Sales Velocity

+30% Faster

Customer Satisfaction

95%

Revenue Growth

5%

60-Day Deep Remediation Sprint

Tech Debt Salesforce Audit System Documentation RevOps Enterprise CRM

What We Did

  • Used the Salesforce Optimizer output as a benchmark to scope and prioritize remediation across the entire org
  • Spent 60 days auditing and deprecating legacy APEX code, identifying automation conflicts, and mapping the full system dependency chain
  • Documented all active integrations and flagged high-risk automation that was running without current business context or ownership
  • Established a working inventory of what the business had, what it needed, and what needed to be rebuilt — laying the foundation for all subsequent work

Results

  • Restored operational clarity to a system the entire business depended on but could not explain
  • Created a prioritized remediation roadmap used to guide engagements across subsequent project phases
  • Identified technical risks that, unaddressed, would have blocked future scaling initiatives
  • Established foundational documentation that had been absent for years

Let’s talk about your stack

Book a 20‑minute consult to map your biggest bottleneck and the fastest next step.

Explore other cases

+75% Confidence in Recurring Revenue
Fintech • PE Backed

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
$100K Technical Cost Savings
B2B SaaS • Series B

Data Detox: Cleaning the Instance and Finding Hidden Technical Debt

“40,000 bad accounts, 115,000 dead records, and 28 frozen admin users nobody knew about. Here’s what a 30-day clean-up revealed — and why testing in sandbox saved the business from itself.”

 

SUMMARY

The Salesforce environment had accumulated years of unchecked data and configuration bloat. Users were wading through irrelevant records, reporting was unreliable, and the system had grown too noisy to yield clean insights. The goal was simple: remove everything that didn’t belong, and find out what was hiding underneath.

Read More
$200k Cost Saving | 31% Budget Reduction
B2B SaaS • Series B

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

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.