// Services

Four pillars that drive
the outcomes

Each pillar is a practice area our team deploys inside your GTM stack. Pick one to see what we actually deliver.

Pillar 1: The CRM and data infrastructure that actually reflects reality

GTM System Architecture

We've built and migrated CRM systems at five companies, including a full HubSpot-to-Salesforce migration in under 4 weeks, zero data loss. We design the architecture around how deals actually move, not how someone set it up in 2019.

GTM System Architecture: Overview

Sources

Apollo.io
Clay
LinkedIn
Gong
Outreach
HubSpot
CRM

Outputs

Deal Alerts
Sequence Enrollment
Rep Assignments
Slack Notifications
Reports

Webhooks + automations keep data flowing in real time

What We Deliver

  • →HubSpot or Salesforce architecture design and full build
  • →Pipeline stage mapping with clear entry, exit, and stuck criteria
  • →Deal, contact, and company object configuration
  • →CPQ and quote-to-close workflow design (Nue, Salesforce CPQ)
  • →Commission architecture and compensation plan buildout (QuotaPath)
  • →Workflow automation for handoffs, alerts, and routing

KPIs We Track

  1. 01CRM data completeness score (target: 85%+)
  2. 02Workflow automation coverage of key handoffs
  3. 03Rep time spent in CRM vs. time selling

We Own

CRM ArchitecturePipeline DesignCPQ & BillingCompensation DesignWorkflow Automation

Full playbook available

KPIs, ownership areas, and detailed deliverables.

Or reach out directly →

Do you specialize in one pillar or work across all four?

Most engagements start with whichever pillar has the biggest gap and expand from there. GTM System Architecture is the most common starting point since the other three pillars depend on clean underlying data.

Is this a one-time build or an ongoing relationship?

It depends on the engagement model. The practice areas themselves are typically stood up once, then maintained as your data and process change. See the engagement models page for how that ongoing work is structured.

Can you work alongside our existing RevOps hire or team?

Yes. Most engagements run alongside an existing team, filling a specific gap in architecture, tooling, outbound, or analytics, rather than replacing anyone.