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've always called it “workflow soup.” 🍲

Every once in a while, we open a HubSpot portal and find:

437 active workflows

Enrollments coming from everywhere

And no one knows who turned what on

That’s workflow soup.
Everything’s in the pot, and no one’s sure who added the extra ingredients.

The good news?
HubSpot finally added a Publish permission for Workflows.

I repeat, HubSpot finally added a Publish permission for Workflows.

Now you can give people access to build and edit, without giving them the keys to turn things on.
No more surprise emails, rogue triggers, or “why did that deal just move to Closed Won?” moments.

Small change. Big sanity saver.

If your portal’s got workflow soup, that’s our specialty — we’re great at cleaning it up.

 Drop a comment if you’re ready for cleaner automation or just want to commiserate over workflow soup

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. 👇

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

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!

Concentrix

• Drive renewals and identify upsell opportunities within a dedicated territory, meeting or exceeding revenue-based quotas using tools like Salesforce, Outreach, and Gong.io for pipeline visibility and call intelligence.
• Deliver accurate weekly, monthly, and quarterly forecasts by leveraging Salesforce, Tableau, Forma.ai, and Dash to support pipeline health, quota tracking, and renewal strategy.
• Conduct high-volume daily outreach via phone and email to drive retention and ensure a professional customer experience.
• Use platforms such as Tableau, Highspot, Vimeo, and Forma.ai to tailor value messaging, monitor engagement, and present solution-focused content aligned with customer goals.
• Execute health checks, qualify leads, manage renewals, and act as the voice of the customer, informed by insights from Artemis, Olympus: C-Priori, and DefendsDay 2.0.
• Keep Salesforce and related tools (Hanford Inc.com Email, Dropbox) up-to-date to ensure accurate forecasting and team alignment.
• Maintain detailed customer records in systems like Okta: DocSend-Dropbox Sales Instance and HelpMe for smooth team collaboration.
• Develop product expertise to assess client needs and communicate value using enablement tools like Docebo and Sign Admin App.
• Resolve client issues impacting satisfaction or usage, escalating as needed using Support Tool and Dash.
• Partner with Sales and cross-functional teams to enhance customer experience and optimize processes.
• Use Microsoft Teams and Slack to coordinate internally and quickly resolve customer issues with transparency and accountability.

Renewals Sales Specialist

Amazon DSP

•	Facilitated the startup of an Rock Solid (RosX) Amazon delivery logistics service company in Cohoes, NY
•	Managed 60+ employees including recruiting, onboarding, terminations, scheduling, timekeeping, and worker’s compensation claims
•      Implemented the idea of weekly 1:1 meetings with employees and pair up new employees with lead drivers, which resulted in 35% less employee turnover
•	Managed dispatch for 20-40+ routes using Amazon cortex, coordinate vehicle assignments, monitor
route progress and assist with delivery issues
•	Processed business expenses and damage claims
•	Inspected vehicle fleet for safety, document vehicle usage, ensure proper equipment and fueling
•	Reviewed weekly scorecard with Amazon executives, employees and provide coaching to improve team performance
•	Utilized CRM for prospect pipeline, managing tasks, financial operations costs and data entry

Service/Operations/Hiring Manager Rock Solid Logistics 

•	Facilitated the startup of an Amazon delivery logistics service company in Rochester, NY
•	Managed 60+ employees including recruiting, onboarding, terminations, scheduling, timekeeping, and worker’s compensation claims
•      Implemented the idea of weekly 1:1 meetings with employees and pair up new employees with lead drivers, which resulted in 35% less employee turnover
•	Managed dispatch for 20-40+ routes using Amazon cortex, coordinate vehicle assignments, monitor
route progress and assist with delivery issues
•	Processed business expenses and damage claims
•	Inspected vehicle fleet for safety, document vehicle usage, ensure proper equipment and fueling
•	Reviewed weekly scorecard with Amazon executives, employees and provide coaching to improve team performance
•	Utilized CRM for prospect pipeline, managing tasks, financial operations costs and data entry

Service/Operations Manager BubbleG Delivery LLC

symplr

• Oversaw a portfolio of 250+ accounts, managing $15 million in ARR from renewals across the USA, including enterprise deals ranging from $10K to $1M+.
• Achieved 91% Retention rate Q1 ‘25 and 90% retention rate Q4 ‘24.
• Increased multi-years renewals by 5%.
• Leveraged Power BI to analyze customer data and forecast renewal trends, ensuring proactive engagement and retention strategies.
• Utilized Salesforce to generate quotes, track opportunities, and process orders efficiently. 
• Acted as a key liaison between customers, and symplr Sales Executives to ensure smooth communication and execution.
• Maintained in-depth knowledge of symplr products and services to provide tailored support to customers.
• Built and nurtured strong relationships with symplr customers, ensuring high satisfaction and retention. 
• Participated in weekly regional forecast calls and conducted pipeline analysis to ensure forecast accuracy and alignment. 
• Coordinated with Customer Success, Account Executives, Purchasing, Accounting, and Contracts Departments to process and track requests and opportunities. 
• Collaborated with cross-functional teams to analyze data and make strategic decisions to benefit symplr’s growth. 
• Managed multiple priorities and met tight deadlines while adapting to shifting project demands. 
• Worked closely with internal teams to streamline processes, improve information flow, and ensure timely delivery to customers. 
• Contributed to the development of training documents for the new renewals department to support team and efficiency. 
• Leveraged Microsoft Teams to collaborate with internal teams, swiftly resolving client issues. 
• Utilized Oracle Netsuite to ensure clients were up to date on their invoices.
• Utilized Pramata to review contracts and manage requests effectively.

Renewals Specialist

GuidePoint Security

•	Managed 200+ accounts, handling renewals ranging from $10K to $1M+, securing over $12M ARR.
•	Achieved 95% retention rate Q4 ‘24, 96% retention rate Q3 ‘24, 95% retention rate Q2 ‘24 and 94% retention rate Q1 ‘23. Average of 95% retention rate.
•	Increased multi-years renewals by 10% for the year.
•	Exceeded ARR quota by achieving 102% in FY ’24 for Net Renewal Rate (NRR).
•	Leveraged Power BI to analyze customer data and forecast renewal trends, ensuring proactive engagement and retention strategies.
•	Collaborated with Account Executives to manage their quote-to-cash process for new sales opportunities.
•	Utilized Salesforce to generate quotes, track opportunities, process orders, and ensure accurate forecasting and pipeline management.
•	Built and maintain relationships with customers, vendors, and internal teams, driving renewals through collaboration with Sales Executives, Purchasing, Accounting, Legal, and Contracts.
•	Conducted health checks, improving client retention by 10% by ensuring product value delivery.
•	Acted as primary point of contact for client issue resolution, leveraging Microsoft Teams and Slack for timely problem-solving.
•	Suggested creative pricing and payment solutions to maximize renewals and client satisfaction.

Sales Operations Specialist -Renewals (Mid-Atlantic)

Fortra

•	Managed a global portfolio of 250+ accounts across North America, South America, Europe, Asia, Africa, and Australia, securing over $10M in ARR.
•	Achieved 94% retention rate Q1 ’23, 92% retention rate Q4 ‘22, 91% retention rate Q3 ‘22, 90% retention rate Q2 ‘22, 89% retention rate Q1 ‘22, 89% retention rate Q4 ‘21, 85% retention rate Q3 ’21. Average of 90% retention rate.
•	Increased multi-year renewals by 12%.
•	Achieved 101% in FY ’22 for Net Renewal Rate (NRR).
•	Leveraged Power BI to analyze customer data and forecast renewal trends, ensuring proactive engagement and retention strategies.
•	Successfully cross-sold integrated Phishlabs product, generating over $555K in new business.
•	Brought on as the first Renewal Specialist following the acquisition of Agari by HelpSystems (now Fortra), responsible for overseeing and managing Agari global renewals processes across all regions.
•	Oversaw the complete renewal lifecycle from quoting to approval, proactively engaging with clients 120 days prior to contract expiration.
•	Resolved client inquiries regarding licensing, renewal maintenance, invoicing, and documentation.
•	Collaborated with internal teams to resolve at-risk relationships and ensure retention.
•	Utilized Salesforce, Slack, and Zendesk to manage client interactions and resolve issues effectively.

Paylocity

•	Surpassed annual quota by achieving 116% of YTD targets for FY2020/2021.
•	Managed 200+ accounts in the Midwest region, securing over $5M in ARR
•	Generated leads by identifying decision-makers and gathering key business intelligence.
•	Built relationships with potential clients, contributing to increased sales.
•	Worked alongside Account Executives to develop strategies for renewals and territory management.
•	Utilized Salesforce CRM to manage all renewals and track calling campaigns.

Senior National Sales Support

National Sales Support

USA Fire Protection

•	Managed over 500 accounts in the Midwest
•	Closed over $3 million worth of renewals annually with an 90% retention rate
•	Achieved 108% and 114% YTD quota for FY2018/2019
•	Accountable for weekly quota providing detailed inspection quotes to current and new accounts, including on-site and virtual inspections. Regularly exceeded quota monthly, yearly, generating $75 thousand of new business in top month
•	Pro-actively created new sales opportunities for business growth through direct prospecting
•	Coordinated with internal business units and external vendors to create solutions for customer needs
•	Developed extensive knowledge of industry, regulations, products and services to provide an excellent customer experience through support, installation coordination and crisis resolution
•	Utilized Microsoft Dynamics 365 CRM for all renewals

Renewals Account Manager

• Worked with the number #1 outside sales rep 
• Managed Microsoft Dynamics 365 CRM system on a daily basis
• Put together inspection proposals for new/existing customers
• Assisted customers regarding their fire protection inspection/service needs
• Worked with external vendors for the city of Chicago
• Kept the customer up to date with the latest fire protection codes

Sales Support Representative

• Followed up daily with customers on Inspections/service work to address any questions/concerns 
• Used Microsoft Excel to record any new data 
• Attended weekly meetings with management to address billing and customer questions

Customer Service Representative

I am a results-driven, client-focused professional with a passion for SaaS, cybersecurity and providing software solutions that help organizations. As a storyteller and problem solver, I thrive in dynamic environments, adapting to new challenges and embracing cross-functional collaboration to achieve impactful results. My ability to balance multiple tasks with tight deadlines, while leveraging data and technology, allows me to deliver effective solutions.

With over 10 years of experience in roles such as Service/Operations Manager, Sales Operations Specialist (Renewals), Renewal Specialist, Account Manager, and Sales Support, I have a well-rounded background spanning Logistics, Cybersecurity, SaaS, and Fire Protection. My expertise includes SaaS renewals, CRM management (Salesforce and Microsoft Dynamics 365), customer retention, and building brand awareness.

I am deeply passionate about cloud-based SaaS products, cutting-edge AI and machine learning technology, and network security protocols such as SPF, DKIM, and DMARC. Additionally, I continuously pursue professional growth, holding over 160+ certifications through e-learning and staying updated on new market trends and technological advancements.

Throughout my career, I’ve partnered with industry leaders like Amazon, and contributed to major IT and cybersecurity companies, including Fortra and Guidepoint Security. My educational foundation is a BA in Marketing Communications from Columbia College Chicago.

I'm committed to expanding my skill set and finding innovative ways to make a positive impact on organizations, no matter their size, through technology.

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Kevin Niesman

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The Battle

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Kevin Niesman

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