RevOps Automated is a revenue operations consulting and implementation agency. Our team of HubSpot and Salesforce Strategists, RevOps Automation Engineers, Data Insights Analysts and Developers are distributed world-wide serving start-ups, scale-up and enterprises across the globe.

RevOps Automated

In an environment where revenue teams are under constant pressure to do more with less, driving meaningful adoption of CRM and revenue platforms has become one of the most critical — and most underestimated — challenges facing commercial leaders.

Too often, organisations invest heavily in tools like Salesforce only to see adoption stall, data quality decline, and performance plateau.This fireside chat features **Jeff Davis, Director of Revenue Operations at Lucas Oil Products**, who will share a real-world account of what it took to increase Salesforce adoption from 30% to over 90% within a complex, high-growth commercial environment. Jeff will unpack the practical realities behind the transformation — what wasn’t working, why reps resisted the system, and how adoption was shifted from a compliance exercise into a genuine driver of revenue performance.Join us for a candid, experience-led session where we explore how revenue leaders can embed systems into everyday workflows, align incentives and behaviours, and use emerging AI capabilities to reduce friction rather than add complexity.

If you are accountable for revenue performance, forecast accuracy, or return on your technology investment, this session will deliver clear, practical insights you can apply immediately.

**Why Attend**

*   Understand why CRM and revenue platform adoption often fails — even in well-resourced organisations
*   Learn the true root causes of low adoption from a Director of RevOps who has fixed it at scale
*   Explore the specific actions that moved Salesforce adoption from 30% to 90% at Lucas Oil Products
*   See how enablement, accountability, and leadership alignment were used to sustain long-term change
*   Gain insight into how tools like RevOps Sidekick and AI-driven assistance improve day-to-day usage
*   Learn how to maintain strong adoption over time — not just during transformation programmes

**What We’ll Cover**

*   What Salesforce adoption looked like when Jeff joined Lucas Oil Products
*   Why sales reps weren’t adopting the platform — behavioural, operational, and system-driven barriers
*   The changes introduced to simplify workflows and rebuild trust in the system
*   How those changes were implemented, reinforced, and governed across the organisation
*   The commercial and operational results achieved as adoption increased
*   How adoption is being protected and improved as the business continues to scale
*   How AI will reshape CRM usage, rep productivity, and adoption in the years ahead

**Who Should Attend**

**Chief Revenue Officers, CCOs & Sales Leaders**

Executives accountable for pipeline health, forecasting accuracy, and rep productivity who need CRM to support performance — not slow it down.

**Revenue Operations & RevOps Leaders**

Operators responsible for Salesforce, data integrity, enablement, and adoption, particularly where usage is inconsistent or declining.

**Chief Operating Officers & Managing Directors**

Senior leaders overseeing execution across sales, marketing, and customer teams who depend on clean data and predictable operating rhythms.

**Chief Financial Officers & Finance Leaders**

Executives focused on forecast confidence, revenue visibility, and ensuring systems support accurate reporting and decision-making.

**Sales Enablement & Transformation Leaders**

Leaders responsible for behaviour change and ensuring technology investments deliver sustained productivity gains.

**Technology & Digital Leaders**

CIOs, Heads of Systems, and Transformation Directors accountable for maximising ROI from core platforms and introducing AI responsibly.Format

**Duration:** 30 minutes

**Session Type:** Fireside chat + live discussion

**Date & Time:** Thursday 12th February, 12:00 – 13:00 (UK time)

**Guest Speaker:** Jeff Davis, Director of Revenue Operations, Lucas Oil Products

**Host:** Lucas Oil Products and RevOps Automated

**Reserve Your Spot**

Join us for an honest, practical conversation with a revenue leader who has delivered adoption at scale — and learn how to turn Salesforce and AI into a true operating advantage.

**Register now** and take a confident step toward stronger adoption, clearer forecasting, and more predictable revenue performance.


From 30% to 90% Adoption: How Revenue Leaders Can Make CRM Stick

As revenue operations become more complex, many organisations are turning to Salesforce Revenue Cloud to unify quoting, billing, and revenue management under one platform. But with significant implementation costs and integration considerations, technology leaders are asking a crucial question: is it worth the investment?

This webinar explores Salesforce Revenue Cloud from the perspective that matters most, the CTO’s. Beyond the sales and marketing promises, this session examines what it really takes to deploy, scale, and extract value from Revenue Cloud in an enterprise environment.

In this 30-minute live webinar, hosted by **RevOps Automated**, you will gain an inside look at how technology leaders evaluate Salesforce Revenue Cloud in practice. Learn how to assess its ROI, understand its impact on your existing architecture, and determine whether it truly enables scalable revenue growth.

You will discover how to:

• Evaluate the total cost of ownership beyond licensing and setup fees

• Understand integration challenges and how to avoid data silos

• Align Revenue Cloud with your broader tech stack and business strategy

• Measure operational efficiency and long-term ROI through automation

### Why Attend

This session is designed for CTOs, CIOs, and technology decision-makers responsible for revenue systems, CRM architecture, and enterprise-scale digital transformation.

You will walk away with:

• A clear understanding of when Salesforce Revenue Cloud makes sense and when it does not

• A practical framework for evaluating implementation ROI and system alignment

• Lessons from real-world deployments led by RevOps and systems engineering experts

### Who Should Attend

• Chief Technology Officers (CTOs) and Chief Information Officers (CIOs)

• Heads of Revenue Operations and Systems Architecture

• Transformation and Enterprise Systems Leaders

• IT and CRM Program Directors

### Format

Duration: 30 minutes

Format: Live, interactive webinar including Q\&A

Host: RevOps Automated, Salesforce and Revenue Operations specialists supporting enterprise-scale digital transformation

### Reserve Your Spot

Join us for a candid, expert-led discussion on Salesforce Revenue Cloud, its strengths, limitations, and what every CTO should know before committing to the investment.

Register Now


Salesforce Revenue Cloud: Is It Worth the Investment? The CTO Point of View

The fintech industry is evolving faster than ever. With rising competition, increasing customer expectations, and economic pressure to reduce operational costs, the most successful fintechs are those that have mastered efficiency through technology.

Many financial services businesses still rely on disconnected systems and manual processes that create friction across marketing, sales, and customer success. These inefficiencies slow growth, inflate costs, and limit visibility across the revenue lifecycle.

The fastest-growing fintechs are taking a different approach. They are using advanced technology to connect data, automate workflows, and accelerate pipeline generation — without increasing headcount.

In this 30-minute live webinar, hosted by **RevOps Automated**, you will learn how modern fintech organisations are transforming their operations to:

• Automate lead management and pipeline tracking across teams

• Integrate sales, marketing, and customer success data into one source of truth

• Improve conversion rates through intelligent automation and data attribution

• Reduce operational costs while accelerating revenue growth

### Why Attend

This session is designed for fintech leaders, revenue operations professionals, and growth executives who want to drive scalable, efficient growth through technology.

You will walk away with:

• A clear understanding of how to build a lean, high-performing go-to-market engine

• Practical insights into how leading fintechs use automation to cut costs and scale pipeline

• A framework for aligning technology, data, and teams to accelerate results

### Who Should Attend

• Founders, CEOs, and CROs in Fintech

• Revenue Operations, Sales, and Marketing Leaders

• Growth, Data, and Transformation Executives

• Technology and CRM Decision Makers

### Format

Duration: 30 minutes

Format: Live, interactive webinar including Q\&A

Host: RevOps Automated, experts in CRM, automation, and revenue transformation for high-growth fintechs

### Reserve Your Spot

Join us to explore how the fastest-growing fintechs are using technology to drive more qualified pipeline, reduce costs, and build the data-driven operating models of the future.

Register Now


Drive Pipeline, Cut Costs: The Tech-Driven Approach Taken by the Fastest Growth Fintech

The insurance and reinsurance sectors are under increasing pressure to balance compliance, efficiency, and profitability in an ever-changing regulatory and economic environment. Complex reporting requirements, data silos, and manual processes make it harder than ever to maintain compliance while unlocking the data-driven insights needed for growth.

Forward-thinking organisations are turning to technology to solve this challenge. By implementing connected systems, automation, and intelligent data management, insurers and reinsurers can improve visibility, strengthen compliance frameworks, and make faster, more informed decisions that enhance both risk management and revenue performance.

In this 30-minute live webinar, hosted by **RevOps Automated**, you will learn how leading insurance and reinsurance organisations are modernising their operations to:

• Ensure compliance through transparent and auditable data systems

• Integrate underwriting, claims, and client data into a single source of truth

• Automate workflows to reduce administrative overhead and human error

• Unlock actionable insights that drive smarter decision-making and profitability

### Why Attend

This session is designed for insurance executives, compliance officers, and operational leaders who want to future-proof their businesses with scalable, tech-driven processes.

You will walk away with:

• A clear understanding of how to align compliance and data strategies using modern technology

• Real-world examples of how automation improves efficiency and governance

• A framework for building a compliant, data-driven operating model that supports growth

### Who Should Attend

• Executives and Senior Leaders in Insurance and Reinsurance

• Compliance and Risk Officers

• Operations and Transformation Managers

• Technology and Data Strategy Decision Makers

### Format

Duration: 30 minutes

Format: Live, interactive webinar including Q\&A

Host: RevOps Automated, experts in CRM, automation, and data transformation for highly regulated industries

### Reserve Your Spot

Join us to explore how technology can help insurance and reinsurance leaders improve compliance, unlock data-driven insights, and build the operational agility needed to thrive in the digital era.

Register Now


Ensure Compliance, Unlock Data: The Tech-Driven Future of Insurance and Reinsurance

In today’s fast-moving commercial environment, marketing teams are being asked to deliver more impact with fewer resources. Yet many businesses are still relying on manual processes, disconnected tools, and limited visibility into what’s really driving performance.

At RevOps Automated, we believe even a small marketing team can run high-impact, scalable campaigns with the right systems in place.

In this webinar, we’ll explore how HubSpot empowers B2B and B2C businesses to automate marketing workflows, centralise customer data, and optimise performance without adding complexity. As an experienced HubSpot Solutions Partner, we’ll share practical insights into how HubSpot helps teams reduce manual effort, eliminate errors, improve targeting, and unlock measurable ROI.

We’ll cover the challenges marketing teams face without a connected platform, from leads falling through the cracks to poor segmentation and unclear reporting, and show how HubSpot transforms marketing into an efficient, scalable revenue engine.

Whether you’re looking to save time, increase conversions, or gain clearer insight into your marketing performance, this session will leave you with actionable strategies you can apply immediately.

**What You’ll Learn**

*   Where manual work and operational friction slow marketing teams down
*    How HubSpot automates repetitive tasks like nurturing, email sequences, and campaign triggers
*    How to centralise tools and data into one platform for better execution
*    How segmentation and lead management improve conversion rates
*    How to measure performance and prove ROI with clear reporting dashboards
*    How small teams can scale faster using repeatable workflows and automation

**Who Does This Help?**

*    Marketing Manager or Head of Marketing running campaigns with limited time, resource, or team capacity
*    A Growth or Demand Generation Lead looking to improve lead nurturing, segmentation, and conversion performance
*    A Business Owner or Founder who needs marketing to be measurable, scalable, and tied directly to ROI
*    A Sales or Revenue Leader frustrated by leads falling through the cracks or poor visibility between marketing and sales
*    An Operations or CRM Lead responsible for centralising customer data, reducing manual processes, and improving efficiency
*    A Team Considering HubSpot or currently using disconnected tools and spreadsheets to manage campaigns
*    A Small Marketing Team Doing Too Much Manually and ready to automate repetitive tasks, reduce human error, and scale faster


HubSpot for Small Marketing Teams: Automate Campaigns and Reduce Manual Errors

Speaker

Lucas Hendy

Marketing Apprentice @ RevOps Automated

Replays

From 30% to 90% Adoption: How Revenue Leaders Can Make CRM Stick

Salesforce Revenue Cloud: Is It Worth the Investment? The CTO Point of View