We eliminate the manual gaps in your Lead-to-Contract process.
Most consultancies try to do everything. We specialize in one thing: the chain of systems between first lead and signed contract.
Three stages, one system
Your revenue process has three stages. When they don't talk to each other, deals stall.
- 1. Capture & Qualify → Salesforce manages your deals
- 2. Connect & Orchestrate → Integrations sync data across your stack
- 3. Contract & Close → DocuSign automates the agreement
Salesforce architecture and optimization
The problem: you're fighting your CRM
You didn't buy Salesforce to create more administrative work. You bought it to accelerate revenue. If your reps spend more time updating fields than selling, something is broken.
Common Symptoms: Pipeline reports don't match reality, leads sit in queues for hours, and custom workflows break constantly.
What we do differently
We re-architect your instance to support how you actually sell. That means eliminating the manual workarounds your team has been living with and replacing them with automated flows that hold up as you grow.
- Lead-to-Opportunity flow that moves deals forward, not sideways
- Routing logic that assigns leads without human triage
- Data architecture your leadership can actually trust for pipeline calls
Integration architecture (Workato)
The problem: your team is the integration
Your data lives in six different tools, and nobody trusts the numbers. You're exporting to Excel just to answer basic questions, and your team acts as a "human API" copying data between systems.
The solution: systems that sync themselves
We design Workato recipes that connect your entire stack. When a lead converts in Salesforce, your ERP updates and billing triggers automatically. No one has to copy a field.
- Bi-directional syncs so data stays accurate across systems
- Error handling that alerts you before problems cascade
- Architecture designed to handle 10x your current volume
Contract lifecycle automation (DocuSign CLM)
The problem: contracts stuck in email
Your contracts live in email threads. Version control is a mess. Nobody knows if the customer has signed yet. That friction kills deal momentum at the worst possible moment.
The solution: agreements that run themselves
We wire DocuSign CLM directly into Salesforce. One click generates the contract from an approved template. Approvals route automatically. Signed docs land back in the CRM record.
What changes for your team
- Contracts generated from Salesforce in one click
- Approvals route without anyone chasing them
- Signature status visible on the Salesforce record in real time
- Signed documents stored automatically, no manual filing