Build the sales infrastructure your revenue deserves.

Adoption is a design problem, not a training problem. We rebuild page layouts, record types, required fields and validation around how your team actually sells, so logging work takes seconds rather than a workaround. Fields nobody reads come out; anything the system already knows gets filled automatically. Twopir designs the data model and the interface, the platform holds the record, and what you get is a CRM your reps run their week from instead of updating the night before a forecast call.

We put governance underneath the reporting: deduplication rules, a named owner for every field, validation at the point of entry, and a defined system of record for accounts, contacts and pipeline. Where data arrives from marketing automation, billing or the product, we decide which system wins on conflict before the conflict happens. The result is one set of numbers that sales, finance and leadership read the same way — so forecast conversations are about the business, not about whose export is right.

We turn the way your strongest reps sell into stages, exit criteria and required evidence the whole team can follow. Every stage gets a definition, an owner and a next action, so a deal's position in the pipeline means the same thing across every rep, region and segment. New hires then ramp against a documented motion instead of shadowing whoever happens to be free, and managers coach against the process rather than against instinct.

We design assignment rules, territories, round-robin logic and SLA clocks so every inbound lead reaches a named owner with a response deadline attached. Escalation fires when the clock runs out, and routing coverage is monitored rather than assumed — including the edge cases that quietly swallow leads, like an owner on leave or a territory nobody owns yet. Marketing can finally see what happened to what it sent, and sales stops depending on who checks the queue first.

Quote generation, approval routing, task creation, follow-up sequences, renewal alerts and handoff notifications get built into the platform, so the process moves whether or not someone remembers to move it. We automate the steps that are deterministic and deliberately leave judgement with the rep — the goal is fewer clicks, not a system making commercial decisions on its own. Each automation is documented and owned, so it can be changed later without anyone guessing what it does.

We build forecast categories, roll-ups and pipeline-coverage reporting against a definition of pipeline quality your leadership has actually agreed on. Managers get inspection views showing which deals moved, which slipped and which have had no meaningful activity, so a forecast call is about specific deals and specific actions rather than a single committed number. Accuracy improves because the inputs are governed and the process is inspectable — not because the model is clever.

Marketing, sales and customer success each get defined ownership, a shared lifecycle definition and closed-loop reporting from first touch through renewal. We wire the handoffs — qualified lead to opportunity, closed-won to onboarding, renewal risk back to sales — so no record sits between two teams with neither one accountable. Where those teams work on different platforms, we integrate them rather than asking anyone to rekey; our HubSpot services and Salesforce delivery are built to meet in the middle.