Trisha Merriam

If you've inherited a HubSpot portal, chances are you've never used HubSpot before. Or maybe not recently. In 6-9 months leadership will start asking for your results, and most people in this situation struggle with getting HubSpot to give them the answers they need. Dyanmically. Without a lot of manual effort.

I specialize in helping people in this situation take control of HubSpot and their Data, so that they have reliable visibility, and comfort in their HubSpot setup so that they're confident they can always pull the answers they need from HubSpot.

As a RevOps leader for B2B SaaS companies, I specialize in building high-impact, efficient go-to-market systems that align marketing, sales, and customer success. My sweet spot: HubSpot administration - especially in complex, integrated environments such as when HubSpot and Salesforce need to operate in lockstep.

I don’t just run systems, I make them drive strategy. Whether it’s optimizing lead management flows, integrating 3rd party data for smarter segmentation, or building reporting infrastructure that reveals pipeline and bookings performance across all of your segments with clarity, my focus is helping go-to-market teams execute more effectively with fewer resources.

Core skills:

• Attribution, scoring and ROI insights
• Pipeline acceleration and win rate increases
• HubSpot Salesforce integrations
• HubSpot configurations and optimizations
• Improving data integrity

Co-host of VF Platform: AI Readiness - AI-powered data strategies for platform excellence. Co-host of HubSessed Office Hours - AI Talk