Start with the problem, then choose the service
Salesforce Consulting
For unreliable pipeline reporting, brittle automation and disconnected tools. Scope can include configuration, Salesforce Flow, integrations, data cleanup and user handoff. Legacy automation migration belongs here as a specific Salesforce workstream.
HubSpot Consulting
For unclear lifecycle stages, misrouted contacts and workflows that complicate the marketing-to-sales handoff. Scope can include CRM setup, workflows, integrations and reporting.
Revenue Operations Consulting
For cross-team handoffs, competing definitions and reporting that needs reconciliation. Scope can include lifecycle design, process ownership, system changes and governance.
Sales engagement and automation
For CRM sync gaps, inconsistent follow-up and unclear cadence ownership. Scope can include Salesloft implementation, integration, operating rules and team enablement.
CPQ and quoting workflows
For quoting that depends on manual checks and disconnected approvals. Scope can include product and pricing rules, quote approvals, CRM integration and validation; agree platform and licensing requirements first.
Taylor Teets describes Salesforce quoting workflows spanning inquiry through proposal.
CRM Hacker tailored an entire staffing process and developed custom objects in Salesforce specifically for your needs to help us scale the business. They transformed our GTM motion, segmented contacts, and implemented activity tracking and reporting to streamline everything.
Max Spanier
President at Sloane Staffing
From a specific problem to an agreed scope
First we talk through where work gets stuck. A scoped engagement then moves through assessment, implementation, validation and handoff.
The proposal identifies deliverables, dependencies, acceptance criteria and exclusions. Ongoing support is an explicit scope decision.
What could this cost?
The initial conversation is free. Detailed assessments and implementation are scoped and priced separately. The main cost drivers are the systems and workflows involved, data condition, integration complexity, custom work, testing and training. Software and third-party fees should be identified separately.
Not sure which tool is the problem? Start with the work.
Tell us where things get stuck and which teams are affected. We’ll review your request and contact you to arrange a conversation.
AI readiness and practical automation
For teams considering AI before their data, permissions and process ownership are ready. Start with the use case, data access, human review and how success will be evaluated. Any build or pilot is separately scoped.
Explore AI readiness and consulting