The Power of Good Advice.
At Purple Insights, we're not just consultants; we're your strategic operations partners. We specialize in Revenue Operations - a holistic approach that aligns your sales, marketing, and customer success functions for maximum growth impact.
Collaboration is at the core of what we do. We believe that the best solutions are born from working closely with our clients, understanding their unique challenges, and co-creating strategies that drive real results. With your expertise and our industry insights, together, we achieve more.
Rev Ops Consulting Services
Taking your business to the next level
We partner with you and your teams to understand your needs and requirements, and help you to identify solutions that make sense for your business.
Tech Stack
Strategy
You've made an investment, and now you want to get the most out of it. We can help you leverage the right functionality for your business, while laying the foundation for your future growth.
Customization Services
Your tools needs to be a reflection of your evolving processes. We will work together to customize your tech stack to match how your business operates.
Reporting & Analytics
Our goal is to help you uncover the answers you need to make data-driven decision to run your business.
By The Numbers
18
Years Professional Experience
100+
CRM
Implementations
13
Years as a
Salesforce MVP
15
Salesforce & Hubspot
Certifications
About Me
I love what I do!
With almost two decades working in cloud technology, I am one of the top Revenue Operations practitioners. In 2010, I was named to the inaugural class of Salesforce MVPs. I leverage the combination of my intellect, creativity and problem solving skills to increase a business's efficiency and turn a CRM into a secret weapon to help a company’s growth.
I navigate complex business situations to drive desired organizational outcomes. As a leader, I understand the power of collaboration and bring positive energy into not only my team but other teams I work with.
Testimonials
Becka's ability to work with senior leadership, a can-do, entrepreneurial spirit, and a passion for customer service were instrumental. Her absolute commitment to the organization, collaboration and teamwork orientation were absolutely critical to the success of Conga, and will greatly benefit any enterprise lucky enough to engage her.
Mark Whiteside, Co-founder at Conga
Besides being a great person to work with, Rebecca is a take charge individual with a knack for developing creative ideas and strategies to implement, scale and essentially make our enterprise cloud technologies work effectively and efficiently. She takes a very consultative approach and has that unique ability to see the forest through the trees in rolling out projects that will be beneficial for both her internal customers as well as the organization as a whole.
Matt Farren, PayFactors
During my time working with Rebecca she proved to be an invaluable resource. I have worked with hundreds of Salesforce customers since 2005, and Rebecca is among the top tier with regards to her knowledge of the application and, more importantly, how to translate it to tangible results.
Jeff Kinch, Salesforce.com
Rebecca worked with our division to help coordinate, plan and migrate us over into Salesforce.com platform. She was wonderful to work with, very organized and thorough. She kept me grounded through the entire process. After the migration, she continued to work with our group on training and reporting. This was a huge project, and she was exceptional to work with! Follow up and followed through from start to finish.
Debbie Carson, Iron Mountain
Becka works miracles with Salesforce, delivering the insights needed to make smart business decisions. She understands the business processes for managing leads from the top to the bottom of the funnel. She was instrumental in helping implement our marketing automation solution and ensuring marketing and sales technologies delivered the insights and efficiencies we needed to be a more effective sales and marketing organization.
Jared Jost, Salary.com
Rebecca has the business smarts, intellect, creativity, judgment, integrity and problem solving to untangle and accelerate a business's growth - and especially to turn Salesforce into a secret weapon to help a company grow its sales, lift customer satisfaction, and out-innovate the competition.
