Overview

Evaluagent, a leading provider of quality assurance software for contact centers, partnered with RevOps Automated to rebuild its sales and marketing operations in HubSpot. The company’s growth had outpaced its internal systems, leaving it with unreliable data, limited pipeline visibility and slow manual processes that were lengthening the sales cycle.

We audited and cleaned their HubSpot portal, automated the full lead lifecycle, introduced lead scoring and a simplified quoting process, and built custom dashboards for sales leaders, marketing and reps. The result was a single, reliable source of customer data and a sales and marketing operation built for predictable, scalable growth.

The Challenge

Evaluagent is a major player in quality assurance software for contact centers, but their internal sales and marketing systems weren’t keeping up with their success. Their HubSpot was cluttered with old, unreliable data, making it difficult to generate clear reports or run efficient campaigns.

This created a disconnect between the sales and marketing teams. They had poor visibility into the sales pipeline, and the process for creating quotes for new customers was slow and clunky. The team was missing out on opportunities because they didn’t have a reliable system for managing and nurturing leads, which meant the sales cycle was taking longer than it needed to.

The Solution

We partnered with Evaluagent to completely overhaul their sales and marketing operations in HubSpot. The goal was to build a solid foundation that would align their teams, provide clear data, and help them grow faster.

Our work included several key steps:

• Data and Systems Audit: We started with a deep dive into their HubSpot portal to find the root of the problems. We then cleaned up and enriched their existing data to create a single, reliable source of customer information.

• Strategic Automation: We rebuilt their workflows from the ground up, automating the entire lead lifecycle to ensure no prospect fell through the cracks. We also introduced a new lead-scoring model to help the sales team prioritize the most promising inquiries.

• Process Optimization: We designed and implemented a simple, custom quote template that dramatically cut down on administrative time. We also established a clear, automated process for managing leads and provided hands-on training for the whole team.

• Better Reporting: We built custom dashboards for sales leaders, marketing, and sales reps. This gave everyone a real-time view of pipeline health, team activity, and how their marketing efforts were performing. We also created a new way to track cumulative annual recurring revenue (ARR) for more accurate forecasting.

• Targeted Nurturing: We launched a lead nurturing campaign to keep prospects engaged throughout the buying process, educating them and moving them more efficiently toward becoming a sales-qualified lead (SQL).

The Impact

The project delivered significant, measurable results across the board, showing a clear return on investment.

• 78% Increase in New Sales Revenue: In the first three months alone, Evaluagent saw a massive surge in revenue that was a direct result of the new, streamlined processes.

• 26% Increase in Closed-Won Deals: With greater efficiency, the sales team started winning more deals month-over-month, building serious market momentum.

• 20% Shorter Sales Cycle: By automating workflows and simplifying the quoting process, the time it took to close a deal was reduced by 20% over a six-month period.

• Saved 240+ Hours Annually: The new quote template alone saved the sales team hours of administrative work every month, freeing them up to focus on selling.

• 21% Increase in Sales-Qualified Leads: The improved lead scoring and nurturing campaigns delivered more high-quality leads to the sales team each month.

By rebuilding their strategy inside a fully optimized HubSpot environment, Evaluagent now has complete transparency into their data, has removed frustrating bottlenecks, and has given its teams the tools they need to drive predictable, scalable growth.

This project shows how a tailored integration can streamline operations, improve data accuracy, and give leadership the clear insights they need to make better decisions.