We design, build, and manage the technical infrastructure behind your go-to-market motion — CRM architecture, pipeline engineering, workflow automation, tech stack governance, and the ongoing optimization that keeps it all running clean.
The tools exist. The problem is how they're wired together. Here's what we fix.
Leads hit the wrong rep, sit unworked for days, or get lost between marketing and sales handoffs entirely.
Duplicate records, missing fields, inconsistent stages. Reps stop updating because the data doesn't match reality.
Tools bolted together with Zapier chains, manual CSV exports, and hope. One change breaks three workflows.
Stage definitions that mean different things to different reps. No weighted pipeline. Board decks built on gut feel.
Territory logic, round-robin rules, and SLA-based escalation that ensures every qualified lead hits the right rep in minutes.
Clean data model, enforced hygiene, streamlined views. When the system is easy and accurate, adoption takes care of itself.
Native connections, proper API architecture, and middleware done right. One source of truth across every tool in the stack.
Stage definitions with exit criteria, weighted pipeline math, and automated roll-ups that deliver 99% accuracy at close.
We don't just build it and leave. From initial architecture through ongoing governance, we cover every domain your GTM systems touch.
Object model design, custom field strategy, record types, page layouts, and permission sets — built for how your team actually sells.
Stage definitions with exit criteria, conversion metrics, velocity tracking, and weighted forecasting models tied to real buyer behavior.
Deduplication, enrichment workflows, validation rules, and governance standards that keep your data clean without slowing reps down.
Lead assignment, deal stage automation, task triggers, approval flows, and notification chains — eliminating manual steps that slow your team.
Behavioral and firmographic scoring models, ICP-based qualification, and routing logic that gets the right lead to the right rep at the right time.
Executive dashboards, rep-level views, pipeline snapshots, and funnel analytics — built so every stakeholder sees what they need to act.
License audits, usage tracking, renewal management, and consolidation plans. Know exactly what you're paying for — and whether it's earning its keep.
Training programs, enablement materials, and adoption tracking. The best system in the world is worthless if your team won't use it.
Proactive monitoring, quarterly health checks, data hygiene programs, and continuous optimization — so your systems don't decay the moment we step away.
We don't sell software and we don't pick tools based on referral fees. We design the system first, then make your existing stack serve that system. If a tool needs to go, we'll tell you. If it just needs better architecture, we'll build it.
Salesforce, HubSpot, Microsoft Dynamics — we architect inside the platform you already own, not the one we wish you had.
Gong, Outreach, Salesloft, Apollo — wired into your CRM so activity data flows upstream, not into a silo.
ZoomInfo, Clearbit, 6sense, LeanData — clean data in, qualified leads out, routed to the right rep in minutes.
DealHub, Marketo, Pardot, Tableau, Looker — every tool in the stack connected to one source of truth your whole GTM team trusts.
GTM systems management is the discipline of designing, building, integrating, and maintaining the technology infrastructure that powers a company's go-to-market motion. It includes CRM architecture, pipeline engineering, workflow automation, data governance, tech stack optimization, and ongoing system health monitoring. Unlike one-time implementations, GTM systems management treats your revenue stack as a living system that requires continuous optimization.
A Salesforce admin configures fields and workflows inside one tool. GTM systems management starts with your revenue strategy and designs the architecture across your entire stack — CRM, engagement tools, data enrichment, CPQ, marketing automation, and analytics — so they function as one system. We think in terms of revenue outcomes, not tool configurations.
B2B SaaS companies between $1M and $30M ARR that have outgrown their initial tool setup but don't yet need (or can't afford) a full in-house RevOps engineering team. If your CRM feels like a mess, your data is unreliable, your pipeline mechanics are manual, or your forecasting is inconsistent, GTM engineering will fix those foundations.
We're tool-agnostic. Most of the time, the problem isn't the tool — it's the architecture. We work with Salesforce, HubSpot, Dynamics, and dozens of other platforms. If a tool genuinely needs to be replaced, we'll tell you, but our default is to optimize what you already have before recommending anything new.
Initial diagnostic takes 2 weeks. A full architecture and build-out typically runs 3-6 months depending on complexity. Ongoing systems management and optimization is available as a monthly retainer. Most companies see measurable improvement in data quality and pipeline accuracy within the first 60 days.
Whether your CRM needs a complete rebuild or your pipeline mechanics need fine-tuning, we'll engineer a GTM stack that your team trusts and your board can rely on.