Aptitude 8

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Aptitude 8 is a RevOps Technology consulting firm based in Chicago. The firm, founded in 2020, has a team of more than ten that provides CRM consulting & SI, marketing strategy, web design & development, and BI & big data consulting & SI services to midmarket and small advertising & marketing and business services companies.   

Client Insights

Industry Expertise

Advertising & marketing

50%

Business services

50%

Client Size Distribution

Small Business (<$10M) 50%

Midmarket ($10M - $1B) 50%

Common Project Size

$50K-$199K 1 project

Clients

  • BenchPrep

Highlights from Recent Projects

Overall Rating

5.0
1 Review

Aptitude 8 was hired by a financial technology firm for a period of two years to help build and scale their entire Revenue Operations department. Their responsibilities included the design and build of Salesforce Lightning Infrastructure, Salesforce CPQ, Pricing and Billing, Revenue/Sales Ops Systems Research, Purchasing and Design, HubSpot CRM, Marketing Analytics and Campaign Management, Website Development and Design, Sales Process & Design, Territory Planning, and Lead/Demand Generation for Inside Sales. The goal was to build systems that were scalable, cost-efficient, required minimal training, and allowed for quick and efficient data entry to promote agile reporting. Aptitude 8 was selected for their ability to provide strategic solutions and help the company scale for the long term in a fast-paced, complex environment. The project included on-site visits, interviews with key personnel, formalizing technical design, building of Salesforce Sandbox for user feedback, and final reviews with the executive team. The results were positive, with successful Salesforce trainings provided to the field reps.

Timeliness

5.0

Service Excellence

5.0

Value

5.0

Would Recommend

5.0