Process Pro Consulting RevOps Reviews & Provider Details

Working with the team at Process Pro was about as smooth as it could be. They did utilize our communication platforms so integration was easy. We left every meeting with a clear understanding of what the focus was and action items for both sides when the meeting concluded. I felt they went above and beyond to explain what they were doing and educate us on the ways we can do some of the work ourselves. Review collected by and hosted on G2.com.

There wasn't much to dislike about Process Pro at all. I was kind of disappointed I didn't get an invite to the Bonnaroo music festival trip, but that's pretty trivial ;). Review collected by and hosted on G2.com.

Clearly experts in the field. It was great to not just get the technical, but also get the strategy behind it. Review collected by and hosted on G2.com.

More supporting documents, playbooks, etc, would have been helpful. Review collected by and hosted on G2.com.

Their professionalism, communication, guidance and ability to execute effectively. Review collected by and hosted on G2.com.

I have only had one, minor, issue that has since been resolved. They are extremely responsive to feedback and quick to problem solve. Review collected by and hosted on G2.com.

Process Pro's are always available to answer any question or dig into any issues that appears. We've been using them for over a year now and cannot imagine life without them. Review collected by and hosted on G2.com.

When we first started with Process Pro's they had an account manager on our team that did not get along with our Marketing Ops person. There was a lot of finger pointing and blame thrown around. The account manager never shown any anger or resentment towards us. They simply showed data to prove the issues were not from things they implemented. Once that ops person was removed things began to smooth out. Review collected by and hosted on G2.com.

PPC was able to help facilitate a smooth migration of our HubSpot instance into our new parent company's instance. They helped think through all the technical requirements in addition to the merging of business processes for a smooth and successful migration. Review collected by and hosted on G2.com.

There was one incident where too many people had their hands in maintaining a spreadsheet that was our master record for how the API fields are mapped from our software to HubSpot. When we flagged this, PPC took the initiative to review the information and update it so we knew our current state post-changes. Review collected by and hosted on G2.com.

We've worked with Process Pro Consulting (PPC) for over two years in a variety of different ways and projects. They've primarily championed our Hubspot instance but have effortlessly taken steps beyond that and helped focus not only on Hubspot but also on the advanced automations and integrations throughout our Tech Stack. They are excited and energized to roll up their sleeves and learn what is needed about a new tool to make sure the project is a success. PPC has always done an outstanding job gathering precise requirements, reporting on timelines, managing stakeholders, and project implementation and execution. Review collected by and hosted on G2.com.

It has always been their "can do" attitude and willingness to be involved in the face of ambiguity. PPC is a true partner in every word and always has your company's best interest at heart at the end of the day. Review collected by and hosted on G2.com.

PPC helped us assess and implement a number of Hubspot efficiencies. We worked with them ongoing for several months! I wouldn't hesitate to reach out to Adam again in the future. Review collected by and hosted on G2.com.

The entire team at PPC is organized, responsive, and professional. It was very easy to explain complex ideas (or attempt to) and they always understood what we were trying to solve. They are well-versed in a number of revops proficiencies and give unbiased opinions. Adam and the team are up to date on best practices in Hubspot and that was incredibly valuable to our team who was relatively inexperienced with Hubspot as a CRM at the start of our time together. Review collected by and hosted on G2.com.

The Process Pro team is highly skilled and very pragmatic - which was exactly what a young company needed to help us automate our revenue operations. They are also very easy to work with. They work around our availability and budget realities and are always available to us. Review collected by and hosted on G2.com.

Sometimes they are too nice. I think their consulting background lends itself to help us arrive at our own decisions, but sometimes start-ups like us need to be told how best to move forward so we do not spin in some sort of an "analysis-paralysis" situation. I recommend being clear when you need them to take the reigns. Review collected by and hosted on G2.com.

Process Pro helped us re-skin our revenue operations, with a particular focus on member renewal process. This was especially important for us because, as a nonprofit membership organization, we were looking to implement private sector best practices and efficiencies. Review collected by and hosted on G2.com.

As a client, I have never been taken care of better. Often on projects like this, timelines aren't met and we spent a lot of time re-establishing goals and next steps. With Process Pro, I never had to worry about that because they kept it so organized. I received weekly updates with next steps to be taken by them and by me. Review collected by and hosted on G2.com.

Process Pros have been engaged with us helping us transform our business processes and technology stack so we can have more effective and efficient revenue operations. The engagement has required them to be involved in conversations with our Sales, Marketing, Finance, and Client Success teams and they are equally as excellent in their ability to be engaged with each of those very different personas to move us forward through the transformation. They are bold, but not aggressively so. They very appropriately leverage their experiences with other companies like ours, but have made a strong effort to ensure that they have a firm understanding of our unique business needs as they engage with us and help us with our decision making. They are, in a word, invaluable to us. Review collected by and hosted on G2.com.

Their knowledge and expertise. They have a near perfect balance of business acumen and technology knowledge. As someone that has spent over two decades in consulting, they are very unique in their approach and their skillsets. Review collected by and hosted on G2.com.