Process Pro Consulting

Process Pro Consulting was founded to help business owners and operators fully utilize your software solutions on the marketplace today. Amazing product marketing and SaaS sales teams make software easy to buy. We pick up where the software sales team leaves off. At Process Pro Consulting our team maximizes your Software ROI by helping you fully implement software in your business processes. We specialize in Sales Processes, Sales Operations, Project Management, Account Management, and Customer Success. Focus on HubSpot and Salesforce tech stacks.

Founder & Principal Adviser

Modern Sales Pros

Modern Sales Pros is the world's largest community for leaders in sales, operations, enablement, and related disciplines. Our mission is to help our community learn how to solve the biggest challenges they face (and would otherwise bang their heads against the wall trying to solve). Our 13,000 members learn from each other through our online message board and through amazing in-person events

Member

ScaleFactor, Inc.

- Worked with Chief Revenue Officer to develop product offerings and implement/optimize the RevOps tech stack.  
- Part of Pre Series A - Series A growth - Lots of customers and 100 employees. 
- Using the skills and lessons from this experience to coach teach and train companies on growth.

Director of Product Marketing & Strategy

Managed customer experience through all phases of the customer life cycle

Development and program design of the Customer Onboarding team to ensure a seamless buyer journey from Sales, On-boarding, to Customer Support.  

Lead cross-functional teams to improve customer retention and engagement. Initiatives include developing the customer life cycle process, tracking Net Promoter Score and driving actions to iterate and improve. Managed customer education team developing training and services offerings for customers

Company-wide recruiting leader - Implementation of Greenhouse Recruiting Software and recruiting process design.

BetterWorks Performance Management Leader, Implementation of software and performance management approach for Customer Support team.

Customer Success Manager & Special Project Leader

KPMG

Executed financial and accounting analysis and process improvement(s) associated with one or more of the following financial management functional areas: budgeting and forecasting, financial close and consolidation, management and financial reporting, cash management and program accounting, working capital management, shared services, and/or financial transformation

Actively participated in the development of business specifications for product and industry topics listed above

Assisted with the creation of proposals and other business development activities

Performed financial/controls transformation initiatives or process mapping in areas that include procure to pay, order to cash, plan to perform and close to report business cycles

Served as a liaison between clients and upper management

Planned and executed day-to-day activities of Advisory engagements including business process analysis, future state process design, data, and business case analysis, and provide recommendations in the areas of process improvements and risk mitigation strategies

Senior Associate - Management Consulting

Intern- Audit

I help your team get your Hubspot and RevOps projects over the finish line. We design your strategy and provide your team with the extra bandwidth so you can get projects off your to-do list.  Let's win together. My primary goal is to turn your team into RevOps Tech Stack experts.

HOW WE HELP:
🧐 Are you utilizing the software stack in your business effectively? 

💻 Is your data consistent and accurate so your teams can execute on a day-to-day basis? 

🤯 Are you struggling with software/tech adoption in your company? 

♻️ Do you have a repeatable process improvement culture? 

Today, it is easy to purchase software yet hard to implement. There are thousands of options and usually not enough time to complete the process effectively.  Our mission is to simplify the software buying and implementation to drive results for your team.  We are flipping the script of the traditional consulting experience and are hyper-focused on delivering results and building your team. We focus on coaching, teaching, and training your team to utilize the technology stack to drive revenue in your business. 

Our team of consultants is ready to work with your team, learn about your business, and complete the list of RevOps projects on your list. 

WHAT WE DO:
- RevOps alignment- Marketing, Sales, and customer success
- Repeatable playbooks and training so you can grow and scale efficiently
- Technology and Software education - Make everyone a power user!
- RevOps automation - simplify the follow-up, data entry, and task management for your team

Follow Me here on LinkedIn

HIGHLIGHTS:
📈Grew SaaS startup from 5 to 100 employees in a 3-year period

📗 Learned consulting framework and how to manage projects effectively in Big 4 Consulting. My most important takeaway - make it easy for your customers to work with you and get projects off their to do list by getting them done

🖥 Now it's time to take all those learnings to modernize the consulting business model.

MY MOTTOS ARE:
✌🏼 ”Be authentic"

✅ "Be intentional"

🏆 "Enable your team to win" 

🎉 “Celebrate those wins”

💪🏼 "Be comfortable with being uncomfortable, it's a normal feeling"

OUTSIDE OF WORK I:
🎶 Love going to concerts to see my favorite bands

⛳️ Always trying to get better at golf  

🏝 Travel around the world 

👩🏻‍🤝‍👨🏼 Stay connected with my family and friends

Adam Sharrow 🤙🏼

Finally, Conditional Logic for Tabs and Cards in HubSpot!
If you’re customizing records in HubSpot, this update is huge.

You can now apply conditional logic to both tabs and cards inside your CRM record views.

Before today, you could only do this on the left and right sidebars. Now you can fully tailor what your team sees across the record.
Here’s why that matters:

 ✅ Clean up clutter by only showing what’s relevant for that record type or user

 ✅ Personalize by team so Sales, CS, or RevOps each see what matters to them

 ✅ Build smarter CRM experiences like hiding customer health scores until someone actually becomes a customer

We’ve already started rolling this out for clients who want their CRM to work for their team, not the other way around.

If you’re ready to make your HubSpot setup easier to navigate and more powerful, drop a comment or DM me.

Strategic GTM + Hubspot Technical Consulting - Diamond Partner, Ops-minded problem solver, Dad

I did a deep dive into some recent customer feedback... and four themes kept showing up over and over again.

These weren’t things we explicitly asked for.

They were things customers felt in the way we worked together, which makes them even more meaningful.

At Process Pro, 𝗖𝗼𝗮𝗰𝗵 𝗧𝗲𝗮𝗰𝗵 𝗧𝗿𝗮𝗶𝗻 is more than a mantra.
It’s how we show up on every project.
It’s how we become part of your team instead of an external vendor.

And these themes stood out:

𝗧𝗿𝘂𝗲 𝗘𝘅𝗽𝗲𝗿𝘁𝘀
Customers called out how quickly we identify the right solution or workaround. Deep HubSpot expertise is the difference between fixing the symptom and solving the real problem.

𝗣𝗮𝗿𝘁 𝗼𝗳 𝘁𝗵𝗲 𝗧𝗲𝗮𝗺
Quick calls. Smart questions. Real collaboration.
Clients consistently tell us it feels like we’re working inside their org, not outside of it.

𝗥𝗲𝗹𝗶𝗮𝗯𝗹𝗲 𝗧𝗶𝗺𝗲𝗹𝗶𝗻𝗲𝘀
No overpromising. No surprises.
Just predictable, manageable delivery that moves projects forward.

𝗔𝗰𝗰𝗲𝘀𝘀𝗶𝗯𝗶𝗹𝗶𝘁𝘆
Fast answers through Slack or email.
Quick questions get quick support so the work never stalls.

Seeing these patterns across feedback is a powerful reminder that the experience we deliver matters just as much as the technical work.

And if these are the things customers feel when they work with us, that’s exactly the kind of team we want to be.

4 Reasons Customers Love Process Pro

Finally! You can customize line item properties in HubSpot.
About damn time.

Now you can:
✅ Create custom properties on the Line Item object
✅ Build calculated or conditional fields (margin %, fees, logic-based discounts)
✅ Use them in quotes, workflows, and reporting
✅ Manage them all from Settings → Data Management → Properties, just like Contacts or Deals

This closes one of the big CPQ gaps in HubSpot’s CRM architecture.
It means that quoting and revenue reporting finally operate on the same object-level logic as deals and companies.

If you’ve ever hacked your way around this with custom code, spreadsheet exports, or tears, this update’s for you.

Huge step for RevOps maturity in HubSpot.

graphical user interface, text, application, email

The review below meant a lot to me because it captured the thing our team takes the most pride in: how we coach, teach, and train our customers

Not the dashboards.
Not the workflows.
Not the migration.

But this line right here:

“They focused on training us. Not just doing the work, but helping us build the skills to manage HubSpot confidently on our own.”

That is the heart of how we operate at Process Pro.
Coach. Teach. Train.

Anyone can build a workflow. Anyone can set up an object. Tools are easy.
But if your team cannot run the system after go live, nothing sticks. Adoption dies. Automation breaks. Trust disappears.

Our job is not to create dependency.
Our job is to build confidence.

We show your team how the system works.
We explain the why behind every decision.
We make sure someone on your side holds the keys.
We coach you.
We teach you.
We train you.

Yes, we can be your ongoing RevOps arm. Many clients choose that.
But we will never be the partner who keeps the knowledge to ourselves.

If you want a HubSpot partner who empowers your team instead of replacing them, who builds capability instead of confusion, and who treats every project like a coaching engagement, we would love to connect

'Tis the season for "Can you get me fully migrated to Hubspot by Dec 31st?" conversations. Simple answer, no... not responsibly

🎃 We have fun as a team every day, but last Friday’s Halloween party took it to another level.

Costumes, trivia, laughs, and a little friendly competition for best costume made for a perfect reminder of why I love this team.

Moments like these are what make our culture special.
Everyone gets involved. Everyone shows up. Everyone has fun.

It’s the kind of company I always dreamed of building, and the kind of culture you can’t fake.

The truth is, the credit goes to your team... our team drives your culture, and this team absolutely rocks.

If you want to be part of a place where people love what they do, building in Hubspot (and have a great time doing it), check out our open roles below. 👇

What's your favorite health insurance broker for small remote teams with remote team across the US? Just got back our quote for the new year and increased 28% so need to shop around. Ready, set, go!

Happy Thanksgiving everyone! Be thankful and be kind everyday!

"They consistently offered best practices tailored to our needs and helped us understand how to expand our use of HubSpot without feeling overwhelmed."

It's reviews like this that we do it for. We executed many different areas as stated in the review, but it's how we help the teams and the people we work with that puts wind in our sails. 

Great work, team!

If you are feeling overwhelmed in HubSpot this Q4, I'd love to chat with you about ways we could be a great extension to your RevOps team!

Development Consulting Partners, LLC

Consultant

Pavilion

Pavilion is the largest premium GTM community for B2B growth leaders.

Associate Member

RWB1337

● Deduplicating redundant Accounts & Contacts leading to 31% better customer service & built flows.
● Led eleven users on different Salesforce instances increasing recurring revenue by 17% with optimization. 
● Developed operation process tracking with Kanban board on Salesforce increasing throughput 34% daily.
● Constructing donations dashboards for subscribers which matched banking information 99.2% of the time.
● Reducing Zapier costs by $360 per a year by implementing Salesforce Einstein Activity Capture in development.

Salesforce Consultant

Allied Universal

● Saved the client at least $100,000 in cumulative revenue by thinking critically in ad hoc situations.

Security Dispatch Operator

ABetterSettlement.com

● Project & product management planned with LucidChart to provide a scalable prototype.
● Worked with the first customer on getting a max settlement of $30,000 for their no fault car accident.
● Constructed application to manipulate & filter data in React using Hooks for data from DynamoDB database.

Founder

Pariveda Solutions

● Refactored nonprofit application due to customer issues using Java, Spring, JavaScript, & SQL, providing intuitive enhanced UI & resolved 90% of JIRA backlog tickets from management.
● Spearheaded effort to get eight coworkers certified on AWS by leading the campaign.

Girls Who Code

●All students completed their projects and chose computer science as a major at 7x the national average.
●Taught software development skills with two assistants to 21 students with Python, Scratch, HTML5, etc.

Software Engineering Instructor

Pacer Automated Solutions

● Provided technical leadership to resolve API endpoint issues with pacer.gov on Node.js, & Express backend.

Full Stack Developer

Coding Bootcamp

360 Mortgage Group, LLC

● Audited 32,000+ escrow accounts in regulatory compliance each month & wrote a program in VBS to automate processes, decreasing inbound call volume by 50% & audit time by 80% using VLOOKUPs and saving $100K in costs.

● Designed an algorithm in VBA to calculate when to adjust loans with KPIs for their escrow payments in forecasts & improved average analysis time by nearly 2X (from six to eleven months).

Mortgage Escrow Specialist

I am a Salesforce Administrator with 10+ years experience helping companies optimize sales team operations, set up automations, programing, integrations, increase efficiency and scalability.

𝗧𝗿𝗶𝗽𝗹𝗲𝗱 an organization state-wide reach through key partnerships via sales.
Saved over $𝟭𝟬𝟬,𝟬𝟬𝟬 a year in overtime & technology costs by optimizing processes.
Lead certification efforts to maintain $𝟭,𝟬𝟬𝟬,𝟬𝟬𝟬 contracts from AWS via consulting arrangements.
Lead process development with LucidChart to onboard volunteers 34% faster.

Interest: Running, cooking,  playing music, listening to real estate podcasts, programming, hot sauce (my favorite is Tabasco), reading finance books & watching movies.

I get excited about opportunities in real estate and other related industries using Salesforce.

I love connecting with new people, you can reach me at rob.w.birch@gmail.com.

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Rob Birch

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