Insights
Thoughts from our team based on what we're seeing in the field
Your Team is Outperforming Your Revenue Systems
We help companies build their revenue infrastructure to scale and the clarity to act decisively with it.
We're a RevOps consultancy for mid-market B2B companies and multi-company groups.
We're a RevOps consultancy for mid-market B2B companies and multi-company groups.
Managing multiple companies?
See how we help multi-company groups →
See how we help multi-company groups →
Trusted by Mid-Market Leaders & Multi-company groups
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The Symptoms of Struggling Revenue Operations
Seemingly disconnected problems that share the same root cause.
Scaling Feels Impossible
You can't scale what you can't measure. And right now, you can't trust your own data.
Pipeline is a Black Box
You find out deals died weeks after they went cold because nothing flagged them.
You Can't Trust Forecasts
Pipeline coverage says 3x. Your gut says hope for 1x. Your gut is usually right.
Revenue Leaks at Every Handoff
Marketing says they sent 50 MQLs. Sales says they got 12. Both are right.
Data Doesn't Make It Into The Systems You Pay For
You're paying $5k+ per head for systems your team doesn't use and doesn't scale with you.
You Hire to Cover Up a Systems Problem
Another SDR won't help when 40% of leads never get touched
How We Help B2B Companies Transform
Three proven paths to systematic revenue growth. Choose based on your timeline, budget, and transformation depth.
from 120+ implementations
Revenue
Assessment
Assessment
1 Week
Understand exactly what's broken, what it's costing you, and what to fix first.
Key Details
Foundations
Sprint
Sprint
3 Months
Stop the bleeding. We fix the root cause of what's broken, clean what's messy, and give you a foundation that holds.
Key Details
Revenue Transformation System
6-12 Months
Complete transformation of your revenue operations to achieve systematic growth.
Key Details
Multi-Company RevOps?
We've built the Multi-Company Operations Framework specifically for holding companies, PE firms, and multi-entity groups navigating consolidation, integration, or exit preparation.
Multi-portal consolidation
Pre-acquisition due diligence
Post-merger integration
Cross-company visibility
Why Choose Us?
It starts with systems driven from years of experience. Below is the high level map of how we execute transformations. Each step has hundreds of actions, decisions, and plans to get it done right.
Numbers to Note
120+
Clients Served
2.5x
Avg. YoY Client Growth
11 Years
Avg. Team Experience
vs. Other Options
CRM Agencies are abundant.
Trusted transformation partners are not.
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CRM Agencies
You get a configured CRM that looks right on paper but falls apart in practice. Junior consultants who learn on your dime. A handoff deck your team never opens. Six months later, reps are back to spreadsheets and leadership still doesn't trust the forecast. The tools are set up but nobody's actually using them.
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You get the full picture, not just a configured portal. We rebuild how your revenue team operates—pipeline, handoffs, reporting, and the systems underneath. The outcome is leadership that trusts the numbers, reps that trust the process, and growth that doesn't break what you built.
Staying the same is easy. Seeing revenue performance stagnate is not.
Doing Nothing
Every month you wait, missed revenue compounds from systemic issues. Your team spends 25% doing avoidable manual work. Winning revenue feels like a rain dance rather than a systemic farming method.
You stop managing around broken systems and start operating from one source of truth. Your reps sell instead of wrangle data. Your leadership team makes decisions based on numbers they actually believe. And when growth comes, your infrastructure holds. Because it was built for where you're going, not where you've been.
Hire to Build, Not to Dig Out
Hiring Internally
Your RevOps hires are only as effective as the systems they inherit. If the foundation is broken, they're stuck firefighting instead of building. Small in-house RevOps teams, no matter how good, can't untangle years of tech debt while also driving strategy.
You get a team that's seen your exact problems 100+ times across industries, tech stacks, and growth stages. No ramp time. No recruiting risk. We come in, fix the foundation, and either hand it off clean or stay on retainer to run it. You get senior RevOps leadership on day one, not in six months. And when the work is done, your next hire inherits a system that works instead of a mess to figure out.
What You Won't Get From Us
We're integrators of your revenue operations. While that means we're the expert glue to different specialties, we're not experts at the individual specialties.
01
Marketing Agency Work
We don't run ads, build websites, write content, or help you with your 4Ps of marketing.
02
Delegating to Junior Staff
Real transformation takes experience and expertise. While we love those on the learning path, we only utilize experts on our staff.
03
Yes-Men and Yes-Women
Our senior staff know what path to take to reach success. Sometimes that means saying no to short-term client requests so the overall client goal can be achieved.
Hear From Our Clients
Real transformations, in their own words
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About MergeYourData
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Why Us
We’ve Fixed This
100+ Times
Since 2019, we've helped B2B companies and multi-company groups increase cross-sell and upsell revenue, recover millions in forgotten pipeline, and build systems their teams actually use.
We know what it's like when:
Your team won't use the systems you invested in
Every pipeline review reveals massive missed opportunity
You're fighting the same problems from years ago instead of leveraging systems for growth
Let's Chat
Whether you're a B2B company ready to transform your revenue operations or a multi-company group navigating consolidation, we start every engagement with a conversation.
Frequently asked questions
What companies do you work with?
We exclusively serve two types of organizations:
Mid-market B2B companies generating $15M+ in annual revenue who are ready to systematically transform their revenue operations.
Private equity firms and holding companies managing portfolio companies through M&A integration, roll-ups, and operational consolidation.
Our minimum engagement is $10K for diagnostics, $57K for transformations.
How do I know this will work for my company?
Our clients consistently achieve 2-3x revenue growth within 12 months of transformation. We've completed 100+ HubSpot transformations with a proven systematic approach.
During our consultation, we'll assess if your situation is a good fit for our methodology. We're selective about who we work with. We only engage when we're confident we can deliver transformational results.
What's your typical engagement timeline?
For B2B transformations: 6-12 months for the complete Revenue Transformation Blueprint
For PE consolidations: 3-6 months for the Portfolio Integration Framework
For assessments/diagnostics: 2-3 weeks
We also offer Foundation Sprints (6-8 weeks) and Due Diligence services (2-3 weeks) for faster-turnaround needs.
What's the investment for your services?
For B2B Companies:
- Revenue Transformation Diagnostic: $10,000-$20,000
- Foundations Sprint: $35,000-$50,000
- Executing the Revenue Transformation Blueprint: Starting at $55,000
For Private Equity:
- Pre-Acquisition Due Diligence: $15,000-$30,000
- Single Portfolio Company Transformation: $75,000-$125,000
- Multi-Company Operations Framework: $150,000-$250,000
How is this different from hiring a HubSpot agency?
HubSpot agencies implement portals and run campaigns. They're tactical partners focused on execution.
MergeYourData is a boutique RevOps consultancy focused on strategic transformation. We transform your entire revenue engine: strategy, systems, processes, and people.
The result: Systematic, sustainable revenue growth. Not just a better-configured CRM.
Do you offer a guarantee?
We don't offer money-back guarantees.
Instead, we offer a proven track record: 100+ successful transformations and consistent 2-3x client revenue growth. We're selective about who we work with, and we only engage when we're confident we can deliver transformational results.
Our clients choose us for our expertise and track record, not for risk-reversal gimmicks.
Can you help with multi-company consolidation?
Yes, this is one of our core specializations.
We've developed The Multi-Company Operations Framework specifically for organizations managing multiple entities.
We handle: Multi-portal consolidation, pre-acquisition due diligence, post-merger integration, exit preparation, and cross-companyrevenue visibility.
We've served ~15 portfolio companies and completed complex roll-up consolidations.
Why not just hire a full-time RevOps Leader?
A strong RevOps leader costs $150K-$250K/year and takes 6+ months to ramp, with a singular perspective of the company they're currently working for. We bring 100+ transformations of institutional knowledge and deploy change in weeks, not months.
Our team is comprised of specialists: VP of RevOps, RevOps Strategist, Solutions Architect, Data Engineer, and the RevOps Technologist. Getting one person to do all this is nearly impossible. Hiring all these people puts your payroll anywhere from $750k-$1M/year.
