Building Intelligent GTM Systems That Scale Revenue
We help go-to-market teams design, automate, and connect the systems that power growth — from CRM to data to AI.
Salesforce, HubSpot, OpenAI, Snowflake — we integrate the modern GTM stack into one intelligent operating layer.
We Design and Integrate AI-Powered GTM Systems
We bring strategy, architecture, and intelligent automation together — so your GTM engine runs smarter every day.
GTM Systems Design
Map your workflows, data, and tech stack to create an integrated system that supports your growth motion.
Platform Integration & Data Architecture
Connect CRM, MAP, product usage, and finance systems using Salesforce, HubSpot, or custom APIs.
AI Enablement & Automation
Deploy agents, copilots, and predictive workflows using OpenAI, xAI, and platform-native tools like Einstein or Agentforce.
Analytics & Optimization
Build unified dashboards and intelligence layers for pipeline health, forecasting, and performance optimization.
How the System Works
Modern GTM teams need more than point solutions. We architect integrated layers that talk to each other.
Execution Layer
Sales, marketing, and customer success teams get real-time workflows, guidance, and automation in their daily tools.
Intelligence Layer
AI models score leads, predict next best actions, and generate insights — continuously optimizing against your business metrics.
Data Layer
Unified customer records, normalized data models, and real-time sync across CRM, marketing, product, and finance systems.
AI in Action
These workflows automate the tasks that slow your team down and miss opportunities.
Pipeline Scoring
AI ingests company data, intent signals, and activity to score and rank opportunities — surfacing high-probability deals.
Meeting → CRM Automation
Automatically transcribe calls, summarize key points, and update CRM records — eliminating manual data entry.
Next-Best-Action
AI recommends the next step for every rep — follow-up timing, talk track, or content — based on deal dynamics.
Why Us
Where Strategy Meets System Design — and Software You Can Use from Day One
We combine deep GTM and technical expertise with practical tools that accelerate impact. Every engagement includes both custom system design and out-of-the-box AI tools that make your teams more productive immediately.
Embedded Experts
Senior architects stay hands-on throughout your project.
Platform-Agnostic Thinking
We design GTM systems that fit your business, not a single vendor. Salesforce, HubSpot, or custom stack — we make it all work together.
AI-Native by Design
We build intelligence into your workflows from the start — automation, insights, and copilots that actually move metrics.
Out-of-the-Box Tools
Access a library of pre-built accelerators, including:
- Sales Coaching Copilot — AI-powered feedback and pipeline insights for reps.
- Customer Concierge Line — A chat assistant that supports inbound inquiries, summarizes context, and routes customers intelligently.
Proven Results
Our systems consistently help GTM teams scale faster, operate smarter, and deliver measurable ROI within weeks.
Deep Salesforce Expertise — in a Broader GTM Context
Salesforce remains the core system of record for many teams — and we're experts across every cloud. But our focus goes beyond implementation: we make Salesforce work as part of a connected GTM system that includes your marketing, product, and AI layers.
Sales & Service Clouds
Revenue process design & automation
- • Lead management & opportunity tracking
- • Forecasting & sales automation
- • Case routing & omnichannel support
Marketing & Experience Clouds
Customer journey & engagement systems
- • Campaign automation & personalization
- • Customer journeys & analytics
- • Partner & customer portals
Commerce & CPQ
Productized selling at scale
- • B2B/B2C storefront implementation
- • Product setup & cart workflows
- • Configure-Price-Quote automation
MuleSoft & Data Cloud
Cross-platform integration
- • Custom APIs & integrations
- • ERP & billing system connections
- • Unified data foundation
Einstein AI & Analytics
Embedded intelligence + insights
- • Predictive scoring & automation
- • Performance dashboards
- • Real-time insights & workflows
System Transitions & Migration
Legacy platform modernization
- • Migrate from SAP or HubSpot
- • Minimize downtime
- • Preserve business logic
Client Results
Real Outcomes. Measurable Impact.
We help modern GTM teams connect data, systems, and AI — delivering smarter operations and faster growth across industries.
Retail Brand
Unified GTM System for IPO Readiness
A fast-growing retailer needed to migrate from Netsuite and SAP to a unified GTM system ahead of an IPO. We designed and implemented a connected architecture spanning commerce, marketing, sales, and service — with dynamic quote-to-cash automation.
Commerce + Marketing + Sales + Service
Single platform + AI personalization
Financial Services
Marketing Efficiency & Cost Reduction
A multi-channel financial services provider struggled with fragmented campaigns and rising SMS costs. We consolidated legacy tools into a unified marketing and analytics platform, embedding AI for personalization and optimization.
Financial Services
Loan Origination Modernization
Following a merger, the client faced fragmented systems and manual loan workflows. We rebuilt loan origination on a unified CRM with automation, DevOps, and QA.
Automation + Compliance + Speed
Claims + Call Center + Events Unified
Healthcare Payor
Connected Member Experience
A leading health payor needed to unify member data and automate support workflows. We integrated claims, call center, and event systems into a single AI-enabled CRM platform.
Healthcare Provider
Patient Engagement & Data Visibility
A regional surgical care provider struggled with disconnected scheduling, EHR, and communication systems. We deployed an integrated Health Cloud + EHR stack with automated follow-ups and real-time dashboards.
Scheduling + EHR + Engagement Unified
Ready to Build a Smarter GTM System?
Whether you're scaling Salesforce, exploring AI agents, or redesigning your RevOps architecture — we'll help you connect strategy, systems, and intelligence.
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