We turn your CRM from a system of record into a system of action — predictive scoring, churn early-warning, and next-best-action delivered inside the rep’s workflow, on a clean data foundation that makes every prediction trustworthy from day one.
of a sales rep’s week goes to work that isn’t selling — admin, data entry, and searching for information.
Salesforce, State of Salesaverage annual cost of poor-quality data to an organization — the silent tax on every CRM decision.
Gartnerof B2B customer and contact data decays every year, quietly eroding targeting and forecasts.
Industry data-quality benchmarkscheaper to retain an existing customer than to win a new one — yet most teams find out about churn too late.
Widely cited retention economicsYour reps already log calls, update stages, and tag opportunities. The data is in there. What’s missing is the layer that reads it and tells the team what to do next — which deal to call, which account is about to leave, which lead is actually worth the hour.
Bolt-on AI won’t fix that on its own. A model trained on duplicated, half-empty records produces confident, wrong answers. So we do the unglamorous part first — clean, govern, and integrate the data — then put intelligence on top of a foundation it can trust.
A CRM that ranks every deal by real win probability, flags churn weeks ahead, and surfaces the next best move inside the rep’s screen — all measurable against your pipeline from the first month, not someone else’s benchmark.
Every lead and deal ranked by real conversion likelihood — trained on your own won/lost history, not a generic model. Reps spend their hours on the pipeline that actually closes.
Flag at-risk accounts weeks before they leave — with the reason and the play to save them, routed to the right owner automatically.
The right next step surfaced inside the rep’s view — no extra tab, no guesswork.
Continuous dedupe, enrichment, and validation so the AI never runs on garbage.
One trustworthy record across sales, marketing, and service — the groundwork that makes every prediction reliable and every report match.
We assess your CRM data, integrations, and pipeline process, then score how ready it is for AI to act on. You get the score and the gaps in plain English — yours to keep either way.
We clean and govern the data and wire the integrations, then implement scoring, churn alerts, and next-best-action — tuned to your historical outcomes, not a template.
We roll it out inside the rep workflow, train the team, and tune the models as results come in — so accuracy and adoption climb quarter over quarter.
We’ve spent 15+ years putting CRM and AI into production for sales and service teams. We own the outcome — clean data, working models, real adoption — not just the recommendation.
No. We build on the CRM you already run — Salesforce, HubSpot, or Microsoft Dynamics. The work is in making it act intelligently, not replacing it. If a migration genuinely serves you, we’ll say so and show the math; otherwise we leave your platform in place.
That’s the normal starting point — and exactly why we lead with a data foundation. Duplicates, gaps, and stale records are fixable, and fixing them is what makes the AI trustworthy. The readiness assessment tells you precisely what shape your data is in before you commit to anything.
The assessment takes days, not months. First models — scoring and churn alerts — typically go live within weeks, and we instrument them so the impact is measurable against your own pipeline from the first month.
Native features like Einstein or HubSpot AI are powerful, but they assume clean, governed data and need tuning to your business to produce numbers your team will actually trust. We make those features work — the foundation, the configuration, and the adoption — instead of leaving them switched on and ignored.
Usually a RevOps or sales-ops lead and someone who owns the data. We handle the engineering and modelling. Your reps see the result in their normal workflow — not another tool to learn.
Engagements are scoped to outcomes, and every one starts with a fixed-scope assessment so you can decide with the full picture. Book a working session and we’ll give you a clear range for your situation.
Bring your pipeline questions. In 45 minutes we’ll score your CRM’s AI-readiness and show you the fastest path to more won deals and fewer lost customers.
Salesforce Partner · 15+ years · Measurable from day one