Offerings

What we do.

Four ways we help sales teams run better. Most clients start with one and add others as they grow.

Salesforce, made usable

For companies that pay for Salesforce but use it as a contact list. An affordable alternative to a Salesforce agency: we clean it up, build what you need and teach you to run it yourself.

30 days, one fixed price.

See the Salesforce offer

Good for

  • Owners and sales leaders with a half-used Salesforce
  • Teams with no full-time admin
  • Companies quoted a big project and a long wait

What you get

  • Clean data you can trust
  • Reports and dashboards you use
  • A simple sales process and automations
  • Your other tools connected

Sales and revenue operations

For manufacturers whose forecast, quoting and pipeline reviews depend on spreadsheets and memory. We build the process and reporting leadership can rely on.

Scoped project or ongoing support.

Good for

  • Sales leaders who do not trust the forecast
  • Teams with long, complex sales cycles
  • Companies growing faster than their process

What you get

  • Clear pipeline stages and definitions
  • A forecasting method that holds up
  • Reporting for leadership and the board
  • Compensation plan design
  • A review of your quote-to-order process

Sales enablement and demand generation

For teams with a strong product and an uneven pipeline. Fractional leadership for the work that fills it and keeps it moving.

Monthly block of hours.

Good for

  • Technical products sold to careful buyers
  • Companies without a marketing or enablement leader
  • Teams that rely on referrals and trade shows

What you get

  • Messaging for technical buyers
  • Sales playbooks and training
  • Campaigns and event programs
  • A lead follow-up process that works

Connected sales tools

For teams running Salesforce, HubSpot or Salesloft that do not talk to each other. We set them up, connect them and keep them running.

Setup project, then optional ongoing support.

Good for

  • Reps typing the same thing into two systems
  • Teams adding tools faster than they can manage them

What you get

  • Setup and configuration
  • Connections and data rules between tools
  • Day-to-day administration
  • Training for your team

Stay on, or do not.

After any engagement you can add a month-to-month block of hours for changes and support. No long contracts.

Not sure where to start?

Tell us what is not working. We will point you to the right place.

Email us