Financial Services · 85 employees
Modulr Finance
RevOps subscription · HubSpot + Salesforce
A seven-year RevOps partnership unifying HubSpot, Salesforce and website operations. Fragmented marketing and sales infrastructure was creating inconsistent data flow, automation and reporting across the funnel.
Inside the work
- →Full ownership of the HubSpot ecosystem, CMS and workflows
- →Salesforce and HubSpot integration architected and maintained
- →Ongoing portal audits for data integrity and scalability
- →Salesforce migrations delivered without disrupting lead flow
Outcome
A single source of truth across sales and marketing, and a scalable RevOps foundation that has supported Modulr's exponential growth.

