- Consulting

TIPS Methodology. Any Platform.

Not ready to switch CRMs? No problem. We've implemented TIPS at 100+ companies using Salesforce, HubSpot, Dynamics, and custom stacks. The methodology works regardless of your tech.

Or See SalesV2 CRM

100+

Companies Transformed

30+

Years Delivering Strategy & Execution

$1B+

Revenue Impact

100%

Referenceable

Consulting Services

Full-service TIPS implementation for companies with existing technology investments.

TIPS Strategy & Sales Process Design

We'll map your current sales motion to the TIPS framework and design a process that fits how YOUR business works.

Deliverables:

Current state assessment
TIPS methodology mapping
Custom sales playbook design
Stage-by-stage action plan
KPI framework

CRM Configuration & Optimization

Already have Salesforce, HubSpot, or another CRM? We'll configure it to support TIPS methodology.

Deliverables:

Pipeline stage configuration
Custom fields & objects
Workflow automation
Dashboard & reports
User training

ERP Integration

Connect your CRM to your ERP and accounting systems. No more double data entry.

Deliverables:

Integration architecture
Data mapping & sync
Quote-to-cash workflows
Real-time data flow
Error handling & monitoring

Marketing Automation Setup

Align your marketing automation with TIPS stages for seamless lead nurturing.

Deliverables:

Lead scoring models
Nurture campaign design
Sales & marketing alignment
Attribution tracking
Campaign templates

Sales Team Training

Get your team up to speed on TIPS methodology with hands-on workshops.

Deliverables:

TIPS methodology training
Role-specific playbooks
Practice scenarios
Ongoing coaching
Certification

Fractional Sales Leadership

Need experienced sales leadership without the full-time cost? We can help.

Deliverables:

Sales strategy development
Team performance management
Pipeline reviews
Revenue forecasting
Hiring & onboarding

CRMs We Work With

We configure these platforms to support TIPS methodology

Salesforce

HubSpot

Zoho

Pipedrive

Microsoft Dynamics

Freshsales

ERPs We Integrate

Connect your CRM to your ERP for seamless quote-to-cash

Acumatica

Epicor

Sage Intacct

Infor

NetSuite

Deltek

SYSPRO

SAP Business One

JobBOSS²

Two Paths to TIPS

The methodology works either way. Choose what fits your situation.

For Existing Systems

Consulting

Keep your current CRM & ERP. We implement TIPS on top.

No migration required
Works with any CRM
Custom to your business
Hands-on training
ERP integration included

Recommended

For New or Replacement

TIPS methodology built directly into the software.

Works on day one
No configuration needed
Built-in lead discovery
ERP integrations included
Fraction of the cost

See SalesV2 Demo

Let's Talk About Your Sales Process

Whether you use SalesV2 or not, a conversation about TIPS costs nothing. We'll tell you honestly which path makes sense for your situation.

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