The Future of RevOps
Link Your CRM to OpenAI! Instant Analytics! No Coding Required.
With unified data from your GTM Tech Stack, VantaOps creates a “Company AI”. Combing Salesforce, HubSpot, Marketo, etc. you can uncover end-to-end insights by identifying what’s working, what’s stalled, and where to double down for growth. There is no need to pause for an ad-hoc report. Have an ELT discussion with your company’s dedicated AI “Customized Chat GPT” about Marketing results, Sales campaigns, TAM exploration and BE STRATEGIC!
One Source of Truth
Supercharge your Rev Ops team
Enable Real-Time answers to complex cross functional analytical questions. This solution doesn’t replace your Rev Ops org. We are here to open a world of strategic possibilities. AI gives you the data, Rev Ops follows through with the execution.
The Power of AI
We Don’t Offer Software — We Offer Solutions
With unified data from Salesforce, HubSpot, Marketo, etc. you can uncover end-to-end insights that optimize the entire revenue engine—from lead acquisition to closed-won deals—by identifying what’s working, what’s stalled, and where to double down for growth.
Explore the Data Possibilities:
Performance & Forecasting
- How do engagement metrics (opens, clicks, form fills from HubSpot/Marketo) correlate with pipeline stage progression in Salesforce?
- What’s the predicted pipeline conversion rate based on historical campaign engagement + lead scoring data?
- Based on engagement data and lead progression, what’s the forecasted pipeline for next quarter?
- Which campaigns are expected to generate the most sales-accepted leads over the next 30 days?
- How accurately can we predict deal velocity based on the sequence of marketing touchpoints?
Data Consistency & Hygiene
- How many contacts are duplicated across HubSpot and Salesforce but have conflicting lifecycle stages?
- Are there inconsistencies between form-fill job titles (from Marketo) and titles logged in Salesforce?
- What percentage of accounts lack a primary contact or associated campaign history?
- How consistent is company/account-level data across systems (e.g., industry, employee count)?
- Are reps manually updating Salesforce fields that conflict with enrichment from HubSpot/Marketo?
Sales & Marketing Alignment
- What’s the average response time by sales reps to MQLs, segmented by marketing source?
- How many leads were disqualified by sales but met the marketing scoring threshold—and why?
- Which sales reps are underutilizing marketing-qualified leads?
- How many marketing-sourced leads are never followed up on by sales?
- Are there delays between MQL handoff and first sales touch, and how does that impact conversion rates?
Lead Quality & Scoring Accuracy
- Are high-scoring leads from Marketo or HubSpot actually converting into pipeline and revenue in Salesforce?
- Which lead score thresholds or engagement behaviors most accurately predict revenue outcomes?
- Which specific behavioral triggers (e.g., webinar attendance, case study download) most accurately predict opportunity creation?
- How do lead score thresholds impact win rates and sales cycle length?
- Are we over-prioritizing leads with high email engagement but low fit scores?
Attribution & ROI
- Which first-touch campaigns generate the highest average deal size or renewal rates?
- Are multi-touch campaigns (email + webinar + outbound) producing better pipeline efficiency than single-touch ones?
- What is the cost-per-dollar-of-pipeline for each marketing initiative?
- Which marketing campaigns are driving the most revenue, not just leads?
- What’s the ROI of each marketing channel when mapped to actual closed-won deals?
Funnel Conversion & Velocity
- Where are we losing the most qualified leads in the funnel, and how does that differ by lead source or campaign?
- What is the average time from MQL (from Marketo/HubSpot) to Opportunity creation in Salesforce—and how does it vary by persona or channel?
- What percentage of MQLs generated this quarter reached a sales-qualified stage within 7 days?
- Which buyer personas are progressing fastest from SAL to Closed-Won, and how does that correlate with campaign source?
- Where do bottlenecks occur most often in the funnel based on stage-to-stage conversion duration?
Frequently Asked Questions
Got Questions? We’ve Got Answers.
Why should we hire VantaOps instead of doing this ourselves?
Most companies don’t have the bandwidth, cross-functional expertise, or AI integration experience to connect their tech stack in a way that delivers actionable insights.
+There is Coding involved in the initial set up. VantaOps.ai takes full ownership of onboarding coding requirements.
We bring deep RevOps knowledge across CRM, marketing automation, enrichment, and call analytics—plus the ability to unify it all into a custom ChatGPT instance. What would take an internal team months, we deliver in weeks
What does “integrating tools into OpenAI” actually mean?
It means we connect your systems (like Salesforce, HubSpot, ZoomInfo, Gong, etc.) and structure the data so your GTM team can ask plain-language questions and get clear, context-rich answers. Instead of logging into five dashboards, your team can ask one AI assistant a question and get insights instantly—with citations and drill-downs if needed.
ChatGPT is the widely used, current, nomenclature for OpenAI. Your instance will be set up to an enterprise, secure, version of OpenAI (the powerhouse that supports ChatGPT)
Is this a custom AI build or a plug-and-play tool?
It’s a fully custom AI instance tailored to your GTM stack, strategy, and data structure. We don’t resell templates—we build a solution that mirrors how your team operates and answers the questions your leadership actually asks. The result is a scalable internal AI that feels like it was built in-house.
What tools and platforms do you typically integrate?
Most commonly: Salesforce (or HubSpot), Marketo (or Pardot), ZoomInfo (or Clearbit), Gong (or Chorus), and data warehouses like Snowflake or BigQuery. But we’re tool-agnostic—if you use different platforms, we’ll integrate those too. The goal is full visibility across your funnel.
How does this help our sales and marketing teams work better together?
We break down the silos between sales, marketing, and operations by unifying your data into a single conversational AI interface. Instead of debating metrics or waiting on analysts, teams get shared visibility into the full funnel—from lead source to closed-won. This alignment drives faster decision-making, better attribution, and fewer missed opportunities across GTM teams.
How long does implementation take?
Typically 4–6 weeks from kickoff to a live AI instance. That includes scoping, data mapping, tool integration, and fine-tuning the assistant’s logic and responses. Once live, we provide ongoing support to adapt it as your stack or priorities evolve.
How secure is this AI integration with our systems?
Security is non-negotiable. All data access is read-only unless otherwise specified, and integrations follow industry-standard encryption and authentication protocols (OAuth, SSO, etc.). We don’t store your data—everything runs within your environment or through secure APIs.
Gap
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Pricing
The time your team saves answering critical GTM questions—plus the revenue recovered from better-qualified leads and faster decisions—means this project pays for itself in a single quarter.
Initial Setup Fee (One-Time)
This covers your onboarding and AI integration delivered over 4–6 weeks. It includes:
- Full tech stack audit
- Custom GPT setup and prompt engineering
- Integration with CRM, marketing, and support tools
- Data mapping and AI workflow design
- Deployment, QA, and internal training
Pricing tiers:
Starter: $5,000-$20,000 – ideal for SMBs with 1–2 core systems
Growth: $20,000-$30,000 – for mid-size companies with 3–5 tools
Enterprise: $30,000+ – for larger GTM teams and advanced integrations