more than a HubSpot and Salesforce Agency—we’re your embedded revOps partner.

Don't let HubSpot and Salesforce headaches keep you up at night.
Let Covert bring alignment and peace of mind to your RevOps function.

discover our services

trusted by high growth startups

As you scale in the $1-20 million ARR range, bottlenecks can arise, teams may become more siloed, and ultimately your CRM may falter.

You might need RevOps expertise without the necessity of hiring a full-time employee.

At Covert, we operate as your embedded RevOps partner, managing your HubSpot and Salesforce configurations and developing cross-departmental strategies without the cost of a full-Time Employee.

our services

HubSpot Admin

We specialize in optimizing HubSpot for startups and growth-stage companies. Our HubSpot Admin services are designed to streamline your CRM, improve data management, and empower your team to work more efficiently. Whether you're new to HubSpot or looking to optimize your existing setup, we provide the expertise you need to make the most of the platform.

Sales Hub

Marketing Hub

Service & Commerce Hub

Salesforce Admin

We provide expert Salesforce Admin services tailored to the unique needs of startups and growth-stage companies. Our goal is to help you maximize Salesforce's potential by streamlining workflows, enhancing data accuracy, and ensuring your team gets the most out of this powerful CRM platform.

Custom Reporting

Process Automation

Data Management

RevOps Tech Integrations

We understand that a disjointed tech stack can slow down your growth and create inefficiencies across your sales, marketing, and customer success teams. Our RevOps Tech Integrations services ensure that your technology platforms work seamlessly together to streamline processes, enhance data flow, and maximize the impact of your RevOps efforts.

Sales stack

marketing stack

customer success stack

Go-to-Market Strategy

As startups scale, their go-to-market strategies must adapt to new market dynamics, customer segments, and product offerings. Our team collaborates closely with startups to refine and optimize their go-to-market approaches through benchmarking and market research, whether they're entering new markets, launching new products, or targeting different customer segments. By continually assessing and adjusting go-to-market strategies, startups can stay agile, capitalize on emerging opportunities, and maintain a competitive edge in dynamic market environments.

Product Marketing

ABM Strategy

Sales Strategy

Management Consulting

In the fast-paced world of startups, effective quota building, territory planning, and compensation strategies are crucial for driving sales performance and incentivizing teams as you scale the org chart. We specialize in working with leadership teams and offer expert guidance on quota setting, territory optimization, and compensation planning. Our comprehensive approach helps startups design and implement strategies that align sales objectives with business goals, optimize resource allocation, and drive sustainable revenue growth.

Territory Building

Quota & Comp Planning

Investor Reporting

About us

The startup and venture market is evolving. Nowadays, achieving product-market fit is not enough to take your business from startup to scaleup. You need a predictable and reliable revenue engine to succeed. We understand the specific challenges that arise when startups scale, from navigating the complexities of sales and revenue operations to optimizing systems and implementing effective revenue strategies.

We are a team of former sales and operations leaders who have scaled startups to and through acquisition. We specialize in providing tailored services and CRM data integrity to help startups overcome obstacles in their journey from startup to scaleup.

Client Testimonials

“The team at covert ventures were true partners in operationalizing our sales process and developing a scalable top-of-funnel playbook.”

Covert Ventures Testimonial by the Founder & CEO of Perry.

Dean Zimberg

Founder & CEO, Perry

“The Covert Ventures team has been instrumental in helping to Advance Our CRM Hygeine and Data Stewardship for Sales resulting In Improved Sales outcomes.”

Sherrod Davis

Co-Founder & CEO, Ecomap

“The Covert Ventures team helped us Unlock the sales data we need to optimize and significantly enhance our go-to-market motion.”

Covert Ventures Testimonial by the Sales Lead at Parker.

Zach Cohen

Senior sales manager, parker

“We had exhausted our efforts with various HubSpot strategies and almost stopped using the product entirely. Covert Ventures Helped Us Build a Strategy And Use case that met our specific needs resulting in increased productivity.”

Covert Ventures Testimonial by the VP of Sales at Membrane Labs.

Pierce Hourihane

VP of Sales, Memberane Labs

“The Covert team provided a ton of thought leadership to take us from founder-led sales to a growing and successful in-house sales team. They also helped us implement HubSpot as our single source of sales truth.”