’s get in touch!
Let’s discuss your project. Leave your contact details in the form below and I will get back to you shortly.