Sales Tech & CRM

More selling. Less software wrangling.

CRM implementation, sales automation, pipeline analytics and lead generation from a team with decades of technology sales and presales experience, now accelerated by AI.

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All services

Strategy

We map how your team actually sells before touching any settings, so the CRM matches your process instead of fighting it.

Automation

Lead routing, follow-ups, reminders and handoffs happen on their own, so nothing slips through the cracks.

Powerful Solutions

A clean, connected sales tech stack that gives reps more selling time and leaders a forecast they trust.

The AI advantage

Decades of selling technology. Now accelerated by AI.

Our leadership has spent decades in technology sales, presales and account management. We know what slows a pipeline down, and AI now removes most of it.

Research in seconds

AI briefs every prospect and account before the call, from public data and your CRM history.

Follow-ups that write themselves

Call summaries, next steps and personalized follow-up drafts land in the CRM automatically.

Forecasts you can trust

AI flags at-risk deals and stale opportunities before they cost you the quarter.

What’s included

Sales technology and CRM, end to end.

CRM implementation and migration

Whether you are moving off spreadsheets or rescuing a CRM nobody trusts, we design pipelines and properties around your real process, migrate and clean your data, and train your team.

Salesforce, HubSpot and Pipedrive implementation
Data migration, de-duplication and clean-up
Roles, permissions and training

Sales automation

Lead assignment, sequences, reminders, quotes and handoffs that run on their own, so reps spend their time in conversations, not data entry.

Lead routing and assignment
Automated sequences and reminders
Quote, proposal and e-signature workflows

Lead generation

Multi-channeled, media-rich campaigns that deliver high quality leads straight into your CRM, with every step tracked from first click to signed contract.

Landing pages and offers
Paid search and social campaigns
Lead scoring and qualification

Pipeline analytics and forecasting

Dashboards and forecasts built on clean CRM data, so leadership can see where deals stall and how the quarter is really trending.

Pipeline and revenue dashboards
Win-rate and conversion analytics
Forecast reporting

Sales enablement

Playbooks, templates and AI assistants that help every rep sell like your best rep.

Sales playbooks and call guides
Proposal and email templates
AI-assisted research and follow-up

In their words

“Our return on investment over six months has been over 200%, and we are projecting an ongoing return for years to come.”

Jill S. MindLyft Yoga

Sales Tech & CRM questions

Do you implement Salesforce and HubSpot?

Yes. We implement, migrate and clean up Salesforce, HubSpot, Pipedrive and other CRMs, configuring pipelines, automation and permissions around how your team actually sells.

Can you fix a messy CRM?

Yes. We clean and de-duplicate data, simplify stages and fields, rebuild automation and reporting, and retrain your team so the CRM becomes a system people trust.

How can AI help my sales team?

AI can research prospects, draft personalized emails, summarize calls, update CRM records and flag at-risk deals. We connect these capabilities to your CRM so reps spend more time selling.

How long does a CRM implementation take?

A focused implementation for a small or mid-sized team typically takes four to eight weeks, including data migration and training.