A CRM your revenue team will actually use.
A full build or rebuild of the system your revenue runs on, designed around how your team already sells rather than how a demo org is configured.
The problem
Configured for a demo, not for your business.
Most builds get designed around the platform, not the company. Stages from a template. Fields from whoever the last consultant had handy. The process on screen and the process in the room quietly stop being the same thing.
A rebuild starts from how your team already sells. Who touches a deal, what has to be true before it moves, which numbers someone is actually judged on. Configuration follows that.
What you get
The whole system, not just the CRM.
- A data model that fits. Objects, stages and fields designed around your process, with the fields nobody has filled in since 2023 removed rather than inherited.
- Automation that holds. Flows and Apex built to a consistent pattern, version controlled, with test coverage that means something when the next person changes it.
- Integrations. Marketing platform, billing, telephony and warehouse wired in properly, with error handling that tells somebody when a sync fails.
- Migration you can audit. Mapped, reviewed, dry-run against a full copy, reconciled after the fact so you can prove nothing was lost.
- Reporting one version of. Pipeline, forecast and source attribution defined once, so the argument about whose number is right stops.
- Deployment discipline. Sandboxes, version control and a release path, so future changes stop going straight into production on a Friday.
How it runs
Phased, with something working at each step.
- Phase 1
Design
We interview the people who use the system daily and write down how selling actually happens here. That document is what everything gets built against, and you sign it off before a single field is created.
- Phase 2
Core build
Data model, process and automation, built in a sandbox and demonstrated every fortnight. You see it going wrong early enough to say so, which is the entire point of showing you.
- Phase 3
Integrate and migrate
Connected systems and data brought across, dry-run first and reconciled after. This is the phase most projects underestimate, so it gets its own time rather than being squeezed into the last fortnight.
- Phase 4
Adopt and hand over
Training built around real tasks rather than a feature tour, a support window while habits change, then documentation and handover to whoever owns it next.
Fit
Who this is not for.
- Teams under about ten Salesforce users. The overhead outweighs the benefit and something simpler will serve you better.
- Companies wanting a like-for-like rebuild of what they already have. If the answer is already decided, you want an implementer with a lower rate than ours.
- Programmes where no executive will make a decision. Design needs someone with the authority to settle disagreements between teams, and without that the project stalls at phase one no matter who builds it.
FAQ
Questions we get asked
Is this a new build or a rebuild?
Both, and the second is more common. Most companies calling us already own Salesforce and are living with a configuration that no longer matches how they sell. We keep whatever still earns its place.
How long does it take?
Three to six months for most mid-market builds, phased so you get working pieces along the way rather than one release at the end. Anything quoted at six weeks for a full revenue system is being quoted by someone who has not asked enough questions yet.
What about our data?
Migration is planned as its own workstream, not an afterthought in the final week. Field mapping is drafted, reviewed by someone who knows the business, tested against a full copy, then run. Bad migrations are the most common reason a good build fails.
Will our team actually use it?
That depends on whether they were part of designing it. We interview the people who live in the system daily, and we treat a rep quietly keeping a private spreadsheet as a design failure rather than a discipline problem.
Do you do the integrations too?
Yes. Marketing platform, billing, telephony, data warehouse and whatever internal system nobody wants to touch. Integration is usually where a build either becomes useful or becomes shelfware.
What happens when you leave?
You get the org, documented, with deployment history and a named person on your side who has been walked through it. We do not hold the keys and there is no retainer you have to sign to keep it working.
Next step
Bring us the build you are living with.
Thirty minutes. Bring the org or the problem. You leave with a straight answer on whether it is worth fixing.