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Our Services

Varied Consulting Approaches for CRM & MarTech

“Revenue Operations-as-a-Service”

Pick the solutions you need now.
Then, flexibly switch things up later on as you go.
sea-king-helicopter

Rapid Rescue

Quick Troubleshooting & Issues Resolution

  🏃‍♂️ Jump in quickly to understand client’s situation & business, diagnose issues, and solve problems


 🛠️ Provide clients with usable resources and sustainable solutions to fix both immediate issues, AND their root problems
Tugboat

Tugboat

Ongoing Administration & Maintenance Services

⚙️ System Administration, Auditing, Updates and Repairs

🧑‍🎓 User Management & Coaching: Custom Training, Onboarding, and Adoption

📈 Strategic Planning for Ongoing Growth
Shipyard

Shipyard

New Solution Architecture, Design & Development

🏗️ Implement new systems from ground up (and migrate from your old ones)

📊 Prioritize client’s maximized value (operating costs and/or time saved)

 🤝 Orchestrate integrations between new & existing systems

🔬 Design thoughtfullly — while keeping the interconnected nuances of people, process, and platforms in mind

Lighthouse

Lighthouse

Strategic Advisory for Tool Stacks & Team Growth

🔎 Assess current team’s opportunities & strengths with toolset on hand

🧭 Guide teams in vendor procurement & evaluationselecting and buying the right integrated toolkits for their current and future needs


Focus of Expertise 

  • CRM Administration, Customization, Workflow Configuration, and Development
  • Marketing Automation
  • Software Vendor Procurement, Evaluation & Analysis
  • Systems Integration & API Configuration
  • Sales Operations & Enablement
  • Data Capture & Web Form Configuration
  • Business Intelligence, Analytics & Reporting Design
  • Pricing, Quotes & Contract Management (CPQ)
  • Data Privacy & Compliance (e.g. GDPR, CCPA)
  • Front-End Web Development (with focus on services integration, CMS configuration, and CRM UI component development)
    • HTML, CSS, JavaScript, PHP, SQL, SOSL/SOQL, Visualforce

Selected Vendor Certifications Held


  • Salesforce
    • Administrator
    • Marketing Cloud Account Engagement (Pardot) Specialist
    • Marketing Cloud Account Engagement (Pardot) Consultant
    • Nonprofit Cloud Consultant

  • HubSpot
    • Inbound
    • HubSpot Sales Software
    • HubSpot Reporting

  • Workato
    • Automation Pro I
    • Automation Pro II
    • Automation Pro III

  • Smartsheet
    • Core Product

Who We Work With

  • Clients who are looking for partner who can work with different engagements models:
    • As a temporary resource or a long-term partner
    • Can offer efficient expertise as a cost-saving “fractional” resource (instead of full-time)
    • Payment through ongoing retainer, for hourly billing, or for scoped projects
    • Can jump in quickly “on-demand” into new engagements — with flexible global support across time zones

  • We’re deliberately “industry agnostic” here. We thrive off of and enjoy our continued work and expertise with clients across variety of sectors:
    • tech (particularly SaaS, enterprise software, B2B, and cybersecurity)
    • media & entertainment
    • telecommunications
    • creative agencies
    • life sciences
    • nonprofit & social impact
    • educational services & curriculum
    • financial services
    • private equity & VC firms
    • startups (seed to Series D, but especially for Series A to B)