Salesforce RevOps consulting

Salesforce built for growth, with data you trust and deals that close faster.

Book a 25-minute call. We'll look at your org for free before you sign anything.

Salesforce

Official partner

Results

What client growth looks like

Biscom · PE-backed

2.5x

new revenue in 9 months after a rebuilt Salesforce, with sales cycles 25% shorter and a successful exit for the PE investors

Whistic

3x

faster deal closing after cleaning up a 10-year-old org

GRIN

90%

less manual renewal work

Cariloop

100%

data confidence, with reporting the whole team trusts

Disruptive Advertising

Record

sales quarter once the full funnel was visible in Salesforce

"RevBlack's expertise in Salesforce, Marketing Automation, and GTM strategy allowed us to transform our business and have a successful exit of Biscom for our team and PE investors."

David Lucy, CEO, Biscom

"We actually believe and understand what's in our pipeline now."

Thomas Riley, Sr Director of Data, Cariloop

6 to 8

slides in ERI's Q3 board deck came straight from the dashboards we built.Board-ready reporting for PE-backed teams

★★★★★5-star rated on the Salesforce AppExchange

What a messy Salesforce costs you

We see these every day, and we know how to fix them the first time.

Your reps keep the real pipeline in a spreadsheet.

What it costs

Leaders forecast on gut feel, and every report gets rebuilt by hand.

Where deals get updatedExample

Spreadsheets70%

Salesforce30%

7 of 10 deal updates never reach Salesforce

Deals look close to closing, but nobody has talked to the buyer in weeks.

What it costs

Your forecast counts deals that are already gone, so the quarter comes in short.

Deals in commitExample

Northwind renewal41 days quiet
Apex expansion29 days quiet
Summit new logo35 days quiet

$210,000 in commit with no buyer contact this month

Nobody knows what half the automations do.

What it costs

Every change feels risky, so small fixes wait for months and workarounds pile up.

Active automationsExample

Lead routing v2No owner
Old renewal flowNo owner
Opp stage updateNo owner
Unknown impact

23 of 61 automations nobody can explain

What we do for your business

01

Implementation

A new org designed around how you sell, set up, tested and handed over with training.

02

Cleanup and technical debt

We untangle years of patches and move old Workflow Rules and Process Builders to Flows.

03

Ongoing admin

A senior team that handles requests, fixes and improvements every week.

04

Integrations

HubSpot, NetSuite, Gong, Clay and the rest of your stack, connected to Salesforce.

05

Reports and dashboards

Pipeline, forecast and board reports that match what's really happening.

06

CPQ and renewals

Products, quotes, contracts and renewals that feed clean ARR reporting.

Across the Salesforce platform

Sales CloudService CloudRevenue Cloud and CPQField ServiceMarketing Cloud and Account EngagementAgentforce

AI in Salesforce

Bring AI into Salesforce with Claude

Agentforce works inside Salesforce, where your reps already are. Claudeforce brings your Salesforce data into Claude for plain-English answers. We set up both on the same clean data.

Example

Ask Agentforce

3 deals need attention:

Acme renewal$48,000 · 21 daysOpen
Globex pilot$15,000 · 16 daysOpen
Initech platform$36,000 · 15 daysOpen

Claude · Salesforce connected

Here's your brief:

DealGlobex pilot, $15,000, demo stage
Last touchEmail 16 days ago, no reply yet
Watch forPrice questions against their current vendor
Next stepConfirm the budget owner and send the pilot plan
✓ Next step saved to Salesforce

Inside Salesforce

Agentforce

Salesforce's own AI, built into the screens your team already uses. Ask in plain words, get answers with links to the records, and let agents handle the busywork in the background.

Inside Claude

Claudeforce

The new Salesforce and Anthropic partnership. Your team preps for calls, reviews pipeline and updates records from Claude, with the same permissions they already have in Salesforce.

RevBlack

AI playbooks

Built by our team. Used by our clients every day.

01

Pipeline hygiene

Flags stuck deals every week and tells leaders what to do next.

02

Win-loss agent

Shows why you win and lose, and sums up every deal as it closes.

03

Data enrichment with Clay

Fills gaps in your data. Contact coverage can go from about 30% to 80%.

04

AI org health check

A scored report on your data, automations, security and licenses.

Why RevBlack

Why teams pick RevBlack

Most Salesforce partners give you a strategy or a build. We give you both, keep it simple, and know HubSpot and private equity as well as we know Salesforce.

01

We plan it and we build it

Some firms hand you a strategy deck. Others just close tickets. We work out what your business needs from Salesforce, then our certified team builds it.

02

We keep Salesforce simple

Every flow, field and automation is built so your team can run it, and documented so nobody depends on us to keep it working.

03

Salesforce, HubSpot and PE, in one team

7 in 10 of our clients run HubSpot with Salesforce, and most are PE or VC-backed. We know both tools and what your board expects to see.

Most Salesforce partners
RevBlack
Strategy deck or ticket queue
Strategy and the build, from one team
Build it complex, so you need them
Build it simple, and document it
Salesforce only
Salesforce and HubSpot, together
Sell you a paid discovery phase
Show you what to fix before you sign
Hand it off at go-live
Stay on as your RevOps team
Days to get a reply
Real people who answer fast
Generic reports
Board-ready reporting for PE-backed teams

42

Salesforce certifications, including Agentforce

300+

CRM audits since we started

100+

HubSpot and Salesforce integrations

5-star

rating on HubSpot and Salesforce, 50+ reviews

Questions

Can you take over another partner's work?

Yes. A lot of our Salesforce work starts with an org someone else built. We look at it before you sign, untangle what's there and document everything, so your team never depends on one partner to keep it running.

Do you work with Agentforce and Claudeforce?

Yes. We set up Agentforce, help you get started with Claudeforce, and build AI playbooks on top of clean Salesforce data, so the answers your team gets are right.

How fast can you start?

Right after a short call. We look at your org, agree on the first priorities and put the right specialists on your team.

How does pricing work?

Salesforce work runs inside one of our monthly plans. On the call, we'll recommend the one that fits what you need.

Book a call with an expert

A Salesforce org your team trusts and actually uses.

1

Talk with an expert

A 25-minute call. Tell us what's going on in your Salesforce and what you need it to do.

2

We look at your org

If we're a good fit, we review your setup for free and find what's slowing your team down.

3

You get the plan

What to fix first, with real hour estimates, before you sign anything.

Pick a time below.

Book a call with an expert