45 production-proven Salesforce builds for revenue teams. Every design here has been architected and implemented for real growth-stage companies: data models, automation, and reporting that make the GTM engine measurable and self-maintaining. Filter by team or business impact.
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Configures native Salesforce Account Teams so every account has a designated owner per function (AE, CSM, SE, TAM), creating a single reportable source of truth for account ownership and replacing fragmented custom-field workarounds.
Stage-aware deal stalling detection with per-stage Green/Yellow/Red thresholds stored in an admin-controlled config object. A live formula recalculates RAG status daily with zero scheduled jobs, so managers surface at-risk deals from any list view in seconds.
Captures the prior pipeline stage the moment a deal goes Closed Lost, enabling one-click reporting on exactly where deals die in the funnel and where sales process intervention has the highest ROI.
Scores Leads, Contacts, and Opportunities across firmographic, persona, technographic, and behavioral dimensions into a weighted composite grade. Criteria are fully admin-configurable, and grades drive cadence enrollment, queue prioritization, and marketing segmentation automatically.
Structured MEDDPICC capture on every Opportunity across all eight elements, with an auto-calculated completion score, RAG health status, an optional guided Screen Flow wizard, and Economic Buyer/Champion linked to Contact records for relationship mapping.
Weighted BANT qualification scoring (0-100) across Lead and Opportunity with automatic Lead-to-Opportunity data carry-over on conversion, giving reps and managers a consistent, reportable deal-readiness signal across sales processes.
Foundational attribution data architecture: campaign hierarchy, channel taxonomy, UTM capture layer, conversion source fallback, and a custom Attribution Touchpoint object that lets first-touch, last-touch, and weighted multi-touch models run in parallel using native reporting.
Replaces the overwrite-prone standard Next Step field with a structured, historical next-step framework capturing description, due date, and ownership, so pipeline execution discipline becomes visible and coachable.
Automatically creates an Opportunity the moment a free trial starts, tracks trial-to-paid conversion and velocity, and prevents duplicate trial pipeline, making PLG motion reportable in Salesforce with zero manual sales input.
Five-flow campaign automation suite covering record population, member status building, UTM tracking link generation, orchestration, and campaign cloning, standardizing campaign setup and eliminating manual campaign administration.
Automatically generates and maintains structured, hyphen-delimited Opportunity names stamped at creation and re-stamped when key segments change, making pipeline reporting and downstream workflows reliable from the Name field alone.
Integrates Outreach/Salesloft sequence activity into the attribution touchpoint model with real-time active-sequence visibility on Lead and Contact, making outbound sequence effectiveness measurable against meetings, pipeline, and won revenue.
MAP-agnostic composite engagement score (0-100) for Leads and Contacts blending digital engagement, communications recency/quality, and AI-derived sentiment, with weekly decay and Hot/Warm/Cold/Inactive bands. Weights are admin-tunable via Custom Metadata.
Three-layer custom architecture (Target, Target Attribution, rollup reporting) for managing GTM objectives at individual, team, region, and org level, with atomic attribution of results against every goal for executive attainment reporting.
Record-type-agnostic stage velocity engine capturing entry timestamps and stage-to-stage durations for up to 12 stages, with skipped-stage flagging and an event-level Stage History object, so leaders can quantify exactly where pipeline slows down.
Durable sales cycle measurement across four velocity lenses (Lead Created, Lead Qualified, First Meeting, and Pipeline Entry to Close) using immutably stamped milestone dates, keeping renewal automation from contaminating new business velocity benchmarks.
Production-grade forecasting supporting rep commit, manager override, AI-weighted pipeline, and velocity-times-conversion models in parallel across any org hierarchy, with nightly auto-calculated conversion rates and full audit visibility on overrides.
Continuously evaluates deal quality across six weighted dimensions (engagement, sentiment, velocity, persona coverage, responsiveness, forecast alignment) producing a 0-100 score, RAG rating, and time-series trend, with all weights admin-configurable via Custom Metadata.
Automatically creates a linked Renewal Opportunity on every Closed Won deal and keeps its ARR current as Expansion deals close mid-contract, with structured renewal outcome tracking for churn, contraction, and NRR cohort reporting.
Monthly GTM Scorecard object tracking deal size, close rate, pipeline generated, and won revenue by record type and team, with rolling average deal size automatically stamped onto new Opportunities so no deal is ever created without an Amount.
Evaluates open Opportunities against data hygiene and deal health conditions, maintains a flow-updated visual tag string on each record, and logs every tag change to a history object, giving leaders an instant filterable signal for pipeline reviews and coaching.
Captures every key funnel conversion rate and velocity metric from Lead creation through Closed Won, at deal level and as persistent monthly cohort snapshots, so leadership can trend conversion performance and tie changes to specific process decisions.
Partner-facing deal registration via Experience Cloud with guided submission, duplicate blocking, internal approval routing, and per-deployment configurable Opportunity creation, letting channel partners self-serve without internal rep assistance.
Full matrix of personalized Lead list views per role (SDR, Marketing, AE, Ops) with contextual columns, filters, and inline-editable fields so each team manages, qualifies, and nurtures leads without opening individual records.
Deal aging layer on the Opportunity with start date, live age calculation, age buckets, and structured aging reason capture surfaced directly on the page layout, making stale pipeline visible and explainable.
Structured churn reason capture enforced on Renewal Closed Lost, kept cleanly separate from new logo closed reasons, giving CS and sales leadership a dedicated, gap-free churn reporting column with optional qualitative notes.
Timestamps every major GTM funnel transition from Lead creation to Closed Won and calculates elapsed days per interval, tool-agnostic across meeting schedulers, enabling lead-level forecasting from velocity averages and conversion rates.
Custom Subscription object unifying real-time billing data, nightly product usage signals, and calculated health indicators per account, surfacing renewal risk, seat overage, and upsell signals for CS and sales without leaving Salesforce.
Three embedded charts on the Opportunity page (health score trend, stage movement and push history, activity engagement breakdown) so reps and managers assess deal health and momentum within seconds of opening the record.
Clean, scalable Lead operational framework: numerically-ordered funnel statuses, consolidated qualification/disqualification reason tracking, and automation governance that separates foundational CRM data from attribution, routing, and lifecycle modules.
Baseline Opportunity data architecture, automation framework, and page structure supporting standardized lifecycle management, predictable funnel reporting, structured revenue modeling, and stakeholder mapping.
Minimal, scalable Contact structure with a relationship lifecycle status model covering new, active opportunity, customer, recycled, and disqualified states, keeping post-conversion relationship management clean and reportable.
Automatically updates the Account when a New Business deal closes won: sets customer type and status, stamps acquisition date, and links the acquisition Opportunity for traceability, with no rep action required.
Screen Flow that lets sellers open a deal in seconds with minimal clicks, handling account resolution, contact association, and Opportunity creation automatically while enforcing clean data at the point of entry.
Single guided Screen Flow that creates a fully associated Contact and Account via domain matching, blocks duplicate contacts by email, and offers optional campaign enrollment, Opportunity creation, and task creation in under 60 seconds.
Record-triggered flows that normalize website and email data into a single Root Domain field across Lead, Account, and Contact, creating the reliable matching key that account matching, dedupe, and enrichment automations depend on.
Captures critical Lead data at the moment of conversion and stamps it onto the resulting Contact and Opportunity, preserving lead lineage, qualification context, and full lead-to-revenue reporting.
Record-triggered flow maintaining live Account-level rollups of total deals, open deals, pipeline value, and closed won value whenever related Opportunity data changes, giving a clean account-level commercial picture without reports.
Lightweight meeting tracking on the native Event object capturing type, status, sentiment, outcome, motion, and participant seniority, with summary fields rolled to Lead, Contact, Account, and Opportunity and automated opportunity creation from qualified meetings.
Normalized activity tracking across Task and Event (channel, direction, source system, engagement category, outcome) enabling engagement-level reporting, response-balance signals, and milestone metrics like touches to first meeting.
Custom Lifecycle object serving as the canonical funnel record for every person across Lead and Contact, with full stage history logging and continuity through conversion, powering SLA tracking, attribution, and a single trustworthy funnel report.
Custom Target Account object tracking which accounts are targeted per period, preserving every historical targeting cycle and the engagement generated during it, so ABM cohorts and re-targeting history stay clean and reportable.
Calculates and stores MRR, ARR, ACV, and TCV on every Opportunity through a clean, maintainable field architecture, creating the foundation for SaaS revenue reporting without spreadsheet math.
Standardized closed reason capture on every won and lost deal, with a formula-derived reason category (Product, Competitive, Commercial, Timing, Strategic, Sales Execution) powering win/loss analysis and revenue intelligence reporting.
Leadership dashboard suite answering the core questions: will we hit the number, is there enough pipeline, which deals determine the forecast, where are deals stuck, and is the team getting more effective, via quota gauges, coverage ratios, win rate, cycle length, and aging tiles.