Our Services
Not sure what you need? Nine questions, three minutes, and you get a support model built from your answers: roles, hours per month, and an investment range. No call required.
CRM Checkups& Management
Where to start when you don’t know where to start.
No invoice, just info – we dig deep into your Salesforce landscape and trace every workflow to deliver a clear snapshot of what’s working and what needs work. You’ll get the knowledge you need to make smart decisions, all without a sales pitch.
After sifting through your workflows, we take everything a step further, mapping your entire revenue engine from buyer journeys and lead scoring to team handoffs and expansion plays. We don’t just diagnose the patient, we give you the ability to cure what ails them.
Think of us as an extension of your team. We handle the ongoing work that keeps your CRM running smooth—user management, workflow tweaks, data hygiene, process improvements—so your internal team can focus on strategy instead of tickets. Monthly retainer means we’re always available when something needs fixing or a new initiative needs launching. No scrambling to find budget approval. No waiting weeks for a consultant to have an opening. Just steady, reliable support from people who already know your system inside and out.
Fixed-Price Solutions
The perfect tweezers for that one particular thorn in your side.
When the right prospect meets the right rep, magic happens. Ok, not magic, sales. We put in the work to build bulletproof routing that sets your salespeople up for real success.
Whether you’re putting legacy platforms in the rearview mirror or upgrading Salesforce versions, we can handle the heavy lifting without a single record getting lost in the shuffle.
Numbers are just squiggly lines until you make them meaningful. Let us turn raw data into decision fuel with custom reports that actually answer the questions keeping you up at night.
Full Implementation
Start strong. Stay strong. Let’s build you the perfect long-term revenue infrastructure from the ground up.
Ready to let the big dog eat? Invest in a complete Salesforce build that includes strategy, architecture, configuration, training, and go-live support.
Spend less and get up and running faster using the Microsoft stack. Purpose-built for teams who need solid CRM without complexity.
AI & Agentic Workflows
Agents and automation only earn their keep when they run on real data, inside the systems your team already uses. We build them where the work happens: Salesforce, Microsoft Dynamics, your marketing stack, and the in-house software nobody else wants to touch.
We map the manual process first, then pick the tool that fits it. Native platform automation when the platform can already do the job. RPA when the system has no API and never will. Apex or custom code when the logic is real. Direct API work when the answer lives in your in-house software. The tool is a consequence of the process, not the starting point. Automating a workflow nobody has mapped just makes the mess run faster.
Agents that do work, not chat widgets that deflect it. Qualifying and researching inbound leads, then drafting the first touch for a rep to approve. Answering service questions out of your own knowledge base and escalating cleanly when the answer is not there. Pulling account history together before a call so nobody starts cold. We build on Agentforce and native platform AI when it fits, and custom when it does not. Every agent runs inside your permissions model, and a human approves anything that reaches a customer.
Start with a proof of concept. Small, scoped, running against your real data, usually a few weeks. Cheap enough to kill if the evidence says kill it.
Refine. Watch where it gets things wrong. Adjust the data, the prompts, the guardrails, the scope.
Harden. Error handling, logging, permissions, rate limits, and a sane fallback for the day an integration or a model is down.
Test. QA against the spec, then UAT with the people who will actually use it. If they will not trust it, it does not ship.
Push to production. Documented, monitored, and owned by your team, not locked in our heads.
Enhance and optimize. Volume changes, the business changes, the models change. We measure and keep tuning.
Most of the work lives after the demo. Anyone can show a prototype that works once.
Salesforce, including Flow, Apex, Service Cloud and Agentforce. Microsoft Dynamics and the Power Platform. HubSpot, Marketo and Pardot. And the custom in-house applications around them, through their APIs or through RPA where no API exists. See how this came together in our knowledge management case study.
Common questions
We review your Salesforce org and trace the workflows that matter, then give you a written snapshot of what is working and what needs attention. No invoice and no pitch at the end of it. Most teams use it to decide what to fix first.
The Look and Learn is a read of your Salesforce org. The Deep Diagnostic maps the revenue engine around it: buyer journeys, lead scoring, handoffs between teams and expansion plays. It ends with a plan you can execute, not just a list of findings.
We work with companies from $30MM to $1B in annual revenue, and we do our best work between $50MM and $500MM. Size matters less than the situation. The pattern we fix is a company that already invested in the platform and does not have the team to run it: one overwhelmed admin, several systems nobody designed to talk to each other, reporting leadership does not trust.
Yes. The CRM Operations Partner engagement is a monthly retainer covering user management, workflow changes, data hygiene and process improvements, so your internal team works on strategy instead of the ticket queue. For teams carrying a backlog, this is usually cheaper and faster than opening a req.
Salesforce is the majority of what we do. We also work in Microsoft Dynamics, HubSpot, Marketo and Pardot, plus the automation and AI layers that sit on top. Dynamics tends to suit teams who want solid CRM running faster and at lower cost.
We map the manual process first, design the AI-powered replacement, test it against real volume and measure the result. The order matters. Automating a process nobody has mapped just makes the mess run faster. Most start as a scoped proof of concept so you can see it work on your own data before committing further.
Almost always small. A free Look and Learn, then a fixed-scope diagnostic or proof of concept starting around $10K, then a project, and standing work only if it earns its place. Nobody signs a large retainer cold, and we would rather you judge the work on evidence than on a deck.
Book a Call
If you like what you see, we think you’re gonna love what you hear. Book a first consultation with us, and together we’ll figure out how to make your life a little better.