Situation

DeepOpinion, a leader in agentic automation, had just completed a significant Series A funding round. As part of its growth strategy, the company was in the process of rapidly scaling its sales organization. This included the addition of senior sales leaders who introduced established sales methodologies. However, DeepOpinion’s internal CRM—HubSpot—was not aligned with these new processes. The system lacked structure, and there were inconsistencies in how data and workflows were managed across teams.

Pain

This misalignment resulted in major operational inefficiencies. The HubSpot setup was fragmented, with scattered data, unclear metrics, and disjointed tracking capabilities. Sales operations were difficult to scale, as the system didn’t support consistent performance measurement or pipeline visibility. The lack of a reliable source of truth created a bottleneck that threatened further growth and productivity.

Impact

SalesPlaybook stepped in to bring immediate clarity and structure. Leveraging a proven framework, the team helped align DeepOpinion’s sales methodology with a clean, scalable HubSpot environment. Complex dependencies were simplified, and the CRM became intuitive for the team to use effectively.

As a result, HubSpot evolved into the single source of truth not only for the Sales department but also for Customer Success, Delivery, and beyond. The CRM was fully integrated with other tools across the organization—supporting marketing, sales development, product, and service functions. This transformation enabled DeepOpinion to operate with consistency, transparency, and scale.

Critical Event

The engagement with SalesPlaybook began at a strategic inflection point—shortly after DeepOpinion's Series A funding and the hiring of its first senior sales leaders. At this stage, the company had solidified its sales methodology, making it the ideal time to embed it operationally within the CRM. Implementing this before achieving sales process maturity would have likely resulted in constant rework. The timing was critical, and it allowed for long-term stability and scalability.

Execution & Experience

SalesPlaybook differentiated itself through its speed, responsiveness, and adaptability. The team was able to respond quickly to evolving priorities and consistently delivered with precision. This high level of collaboration created a partnership dynamic rarely seen in third-party engagements.

Rather than feeling like a vendor relationship, the project felt like a true co-ownership of the outcome. The SalesPlaybook team was invested, proactive, and flexible throughout the process—traits that enabled the project to stay on track and deliver real impact.

Decision Criteria for Others

For startups that have reached a Series A stage and are in the process of professionalizing and scaling their go-to-market operations, SalesPlaybook is an ideal partner. Especially when a sales methodology is established and ready to be operationalized, the structure and strategic guidance provided by SalesPlaybook can unlock scalable growth.

Responsiveness, commitment, and a readiness to treat the project as a top priority on both sides are essential for making the collaboration successful.