If the sale isn't in the CRM, it doesn't exist for commission payments
Law firms, event organizers, consultancies, and B2B services depend on relationships, tacit knowledge, and disconnected spreadsheets. Revenue Hub builds the architecture that turns your informal management into a pipeline where everything is recorded, measured, and connected to the financial flow.
Challenges We Know Well
Because we've already solved them for companies like yours.
Double data entry and spreadsheets as the system
Sales, bookings, and payment tracking live in multiple spreadsheets disconnected from the CRM and ERP. Double data entry is constant: what was sold, what was invoiced, and what was collected never reconcile.
Bloated pipeline with unmanaged leads
The CRM is used as a final closing repository, not as a daily management tool. The pipeline accumulates hundreds of leads stuck in early stages with no real management or traceability. No one disqualifies, no one advances.
Financial forecasting in the dark
Leadership lacks real-time reports on utilization, projected cash flow, or profitability by client. Reporting depends on manual consolidation that prevents agile decision-making.
Duplicates and dirty data in the database
Leads enter through multiple channels (forms, emails, external databases) without automatic filtering. The lack of governance generates high duplication in contacts and companies that contaminates all reporting.
Leading multi-sector trade show and exhibition organizer
Established company organizing trade shows, conferences, and B2B/B2C events with a sales team of 5-10 executives selling multiple shows simultaneously. Bloated pipeline with 300+ unmanaged leads per rep. Spreadsheets disconnected from the CRM for tracking bookings, installments, and collections. Previous implementation that did not understand the complexity of the finite inventory model. Leadership change demanding immediate reliable data.
Drastic pipeline cleanup: from 300+ stagnant leads to fewer than 50 manageable per rep with automatic disqualification rules. Custom collections module within the CRM: 100% visibility of payments vs. outstanding by installment and by show. Standardization of 100% of the historical base with correct attribution by show, year, and category (exhibitor vs. sponsor). Business rule: "if it is not in the CRM, commissions are not paid."
“If the sale is not recorded in the CRM, it does not exist for commission payments. That paradigm shift is what transformed the team's culture: the platform went from being optional to becoming the sole validator of commercial reality.”
Revenue Operations with HubSpot for Professional Services & B2B Firms
Sales cycle connected to finance
In professional services, the sale does not end at closing: bookings, contracts with deferred payments in 3-6 installments, and collections must be connected to the CRM. Revenue Operations eliminates double data entry and gives leadership real financial visibility.
Clean pipeline, not bloated
A pipeline with hundreds of stagnant leads is not an asset -- it is noise. We implement automatic disqualification rules, expiration policies, and processes that keep the funnel clean and actionable for every rep.
Multi-product and intelligent routing
When your team sells multiple services simultaneously (trade shows, consulting, sponsorships) to clients that cross industries, you need lead routing by vertical and account ownership rules that prevent internal conflicts.
Revenue Operations for Professional Services, Events & B2B Firms in Chile
Professional services companies in Chile and Latin America -- from law firms with 100 daily leads to trade show organizers selling finite inventory with installment payments -- share a common pattern: commercial management depends on personal relationships, tacit knowledge, and spreadsheets that never reconcile with billing. Revenue Hub professionalizes this operation without losing the consultative touch that defines the industry.
Revenue Hub has transformed the operations of law firms achieving +56% conversion, multi-sector trade show organizers with CRM-integrated collection modules, management consultancies with operations in over 12 countries, and B2B outsourcing services. In every case, the tipping point is the same: moving from informal management where information lives in people's heads to a system where everything is recorded, measured, and connected.
In an industry where forecasting depends on manually consolidating spreadsheets, where leads accumulate without real management, and where the turnover of key leaders can paralyze the operation because no one else has the context, Revenue Hub builds the architecture that makes the business run regardless of who is sitting in the chair.
Ready to Transform Your Commercial Operations?
Book a 30-minute conversation. No strings attached. We'll honestly tell you if we can help.