If you run Salesforce
Salesforce is a strong platform. We build on it, never around it.
What Salesforce already does well
- A mature data model, with automation and reporting most teams never exhaust.
- Native AI agents that work across the data held inside Salesforce.
- An ecosystem of partners and apps for nearly every revenue function.
Where the layer adds to it
- Context that lives outside Salesforce: pricing history, billing, product usage, and call notes.
- Quality rules that fire across systems, not only inside one.
- A plan for quoting rules when a CPQ migration is forced on you.
Where to start
Your AI sales tools produce junk
The tools cannot see your win history, your pricing, or your customers.
For revenue leaders
You just took over revenue
You inherited numbers you cannot yet trust.
For revenue leaders
How we connect
We connect to Salesforce through a scoped service account on credentials you own. Read access covers a diagnostic. Write access is granted per area of work during a build, with your approval, and you can revoke either at any moment. Salesforce stays your system of record, and nothing is copied out of your environment.
- For IT and security reviewers
- Salesforce CPQ migration
Moving off Salesforce CPQ without carrying the margin leak across.
Terms used on this page
Start with a fixed-price diagnostic
It begins with a free 45-minute call that commits you to nothing. You leave the diagnostic with a ranked plan you can run with us or without us.