Sales Velocity
45% Faster
Customer Satisfaction
95%
Revenue Growth
15%
$100K Technical Cost Savings
What We Did
- Removed 40,000+ erroneous Account records and identified 115,000+ Person (Lead and Contact) records for removal — based on inactivity, ICP misfit, and TAM exclusion — then deduplicated and normalized 6,100 remaining records
- Deprecated 1,000+ unused reports, 10 dashboards, 13 page layouts, 32 inactive validation rules, 78 inactive workflow rules, 300+ unassigned roles, 8 profiles, and 21 unassigned permission sets
- Performed all changes as dry runs in a Full Data Sandbox before touching Production — uncovering 28 Frozen Administrator users hard-coded into the core APEX automation, which would have broken critical business processes if deactivated
- Documented the technical debt finding and built a remediation plan to safely address the frozen admin risk before any further production deployment
Results
- $100K in technical cost savings identified and realized
- Immediate improvement in user efficiency — reps working deals in a cleaner, faster environment
- Cross-functional alignment restored — teams now discussing the same data, leading to better onboarding and support coordination
- Hidden critical risk surfaced and contained before it could cause production damage
Let’s talk about your stack
Book a 20‑minute consult to map your biggest bottleneck and the fastest next step.
Explore other cases
Securing $220M in ARR: Establishing the Global Source of Truth for Success
“The Chief Client Success Officer had $220M in ARR and no reliable view of any of it. We built their first source of truth — then rolled it out globally across three regions.”
SUMMARY
Despite having over $220M in Annual Recurring Revenue, the Customer Success organization had no trustworthy data to manage it. Revenue at risk was invisible, product holdings were scattered across systems, NRR couldn’t be calculated, and renewals were being tracked manually. Leadership was flying blind on the most important number in the business.
Read More
Driving Revenue: User Enablement and Optimization for Scale
“31% technology budget savings, 90+ automation rules consolidated, and a sales team finally working in systems built around how they actually sell.”
SUMMARY
With the environment clean and risks documented, the focus shifted from remediation to performance. The goal was to make the business meaningfully more efficient and effective at driving revenue — through better processes, leaner automation, and a rationalized technology spend. All without adding headcount.
Read More
Taming the Pipeline: Building Rigor into a $130M Revenue Engine
“A $130M pipeline the President of North America couldn’t forecast. We fixed that — without adding a single headcount.”
SUMMARY
After the acquisition, the focus shifted to the acquiring organization’s own growth challenges. The North American sales function had a massive pipeline — and no reliable way to read it. Forecasting was anecdotal, deal velocity was invisible, and leadership was making decisions without confidence. The mandate was to introduce the kind of rigor that turns a busy sales team into a predictable revenue engine.
Read More
We’ll bring the strategy, clarity, and execution to get you where you want to be.
Scaling doesn’t have to feel overwhelming.
SCHEDULE 1:1
Accountability
We say what we’ll do - and deliver it.
Simplicity
No bloated decks - clean fixes, higher velocity.
Strategic
Right decisions, right timing - with data, clarity, and confidence.
Tactical
Hands-on execution with precision.