Analytics + AI, built for Salesforce revenue teams. We take the QuickStart projects the big SIs turn away — and grow with you from there.
SF RevOps experts, AI at the core
SF RevOps Experts
Revenue Management: Sales Cloud, CPQ/Revenue Cloud, Marketing Cloud
Analytics: Tableau, CRM Analytics, Data Cloud
AI: Einstein Discovery, Tableau Pulse, Tableau Next, Agentforce
AI-Powered Insights
Modern Solutions: An upgraded revenue tech stack that drives outcomes by combining AI with data and analytics.
Code of Ethics: Committed to using AI for people, not just profit.
True Partners
We start small, think big, and grow alongside your business.
QuickStarts: Get to production in weeks, not years.
Managed Services: A monthly set of hours, as an extension of your team.
Most SI partners won't touch this deal size
What sets us apart from other Salesforce analytics partners
Long-Term Revenue Mindset
We take the $25K projects others turn away and treat them with the same quality as six-figure engagements.
Speed to Value
Our QuickStart packages deliver real, production-ready analytics in 4–6 weeks, not 6 months.
AI at the Core
Every engagement is designed with AI augmentation in mind — not bolted on as an afterthought.
True Partner Mindset
We align our success to yours. If you win, we win — Land & Expand is a partnership, not a sales tactic.
Deep Specialization
Pure-play Salesforce analytics firm: Tableau + CRM Analytics is all we do. No distractions.
Proven Methodology
Crawl, Walk, Run, Fly: a strategic roadmap from first dashboard to enterprise analytics maturity.
A low-risk way to prove analytics is worth it
- A fixed-fee, scoped engagement: you know the cost and the deliverable before we start — no open-ended statement of work.
- Live in weeks, not quarters: most QuickStarts ship in 4–6 weeks, so you're seeing value before the next planning cycle.
- Direct access to your consultant: no account manager layer between you and the person doing the work.
- No lock-in: if the QuickStart doesn't earn your trust, you walk away with working software and no further commitment.
- A real expansion path: if it does work, the next phase is already scoped and ready to go.
- Deep Salesforce specialization: Tableau, CRM Analytics, and Einstein AI are all we do — no generalist distraction.
How a $25K engagement becomes an end-to-end partnership
The ascent to operational excellence
Prove value with a focused starter use case.
Add more use cases and users on solid foundations.
Full analytics deployment across teams & data.
AI/ML integration and autonomous insights.
Where we go deep
Sales Performance & Forecasting
Optimize the sales cycle with AI-driven pipeline visibility and rep performance dashboards.
Quote-to-Cash Optimization
Streamline revenue lifecycle management from lead to renewal with CPQ and Revenue Cloud insights.
Marketing ROI & Attribution
Einstein-powered analytics for marketing spend optimization and multi-touch campaign attribution.
Revenue Intelligence Apps
Deploy specialized apps for forecast accuracy, pipeline inspection, and deal health powered by AI.
Churn Risk & Retention AI
Use Einstein Discovery to surface churn risks and opportunity likelihood scoring models.
Cross-Cloud Data Strategy
Complex dataflows connecting Sales, Marketing, and Revenue data into one strategic view.
Accelerate your analytics
Sales Cloud Starter
- Lead, opportunity & account setup
- Territory management
- Quota & forecasting
- AI + Analytics (add-on)
CRM Analytics / Revenue Cloud QuickStart
- Product + pricebook configuration
- Quote + order setup
- Reporting
- AI + Analytics (add-on)
Marketing Cloud Starter
- Cloud connection
- Campaigns
- Email templates
- AI + Analytics (add-on)
Pipeline & Forecast Vision
Sales Cloud
Real-time pipeline visibility, forecast accuracy, and rep performance for sales leadership.
CPQ Pricing Insights
Deep dive into pricing and quote analysis to optimize your revenue selling strategy.
Marketing Cloud Vision
Optimize campaign efforts and ROI by connecting cost and impact to maximize revenue.
Sales Analytics Accelerator
One QuickStart, worked end to end — a template for what your first engagement could look like.
What you get
Land & Expand Path
- Add more dashboards & self-service analytics
- Integrate Einstein AI for predictive insights
- Expand to CRM Analytics apps
- Enterprise-wide data culture rollout
More QuickStarts available on request.
Let's find the first win
- Book a call — a 30-minute conversation about what's not getting done today
- We scope a QuickStart with a fixed price and a clear deliverable, usually within a week
- Go live in 4–6 weeks, working directly with your consultant the whole way
- Expand only if it's working — the next phase is optional, not a foregone conclusion