A pipeline you trust and a CRM your sellers use
Leads, opportunities, forecasts and outbound in one place, and account management that keeps customers renewing. Set up around how your team sells and industry best practices.
What we do
We set up the CRM and the sales tools that really help your teams sell better.
- Pipeline and forecasts Leads, accounts, opportunities and forecasts in Sales Cloud. Your sales leaders open the reports because they trust the numbers.
- Outbound and GTM engineering Prospecting, enrichment and sequences wired into the pipeline. Every call and reply lands on the right record.
- Portals Customer and partner portals on Experience Cloud. They see their orders, requests and documents on the same data your team uses.
- Unlock the value of your voice conversations Sales and outbound calls are recorded and transcribed. What was said and promised ends up in the CRM, and coaching gets easier.
What sellers want from their CRM today
Less admin and more time with customers. Five things that make the difference.
- Calls that update the CRMThe call is transcribed and the record filled in. Nobody types notes afterwards.
- A CRM that speaks upIt suggests the next action and flags the follow-ups you promised and did not send.
- Mailbox and tools connectedEmails, meetings and your other systems show up on the right account.
- Enriched accountsCompany data and the right contacts filled in for you, with GTM engineering.
- Inbound handled for youNew inbound leads are enriched, routed and put into the right sequence automatically.
Related cases
See all cases- Manufacturing
1 flow from quote to licence activation Bundles, licences and rentals quoted in CPQ instead of Excel Sales Cloud, Service Cloud, CPQ, S-Docs - Financial services
15+countries and companies on one Salesforce org Every country sells the same way, in one org Sales Cloud - Professional services
360°view of customers Training, cases and marketing on one customer view Marketing Cloud Growth, Data 360 - TechnologyVideo testimonial
up to 50%less time before customers get an answer One routing flow for enquiries in 15+ languages Sales Cloud, Service Cloud, Marketing Cloud, Agentforce for Service - Financial services
>70%less time spent on invoicing Policies sold faster, invoices in one click Sales Cloud, NetSuite - Professional servicesVideo testimonial
1,000+Salesforce users supported One Salesforce partner for every business unit Sales Cloud, Service Cloud, Field Service, Experience Cloud, CPQ, Marketing Cloud - Manufacturing Automotive company ~75%lower licence cost for lead call tracking One click to call a lead, logged automatically Sales Cloud, Experience Cloud, Twilio
- Financial services
One database for sales, service and marketing to brokers Every broker visit tracked, every sales round mapped Sales Cloud, Service Cloud, Salesforce Maps, Marketing Cloud - Financial services
Full CRM migration to Sales Cloud, AI ready From email and documents to an AI-ready network CRM Sales Cloud, Experience Cloud, Agentforce, PDF-Butler - All casesFilter by industry, offering and productSee all cases
Questions we get on calls
Do you only work on new CRM projects?
No. We do greenfield projects, but most of our work is on existing orgs. If you already have a CRM and it did not deliver, look at the Salesforce Value Check.
Which Salesforce clouds does this cover?
Sales Cloud for leads, opportunities and forecasts. Service Cloud when customer requests are part of keeping the account. Experience Cloud for customer or partner portals on the same data.
What is GTM engineering?
The tools and automation that find, enrich and contact prospects for your sellers: data providers, sequences, calling and inbound routing. We connect them to the CRM so sellers work in one place.
What do the AI agents do on an implementation?
They help with the heavy lifting: analysis, configuration, test scripts and documentation. They work in development environments, never in production. A senior consultant reviews everything they produce.
Planning a CRM project?
Tell us what you want your sellers to do better. We will tell you how we would approach it and where we would start.
