Working with us: RevOps and sales ops

What gets in the way of a clean, reliable revenue system?

When a report is wrong or a lead goes to the wrong rep, you get the call. Most of the time the cause isn't one big failure. It's years of small fixes, rushed launches, and tools added one at a time.

The signs tend to look like this:

• Reps keep side spreadsheets because the pipeline doesn't match how they sell
• Quotes get built outside HubSpot and then retyped into the ERP
• Old workflows nobody remembers building still fire on the wrong records
• Every new tool adds another sync for your team to watch
• Leadership asks for more headcount when the real drag is admin work

Each workaround makes sense on its own. Together, they make the system harder to trust and harder to change.

Can your current team do more before you add headcount?

Before you hire another rep, look at how much of each rep's week goes to work the system could handle. Updating records after calls is a common one. So is hunting for account context in another system, or chasing a quote approval by email.

Taking that work off their plate often gets more out of the team you have. It also gives every new hire a cleaner process to step into when you do grow.

How does Pyxis help RevOps and sales ops teams?

We start with the constraint that's costing your team the most, not a full rebuild. From there, the work usually falls into a few areas.

• Clean architecture and governance: We rework the data model, properties, and pipelines so they match how you sell. Then we put naming rules and ownership in place so the setup stays clean after we're done. See revenue operations.
• Connected systems: Reps shouldn't have to leave HubSpot to find the operational data they need to move a deal forward. We connect HubSpot to the ERP and other systems that run your business, using Celigo, Zapier, or custom code when there's no standard connector. See integrations and data.
• Quoting that fits your deals: We build quoting, approvals, and product and pricing rules inside HubSpot. When a deal closes, the order passes to finance and delivery without being keyed in again. See quote-to-cash and custom quoting.
• Reporting and adoption: Pipeline and forecast reports work when every team agrees on the definitions behind them. We set those definitions with you and train reps on the process, so the reports reflect what's really happening. See training and adoption.
• Ongoing support: After launch, a RevOps retainer works through a prioritized backlog alongside your admin. You keep ownership of the system, and we add the senior architecture and build capacity a small ops team rarely has in-house.

What can AI agents take off your reps' plates?

AI is useful when it takes a specific task away from a rep. We set up agents inside HubSpot and the tools around it, starting with low-risk work.

• After a sales call, an agent fills in pain points, next steps, stakeholders, and competitors mentioned on the deal record
• Before a call, reps get a short account summary instead of digging through emails and notes
• For lower-priority leads, an agent drafts outreach that a rep reviews before anything is sent
• Custom assistants answer rep questions using your sales methodology and buyer personas

A designated person on your team reviews every draft and approves every change to a record. We don't use LinkedIn automation or gray-area outbound tools.

Why do RevOps teams work with Pyxis?

We go deeper in discovery before we scope, so the plan targets the real constraint instead of the loudest symptom. And because we design, build, and integrate, the team that plans a change can carry it through.

• HubSpot Diamond Solutions Partner: In the HubSpot ecosystem since 2012.
• Three HubSpot accreditations: CRM Implementation, Onboarding, and Platform Enablement, plus the Quote-to-Cash badge.
• Celigo Advanced partner and Zapier Gold partner: We choose the integration approach that fits your systems and your team's ability to maintain it.
• Built for scale: Implementations of more than 100 seats, with HubSpot connected to ERPs, credit-check software, and construction data vendors.

Who is this for?

• RevOps, sales ops, and marketing ops leaders who own HubSpot day to day
• B2B companies of 50 to 500 employees with complex revenue systems
• Teams whose HubSpot needs to share data with an ERP, a quoting tool, or a finance system
• Ops teams of one or two people who need senior architecture and build support
• Leaders asked to grow pipeline without adding headcount right away

Where is your HubSpot setup slowing the team down?

A HubSpot Audit gives you a clear view of what's working and a prioritized list of what to fix first. It starts with a 30-minute kickoff and takes one to two weeks. We use partner admin access, so it doesn't use a paid seat.

Start with a HubSpot Audit

Or see our results with other B2B teams.