If you lack a real revenue system, you pay too much for tools you do not use, or your CRM is just a mess of data. Sapwood can help.
Not sure? Keep scrolling and watch us build the whole thing.
HubSpotWhat we did: Rebuilt the portal from a year-one setup nobody owned. Objects, lead fields, lifecycle and permissions defined, then Breeze reports built on fields that finally mean something.
SalesforceWhat we did: Object model, record types, stages and permissions rebuilt, campaign creation standardized, and the join back to marketing wired so a company means the same company in both systems.
AttioWhat we did: Standing something up net new, or migrating off a platform that outgrew you. Schema designed before a single record moves, and history preserved rather than dumped.
ZoomInfoWhat we did: Stood up at a $10M ARR B2B SaaS company and again at enterprise scale. Intent wired into the CRM and into campaigns rather than sitting in a portal nobody opens.
ClayWhat we did: Built the enrichment waterfall at a smaller, high touch organization where every record had to be right rather than merely present. Providers ordered by what they are actually good at.
GongWhat we did: Set up immediately after a migration off Outreach so the team kept moving. Synced through to Salesforce, ZoomInfo and Slack so a signal reaches a person while it still matters.
ClaudeWhat we did: Connected Claude directly to the CRMs so questions are answered against live records rather than stale reporting, and built the skills your team needs to get the report without asking anyone.
Alerts in SlackWhat we did: Scored every open deal against what actually closed before, then pushed the result and the reason into the channel the owner already works in, refreshed every morning without anyone opening a dashboard.
AI answer visibilityWhat we did: Rebuilt crawler structure and page distribution so the business shows up when buyers ask an assistant about the category, then measured it again as the answers moved.
What we did: Stages rewritten around buyer actions with one required field each, then history backfilled so the change reads as a correction rather than a reset.
What we did: Source repaired so it survives from first touch to closed won, and reporting rebuilt on the repaired field rather than on whatever each team filters.
What we did: Written down, not held in one head. What was built, why it was built that way, what to watch and what breaks it. The point is that you do not need us afterwards.
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See the retainer →Rebuilt the portal from a year-one setup nobody owned. Objects, lead fields, lifecycle and permissions defined, then Breeze reports built on fields that finally mean something. Results: 785 to 35 workflows reduced to revenue generating activity only; $5.5M attributable pipeline traced to marketing influence; 6 to 1 definitions of pipeline stage, reduced to one agreed standard.
Object model, record types, stages and permissions rebuilt, campaign creation standardized, and the join back to marketing wired so a company means the same company in both systems. Results: 233,000 to 30,000 duplicate, unenriched and outdated leads in system; 8 hours to Instant to create, load, enrich and distribute a campaign; 73% to 36% churn year over year, from alerts, renewal probability and re-sign triggers.
Standing something up net new, or migrating off a platform that outgrew you. Schema designed before a single record moves, and history preserved rather than dumped. Results: 100% of history migrated from the previous CRM; 500 to 6 workflows reduced to the six that still drive activity; 4 weeks net new build, schema to production.
Stood up at a $10M ARR B2B SaaS company and again at enterprise scale. Intent wired into the CRM and into campaigns rather than sitting in a portal nobody opens. Results: $10M in previously closed lost deals surfaced; 48 playbooks delivering real time signals into campaigns; 2x to 8x pipeline coverage from routing real buyer signals.
Built the enrichment waterfall at a smaller, high touch organization where every record had to be right rather than merely present. Providers ordered by what they are actually good at. Results: 40 enrichment waterfalls set up and running; 4 to 1 sources feeding both CRMs instead of four spreadsheets; 3 weeks first table to production.
Set up immediately after a migration off Outreach so the team kept moving. Synced through to Salesforce, ZoomInfo and Slack so a signal reaches a person while it still matters. Results: 33 AI tools built to surface competitor activity to reps; 22,000 conversations matched to the right accounts; $12M identified as expansion signals.
Connected Claude directly to the CRMs so questions are answered against live records rather than stale reporting, and built the skills your team needs to get the report without asking anyone. Results: 2 weeks to 2 hours time to first contact; 4 systems ZoomInfo, Salesforce, Slack and HubSpot tied through MCP for real time leads; 90% accuracy and alignment across teams, using Claude to normalize old data.
Scored every open deal against what actually closed before, then pushed the result and the reason into the channel the owner already works in, refreshed every morning without anyone opening a dashboard. Results: 92% of deals outpacing competitors, identified through Kaypo; $8M surfaced through new reporting to senior leaders; Every deal scored on closed history, not on a rep opinion.
Rebuilt crawler structure and page distribution so the business shows up when buyers ask an assistant about the category, then measured it again as the answers moved. Results: 10 to 2 average position in assistant answers; 15 to 34,000 results reached for ICP searches in fintech SaaS; 6x visits arriving from an assistant rather than a search engine.
Stages rewritten around buyer actions with one required field each, then history backfilled so the change reads as a correction rather than a reset. Results: 41% to 4% of open deals sitting past their close date; 7 to 5 stages, each with criteria that must be true; 2 quarters of history backfilled.
Source repaired so it survives from first touch to closed won, and reporting rebuilt on the repaired field rather than on whatever each team filters. Results: 61% to 4% of revenue with no attributable source; $5M pipeline surfaced from invisible sources; 3 years of history recovered.
Written down, not held in one head. What was built, why it was built that way, what to watch and what breaks it. The point is that you do not need us afterwards. Results: 1 document covering the whole system, in writing; Monthly a written read so nothing drifts back.
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