Workflow Automation
Revenue friction is rarely a people problem. It is process debt embedded in broken lifecycle automation.
Manual handoffs, inconsistent stage logic, broken lifecycle transitions, and constant operational firefighting.
Clean, governed lifecycle automation across Marketing → SDR → AE → CS with exception handling and validation enforcement.
CRM Experience
If your CRM feels heavy, confusing, or ignored — it is not a tool issue. It is an experience design failure.
Messy objects, missing required fields, unreliable attribution, and reps avoiding system usage.
Simplified CRM experience with enforced required fields, structured object relationships, and intuitive workflow alignment.
Data Layer Architecture
Without a governed schema, every automation, forecast, and AI layer collapses.
Overlapping objects, duplicate fields, random custom structures, and no data lineage or validation enforcement.
Governed schema architecture with required fields, validation rules, structured object relationships, and AI-tag readiness.
Account Planning Systems
Expansion does not happen from slides. It happens from systemized whitespace visibility.
Spreadsheet chaos, no stakeholder mapping, no whitespace clarity, and no live CRM visibility.
CRM-embedded account plans with automated whitespace identification, stakeholder power mapping, and QBR-ready views.
Sales Playbook Execution
Methodology that is not enforced is just documentation.
Static playbooks, inconsistent MEDDPICC/SPICED usage, and no visibility into execution gaps.
Embedded MEDDPICC/SPICED logic with AI-driven gap detection, coaching visibility, and deal health tracking.
AI Copilot Layer
AI without context is noise. AI with schema awareness becomes leverage.
AI tools operating outside CRM context with no methodology enforcement, no risk detection, and no structured intelligence.
Private, CRM-aware copilots trained on your schema, enforcing MEDDPICC gaps, surfacing risk scoring, and guiding next actions.