Revenue workspaces reps adopt and leaders trust.
We orchestrate CRM UX, automation, and data narratives so quota-carrying teams move faster while leadership keeps real-time visibility.
2×
Adoption lift
Sales automation platform saw rep logins double post-launch.
45 days
Rollout speed
From pipeline discovery to production-ready CRM extensions.
98%
Data confidence
Governed dashboards with audit trails and territory parity.
Fragmented CRM journeys
Disjointed handoffs between SDR, AE, and CS teams create duplicate fields and no shared context.
Impact: Consolidated pipelines with automation remove 12 manual updates per deal.
Underused intelligence
Dense dashboards and static reports fail to surface actionable signals per role.
Impact: Narrative dashboards with per-role lenses lift weekly usage by 37%.
Inconsistent enablement
Playbooks live in docs, leaving new reps without timely guidance and guardrails.
Impact: Embedded enablement reduces ramp time from six weeks to three.
Capabilities wired for revenue-critical products
A single squad covers experience design, product engineering, and GTM advisory for sales-led organisations.
Experience design
Design every stage of the revenue workflow with clarity and velocity.
- Role-based pipelines with inline coaching moments and guardrails.
- Adaptive dashboards mapping territory, quota, and product signals.
- Revenue intelligence components that scale across regions.
Product engineering
Ship automations and integrations without putting compliance or data quality at risk.
- CRM extensions across Salesforce, HubSpot, Close, and custom stacks.
- Event-driven automations tying billing, support, and marketing ops together.
- Data-layer instrumentation with anomaly monitoring and audit logs.
Venture advisory
Guide GTM strategy, enablement, and revenue analytics with founders and RevOps leaders.
- North-star metrics and motion analysis to prioritise investment.
- Compensation and territory experiments grounded in product telemetry.
- Enablement programs with playbooks, workshops, and async content.
Engagement flow for sales-led teams
A six-week rhythm aligning discovery, experience design, automation, and enablement.
Phase 1
Revenue intelligence mapping
Capture pipeline friction, stakeholder expectations, and data health.
Key outputs
- Stakeholder interviews across SDR, AE, CS, and leadership.
- Journey maps with prioritised opportunity backlog.
- Analytics and instrumentation audit with metric recommendations.
Phase 2
Experience concepts & validation
Prototype guided workflows and dashboards, validating with the field.
Key outputs
- Interactive pipeline prototypes covering core roles.
- Dashboard narratives and metric storytelling scripts.
- Feedback synthesis with acceptance criteria per role.
Phase 3
Automation build & QA
Pair with engineering to deliver integrations, automations, and quality gates.
Key outputs
- Automation backlog with configuration and handoff notes.
- Component library synced to CRM design tokens.
- QA matrix covering data hydration, permissions, and regression tests.
Phase 4
Enablement & measurement
Launch, train, and instrument adoption with continuous visibility.
Key outputs
- Playbooks, onboarding flows, and recorded walkthroughs.
- Revenue analytics dashboard tuned for exec, managers, and reps.
- Runbook for ongoing experimentation and health reviews.
Sales ops accelerators included
Reusable artefacts that help RevOps teams continue shipping after handoff.
Revenue workflow design system
Figma kit mapped to CRM objects, field states, and motion tokens.
Quota pacing dashboards
Scenario modelling templates adaptable to any BI stack.
Enablement content matrix
Role-based onboarding sequences with scripts and call reviews.
Territory scoring heuristics
Blend product usage, firmographic, and intent data into one model.
Executive narrative deck
Story-driven update pack for board and leadership reviews.
Related sales & RevOps launches
Recent examples of revenue platforms we shipped end-to-end.
Ready to align product and pipeline?
Bring your RevOps, product, and engineering leaders together for a working session.