Sales Tech Implementation, Migration & Optimization
Make your sales tech actually work.
We help sales, marketing, and RevOps get more out of the platforms already paid for or recently purchased. From setup to cleanup, feature rollouts to automation—we make sure your sales tech is fully used and always up to date.
Need low-cost, monthly admin support? A one-time fix? Or just help using new features? We’ve got you.
Saleloft
We help teams fully unlock all that Salesloft has to offer. From AI-powered workflows to seamless setup, audits, and ongoing admin, we handle the heavy lifting so your reps can focus on selling. Flexible support means we scale with your needs—whether it’s a one-time overhaul or monthly help.
AI: Leveraging artificial intelligence for sales efficiency.
10 Hours – Setup, Training & Support
- We’ll work alongside you to:
- Ensure the configuration the new AI features once they're enabled by your Salesloft Team
- Customize them where possible based on your team’s workflow
- Build a few practical examples so your team knows how to use them day-to-day
- Provide additional recommendations for your current Salesloft setup, if needed
- Train your reps and managers so everyone’s comfortable using the tools
Flexible Retainer + AdHoc Support: : Providing administrative support for sales operations.
- Ideal For Teams That:
- Need flexible, ongoing support across training, setup, and reporting
- Know what they need but lack time or in-house expertise
- Want agile support as company + team priorities evolve
- Key Features:
- Flexible hourly engagement (10, 20, 30 hour blocks)
- Use hours as needed: onboarding, automation, reporting, training, etc.
- Flexible timeline (typically 1 - 6 months)
- Deliverables weekly working sessions + monthly check-ins for longer scopes
Implementation / Migration: Seamless transition and setup of sales tools.
- Implementation Overview
- 12 - 16-week onboarding, reps live by Week 4 (customer timeline-dependent)
- Post-deployment support + buildout before handoff to ongoing programs
- Sales Tempo does the heavy lifting for configuration + content
- Full Salesloft setup handled + CRM alignment
- Focus on early wins and usability for reps
- Start with 3 most critical workflows
- Cadences created + leads loaded
- Gradual rollout of additional workflows
- Ongoing support, admin help, and office hours through Week 16
Optimization: Enhancing existing systems for better performance.
- Ideal For Teams That:
- Need a one-time, in-depth Salesloft overhaul
- Want to improve usage but aren’t sure where to start
- Aim to fully enable users on Salesloft and optimize workflows + automation
- Key Features:
- Comprehensive Salesloft audit with documented recommendations (includes user workflow calls that impact audit)
- Recommendations for Configuration / Workflow / Enablement
- Up to 6 configuration sessions to align setup
- Sales Tempo to handle the configuration once it’s determined
- Customized training sessions for all users + managers (broken out by team)
- Deliverables include copies of the audit report, training docs, recordings, and admin guides
- Duration:
- Typically 6 - 8 Weeks (work with client to align time)
6sense
We provide monthly admin support to help your team get the most out of 6sense and your entire revenue tech stack. From ongoing tweaks and fixes to hands-on help with workflows, reporting, and integrations, we make it easy to optimize your systems without the cost of a full-time hire. Our team keeps you ahead of the curve with new feature rollouts, smart automations, and seamless platform support—so your tools work harder and your team works smarter.
Monthly Admin Support
Optimization & Automation
Streamline workflows, build smart automations, and reduce manual work.
New Feature Rollouts
We can help you stay on top of what’s new and train your team to actually use it.
Reporting & Integrations
Better dashboards, cleaner data, and tools that talk to each other.
Platform Support
We work across sales engagement, CRMs, lead intelligence, and more.
Hubspot
We provide monthly admin support to help your team get the most out of HubSpot and your entire revenue tech stack. From ongoing tweaks and fixes to hands-on help with workflows, reporting, and integrations, we make it easy to optimize your systems without the cost of a full-time hire. Our team keeps you ahead of the curve with new feature rollouts, smart automations, and seamless platform support—so your tools work harder and your team works smarter.
Implementation & Migration
Set it up right, move it without breaking anything.
Monthly Admin Support
Optimization & Automation
Streamline workflows, build smart automations, and reduce manual work.
New Feature Rollouts
We can help you stay on top of what’s new and train your team to actually use it.
Reporting & Integrations
Better dashboards, cleaner data, and tools that talk to each other.
Platform Support
We work across sales engagement, CRMs, lead intelligence, and more.
Salesforce
We provide monthly admin support to help your team get the most out of Salesforce and your entire revenue tech stack. From ongoing tweaks and fixes to hands-on help with workflows and data management, we make it easy to optimize your systems without the cost of a full-time hire. Our team helps you stay ahead with smarter processes, cleaner data, and a CRM that works as hard as your team does.
Reporting & Optimization
Creating helpful reporting and optimizing for more efficiency.
CRM Operations / Lead Operations
Warmly.AI
We provide monthly admin support to help your team get the most out of 6sense and your entire revenue tech stack. From ongoing tweaks and fixes to hands-on help with workflows, reporting, and integrations, we make it easy to optimize your systems without the cost of a full-time hire. Our team keeps you ahead of the curve with new feature rollouts, smart automations, and seamless platform support—so your tools work harder and your team works smarter.
Monthly Admin Support
Optimization & Automation
Streamline workflows, build smart automations, and reduce manual work.
Platform Support
We work across sales engagement, CRMs, lead intelligence, and more.
Book A Meeting
Let's learn more about your sales goals and how we can help you achieve them.
Contact Us
Select a time on our calendar.