Challenge
1848 Ventures needed a unified revenue operations framework to support its portfolio of growing ventures. Sales processes lacked consistency, reporting was fragmented, and the team struggled to maintain visibility across pipelines. Manual workflows slowed down quoting, deal tracking, and forecasting, limiting the speed at which the sales team could execute.
Solution
Peddle implemented a comprehensive RevOps framework within HubSpot, focusing on accurate reporting and scalable workflows. Custom dashboards were built to give leadership visibility into KPIs such as pipeline health, conversion rates, and revenue forecasts.
To streamline the sales process, PandaDoc was integrated with HubSpot, enabling automated quoting and reducing manual document management. Pipeline automation was introduced to move deals seamlessly through stages, trigger notifications, and reduce admin work for reps. Together, these improvements standardized sales operations and gave the team the tools to manage growth more effectively.
Impact
- Accurate Reporting: Custom RevOps dashboards improved forecasting accuracy by 34%.
- Pipeline Efficiency: Automated workflows reduced manual deal updates by 20%.
- Sales Alignment: Consistent processes across the portfolio improved sales team collaboration and accountability to internal processes.
- RevOps Maturity: Established a scalable framework to support ongoing growth across 1848 Ventures’ portfolio companies.
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