At Equity Ops, we embed within your CRM, not as external consultants, but as part of your RevOps engine. We start with a deep diagnostic of your Salesforce or HubSpot setup, identifying friction points and opportunities across marketing, sales, and customer success. Then, we execute ongoing improvements each month. Our process combines data-driven funnel analysis, workflow optimization, and continuous automation tuning. You’ll see cleaner data, faster sales cycles, and more consistent reporting. We don’t just fix; we evolve your revenue systems, ensuring your team performs better every quarter.