Salesforce, implemented so the pipeline survives scrutiny.

Territory & forecasting

Territory and forecasting model rebuilt so quota, coverage and attainment reconcile against each other.

Stage criteria

Opportunity stages with explicit exit criteria and validation, so stage movement means the same thing across the sales organisation.

Automation consolidation

Automation consolidated, with overlapping workflow rules, process builder flows and triggers rationalised into a maintainable set.

CPQ & quoting

CPQ or quoting configured where pricing complexity justifies it, with approval thresholds that match how discounting is actually governed.

Billing integration

Integration to billing and finance so closed won reconciles against invoiced revenue rather than diverging quietly.

Sales tax

Sales tax handled in the system that issues the invoice, with nexus and product taxability configured there rather than approximated in Salesforce.

Our org has years of accumulated customisation. Where do you start?

With an audit of what is actually used, then definitions, then automation consolidation, then reporting. Rebuilding from scratch loses history and usually recreates the same problems with newer tooling.

Can you make the forecast reliable?

Reliable enough to run the business on, which requires stage criteria that are enforced rather than advisory, and a territory and quota model that reconciles. Most forecast problems are definitional rather than technical.

Do you work US hours?

Yes. Calls run on your time zone and delivery is remote by default.