Revenue operations · CRM architecture
Salesforce integration
Lead routing, attribution, and outreach → CRM sync.
We design outbound and marketing systems that write cleanly into Salesforce — routing rules, campaign attribution, and automation that RevOps can trust.
Operating model
Signal-to-outcome architecture
Business signals
CRM · channel · intent
Orchestration
Rules · AI · approvals
The operating problem
Fix the system, not one isolated symptom.
We start with the business outcome and trace the process, data, tools, and human decisions required to produce it reliably.
Leads stuck outside Salesforce
Addressed through architecture, automation, ownership, and measurable operating controls.
Broken attribution from ads/outreach
Addressed through architecture, automation, ownership, and measurable operating controls.
Manual list ops and data hygiene
Addressed through architecture, automation, ownership, and measurable operating controls.
Slow handoffs between marketing and sales
Addressed through architecture, automation, ownership, and measurable operating controls.
Engagement model
From discovery to an operated system.
Map
Document the outcome, current process, data, constraints, and accountable owners.
Design
Define the architecture, decision rules, integrations, controls, and measurement plan.
Implement
Build the priority workflows, test failure paths, and validate real operating cases.
Operate
Monitor outcomes, document changes, and expand only after the foundation is stable.
What ships
A usable operating capability—not a slide deck.
Packaging: Integration + automation + outbound system design
Lead and account routing model
Configured for your stack, operating constraints, and internal ownership model.
Campaign and source attribution
Configured for your stack, operating constraints, and internal ownership model.
Outbound activity synchronization
Configured for your stack, operating constraints, and internal ownership model.
Lifecycle stage governance
Configured for your stack, operating constraints, and internal ownership model.
Exception monitoring
Configured for your stack, operating constraints, and internal ownership model.
Operator documentation
Configured for your stack, operating constraints, and internal ownership model.
Stack and governance
Designed to survive the handoff.
Works with Salesforce (not an official partner claim until badges land). We document ownership, exceptions, approvals, and the signals your team should monitor after launch.
Frequently asked
Before we design the system.
Can you work with our existing stack?+
Yes. Salesforce integration is designed around the systems you already operate, with replacement recommended only where the existing constraint is material.
Can we start with one workflow?+
Yes. A bounded, high-value workflow is usually the best way to validate the architecture, ownership, and measurement model.
Who owns the system after launch?+
That is defined during discovery. We can operate it, support an internal owner, or deliver a documented handoff with an agreed support model.
How do you measure success?+
We agree the operational and commercial measures before implementation, including routing accuracy, handoff time, attribution coverage, manual work removed.
Start with the operating constraint
Design a practical salesforce integration roadmap.
Bring the stack, process, and desired outcome. We will identify the highest-value place to begin.