The practice offers CRM implementation, migration, onboarding, custom API integrations, sales enablement, and help desk implementation. Migrations from Salesforce, Pipedrive, and legacy systems are routine, and the practice has trained over 100 people in the last 12 months. Engagements start at $5,000 and begin with an audit of what is wrong, what it is costing, and what it takes to fix.
Clients come from finance and insurance, manufacturing, media and publishing, technology software, and tourism and travel, with company sizes ranging from 11 to 1,000 employees. The practice works with clients across EMEA, APAC, North America, and South America, collaborating over Meet, Teams, or Slack and tracking work in ClickUp or the client's preferred tool.
One audit reportedly cut a reported pipeline by over 90% to deals that were actually real, giving leadership numbers to plan against. The practice also builds custom apps and integrations that generate 100-page reports from CRM data where standard tools run out.
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Services
- Sales and Marketing Alignment
- Sales Enablement
- CRM Implementation
- CRM Migration
- Custom API Integrations
- Help Desk Implementation
Industries Served
Team Size
Pros
- Direct work with the principal on every engagement
- Routine migrations from Salesforce, Pipedrive, and legacy systems
- Over 100 people trained in the last 12 months
Client Review Analysis
Rated 0.0/5 from 0 verified reviews