We show what matters — problems solved and the measurable outcomes.

Every case focuses on the problem we were hired to fix, the services we provided, and the concrete results leaders used to make decisions.

Scalable Data Model & Automation — Healthcare Network

Problem: Enterprise data model redesign, automation framework, and cross-department workflow alignment.

Leadership Output

Quick Outcomes

More Wins Across SaaS, Healthcare, Media & Consulting. 

From migrations to lifecycle automation and CLM workflow redesign, explore how teams transformed operations with the right CRM strategy and delivery leadership.

Marketing Cloud Email & Engagement — Animal Health Products

Industry: Animal Health / Manufacturing

Problem:Low email engagement, slow campaign production, and inconsistent audience segmentation.

Services Provided: Marketing Cloud email design, reusable templates, send strategy, segmentation advisory.

Outcomes

Pardot Nurture Journey — Biopharma Prospecting

Industry: Biopharma

Problem: Manual follow-up, poor nurture timing, and inconsistent prospect engagement.

Services Provided: Pardot journey design, completion actions, automation rules, training.

Outcomes

Conga Template Suite & Process Automation — Nonprofit

Industry: Nonprofit / Contracting

Problem: Slow document generation, inconsistent formatting, and human error in contracts.

Services Provided: Conga template creation, automated document generation, routing automation.

Outcomes

CLM Process Streamline — Intellistack (Contract Lifecycle)

Industry:Technology / CLM

Problem: Cumbersome approval flows and poor version control within the CLM tool.

Services Provided: CLM UI/UX recommendations, workflow redesign, approval automation.

Outcomes

PlanHat CSM Platform Selection & Implementation

Industry: SaaS / Customer Success

Problem:No consolidated customer health view; renewal forecasting was inaccurate.

Services Provided: Platform selection, health scoring design, integration of usage data, implementation.

Outcomes

HubSpot → Salesforce Migration (Acquisition)

Industry:  SaaS / M&A Integration

Problem: Disparate CRMs across entities, duplicate data, and misaligned lifecycle stages.

Services Provided: Field mapping, data cleanup, lifecycle standardization, migration coordination.

Outcomes

Teams Who Fixed Their Systems and Transformed Their Operations.

As we measure success in revenue, efficiency, and clarity — not “feature adoption.

Let’s uncover the exact friction points slowing your sales, operations, and customer lifecycle — and map a clear path to impact.

Schedule a Free Consultation