Salesforce implementation · AI agents · GTM systems

We build your Salesforce — and the AI agents that run on it.

Enterprise-grade Salesforce implementations and custom AI agents, delivered by senior architects for 50–60% less than traditional consultancies. We design the system, build it, and ship the agents that make it work harder.

Talk to an architect ↗ What we do
Working with
IPO readiness
Financial services
B2B businesses
Healthcare
Search fund businesses
What we do

Salesforce, AI agents, and the system that ties them together.

We're a full-service Salesforce + AI implementation firm. Strategy, architecture, build, and tuning in one delivery model — so your CRM, integrations, and AI layers run as one system, not bolted-together workstreams.

→ 01
Salesforce Implementation
End-to-end Sales Cloud, Service Cloud, Marketing Cloud, CPQ, and Data Cloud builds. Migrations from HubSpot, SAP, or Netsuite. Rescue work for orgs that have outgrown their original implementation. Senior architects, no offshore handoffs.
Sales Cloud Service Cloud CPQ Migration
→ 02
AI Agents & Automation
Custom AI agents, copilots, and automated workflows tuned to your business — built on Claude, OpenAI, Agentforce, or LangChain. Real production systems, not demos. Native to Salesforce when that's the right home.
Agents Copilots Agentforce
→ 03
Platform Integration & Data
Connect CRM, marketing automation, product usage, and finance using MuleSoft, custom APIs, or native connectors. Unified data, real-time sync, no duct tape.
MuleSoft Data Cloud APIs
→ 04
GTM Strategy & Analytics
Workflow design, RevOps architecture, dashboards, and forecasting layers — measuring what's actually moving revenue, not just what's easy to count.
RevOps Dashboards Einstein
Accelerators · Productized

Pre-built agents and copilots, customized to your workflow.

Our accelerators ship faster than custom builds because we've solved the patterns before — but they're tuned to your data, your motion, your reps. Not self-serve SaaS.

New · Inbound
Bruce
An AI agent that drafts your inbound response before your rep opens their laptop.
Lives inside Salesforce. Researches every inbound lead in 60 seconds, scores ICP fit, and writes the personalized first-touch your rep approves and sends. Built on your data model, tuned to your sales motion.
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Live
Concierge
Inbound triage, in your voice.
Chat assistant that supports inbound inquiries, summarizes context, and routes customers to the right human at the right moment.
Learn more
Selected work

Real outcomes. Measurable impact.

We help modern GTM teams connect data, systems, and AI — delivering smarter operations and faster growth across industries.

Retail · IPO Readiness
Unified GTM system for IPO readiness
A fast-growing retailer needed to migrate from Netsuite and SAP to a unified GTM system ahead of an IPO. We designed and implemented a connected architecture spanning commerce, marketing, sales, and service — with dynamic quote-to-cash automation.
✦Unified customer view across all channels
✦Real-time quoting and pricing
✦Improved agility and compliance readiness
Financial Services · Marketing
Marketing efficiency and cost reduction
A multi-channel financial services provider struggled with fragmented campaigns and rising SMS costs. We consolidated legacy tools into a unified marketing and analytics platform, embedding AI for personalization and optimization.
✦Single campaign platform across channels
✦Streamlined governance and faster launches
✦Significant savings and reduced SMS spend
Financial Services · Lending
Loan origination modernization
Following a merger, the client faced fragmented systems and manual loan workflows. We rebuilt loan origination on a unified CRM with automation, DevOps, and QA — turning a multi-week process into days.
✦Streamlined processes, fewer manual errors
✦Faster releases through CI/CD
✦Stronger compliance posture
Healthcare · Payor
Connected member experience
A leading health payor needed to unify member data and automate support workflows. We integrated claims, call center, and event systems into a single AI-enabled CRM platform — making the member experience feel like one company.
✦Unified member view across systems
✦Automated call routing
✦Faster, more consistent service
How we're built

Two founders. Two specialized teams. One delivery model.

Strategy and engineering live in the same room — so your GTM design and AI implementation don't drift apart between conversations.

Ellen Chan
Ellen Chan
Co-Founder · GTM
Leads go-to-market strategy and resource allocation. A former growth-stage investor, Ellen ensures every engagement is ROI-positive for the client before the first line of code ships. She's the one in the room making sure the system you're building actually fits the business you're running.
Glenn Kohner
Glenn Kohner
Co-Founder · Technical
Technical architect across GTM and AI. A Salesforce CTA with deep platform expertise and a builder's instinct for production AI. Glenn makes sure your GTM systems and AI workflows ship as one connected platform — not two bolted-together workstreams.
Operating principle
Senior architects lead every project. AI handles the bulk of the delivery work, while our team focuses on judgment, design, and the human decisions that still matter. That's how we ship enterprise-grade systems without enterprise-grade markups.
Salesforce, in depth

Deep Salesforce expertise — in a broader GTM context.

Salesforce is the system of record for many revenue teams, and we're experts across every cloud. But our work goes beyond implementation — we connect Salesforce to your marketing, product, AI, and finance layers as one system.

Sales & Service Cloud
Lead, opportunity, forecasting, case routing, omnichannel support
Marketing & Experience
Campaign automation, customer journeys, partner and customer portals
Commerce & CPQ
B2B / B2C storefronts, product setup, configure-price-quote workflows
MuleSoft & Data Cloud
Custom APIs, ERP and billing integrations, unified data foundation
Einstein & Agentforce
Predictive scoring, performance dashboards, real-time AI workflows
Migration & Modernization
SAP, HubSpot, Netsuite migrations with minimal downtime
Why us
We design strategy and build the system — and ship software you can use from day one.
Embedded experts
Senior architects stay hands-on throughout your project. No bait-and-switch from senior pitch to junior delivery.
Platform-agnostic, opinionated
We design GTM systems that fit your business, not a single vendor. Salesforce, HubSpot, or custom — we make it work together.
AI-native by design
We build intelligence into your workflows from the start — automation, insights, and copilots that actually move metrics.
Productized accelerators
Our agent portfolio means we ship faster on patterns we've solved — without sacrificing the customization your business needs.

Ready to build a smarter GTM system? We'll help.

Whether you're scaling Salesforce, exploring AI agents, or redesigning your RevOps architecture — we'll help you connect strategy, systems, and intelligence.

Schedule a call ↗ Email us instead
30 minutes · No pitch deck · Real conversation