Twopir Consulting connects sales, marketing, service, and operations around one operating model, one view of the customer, and one connected technology environment. The platform comes second. The architecture comes first.
The system comes second. The architecture comes first.
Twopir Consulting is a revenue infrastructure consulting partner. We implement, rescue, optimize and integrate the systems that run revenue — even when sales, marketing, service and finance each run their own platform.
We start with how your business actually runs — acquisition, onboarding, service delivery, billing, renewal and expansion — then choose the platforms and automation to support it.
That order matters. It avoids the costliest outcome in enterprise technology — a successful implementation that leaves the same problems in place.
The result is a governed operating model, where acquisition, delivery, billing and renewal become measurable, accountable and continuously optimized.
Organizations come to us at different points — starting a transformation, recovering from one, or running systems that work but no longer scale.
Build the right foundation from the start. We design and implement Salesforce, HubSpot, AI, integrations and data architecture around your future-state operating model — not around a feature checklist or a copy of the process you already have.
Fix what isn't working. Stalled implementations are expensive, and the cause is usually poor architecture, conflicting automation, unreliable data or unclear ownership. We find what is actually creating the problem and redesign it — keeping what works, rebuilding only where necessary.
Make the system work better as the business changes. We optimize architecture, automation, data, integrations, security, reporting and governance — and examine the investment itself: which licenses you actually need, and where you're overspending.
Connect the systems around your revenue operation. We connect Salesforce and HubSpot with finance, billing, ERP, CPQ, eCommerce and service systems — defining which system owns the data, when it moves, what triggers action, and who owns the process.
The decisions that matter are made before configuration begins.
We reuse proven patterns where they fit and design specifically where they don't.
As a Salesforce Partner, HubSpot Partner and AI implementation partner, one team owns the architecture end to end.
We work confidently inside existing environments carrying technical debt, poor adoption, or a stalled implementation.
Process, data, technology, automation, integration and AI as one engagement, not six projects.
Systems that can be governed, maintained and extended after go-live.
Salesforce Partner HubSpot Partner
Plus 15+ certified partnerships across the sales, service & marketing ecosystem
Our primary partnerships sit across Salesforce and HubSpot. Around them we maintain certified partnerships spanning the wider ecosystem — CPQ and quoting, data quality and enrichment, scheduling and routing, integration and automation platforms, document and contract systems, and industry-specific applications.
That range matters for one reason: we can recommend the right component for your architecture instead of the one we happen to resell.
Technology alone doesn't create growth. Connected systems, intelligent automation and well-designed operations do. Twopir Consulting helps growing and enterprise organizations modernize CRM, integrate business-critical systems, operationalize AI and build scalable technology ecosystems that improve execution, visibility and long-term performance.
Design scalable operating models, optimize revenue processes, and build technology roadmaps that align people, processes, and systems with sustainable business growth.
Implement, modernize, and optimize Salesforce, HubSpot, and connected CRM ecosystems to improve customer lifecycle management, sales execution, forecasting, governance, and user adoption.
Connect CRM, ERP, finance, marketing, support, eCommerce, and third-party platforms through secure integrations that eliminate data silos and create a unified business ecosystem.
Implement AI agents, intelligent workflows, document processing, and automation that reduce manual effort, accelerate decision-making, and improve operational productivity.
Integrate CRM with accounting, billing, subscription, ERP, and payment platforms to automate financial workflows, synchronize revenue data, and improve operational efficiency.
Build trusted data foundations through modern architecture, migrations, governance, and real-time analytics that deliver accurate insights for faster, better business decisions.
Develop secure applications, customer and partner portals, APIs, Lightning Web Components, and tailored solutions that extend enterprise platforms and streamline business operations.
Provide ongoing platform optimization, architecture guidance, AI enablement, release management, user training, and proactive support to maximize long-term business value.
Industry-specific CRM challenges need more than a generic setup. We bring vertical expertise to every engagement — SaaS, Law Firms, Real Estate, Financial Services, Healthcare, Professional Services, E-Commerce, Manufacturing, Nonprofit, Education and Logistics.
From PI and mass torts to multi-state corporate firms, we rebuild matter lifecycle, intake automation, conflict checks, billing, and trust accounting into a single governed system on Salesforce or Litify.
Family Law Firms Industry. LegalTech Industry
For Series A through public SaaS, we unify product telemetry, marketing, sales, CS, and billing into one lifecycle — so PLG signals, SQLs, expansion, and churn live on the same data model.
Software Industry .Technology Industry .Data & Analytics Industry
From Sotheby's International Realty affiliates to proptech platforms, we unify listings, buyer journeys, co-broker workflows, and transaction management into one accountable system.
Brokerage Partners Industry. Multi-State Realty Groups
From home-health field operations to commercial life-sciences, our teams have deployed patient engagement, provider networks, and care-management workflows at enterprise scale.
HealthTech Company. Healthcare & Life Sciences Industry
Regulated workflows, onboarding funnels, KYC/AML integrations, and advisor books unified into one Salesforce or HubSpot core — with full auditability and role-based governance.
FinTech Industry Client. FinTech & Financial Services Industry
Complex quoting, dealer portals, distributor programs, and field-service dispatch unified on Salesforce Sales/Service/Manufacturing Cloud — with ERP integration that actually holds.
Manufacturing & Distribution Industry. Manufacturing & Supply Chain Industry
Subscriber lifecycle, partner channels, network operations, and field-service crews unified on Salesforce Communications / Service Cloud — with OSS/BSS integration that survives real outage workflows.
Managed Service Providers. Telecommunications & Network Infrastructure Industry
Guest profiles, group bookings, sponsor and exhibitor pipelines, on-site engagement and post-event attribution unified on Salesforce or HubSpot — across multi-property and multi-event operations.
Event Organisers · Venue Operators ·Events & Hospitality Industry
Pursuit pipeline, engagement delivery, resourcing, and utilization unified across Sales Cloud and PSA — so partners can see pipeline, margin, and capacity on the same screen.
Professional Services Industry. Consulting Firms · Accounting Practices
Donor lifecycle, program delivery, grants management, and impact reporting unified on Salesforce Nonprofit Cloud or HubSpot — instrumented for boards, funders, and program teams.
Nonprofit & Foundations Industry. NGO & Nonprofit Industry. Charities & Foundations Industry
Real results, real stories. Here's what our clients say about working with Twopir (2πr) Consulting. Trusted by 500+ companies building and scaling revenue operations with Twopir Consulting.
"Twopir Consulting transformed our real estate operations by unifying AML/KYC, inquiries, contracts, and commission tracking into a single Salesforce–Propertybase platform. Their API-driven approach automated workflows, reduced errors, and enabled real-time data synchronization. With improved visibility, collaboration, and compliance, we now operate faster, smarter, and with greater confidence."
Director, CX
"Twopir Consulting engaged Twopir Consulting to conduct a Salesforce audit, and their structured, insight-driven approach exceeded our expectations. Their team quickly understood our complex processes, identified critical gaps, and provided clear, actionable recommendations. The audit improved our data accuracy, streamlined workflows, and aligned perfectly with our digital transformation goals. A knowledgeable and dependable partner.."
Managing Director
"Twopir Consulting transformed our Pardot (Account Engagement) platform by bringing much-needed structure, clarity, and reliability. They resolved critical sync issues, improved tracking, and streamlined our data for better performance. Their implementation of custom UTM tracking gave us accurate campaign attribution for the first time."
V.P. of Marketing
"As a satellite broadband provider expanding across the Asia-Pacific, we needed a CRM system that could support both scale and precision. Twopir Consulting delivered a fully customized Salesforce Sales Cloud solution that streamlined our lead, account, and opportunity workflows. Their team also integrated Mailchimp and Box, enabling us to manage email campaigns and sales documents seamlessly."
Sales Operations Specialist
"Twopir Consulting delivered a seamless Salesforce implementation that transformed our sales, field service, and financial operations. By understanding our fire protection business, they built a scalable solution tailored to our needs. From Sales Cloud automation to Field Service setup improved scheduling, they significantly reduced manual effort and drove efficiency."
C.O.O.
"Twopir Consulting delivered a focused Salesforce implementation that significantly improved how we manage leads and opportunities. Their team integrated our website with Salesforce, enabling real-time lead capture and eliminating manual data entry. They designed a clear lead-to-opportunity conversion process, ensuring every enquiry is properly tracked."
Business Development Manager
"Working with Twopir Consulting was a game-changer for our organization. They designed and implemented a comprehensive Service Cloud + Experience Cloud solution that perfectly aligned with our customer support and partner portal needs. Their proactive approach, attention to detail, and post-go-live support have been outstanding."
Consultant
"We engaged Twopir Consulting to conduct a HubSpot audit, and their structured, insight-driven approach exceeded our expectations. Their team quickly understood our complex processes, identified critical gaps across our Hubs, and provided clear, actionable recommendations that transformed our marketing and sales alignment."
C.E.O.
"Twopir Consulting carried out a comprehensive HubSpot portal audit and delivered a structured review of our entire setup. They identified lifecycle stage gaps, improved our automation alignment, and provided clear recommendations that enhanced pipeline visibility and reporting accuracy across teams."
Head of Sales
"We engaged Twopir Consulting for a HubSpot audit and their depth of expertise stood out immediately. Their team provided clear insights into our multi-Hub setup, helped unify our workflows, improved data transparency, and ensured our revenue reporting was fully reliable across our operations team."
Sr. Manager
"The AI readiness engagement gave us a clear roadmap to operationalize AI across our processes. The team built intelligent 'Next Best Action' capabilities using scoring, engagement, and fit models, which significantly improved how we prioritize and interact with prospects. Their understanding of both CRM and AI-driven decisioning made a real difference in aligning our systems with business outcomes."
"Twopir helped us identify the right AI tools and select the best-fit platform for our needs. Their team provided end-to-end support—from consulting to implementation—delivering an AI-powered chatbot and automation system that improved our lead routing and customer engagement."
Yes — and honestly, most of our clients already have Salesforce when they come to us. A large portion of our work is fixing and optimizing existing orgs, not just building new ones. Whether your pipeline data isn't reliable, your team isn't using the CRM, or your automations have gotten out of hand — we've seen it before and fixed it. We usually start with a quick discovery session to understand exactly what you have before recommending anything.
It depends on scope and complexity, but most straightforward implementations run 6–10 weeks. More complex projects involving multiple integrations, data migrations, or multi-cloud builds typically run 10–16 weeks. We tell you the real timeline upfront — not the optimistic one. For teams that need ongoing capacity, our managed services and POD Model operate on a rolling basis with no fixed end date.
Both — always. We're Salesforce-first but we're also certified HubSpot Solutions Partners. Many of our clients run both: Salesforce as the CRM and HubSpot driving marketing and inbound pipeline. We connect them properly. We also run a full RevOps and marketing operations practice that works across both platforms.
Yes. We operate as a certified backend delivery partner for digital agencies, consulting firms, and system integrators. We deliver Salesforce and HubSpot work under your brand, with clear SLAs and structured reporting — so you maintain full client visibility. Our POD Model is particularly well-suited for agencies managing multiple ongoing client relationships.
A 30-minute discovery call. We'll ask the right questions, you'll tell us what's not working, and we'll give you a clear view of what we'd recommend — with no obligation. If you have an existing Salesforce or HubSpot org with problems you can't diagnose, a platform assessment is the right starting point instead. Either way, we don't start with a proposal — we start with a real conversation.
The POD Model is a dedicated delivery team assigned to your account on a retainer basis. Instead of hiring Salesforce staff or chasing one-off projects, you get a structured team of certified specialists who know your org deeply — working in defined sprints with full visibility into progress. Best suited for companies actively building out Salesforce, agencies managing multiple clients, or organizations running parallel Salesforce and AI programs.
Yes. We have an active AI practice covering Agentforce agent deployment, Einstein AI, and the underlying data work required to make AI actually deliver results inside Salesforce. Most orgs aren't ready for AI yet — not because the technology isn't there, but because the data foundation isn't clean. We build that foundation first. If you're not sure where you stand, our AI Readiness Assessment is a practical starting point.
