Your CRM data, ready for AI agents.
We build the Copilot agents, data pipelines, and Salesforce integrations that let you and your reps ask questions instead of running reports.
500+
Users Served
12+ hrs
Weekly Admin Time Saved
3x
Salesforce Certified
Services
Copilot Agent Build
A production AI agent wired to your CRM through a Workato MCP integration, the same architecture we've shipped live to 500+ users. Built for org-wide rollout.
What's included:
MCP server setup connecting your agent to Salesforce with governed, read-only access.
Agent configuration and prompt design tuned to how your reps actually ask questions.
Rollout support so adoption doesn't stall at the pilot team.
Accuracy benchmarking before company-wide release.
Enablement & Retainer
Monthly sessions on prompting, agent trust boundaries, and workflow habits, plus ongoing governance so data quality doesn't decay under the hood.
How we execute:
Strategic alignment meetings: monthly review of agent performance, adoption metrics, and data health.
Proactive governance: quarterly data checks to keep the agent's source data trustworthy.
Execution support: minor enhancements, new query types, and support for rollout to additional teams.
Agent Fit Assessment
A fixed-scope diagnostic with two jobs: score the quality of your CRM data, and scope out exactly where AI should and shouldn't get involved.
What's included:
Data Integrity Score: an A–F scorecard quantifying the junk data that would corrupt an agent's answers.
Use-Case Scoping: a prioritized shortlist of where AI actually earns its keep for your team, and where it doesn't belong yet.
Agent Fit Gap analysis: the specific data structure and access issues standing between your CRM and a safe, accurate deployment.
About Us
Who We Are
We're a Seattle-based advisory firm with over 5 years of experience building around a specific, provable capability: we designed and shipped a production AI agents for Sales Enablement, Sales Operations, and CRM adoption.
Our Expertise
Our background is leading Sales Operations for major B2B organizations, where high-value recurring revenue and strict forecasting accuracy were mandatory and where we later built the agent integration that became our flagship work. We bring that combination, a deep CRM fluency plus shipped agent architecture, to you.
3x Salesforce certified, 5+ years in B2B sales operations
MCP and Workato integration architecture, built and shipped
Read-only, governed data access for enterprise trust requirements
Case Studies
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Client profile: A B2B Mid-Market size company with 500+ Salesforce Users.
Challenge: Sales teams were used to Slack-asking a manager or digging through Salesforce themselves; adoption of the CRM needed to be near-instant or it would die in the first week, the way most internal AI pilots do.
Solution: We built the enablement layer designed to how reps actually phrase questions, provide answers to FAQs and process questions, built-in guardrails so the agent declines gracefully rather than guessing when it's uncertain. The rollout sequence started with a pilot team before expanding company-wide.
Result: A production Copilot agent turned into Teams agent live for 500+ users, handling 436 queries in its first 30 days at 93% answer accuracy, with zero data-integrity incidents since launch.
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Client profile: A mid-market B2B organization running Salesforce as its system of record, with 500+ sales and customer-facing employees across multiple regions.
Challenge: Reps and managers needed answers from Salesforce data constantly (pipeline status, account history, forecast rollups) but getting them meant either running a report, waiting on ops, or guessing. Leadership wanted an AI layer on top of Salesforce, but no path existed to connect an agent to CRM data without exposing more than it should or breaking on edit access.
Solution: We designed and built a Workato MCP server as the connection layer between a Copilot agent and Salesforce, scoped to strict read-only access. The integration handles authentication, object-level permissions, and query routing so the agent can answer directly from live CRM data without ever writing back to it— governed access built in from the architecture up, not bolted on after.
Result: A production integration live for 500+ users, handling 436 queries in its first 30 days at 93% answer accuracy, with zero data-integrity incidents since launch.
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Client profile: A national B2B organization with complex, high-value recurring revenue contracts and a sales operations function struggling to keep pace with account complexity.
Challenge: Revenue was leaking through gaps most leadership couldn't see — contracts renewing at the wrong terms, at-risk accounts going unflagged until it was too late, and forecasts that didn't hold up against what actually closed.
Solution: We rebuilt the operational processes and system controls governing how recurring revenue accounts were tracked, flagged, and escalated, closing the visibility gaps between what sales believed was happening and what the data showed.
Result: Millions of dollars in potential churn proactively mitigated through earlier, more accurate account risk visibility.