What it is
Most professional services firms run on 7-12 sales tools bought ad-hoc over 3 years. Nobody audits what's redundant, what's missing, or what's actively hurting productivity. We do a forensic audit of every tool, design the target state architecture, and build a migration plan your team can actually execute.
Why it matters
The average firm uses 10+ sales tools but only 3 are actively maintained. The other 7 are draining budget, creating data silos, and frustrating your team. A clean stack cuts costs by 30-40% and improves rep adoption overnight.
Our approach
How we deliver.
Discovery & Inventory
We identify every tool in your stack, map data flows between them, and assess adoption rates per tool.
Gap Analysis
We benchmark your stack against industry best practices and identify redundancies, missing capabilities, and integration gaps.
Target Architecture
We design the ideal stack — tools, data flows, integrations, and permissions — with a phased migration roadmap.
Migration & Rollout
We execute the migration, configure new tools, document workflows, and train your team on the new stack.
Ready to build