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Sales teams

Give reps a CRM that helps them sell, with clean data, sensible automation and less admin.

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The problem

Reps work around the CRM because it's slow and cluttered, so the data your forecast depends on is already wrong.

  1. 01Admin and manual logging eat selling time and rep patience.
  2. 02Leads sit unworked because routing and alerts are unreliable.
  3. 03Pipeline stages are inconsistent, so the forecast is a guess.

How we help

What this looks like in practice

We make the CRM work for the people in it. That means removing the busywork, surfacing the right records at the right time, and making sure pipeline reporting reflects reality so forecasting stops being guesswork.

  • A streamlined CRM that reps actually keep up to date
  • Automated activity logging and follow-up reminders
  • Clean pipeline stages and accurate forecasting
  • Routing and alerts that get leads to the right rep fast

The work behind it

Services this draws on

Salesforce and CRMCRM Admin & Sales OpsWe take admin off your reps, clean up the data underneath, and build the automation and reporting that get reps using Salesforce again.Explore the service Data and reportingData & GTM IntelligenceWe clean and enrich your data, track which accounts are showing buying signals, and build the dashboards leadership uses to make decisions.Explore the service

Why it matters

What changes for your team

Less manual work

We automate the repetitive jobs that take up your team's week.

Cleaner data

One maintained source of truth, so reports and decisions use numbers people trust.

Faster pipeline

Cleaner handoffs and better targeting mean fewer leads lost between teams.

Case study

InstemLife sciences software & services

Three CRMs into one Salesforce instance in eight weeks.

After several acquisitions, Instem, a global life sciences software provider, had three commercial teams on three separate CRMs, each with its own fields, hierarchies and data standards. We audited every record first and marked each one to migrate, archive or discard. The legacy sales teams helped run the migration, which made adoption easier, and we hit a fixed New Year go-live with no downtime and no data loss.

CRM ConsolidationRevOpsData MigrationChange Management
Read the case study
3 → 1
CRMs consolidated
8 wks
Kickoff to delivery
0%
Downtime or data loss
100%
On time, under budget

Recommendations

What people who've worked with Paul say

Read all recommendations

I had the pleasure of working with Paul at SCIEX and was impressed by his expertise in Salesforce and marketing automation. Paul consistently brought clarity and efficiency to our CRM and automation initiatives, translating complex requirements into practical, high-impact solutions for both marketing and sales teams. He is highly knowledgeable, collaborative, and results-driven, with a strong ability to improve processes and drive meaningful business outcomes.

SCIEX

Marie-Lise Perrault

Senior Global Marketing Communications Manager - Biopharma & Pharma

SCIEX

I had the extraordinary experience of working with Paul for a year while we were both at Metabolon. Paul isn’t just passionate about marketing, he lives and breathes it. His mastery of marketing automation tools is impressive, but what really makes him shine is the way he obsesses over the details. Every campaign, every workflow, every single decision has been crafted with care and precision. But here’s the real gift: Paul isn’t just a technical wizard. He’s a leader who brings heart and community to the table. He has this uncanny ability to turn complexity into clarity, and he does it in a way that lifts up every single person he works with. Every project with Paul feels structured, purposeful, and honestly, fun. If and when I have the chance to work with Paul again, I’d do it in a heartbeat.

Darktrace

Libby Bean

Sales Operations Manager, Amercias Commercial East & West

Darktrace

I’ve had the pleasure of working with Paul for nearly three years, including two years where he was my direct reporting manager. Paul is an exceptionally passionate marketing professional with deep expertise in marketing automation tools and systems. His attention to detail is remarkable and consistently sets a high standard for quality and precision in everything he does. What truly sets Paul apart is his rare ability to combine strong technical knowledge with thoughtful, people-focused leadership. He brings clarity, structure, and purpose to his work while empowering those around him to grow and succeed. As he takes the exciting step of starting his own marketing consultancy, I have no doubt he will bring the same level of excellence, insight, and dedication to his clients. I wish him every success in this next chapter and couldn’t recommend him more highly.

Metabolon, Inc.

Mercy Sharanya Mohanraj

Marketing Operations Specialist

Metabolon, Inc.

FAQs

Before you ask

That's the goal. We cut clicks and automate logging so the CRM helps reps rather than taxing them, and we bring them into the change.

Salesforce and HubSpot deepest, plus the major alternatives and the tools that plug into them.

Want this for your team?

Tell us where things stand and we'll set out what working together would look like.

Get a quoteBook a discovery call