Inputs
What you already run
The org, the pipeline, the handoffs, and the constraints. We start from how revenue actually moves — not a demo.
AI-powered GTM and CRM systems.
Salesforce plus intelligent automation across five motions: lead gen, sales execution, quoting and contracting, client servicing, and support. The work is to shorten quote-to-cash and cut the manual CRM load — not to dress a process up as magic.
Tell us the workProcess
Inputs → AI forge → outputs.
A system has a front door, a place where work is applied, and a result you can measure. That is the whole metaphor.
Forge
Salesforce, applied with intent
Architecture, automation, and AI where they shorten a motion. A tool with a job — not an agent story.
Outputs
Five GTM motions
The work we put back in your team’s hands, cleaner than it arrived.
- lead gen
- sales execution
- quoting & contracting
- client servicing
- support
What we do
CRM first. Then the motions around it.
We design and implement the Salesforce system, then wire automation through the five GTM motions that sit on it.
Salesforce & CRM
Data model, permissions, integrations, and the reporting that tells the truth about the pipeline. Built to match how the team sells and serves — not a stock org.
Lead gen
Capture, score, route, and hand off so the right person sees the right lead while it is still a lead.
Sales execution
Pipeline hygiene, activity, and the CRM work reps should not be doing by hand. Fewer fields that exist only because someone was afraid to delete them.
Quoting & contracting
Approvals, price, paper, and the handoff after signature. The point is to shorten quote-to-cash.
Client servicing
Onboarding, renewals, and the account work after the close — in the same system that sold the deal.
Support
Cases, queues, and the path from a ticket back to the account. Less swivel-chair. Clearer ownership.
Who
A person runs every engagement.
Every client engagement is scoped, built, and stood behind by a person, start to finish. AI is a tool we apply with intent — it does not run the engagement, and it is not the product.
A few internal experiments stay internal; they never touch client work.
Interest
Tell us the project.
Email is enough to start. If it is a fit, we will write back.