Get out of spreadsheets and into a clean, usable CRM environment—fast.

Includes:

CRM setup or reconfiguration (Salesforce or equivalent)

Basic data migration (leads, contacts, opportunities)

Core sales process mapping

Standard pipeline dashboard

User roles and permission configuration

Initial team onboarding materials

Break down silos, clean up your pipeline, and give leadership real visibility.

Includes everything in Standard, plus:

Custom fields and objects aligned to business model

Integrated lead lifecycle tracking

Workflow automation (e.g. follow-ups, reminders, handoffs)

Marketing attribution setup

Light integration (e.g., Slack, Calendly, email sequences)

1 live team training session

Operationalize your GTM engine—repeatable, reportable, ready for scale.

Includes everything in Premier, plus:

Multi-object relational architecture (e.g. accounts ↔ contracts ↔ renewals)

Full-funnel KPI dashboards with custom metrics (e.g. speed to lead, win rates by source)

Territory design or complex routing logic

Integration with CPQ, billing, or customer success platforms

Ongoing team workshops + stakeholder training

Revenue operations playbook documentation

Use AI to eliminate low-value work without adding chaos.

Tailored to your needs, could include:

AI opportunity mapping (identify where AI can reduce cost or time across GTM or product teams)

GitHub Copilot usage tracking + adoption planning (for engineering teams)

Salesforce Einstein or ChatGPT integration into workflows (e.g. auto-summary, response drafting)

Workflow augmentation using LLMs for support, ops, or sales

Usage dashboards tied to KPIs (time saved, deal velocity, etc.)

Compliance and risk posture review for AI tools

Internal champion enablement + training packages