AI-powered business transformation
Get to AI Absorption.
Not just Adoption.
We connect your people, processes, and data so AI becomes part of how your business works. A complete Lead to Cash pipeline, centered on Salesforce, turns customer activity into revenue visibility and informed action.
We partner with investors, private equity firms, and their industrial portfolio companies on the precipice of breakthroughs in technology, processes, and people.
One customer journey. A connected revenue pipeline.
We design the entire Lead to Cash sequence: lead qualification, opportunity management, product configuration, pricing, quoting, orders, and billing—with the data and reporting to manage it.
Salesforce Sales Cloud and Revenue Cloud Advanced (RCA) form the center of the commercial workflow. We connect finance and operational systems, keeping ownership, records, and handoffs clear.
What AI Absorption means
Adoption starts with access to a tool. Absorption happens when AI is embedded in daily work: people know when to use it, the underlying data is trusted, and results are measured.
We help identify useful AI applications, build the data foundation, incorporate AI into workflows, and improve it through feedback. The goal is better decisions and less manual work, supported by clear accountability.
Specialized Expertise
Partnering with business owners we craft vision, structure, and strategically execute a predictable sales process reflecting each unique customer journey to sustainably grow businesses across portfolio organizations.
- Sales Operations
- Leadership
- Digital Transformation
- CRM Solutions
- Sales Effectiveness
- Business Analytics
- Automation
- Customer Journey Mapping
…and tying it all together to yield predictable business improvements and revenue results.
Business Solutions
Sales Effectiveness
We help you build a rational Sales process that mirrors the way your customers make buying decisions and instruments your pipeline with facts and findings that lay the foundation for accurate forecasts
Go2Market Strategy
Industry experts identify target customers and identify the appropriate channel to reach them, the differentiation your company brings to them, and the battlecards you need to position against the competition.
Negotiation Skills
Using Harvard University’s Program on Negotiation, our experts will empower your Sales team with the tools and simulate Sales situations to add necessary skills to your toolbox.
Leadership Development
From our own experience in working in PE-, Publicly- and Family-owned businesses, let us help you maneuver between your stakeholders and your employees.
Change Management
The adoption and use of CRMs is a function of well-executed Change Management. We guarantee 100% adoption by working with and making the team part of the change. Let us show you how!
Program Management
Our consultants set achievable milestones and plan for predictable fractures between systems, data migration and integration issues.
Sales Effectiveness
We help you build a rational Sales process that mirrors the way your customers make buying decisions and instruments your pipeline with facts and findings that lay the foundation for accurate forecasts
Negotiation Skills
Using Harvard University’s Program on Negotiation, our experts will empower your Sales team with the tools and simulate Sales situations to add necessary skills to your toolbox.
Program Management
Our consultants set achievable milestones and plan for predictable fractures between systems, data migration and integration issues.
Doing the successful thing,
at the right time.
Tom’s passion, dedication and expertise in sales were a tremendous asset for SHAPE, resulting in improved sales processes and trust from his team.
Tom proved himself an invaluable asset to Berkeley Process Control, growing from applications engineer to Director of Sales. He always went above and beyond to benefit the company and customers.
He operates with a self-awareness and fairness that is monk-like. And that is his super power. In short, he is a unicorn leader – an asset to the organization and a rare find. I will want to continue learning and growing under his tutelage.
Tom’s deep understanding of customer needs and market trends makes him invaluable to any business. His negotiation skills and clear action plans ensure everyone benefits. Working with Tom is an invaluable experience.
We’re not just creating strategy, we’re executing on it.
We use various sales methodologies for best results
Our Team is Part of your Team
We’re relationship-driven and take the outcomes of our engagements personally.
As a collaborative partner, we not only integrate into your team but are invested in your results. We attend
your weekly sales calls and construct national team collaboration because, to truly make a difference
in your teams, we must first understand them.
“Then we craft a solution that will stick.”
Why choose our service?
01
EMPOWER YOUR SKILLS
We measure ourselves by Revenue & Profit improvements. We don‘t waste time on PowerPoint slides
02
ACTIVE DEVELOPMENT
We continuously work with your team to stand up, modify, and discover TAM/SAM growth opportunities, increase Deal Velocity, and remove Pipeline waste.
03
Team of Specialists
Our experts have 12 Years Experience & industry knowledge, Sales expertise, and come with a toolbox of best Business Processes.