Sales Teams
Close deals,
not CRM fields.
Sales teams lose hours to CRM updates, quoting, and handoffs that drop the ball.
We find the work between prospecting and closing, rebuild it inside your CRM and sales tools, and hand your reps back the time to actually sell.
Pipeline this morning
Running- 01CRM data entryAuto-logged
- 02Quote generationGenerated
- 03Pipeline reportingUp to date
- 04Handoffs to CSHanded off
Reps sell; the pipeline updates itself
7 hrs.
of CRM admin saved per rep, per week
40 min.
to a signed quote, down from 2 days
94%.
of deals with a clean CRM record
Powering operations for
Where the hours go
The work that's
keeping reps stuck.
- 01
CRM data entry
Every call and email logged by hand, where data goes stale fast.
- 02
Quote generation
Proposals built manually from templates that break and pricing that's outdated.
- 03
Pipeline reporting
Forecast decks assembled by hand because the CRM can't tell you what you need.
- 04
Handoffs to CS
Deals passed to customer success over Slack, where onboarding details get lost.
Before / after
A week where reps sell instead of type.
Monday, 9:30
Before
A rep spends the first hour logging Friday's calls, updating stages, and fixing the fields the manager flagged.
With Ace
Gong transcripts already logged the calls to Salesforce, updated next steps, and moved the two deals that got verbal commits. The rep reads a two-line summary and starts dialing.
Tuesday, 12:15
Before
A prospect asks for pricing. The rep hunts for the latest template, hand-builds the quote, and waits a day for finance to approve the discount.
With Ace
The rep fills a short form; the quote generates from live pricing, routes for the one approval it actually needs, and lands in the prospect's inbox as an e-sign doc in under an hour.
Thursday, 16:45
Before
The VP asks for a forecast. Three reps drop everything to clean their pipeline before the numbers are trustworthy.
With Ace
The forecast dashboard reads live CRM data, flags deals with no activity in 14 days, and shows commit versus best-case. Nobody scrambles.
Friday, 11:00
Before
A deal closes and gets tossed to customer success over Slack. Half the onboarding details never make it across.
With Ace
Closed-won triggers a CS handoff with the contract, the champion, the use case, and the promised timeline. CS books kickoff before the rep has closed the tab.
Not a diagram
Every “with Ace” line becomes one of these.
A real workflow card from the platform: steps, owners, and where a human stays in the loop. Explore it.
The build list
What we usually build
for sales teams.
CRM automation
Activity logging, lead enrichment, and deal updates automated end to end.
Quote and proposal generation
Pricing, approvals, and contract delivery automated inside your tools.
Pipeline and forecast reporting
Live dashboards pulling data from your CRM automatically.
Handoff orchestration
Deal-to-CS handoffs automated with full context and timeline.
Proof, not promises
Teams like yours, already on the other side.
Reps sell. The pipeline updates itself. That's the whole point.
Questions
What sales teams usually ask.
- Reps hate anything that adds clicks. Won't this be another tool to fight?
- It's the opposite: we automate the data entry reps already avoid. Activity logging, stage updates, and quote building happen behind the scenes, so the CRM gets cleaner without reps touching it more.
- We run Salesforce with a lot of custom objects. Can you work in there?
- Yes. We build against your actual Salesforce config (custom objects, validation rules, and all) plus the tools around it like Gong, Outreach, and your CPQ. We don't force a template on your setup.
- How do you price this: per seat, or per workflow?
- We scope by outcome, not per seat, so adding reps doesn't inflate the bill. Most sales teams start with a fixed build for the top two or three workflows, then a monthly retainer to maintain and extend them.
See what we'd build for you.
We find the work, build and run the fix in the tools you already own, and prove the savings in time and money. Book 30 minutes and we'll show you where the time goes.
Want us to build it for you? See how build work is priced