No project managers. No junior handoffs. You work directly with Max — a senior Salesforce expert who has built CRM environments for startups, scale-ups, and enterprise teams for over a decade.
Salesforce Certified · 10+ years · 12+ clients served
The Pipeline Hygiene Audit is read-only access to your org and a findings report within days. You get the list of what's wrong and what it's costing you — whether or not you hire us.
Max replies within one business day
From first deployment to ongoing optimization — we handle the full lifecycle so your team can focus on selling.
A new org, built around your process instead of a template.
Fix the org you have before you replace it.
Leadership sees the number without exporting anything.
One source of truth across your whole stack.
Enforce process without adding friction.
A Salesforce expert on call, without the headcount.
From executive dashboards to pipeline management — the kind of Salesforce environment we configure for our clients.
We build executive and team-level dashboards that surface the numbers that matter — pipeline health, win rates, forecast accuracy, and rep activity — all in one place.
We configure your Opportunity object to reflect how your team actually sells — custom stages, required fields at each stage, automated reminders, and a kanban view your reps will adopt.
Standard objects only go so far. We design and build custom objects, fields, and relationships that capture the data your business actually runs on.
Flows and code are at the core of every environment we build. Automation that enforces process, captures data, and removes friction so your team can focus on selling.
Four recent engagements, and what changed as a result.
Redesigned the entire sales process and unified HubSpot, NetSuite, and Service Cloud into a single environment. Sales, CS, Finance, and Operations now work from the same records, with custom views and dashboards built for each team.
Introduced strict stage progression rules and enforced the fields that matter at each stage, then built the custom objects their business logic actually required. Leadership got accurate pipeline visibility for the first time.
Built their Sales Cloud org from the ground up, migrated existing data, established clean stage definitions, and configured performance tracking across lead gen, quota attainment, and stage progression.
Streamlined the org, rebuilt views for Sales and Marketing, and created a clean handoff between them. Led the Marketo to HubSpot migration and onboarded Salesloft and Outreach in the same engagement.
Every engagement is shaped around the client's business — their team, their data, their goals.
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Every engagement starts with a deep-dive into your business — your sales motion, your team's workflow, and what's actually broken. Only then do we touch Salesforce.
Four steps. You know the scope and the price before step three starts.
We learn your sales motion, the current state of your org, and what's actually breaking. You get a straight answer on whether this is worth doing.
A deep-dive with your stakeholders to map workflows and decide what Salesforce actually needs to do. You leave with a written scope and a fixed price — no open-ended hourly risk.
Max configures, tests, and documents every change, with a weekly check-in so nothing arrives as a surprise. You see progress in your own sandbox as it happens.
Go-live with training for your team and full documentation you keep. No lock-in and no dependency on us to understand your own org.
Tell us where you're at with Salesforce and we'll start with the free read-only Pipeline Hygiene Audit — findings within days, no install, no obligation.
Max will get back to you within one business day.