--- title: about --- - [Home](https://knowyoursuccess.com?hsLang=en) - [Services](https://knowyoursuccess.com/services?hsLang=en) - [Insights](https://knowyoursuccess.com/blog?hsLang=en) - About [Contact](https://knowyoursuccess.com/get-in-touch?hsLang=en) # I make complicated CRM and RevOps systems simpler ### I’m Bethany Lucas, an independent CRM and RevOps consultant with more than 10 years’ experience helping B2B businesses improve the way their marketing, sales and customer teams work together. A lot of my work starts with complexity. A CRM that has grown organically over time. A HubSpot portal full of workflows no one is quite sure about. A reporting setup leadership no longer fully trusts. Multiple companies, teams or processes that need to be brought together without forcing everyone into one rigid way of working. That’s the kind of work I enjoy most. I help businesses understand what they have, strip away what they no longer need and create a simpler, more scalable way forward. ### My approach I believe CRM should make work easier, not harder. That means I’m not interested in adding complexity for the sake of sophistication. I focus on the simplest structure that gives the business the visibility, automation and control it needs while still allowing teams enough flexibility to do their jobs properly. My work often includes: - CRM and RevOps audits - HubSpot optimisation and remediation - CRM migrations and consolidations - sales and marketing process design - lifecycle and pipeline architecture - reporting and dashboard design - automation and workflow design - data structure and governance - merger and group-company CRM design - training and team enablement HubSpot is my core specialism, but my work is broader than one platform. I focus first on the business process, then on making the technology support it. ## Experience with complex and changing businesses I’ve worked with businesses where CRM environments have become complicated through growth, mergers, acquisitions and years of incremental change. In those situations, the challenge is rarely to make every team work in exactly the same way. The real goal is to define the core processes and metrics that need to be consistent across the business, while leaving enough flexibility for different teams, products or companies to operate effectively. That balance between standardisation and usability is a big part of how I approach CRM design. ## I want clients to be able to manage without me A successful project, for me, is not one where the client needs ongoing support forever. It’s one where the system is simpler, the team understands why it has been built that way, and they feel confident managing it themselves. Clients tend to come back when their business changes, they want to introduce new capabilities or they face a new challenge, rather than because the original solution requires permanent consultant involvement. That’s exactly how I think good consultancy should work. ## Why Know Your Success? I started Know Your Success because I wanted the freedom to work on the kinds of projects I enjoy most: solving difficult CRM problems, simplifying complexity and helping businesses build systems that genuinely support growth. If your CRM has become difficult to trust, difficult to use or difficult to understand, that’s usually a good place for us to start. [Book a call](https://knowyoursuccess.com/get-in-touch?hsLang=en) BIG PICTURE ## Create impact with real data Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ultricies leo integer malesuada nunc vel risus commodo viverra. At erat pellentesque adipiscing commodo elit at. LET'S CHAT LEAR MORE ![Results](https://knowyoursuccess.com/hubfs/raw_assets/public/@marketplace/kalungicom/atlas-theme/images/Statistics.svg "Results") ![Results](https://knowyoursuccess.com/hubfs/raw_assets/public/@marketplace/kalungicom/atlas-theme/images/Results.svg "Results") DETAILS ## Customize metrics to create your story Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ultricies leo integer malesuada nunc vel risus commodo viverra. At erat pellentesque adipiscing commodo elit at. LET'S CHAT LEAR MORE POWERFUL FEATURES ## Here’s all the good stuff ![](https://knowyoursuccess.com/hubfs/raw_assets/public/@marketplace/kalungicom/atlas-theme/images/Activity.svg) #### Reliable system From direct integrations with card networks and banks to checkout flows in the browser, we operate on and optimize at every level of the financial stack. ![](https://knowyoursuccess.com/hubfs/raw_assets/public/@marketplace/kalungicom/atlas-theme/images/Database.svg) #### 50+ integrations Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et. ![](https://knowyoursuccess.com/hubfs/raw_assets/public/@marketplace/kalungicom/atlas-theme/images/Codepen.svg) #### Intelligent optimizations Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. ![](https://knowyoursuccess.com/hubfs/raw_assets/public/@marketplace/kalungicom/atlas-theme/images/Pen.svg) #### Intuitive design Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur. PEOPLE ## Meet our team ### Danielle Santiago Co-founder CEO ### Nicole Lu Co-founder CTO ### Anthony Barr Executive Director COO ### Holly Reyes Creative Director ### Gabriel Lewis Product Lead ### Theo Patel Senior Developer ## One tool for all your metrics GET A DEMO TRY FREE Know your Success Ltd is a company registered England and Wales (Company No.13345209) Charter House, Leigh Road, Leigh-On-Sea, Essex, England, SS9 1JL We value your privacy. Read our [Privacy Policy](https://knowyoursuccess.com/privacy-policy?hsLang=en) to learn how we collect, use, and protect your data [Powered by Atlas - a B2B SaaS HubSpot theme](https://www.kalungi.com/atlas-hubspot-theme-for-b2b-saas-software)