AI-Native Revenue Tech Advisory

Your Sales Tech
Stack Is Failing You.

You've invested heavily in CRM, automation, and AI tools — and your pipeline is still a fiction. The market is moving at light speed, your competitors are rewiring their GTM stack in real time, and your revenue engine is running on yesterday's playbook. We fix that. Radically.

2× Gartner Magic Quadrant
HubSpot Gold Partner
25+ Years B2B Sales Leadership
Salesforce & HubSpot Certified
Atlanta · US & Europe

Most CRM investments fail to deliver.

It's not the technology. Salesforce and HubSpot are excellent platforms. The failure is almost always strategic — the process wasn't defined, the data model wasn't designed, and nobody mapped the sales motion before the system was built.

  • Sales team actively avoids the CRM — data is stale or wrong
  • Pipeline visibility is a guess, not a system
  • AI tools were added but nobody knows if they're working
  • You've already paid for an implementation that didn't stick
70%
of CRM implementations fail to meet ROI expectations
$X
Average cost of a failed CRM implementation to a mid-market company
90
days to measurable improvement — our typical engagement timeline
Gartner Magic Quadrant recognitions behind our methodology

Three ways we drive impact

We don't do everything. We do three things exceptionally well — and we're honest about which one you actually need.

CRM Implementation & Optimization

Salesforce and HubSpot builds, audits, and migrations. Start-to-finish or rescue projects. We make the platform produce — not just exist.

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Sales Tech Stack Advisory

Independent evaluation of your current stack. AI tool integration — Clay, Reply.io, Gong, ZoomInfo. Tech stack design for your specific sales motion.

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Revenue Operations Alignment

Aligning sales, marketing, and CS around a single data model. Pipeline visibility, forecasting, and reporting. Fractional RevOps leadership.

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What sets us apart

01
Strategy First
We design the process before we touch the platform. Technology is the last decision, not the first.
02
Verified at Scale
2× Gartner Magic Quadrant. We've built sales organizations from startup to Series C and beyond.
03
AI with Intent
We integrate Clay, Gong, Reply.io, and ZoomInfo into coherent, measurable systems — not experiments.
04
Platform Expertise
HubSpot Gold Partner + deep Salesforce expertise. We implement the right platform — not the loudest one.
05
No Hand-Offs
Senior practitioners on every engagement. The person on your call is the person doing the work.

Built for B2B SaaS and tech companies

We work best with companies between $5M–$100M ARR that have already invested in CRM but aren't seeing the results they expected.

B2B SaaS & Tech

Series A–C companies scaling their go-to-market with a real sales motion — not just founder-led deals.

New CRO Hires

Just joined a company with a broken CRM and a confused tech stack? We make you look good fast.

Post-Funding Rounds

Just closed a round? Investors expect pipeline visibility and repeatable process. We build that.

PE Portfolio Companies

Rapid sales process standardization post-acquisition. We've done it before and we know how to move fast.

From diagnosis to results in 90 days

1

Stack Audit

We assess your current CRM configuration, data quality, team adoption, and AI toolset against your actual sales motion.

2

Strategy Design

Before we touch a single field, we define the process — deal stages, data model, pipeline cadence, and reporting framework.

3

Build & Configure

Senior practitioners do the implementation. No juniors, no offshore hand-offs. We build it right the first time.

4

Adoption & Results

Training, enablement, and a 90-day success check. We're not done until your team actually uses what we built.

Platforms & tools we work with
Salesforce HubSpot Clay Gong ZoomInfo Reply.io Outreach Apollo Clari Salesloft

What clients say

"We had a Salesforce instance that nobody used. Steve's team came in, understood our actual sales process, and rebuilt it in 60 days. Our pipeline visibility went from guesswork to real-time accuracy."

MC
Michael Chen
CRO, Series B SaaS Company

"We weren't just getting HubSpot advice — we were getting 25 years of sales leadership applied to our specific situation. The difference between Sales Tech Partners and a traditional implementation partner is strategy."

SR
Sarah Rodriguez
VP Revenue Operations, HealthTech

"As a new CRO walking into a mess, I needed someone who could move fast and build credibility with the board. Steve diagnosed our tech stack in two weeks and had a plan ready for our next all-hands."

DL
David Liu
Chief Revenue Officer, EdTech Platform

Ready to make your CRM produce?

Book a 30-minute strategy call. We'll tell you exactly where your biggest gap is — no sales pitch, just an honest assessment.