CRM & AI FOR $2–50M B2B COMPANIES
Grow revenue and cut manual work,with CRM and AI.
Leads slip through the cracks, your team works around the CRM, and no one trusts the forecast. We fix the CRM you already have, then put AI to work on the manual tasks. Salesforce specialists; we also deliver on HubSpot and other CRMs.
30 minutes with Nigam Goyal. A written 30-day plan within 48 hours.
TWO WAYS WE HELP
Grow revenue.
Boost productivity.
01 / Marketing 02 / Sales 03 / Delivery 04 / Service
SELECTED PROJECTS
Real business processes.
Connected systems.
Explore the work behind the industry labels. Each story explains the requirement, what we built and the systems involved.
FINANCIAL SERVICES
Applications & offers
Keep the next step visible, from application to contract.
We extended an existing Salesforce lending package for a merchant cash advance funder, connecting application views, review queues, offers and contract work.
- Salesforce extensions
- Review queues
- Contracts & e-signatures
LOGISTICS
Contracts & rates
Bring commercial records and pricing requests together.
Salesforce workflows connected customer-specific contract and rate work with the business’s existing pricing engine.
- Contract workflows
- Pricing integration
- Document generation
SPECIALIST LOGISTICS
Quotes & job management
Carry the details from the enquiry through to the job.
Salesforce and a contractor portal connected quoting, job management and the systems supporting scheduling and payment.
- Salesforce
- Contractor portal
- Scheduling & payments
NON-PROFIT
Licensing & commerce
One operating picture across different revenue activities.
A foundation’s Salesforce platform connected licensing, royalties, merchandise and participant portals with its wider revenue operations.
- Licensing & royalties
- Experience Cloud
- Commerce integrations
SOLUTIONS BY TEAM
Every customer-facing team,
on one connected CRM.
Marketing and sales grow revenue. Delivery and service get more done with less manual work. We start with the CRM you already have: Salesforce first, and the same work on HubSpot and other CRMs.
01 / GROW REVENUE
Marketing
Turn campaigns into pipeline. Lead capture, nurture journeys and scoring, a clean handoff to sales, and reporting that ties each campaign to revenue.
- Marketing Cloud
- Account Engagement
- HubSpot
02 / GROW REVENUE
Sales
Win more deals, from first call to paid invoice. Pipeline stages your team actually uses, forecasts you can trust, and quotes, contracts and billing in one flow.
- Sales Cloud
- Revenue Cloud
- Billing
03 / BOOST PRODUCTIVITY
Delivery
Deliver every job the way it was sold. Each won deal reaches your delivery team without re-keying, with industry clouds, portals and custom builds where the standard CRM stops.
- Industry clouds
- Experience Cloud portals
- Custom development
04 / BOOST PRODUCTIVITY
Service
Answer faster and keep customers longer. Cases, a customer portal and a knowledge base in one place, with AI that drafts replies and sums up each case.
- Service Cloud
- Customer portal
- AI case summaries
WHO WE HELP
Different operations.
The same need for connected work.
We work with $2–50M B2B companies, with deeper experience in logistics, lenders and investment firms, and nonprofits.
B2B companies
Tech and IT services, professional services, manufacturing and distribution.
Lenders & investment firms
Deal pipelines, applications, documents and investor follow-up.
HOW WE WORK
Start free.
Fix it in 30 days.
Keep improving.
No open-ended projects. You see the plan, the scope and the price before any paid work starts.
01 / FREE
CRM & AI Health Check
30 minutes with Nigam Goyal on your CRM, your sales process and where AI could save time.
02 / WITHIN 48 HOURS
Your 30-day plan
A written plan with the fixes that matter most, in order. Yours to keep, whether or not you hire us.
03 / 30 DAYS
Sprint
We make the fixes in 30 days and review working changes with your team as we go. Scope and price are agreed before work starts.
04 / OPTIONAL
Monthly support
New automations, reports and AI tasks as your team grows, on a simple monthly plan.
COMMON QUESTIONS
Before we talk.
No. Salesforce is our specialty, and we do the same work on HubSpot and other CRMs. We start with the CRM you already have and only suggest a change if it cannot do the job.
The Health Check and your written 30-day plan are free. If you want our help with the fixes, we agree a fixed scope and price for a 30-day Sprint before any work starts. Ongoing support is an optional monthly plan.
A screen share of your CRM, one deal or task that tends to get stuck, and what you want to improve. You do not need a technical specification.