HexaLevers for RevOps

Data hygiene should not be a full-time job

RevOps teams spend a disproportionate amount of time cleaning up after everyone else. Reps forget to update close dates. Managers submit forecasts with stale data. The CRM is technically the system of record, but nobody trusts it without manual verification.

HexaLevers automates the grunt work so your RevOps team can focus on process improvement and strategic analysis instead of data janitoring.

• Automatic activity logging: Emails, calendar events, and call metadata are captured and matched to accounts and opportunities without rep intervention
• Data quality monitoring: Configurable rules flag missing fields, stale opportunities, and inconsistent stage-to-close-date combinations before they pollute your forecast
• Forecast process automation: Forecast submissions, rollups, and variance tracking happen on a defined cadence with automatic reminders and escalation
• CRM sync management: Bi-directional sync with Salesforce and HubSpot, including conflict resolution rules you define

"Before HexaLevers, I spent every Monday morning fixing CRM data so the forecast meeting could happen. Now the data is clean by default and I spend Mondays on analysis." — Kevin Park, Director of Revenue Operations, Tessera Technologies

A forecast process that runs itself

The weekly forecast cycle at most companies involves a painful chain: reps submit, managers adjust, directors roll up, the CRO reviews, and RevOps chases everyone at each step. HexaLevers structures this into an automated workflow with deadlines, nudges, and model-assisted variance detection.

Teams running their forecast through HexaLevers see:

• 8 hours per week saved on forecast preparation and data cleanup
• 73% reduction in CRM data quality issues
• Forecast accuracy improvement of 31% within the first quarter
• 90% forecast submission compliance (up from a typical 60-65%)

Works with your existing stack

HexaLevers is not a CRM replacement. It sits on top of Salesforce, HubSpot, or Dynamics and enhances what is already there. Native integrations with Outreach, SalesLoft, Gong, and major email and calendar platforms mean you do not need to rip and replace anything.

Implementation takes five to ten business days for most RevOps teams. Your existing fields, objects, and automation rules are respected — HexaLevers adds intelligence without breaking what already works.