ClearPivot

10/16/2026

“I rarely take the time to write reviews, but in this case I specifically asked for a link so I could share my feedback.” ⭐⭐⭐⭐⭐

That line from Shane Gregerson at Accord Transportation says it all. When someone goes out of their way to leave a review, it means something.

Shane highlighted Andrew Chao’s patience, flexibility, and genuinely friendly approach throughout their HubSpot onboarding — and we’re so glad the experience was worth writing home about.

Thank you, Shane and the Accord Transportation team! 🙌

10/14/2026

Your most important enterprise account is marked tier 3 in Salesforce. Marketing sees tier 3, so that VP doesn’t get a seat at the executive dinner. Sales finds out, and now there’s a trust problem on top of a data problem.

Ada Tsang has seen this happen, and she says it’s one of the most common ways enterprise ABM breaks down. If marketing and sales aren’t activating on the same accounts in the same systems, the program is in trouble before the first campaign launches. At a large company, just getting that data cleaned up can take three months, which is three months you’re already behind on a program with six-month-plus deal cycles.

In this episode of the RevOps Hero podcast, Ada shares the full playbook she used to build customer ABM at Demandbase, including the account tiering and biannual review process that kept the right accounts in focus.

Give the full episode a watch or a listen on YouTube, Apple Podcasts, or Spotify. Links in the comments below. 👇
https://hubs.ly/Q04B7VXp0

10/09/2026

Hot take from Episode 61 of the RevOps Hero Podcast: MQL numbers are easy to manipulate. 🎙️

George Samaras was direct about it — change a workflow, adjust a scoring threshold, and voila, more MQLs. The pipeline hasn’t changed. The report just looks better.

That’s why when he joined Ataccama, he tied marketing’s performance to pipeline instead. But first he had to build the foundation: proper campaign responses, UTM tracking across every campaign, and contact roles on opportunities so he could trace marketing’s actual influence on revenue.

HubSpot’s ability to backfill historical form data meant he didn’t lose anything in the process. And after rebuilding a full year of data, he could look back and see that 45% of opportunities had some kind of marketing touchpoint. That became the baseline — a number grounded in evidence, not a definition anyone could quietly move.

That’s the kind of attribution that actually earns trust with leadership.

🎧 Episode 61: How to Stop Marketing, Sales, and Partners from Fighting Over Credit
Full episode links:
- https://hubs.ly/Q04zN78M0
- https://hubs.ly/Q04zN7fZ0
- https://hubs.ly/Q04zN7dG0

Revenue attribution is where go-to-market teams go to war. When mar...

09/30/2026

Expanding through acquisition is exciting. It's also a systems nightmare.

Every new location comes with its own way of doing things — different staff, different habits, and in this case, a decades-old ERP system (Epicor BisTrack) full of years of accumulated data that didn't connect to HubSpot at all.

This Midwest building materials company was growing fast, adding retail locations region by region, and needed HubSpot CRM rolled out consistently across all of it. The wrinkle: some sales reps were still tracking deals on sticky notes.

ClearPivot took an incremental approach — one region at a time — building out lead routing by location, territory management, deal pipeline visibility, rental page workflows, and a Construction Monitor integration that pulls new permit applications directly into HubSpot as leads. Small group training sessions, tailored to each person's level, handled the change management.

Phase one is live. The sales leader can see the full pipeline. Leads are routed to the right rep automatically. And when a current customer files a permit for a new development, the sales team knows about it.
This one is a marathon, not a sprint — and we're in it for the long run with this client.

Full case study here: https://hubs.ly/Q04yH3990

09/28/2026

If your revenue team and finance team are still working from different systems and different numbers, HubSpot Revenue Hub was built to fix that. 💡

It connects your product catalog, CPQ, contracts, invoicing, and payments into one system on the CRM your team already uses. No more manual handoffs between sales and finance. No more invoices rebuilt from scratch. No more renewals that live in a spreadsheet someone updates when they remember.

ClearPivot implements the full Revenue Hub stack, starting with your sales motion and finance systems, and validates the complete path from quote to payment before your team goes live. We also document governance, train by role, and make sure leadership has the reporting they need to run the business.

Learn more here: https://hubs.ly/Q04ytsKH0

ClearPivot implements HubSpot Revenue Hub — CPQ, contracts, billing & payments — so your quote-to-cash process runs as one connected system.

09/25/2026

Honest take from Episode 59 of the RevOps Hero Podcast: a lot of RevOps practitioners are more comfortable with their dashboards than with the difficult conversations. 🎙️

James Jackson, VP of RevOps at Canva, shared that one of the most overlooked skills in RevOps is the human element — being willing to sit with the CRO, the sales VPs, the ICs, and finance, listen to their perspectives, and diplomatically bring them into the process.

It doesn't mean agreeing with everyone or doing everything they ask. It means people feel heard. And when people feel heard, they're far more likely to support the comp plan, back the changes, and stay committed when things get hard.

His advice: over-index on communication time. Way more than feels natural. Because the buy-in you build in those conversations is what makes everything else work.

🎧 Episode 59: Inside Sales Compensation Planning with Canva's VP of RevOps
- https://hubs.ly/Q04ymwFH0
- https://hubs.ly/Q04ymwF50
- https://hubs.ly/Q04ymwxR0

09/24/2026

Closed-won is not the same thing as cash collected.

When reps build quotes in Word, finance re-keys orders, and renewals live in spreadsheets, revenue leaks in the gap between selling and billing. HubSpot Revenue Hub was built to close that gap.

We help teams implement the full quote-to-cash system in HubSpot: product catalog, CPQ, contracts, invoices, payments, and finance integrations. The point is not more tools. The point is one connected system your team can actually run on.

See what a real Revenue Hub implementation looks like: https://hubs.ly/Q04ybR2n0

ClearPivot implements HubSpot Revenue Hub — CPQ, contracts, billing & payments — so your quote-to-cash process runs as one connected system.

09/21/2026

The very first San Jose HubSpot User Group meeting is THIS week!

Join us Thursday, September 24 for a full UNBOUND breakdown with Courtney Bettencourt from HubSpot herself. We'll cover the biggest announcements, what's actually worth paying attention to, and how the AI updates might show up in your day-to-day.

If you're a HubSpot user anywhere in the Bay Area, come check it out. RSVP today: https://hubs.ly/Q04x_L8-0

When: Sept 24, 5-7pm
Where: Marina Playa clubhouse, 3500 Granada Ave, Santa Clara, CA 95051

09/18/2026

There's a difference between a HubSpot walkthrough and actually learning how to use HubSpot effectively. ⭐⭐⭐⭐⭐

Angie Hernandez at Advanced Monitoring Services put it perfectly in her review of working with Andrew Chao: the sessions felt less like a walkthrough and more like genuine learning — because Andrew didn't just answer questions, he added extra insights and practical tips, and covered best practices on both the marketing and sales side.

That's the standard we hold ourselves to with every onboarding. Thank you, Angie and the Advanced Monitoring Services team! 🙌

09/16/2026

When an integration doesn't really work, sales reps stop using it.

Some of them start winging it. Some keep the details in their head so they don't have to enter the same info twice. Either way, the process you designed on paper isn't the one happening in real life, and the pipeline you're forecasting off of stops being real.

We saw exactly this at a managed services provider running ConnectWise for quoting and HubSpot for marketing and sales. The two platforms were technically connected. They just weren't connected in the order the business actually worked, so reps bounced between them all day and the marketing manager spent her week troubleshooting sales tickets.

Our first move was to repair the existing integration. Then we backed up and built an Entity Relationship Diagram, mapping every HubSpot property to its ConnectWise counterpart along with the rules and sequence behind each one. That gave us an actual process map to build against.

From there came the workflows, including a custom card in HubSpot that tells a rep when a record is ready to sync and spells out what's missing when it isn't.

Reps follow the process now because following it is the easy path.

When HubSpot & ConnectWise wouldn't play nice, sales reps were winging it and a marketing manager was drowning in support requests. Here's how we fixed it.