In many growing SaaS companies, the CRM slowly turns into a matter of opinion. Marketing trusts the numbers in its automation platform. Sales trusts its own pipeline view. Finance trusts the billing system. When the leadership team asks how much pipeline was created last quarter, three people give three answers, and each can explain why theirs is right.
The platform itself is rarely the cause. HubSpot and Salesforce are both capable of running revenue operations for a company many times larger. The problem is how they were set up, how they have grown, and how they connect to everything else. A HubSpot portal built for a ten-person team, a Salesforce org customised by three different administrators, or the two systems stitched together with a sync nobody fully understands: each produces the same symptom, a CRM that no longer settles arguments.
After analysing revenue operations across more than 200 B2B SaaS accounts, the companies that fixed this fastest were not the ones that switched platforms. They were the ones that hired a partner who knew their platform deeply, agreed definitions before touching configuration, and treated the CRM as the shared record of the whole revenue process rather than a sales tool.
RevOps agencies vary widely in which platform they know best. This guide compares ten, with a clear view of each one's depth in HubSpot, Salesforce, or both.
HubSpot, Salesforce, or Both: What Changes for RevOps
The right agency depends heavily on which platform, or combination of platforms, a company runs.
HubSpot-led companies usually value speed, ease of use, and having marketing, sales, and service in one system. RevOps work centres on clean object design, lifecycle stages, workflows, scoring, and reporting that makes full use of HubSpot's own tools. The risk is a portal that grew organically and now carries years of unused properties and conflicting automations.
Salesforce-led companies usually value flexibility and depth for complex sales processes, territories, approvals, and integrations. RevOps work involves architecture, data models, permissions, and often specialist tools for quoting, forecasting, and customer success. The risk is technical debt from years of customisation.
Companies running both typically use HubSpot for marketing and Salesforce for sales. This can work well, but the integration between them becomes the critical point of failure. Field mapping, lifecycle handover, campaign attribution, and duplicate records all need careful design and ongoing maintenance.
Companies migrating between the two need partners who understand both platforms and the business processes underneath, so the move fixes problems instead of copying them across.
When shortlisting, it pays to match the agency's strongest platform to your own situation first, and its other strengths second.
Partner Tiers and What They Actually Tell You
HubSpot and Salesforce both rank their partners, and agencies display those badges prominently. They are useful signals, but they measure specific things.
HubSpot tiers (from Gold through Platinum, Diamond, and Elite) mainly reflect the volume of HubSpot business an agency manages, the number of clients it serves, and its certifications. A higher tier indicates breadth of experience with HubSpot, especially in implementation and onboarding.
Salesforce partner status reflects certifications, completed projects, and customer feedback across Salesforce products. Look for certified architects and administrators on the team who will actually work on your account.
What tiers do not show. A partner tier says little about whether an agency understands revenue operations as a discipline: lifecycle design, stage definitions, attribution, forecasting, and handovers between teams. Some highly ranked partners are primarily implementation shops; some smaller firms are strong RevOps strategists with modest partner status.
When comparing agencies, use partner tier as one signal among several. Ask who will be on your account, which certifications they hold personally, and for examples of RevOps outcomes, not only implementations.
How We Chose These Agencies
- Platform depth: Partner status, certified staff, or published work on HubSpot, Salesforce, or both.
- RevOps capability: Work on lifecycle, scoring, routing, reporting, and forecasting, not only system configuration.
- SaaS experience: Named SaaS clients or a clear SaaS focus.
- Migration and integration record: Evidence of moving or connecting systems without disrupting teams.
- Evidence: Reviews, case studies, or named clients.
Each profile states the platform where the agency is strongest and the kind of company it suits.
The 10 Best Revenue Operations Agencies for HubSpot and Salesforce
1. dimartec
Best for: B2B SaaS and fintech companies at €2M–€10M ARR whose CRM problems are tied to how marketing, sales, and acquisition feed it
dimartec builds Predictable Revenue Engines for B2B SaaS and fintech companies. RevOps & Automation is one of five connected pillars, alongside Performance Paid Media, Full-Funnel CRO, GEO, and Lead Gen & Nurturing. Its RevOps work covers CRM and pipeline set-up, lead scoring and routing, sales handoff automation, and RevOps reporting, with the aim of turning scattered tools into one system with clean data, automated follow-up, and a forecastable pipeline.
Where a platform specialist starts inside the CRM, dimartec starts with the whole revenue process that feeds it. Unified tracking goes live in the first two months, so paid campaigns, landing pages, and nurture sequences write into the CRM consistently from the beginning. Lead definitions, scoring, and routing are agreed between marketing and sales before they are automated. By months five and six, RevOps forecasting is operational, and playbooks, dashboards, and workflows are handed to the client's team.
dimartec reports that clients stop losing two to four senior days a month to manual reporting, and handles implementation itself, with the client team contributing around five hours in total.
dimartec suits companies when:
- Reporting is split across several tools with no single source of truth
- Marketing and CRM data disagree about lead quality
- Pipeline depends on a few people instead of a documented process
- RevOps fixes keep being undone by how campaigns and forms are set up
Key services
- RevOps & Automation: CRM and pipeline set-up, scoring, routing, handoffs, reporting
- Lead Gen & Nurturing: lifecycle journeys that feed the CRM cleanly
- Performance Paid Media: campaigns tracked to pipeline
- Full-Funnel CRO: forms and pages that capture the right data
- GEO: AI search visibility measured in the same system
Why dimartec stands out for HubSpot and Salesforce RevOps
- RevOps designed together with the activity feeding the CRM
- Forecasting operational within six months
- Client team owns the system at handover
- Only B2B SaaS and fintech clients
Best fit: Companies whose CRM issues start upstream, in how leads and campaigns are created and handed over.
2. Aptitude 8
Best for: Companies needing complex, technical HubSpot builds or a move from Salesforce to HubSpot
Aptitude 8 is a New York RevOps and HubSpot consultancy founded in 2019. It is a HubSpot Elite Solutions Partner, says it reached that tier faster than any other partner, and is the only partner HubSpot has invested in through HubSpot Ventures. While most of its work centres on HubSpot, it states deep Salesforce expertise and regularly handles migrations and integrations. Published examples include Marq saving $77,000 a year by moving from Salesforce to HubSpot in 90 days, and Uber Freight migrating its automation from Marketo and Pardot into HubSpot. It holds a 5.0 rating from around 250 reviews in HubSpot's directory.
Its technical depth extends to custom development, integrations, and portal architecture, which matters for companies pushing HubSpot further than standard set-ups.
Its focus is HubSpot-centred; Salesforce-committed companies will find more specialised partners.
Key services
- HubSpot implementation and architecture
- Migrations from Salesforce and other platforms
- Custom integrations and development
- RevOps as a Service
- RevOps strategy and audits
Why Aptitude 8 stands out for HubSpot and Salesforce
- HubSpot Elite partner with technical depth
- Published Salesforce-to-HubSpot migrations
- Strong review record
- Backed by HubSpot Ventures
Best fit: Companies committed to HubSpot, or moving to it, with complex requirements.
3. RevPartners
Best for: HubSpot-centred SaaS companies wanting an ongoing RevOps team inside their business
RevPartners is an Atlanta RevOps agency and HubSpot Elite Solutions Partner, also holding elite status with Clay. It says it has completed more Sales Hub implementations than any other partner and specialises in moving companies from Salesforce to HubSpot. Independent guides describe it as working with companies from seed to around $100M ARR and operating as a fractional RevOps department week to week.
For SaaS companies that want HubSpot run properly on an ongoing basis without hiring a full team, that embedded model is a strong fit.
Its depth is in HubSpot; Salesforce-only environments are less suited.
Key services
- HubSpot implementation and migration
- Fractional RevOps
- Sales Hub optimisation
- Clay-based data and outbound
- Integrations
Why RevPartners stands out for HubSpot and Salesforce
- HubSpot Elite with Sales Hub focus
- Salesforce-to-HubSpot migration specialism
- Ongoing embedded support
- Broad stage range
Best fit: HubSpot companies wanting a long-term RevOps partner.
4. Think RevOps
Best for: Mid-market B2B companies running several platforms where fixing one system tends to break another
Think RevOps is a UK-based revenue operations consultancy working across Salesforce, HubSpot, Gainsight, Marketo, and the wider revenue stack. Its team includes Salesforce architects, HubSpot architects, CRM and sales operations consultants, customer success and marketing operations specialists, data engineers, and RevOps strategists. Each engagement follows four steps: assess, strategise, deliver, and enable. It reports more than 50 engagements, with clients including Spendesk, Triptease, Peak, Uberall, and Lengow.
For companies whose problems cross system boundaries, such as a Salesforce sales process, HubSpot marketing, and Gainsight for customer success, having specialists in each platform on one team avoids the gaps that appear between separate consultants.
It holds a 5.0 rating on G2, though from a small number of reviews.
Key services
- Salesforce and HubSpot implementation and migration
- Multi-platform integration
- Customer success operations
- Data quality and enablement
- RevOps as a Service
Why Think RevOps stands out for HubSpot and Salesforce
- Genuine depth in both platforms
- Specialists across the full revenue stack
- Clear four-step method
- European SaaS clients
Best fit: Companies with complex, multi-platform stacks, especially in Europe.
5. Go Nimbly
Best for: Salesforce-led, product-led, or hybrid SaaS companies needing a senior embedded team
Go Nimbly, founded in 2015 by Jen Igartua, is a fractional RevOps consultancy of around 60 people that staffs embedded teams to fit each client, without packaged services or fixed minimums. Its platform depth covers Salesforce, HubSpot, Outreach, and Gainsight, and it is a certified Gong partner with more than 100 implementations. At Superhuman, it redesigned the sales process and Salesforce set-up, producing a reported 25% efficiency gain. Other clients include Twilio, Zendesk, Intercom, Snowflake, and Rippling.
For Salesforce-centred SaaS companies with product-led or mixed motions, its experience connecting product data to sales systems is especially relevant.
Its engagements are senior and can be more than an early-stage company needs.
Key services
- Salesforce architecture and administration
- HubSpot administration
- Sales engagement and conversation intelligence
- PLG and hybrid GTM operations
- Customer success systems
Why Go Nimbly stands out for HubSpot and Salesforce
- Deep Salesforce experience
- Strong SaaS client list
- Flexible staffing
- Product-led motion expertise
Best fit: Growth-stage SaaS companies running Salesforce at the centre of their stack.
6. elefante RevOps
Best for: Companies running both HubSpot and Salesforce, or moving between them
elefante RevOps is a Florida-based RevOps and GTM advisory firm that is both a HubSpot Diamond Partner and a multi-cloud certified Salesforce Consulting Partner. It reports more than 200 verified reviews across G2 and HubSpot and was named a G2 RevOps Leader in 2026. Its services include GTM audits, CRM migration, HubSpot and Salesforce integration, workflow redesign, reporting, and sales coaching. In one published case, it moved HR tech SaaS company UrbanBound from Salesforce to HubSpot in twelve weeks with full synchronisation and custom lead scoring.
That dual certification makes it one of the better-placed partners for companies using both systems, where the integration itself is the main risk.
Its published examples focus on CRM work more than broader GTM strategy.
Key services
- HubSpot and Salesforce implementation
- CRM migration
- HubSpot and Salesforce integration
- Workflow redesign and reporting
- RevOps as a Service
Why elefante RevOps stands out for HubSpot and Salesforce
- Certified in both platforms
- Published migration case study
- Large review base
- Strong integration focus
Best fit: Dual-platform companies and those planning a migration.
7. Operatus
Best for: Salesforce-centred companies wanting RevOps as a flexible monthly service
Operatus is a New York RevOps consultancy serving clients since 2017. It is a certified consulting partner for both Salesforce and HubSpot, with experience across Sales Cloud, Revenue Cloud, Service Cloud, and Agentforce, alongside tools such as Clay, Gong, and Openprise. Engagements run month to month or as fixed-scope projects, led by a strategic lead supported by execution analysts. It holds a 4.7 rating from 29 reviews on G2.
For companies whose sales operations run on Salesforce and whose marketing may use HubSpot, Operatus offers depth on the Salesforce side with the flexibility of a monthly model.
Some clients note that project timelines can run beyond initial estimates.
Key services
- RevOps as a Service
- Salesforce implementation and architecture
- HubSpot marketing operations
- Data and integration, including MuleSoft
- RevOps strategy
Why Operatus stands out for HubSpot and Salesforce
- Deep Salesforce product coverage
- Certified in both platforms
- Flexible monthly engagements
- Strategic lead plus analysts
Best fit: Salesforce-centred companies wanting adaptable ongoing support.
8. RevOps Global
Best for: SaaS and product-led companies that need HubSpot and Salesforce connected for accurate attribution
RevOps Global is a consultancy for high-growth B2B SaaS and product-led companies, with Salesforce-certified architects, HubSpot and Marketo specialists, and senior RevOps strategists. Its work covers lifecycle modelling, attribution, lead scoring, campaign tracking, and CRM optimisation, and it offers touchpoint reporting in HubSpot designed to give Salesforce-level visibility. G2 reviewers describe multi-year engagements on HubSpot and Salesforce integration and campaign attribution.
For companies whose biggest question is which campaigns and channels produce revenue across two systems, that attribution focus is directly relevant.
It works on project or retainer terms; scope should be agreed carefully for ongoing work.
Key services
- HubSpot and Salesforce integration
- Lifecycle and attribution modelling
- Lead scoring and campaign tracking
- CRM optimisation
- Marketo operations
Why RevOps Global stands out for HubSpot and Salesforce
- Attribution across both platforms
- Certified Salesforce architects
- PLG experience
- Long client relationships
Best fit: Companies needing trustworthy attribution across marketing and sales systems.
9. Domestique
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Best for: HubSpot-based SaaS companies from seed to Series B building their foundations
Domestique is a RevOps management consultancy and HubSpot Platinum Solutions Partner that treats RevOps as the connective tissue across marketing, sales, and customer success operations. HubSpot directory reviews describe it building HubSpot infrastructure for growing startups, including lead scoring, multi-touch attribution, dashboards, and account grading. Independent guides place its typical clients between early stage and Series B.
For companies on HubSpot that want foundations built properly before scaling, it is a dependable choice.
Its depth is in HubSpot; Salesforce-centred companies will need a different partner.
Key services
- HubSpot implementation and onboarding
- CRM migration
- Lead scoring and attribution
- Sales and marketing alignment
- Ongoing RevOps support
Why Domestique stands out for HubSpot and Salesforce
- HubSpot Platinum partner
- Full lifecycle view
- Strong early-stage fit
- Positive client reviews
Best fit: HubSpot companies in their first few years of scaling.
10. Ironpaper
Best for: Long-cycle B2B companies that want RevOps and account-based marketing on the same platform
Ironpaper is a New York B2B growth agency founded in 2003, with a team of around 70. It is a HubSpot Diamond partner and a Databox Premier partner, and it also builds programmes on Salesforce and Pardot. Its work combines HubSpot implementation and RevOps with account-based marketing, demand generation, content, and sales enablement for companies with long, complex sales cycles.
For SaaS companies whose CRM needs to support multi-stakeholder deals and account-level reporting, combining RevOps with ABM in one team keeps the data model and the campaigns aligned.
Independent comparisons note an enterprise lean and higher engagement minimums.
Key services
- HubSpot implementation
- Salesforce and Pardot marketing operations
- Account-based marketing
- Sales enablement
- Reporting with Databox
Why Ironpaper stands out for HubSpot and Salesforce
- HubSpot Diamond partner
- RevOps and ABM together
- Long-cycle B2B experience
- Established team
Best fit: B2B companies with long sales cycles and account-based strategies.
Why dimartec Approaches RevOps Differently
The other nine agencies are platform experts. Aptitude 8, RevPartners, and Domestique go deep on HubSpot. Go Nimbly and Operatus are strongest on Salesforce. Think RevOps, elefante RevOps, and RevOps Global connect the two. Ironpaper pairs HubSpot with account-based marketing.
Many CRM problems, though, are created before data reaches the CRM. Campaigns use inconsistent naming, so attribution breaks. Forms collect different fields on different pages, so scoring cannot work. Nurture runs in a separate tool, so lifecycle stages drift. A platform specialist can rebuild the CRM beautifully and still find it filling with messy data a few months later.
dimartec designs RevOps & Automation together with the activity that feeds it: Performance Paid Media, Full-Funnel CRO, Lead Gen & Nurturing, and GEO. Tracking is unified first, definitions are agreed across marketing and sales, and every source writes into the CRM in the same way. By month six, the client's team owns a working system and a forecast it can trust.
See how the Revenue Engine works: https://www.dimartec.co.uk/services/revenue-engine
Three Things to Check Before Hiring a HubSpot or Salesforce RevOps Agency
One: Ask who will actually work in your system. Partner badges belong to the agency; certifications belong to people. Ask for the names, roles, and certifications of the consultants and architects who will configure your CRM.
Two: Ask for a migration or integration they have done in a company like yours. If you run both platforms or plan to switch, ask how they handled field mapping, duplicates, historical data, and the change for the sales team. Request a reference you can speak to.
Three: Ask how they will agree definitions before building. Good RevOps work begins with written agreement on lifecycle stages, lead criteria, and handovers. An agency that starts with configuration and leaves definitions until later will rebuild the same problems in a cleaner interface.
Frequently Asked Questions
Should a SaaS company use HubSpot or Salesforce for RevOps?
Both can support revenue operations at scale. HubSpot is often quicker to implement and easier for smaller teams to run. Salesforce offers more flexibility for complex sales processes, territories, and integrations. The more important decision is to choose deliberately, design the system properly, and hire a partner with real depth in that platform.
Is running HubSpot and Salesforce together a good idea?
It can be. Many companies use HubSpot for marketing and Salesforce for sales. The integration between them needs careful design: field mapping, lifecycle handover, campaign attribution, and duplicate management. Without that, the two systems drift apart and reporting loses credibility.
How long does a CRM migration between HubSpot and Salesforce take?
Published examples in this guide range from around twelve weeks to about 90 days for mid-sized migrations, depending on data volume, customisation, and integrations. Planning, data clean-up, and team training usually take as long as the technical move itself.
What does a RevOps agency do that a CRM implementer does not?
A CRM implementer configures the platform. A RevOps agency also designs the revenue process the platform supports: definitions, lifecycle stages, scoring, routing, handovers, reporting, and forecasting. The best partners do both.
Make the CRM Settle Arguments Again
A well-run HubSpot or Salesforce instance should give everyone the same answer to the same question. The right RevOps partner knows your platform deeply, agrees definitions before configuring anything, and makes sure the data flowing into the CRM is as clean as the system itself.
The Revenue Engine connects RevOps & Automation with Performance Paid Media, Full-Funnel CRO, GEO, and Lead Gen & Nurturing, so your CRM reflects one consistent revenue process, owned by your team.
See how the Revenue Engine works: https://www.dimartec.co.uk/services/revenue-engine
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