Business Intelligence Companies & Consultants in Orlando, FL

MergeYourData is a revenue operations consultancy that began in 2019 under founder Dan Saavedra, whose earlier career was spent designing data and systems for large industrial and financial technology employers. The company is aimed at leaders of agency, media and professional services firms who have noticed that their reports no longer tell one story.

Its typical clients have roughly 100 to 300 people, and it also supports organizations in which two or more entities sell under a single parent. The team has seven members and reports more than 180 revenue systems rebuilt, along with a place in the top 2% of HubSpot partners.

The problem it addresses

The firm's central idea is that a missed forecast is rarely a CRM problem alone. As a company grows, founders step back from deals, new leaders arrive, and tools accumulate. Four issues tend to follow:

• Marketing and sales use different definitions for what happens between a lead and a closed deal
• The software stack was bolted together rather than designed as one system
• Reporting suits weekly team meetings but not the board
• Reps keep the deals they truly believe in outside the CRM

MergeYourData agrees on shared definitions, joins the systems and rebuilds reporting so leaders can rely on a single version of the numbers.

Services and engagement model

Work follows a sequence of see, connect, grow. It starts with the Revenue Clarity Diagnostic, a three-week look at people, process, systems and data that ends in a readout, a maturity level and a plan. Clients may carry out that plan themselves or ask the firm to do it. The other offerings include:

• Revenue system rebuilds covering definitions, data, integrations and reporting
• CRM builds on HubSpot and Salesforce, including new setups, integrations with finance and project tools, and migrations that check record counts against the source
• A two-week HubSpot cleanup aimed at data, lifecycle stages and pipeline hygiene
• RevOps Advisory for companies that have their own builders
• AI agent builds and technical consulting
• CRM due diligence before acquisitions and roll-up work afterward

How the firm works with clients

There are no multi-year contracts. A senior pod of three people stays with each account throughout, and the firm caps their utilization so quality holds. A baseline is set at kickoff, and progress is reviewed against it every six months within the client's own systems. The company also publishes its pricing and its fit criteria, and says it declines prospects whose leadership will not support process change.

Maturity model and GTM team

The firm created a RevOps maturity model for professional services, arguing that models designed for software companies overlook staffing limits, delivery margin, estimating accuracy and client concentration. It scores four pillars (process, enablement, insights and systems) across five levels running from reactive to transformative. For firms with 50 to 300 people, levels three and four are treated as the sensible goal. The model also distinguishes project-led consultancies from retainer-led agencies and managed service providers.

Separately, a GTM team combines an outbound business development representative with a RevOps administrator. It first reactivates past contacts, then runs cold email from dedicated sending domains, logging everything in the client's CRM so meetings can be traced through to signed deals. It works with several CRMs, including HubSpot, Salesforce, Pipedrive, Zoho and Microsoft Dynamics.