Placeholder — Vendor
Salesforce pipeline redesign
Stage definitions, routing, and marketing source fields cleaned up.
Services CRM & Sales Automation
MOXIE
CRM that sales trusts — and marketing can feed.
Clean pipelines, smarter routing, and automation that help sales teams follow up faster — with marketing data they trust.
Overview
CRM & Sales Automation
Broken handoffs kill pipeline. We fix CRM architecture, pipeline stages, routing, and sales force automation so marketing data lands where reps will actually act.
HubSpot, Salesforce, or hybrid stacks — designed for marketing–sales alignment in enterprise IT.
Fit
Who it's for
- Teams fighting duplicate leads, stale stages, or ignored MQLs
- Leaders standing up a regional CRM after a market entry
- RevOps and marketing ops who need SLAs both sides will keep
Deliverables
What's included
- CRM strategy & architecture
- Pipeline stage design
- Lead routing & SLA rules
- Sales force automation
- Marketing–sales handoff
- Activity & forecast hygiene
- Enablement playbooks
- HubSpot / Salesforce optimization
Process
How we work
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01
Audit
Objects, stages, ownership, and hygiene gaps.
-
02
Design
Pipeline, routing, fields, and automation rules.
-
03
Automate
Alerts, tasks, sequences, and activity hygiene.
-
04
Enable
Playbooks and training so adoption sticks.
Results
Outcomes
- Faster follow-up with clearer ownership
- Forecast and pipeline views leadership can trust
- Marketing attribution that sales does not dispute
From the floor
In the work
Visuals that set the tone for this service — swap in final assets anytime.
Selected work
Selected work
A few examples of how this service shows up in market.
Placeholder — Channel
Marketing–sales SLA playbook
Handoff rules, alert automation, and weekly hygiene cadence.
Placeholder — Cloud
HubSpot CRM enablement for a new market
Object model, sequences, and training for a Hong Kong sales pod.
Speak · Connect · Convert
Let's talk about
CRM & Sales Automation.
From strategy to activation — we build systems that perform.
