Salesforce Consulting for Companies That Need More Than Configuration
Strategic RevOps consulting for mid-market companies on Salesforce. We don't just configure your CRM — we architect the revenue operations system that makes it worth the investment.
Schedule a ConversationStrategic Capabilities
We take on engagements where the complexity is real and the stakes are high.
M&A and Multi-Company Salesforce Architecture
When you acquire a company, you inherit their CRM. And their bad data. And their broken workflows. We build the architecture that gives you platform-level visibility without dismantling what each operating company has built.
Enterprise RevOps Strategy
Your revenue team is only as good as the systems behind them. We embed at the senior level to design the pipeline structure, forecasting framework, and reporting cadence that lets you run the business on real numbers.
Salesforce Org Transformation
You bought Salesforce for a reason. Somewhere between implementation and today, it stopped working the way it was supposed to. We diagnose what broke and rebuild it into something your team will actually use.
HubSpot-to-Salesforce Migration
Migrations fail when they’re treated as data transfers. We treat them as business transformations. Every process mapped. Every stakeholder aligned. Every record moved with integrity.
Built for Mid-Market Complexity
Our clients are B2B companies north of $15M in revenue that have outgrown their Salesforce implementation. They're not looking for another admin. They need someone who understands the business problem behind the system problem — and can architect a solution that scales.
We work with PE-backed portfolio companies managing Salesforce across multiple operating entities, growth-stage SaaS companies whose CRM hasn't kept pace with their GTM motion, and enterprise teams where Marketing Cloud, Sales Cloud, and CPQ have been stitched together without a coherent strategy.
These are organizations where the cost of a broken CRM isn't just frustration — it's missed forecasts, invisible pipeline, and decisions made on data that no one trusts. That's the problem we solve.
Work that moved the number
Multi-Entity Portfolio
Cross-company Salesforce consolidation across operating companies. Standardized pipeline definitions, unified reporting, and recovered pipeline that had been invisible in the prior system.
Growth-Stage SaaS
Embedded RevOps engagement. Built the forecasting infrastructure, pipeline governance, and reporting cadence that gave leadership the visibility to make confident growth decisions.
Post-Acquisition Integration
Post-acquisition pipeline build. Mapped the acquired company’s sales process and built cross-portfolio visibility so leadership could manage the combined entity as one revenue operation.
Enterprise Marketing Ops
Marketing Cloud cleanup and rebuild. Data quality restored, attribution aligned, and reporting connected to actual pipeline performance.
Every engagement starts with a conversation.
Let's discuss your Salesforce environment and whether our approach is the right fit.