Technology pays back when it disappears into the way selling happens. A current-state review exposes overlap and friction; a pragmatic roadmap sequences change so value is felt early. Integration with the sales function turns platforms into performance—role clarity, process fit and data governance lock together. CRM performance management and tool selection keep the stack lean and purposeful; AI capabilities are introduced with intent, not hype. For teams moving off legacy, careful migration choreography protects pipeline and trust.
Typical outputs: sales tech stack assessment; digital transformation roadmap with value milestones; integration patterns and data governance; Sales Tech performance plan and tool selection criteria; AI adoption guidelines and pilot designs; legacy migration plan (readiness → cut-over → hypercare).