Teamcraft Roofing
How Teamcraft Roofing turned spreadsheet chaos into a bid-to-job engine
A field services business running its pipeline on spreadsheets, rebuilt around the bid-to-job lifecycle in Salesforce.
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The work, and what our clients say about it.
In their own words.
Revenue systems rebuilt for SaaS, hard tech, commercial services, and private capital teams — with the engineers who built them still in the room.
150+
5-star G2 reviews
#1
Rated Salesforce consulting firm on G2
3
Platform partnerships — Salesforce, HubSpot, Clay
Trusted by companies with $1B+ VC/PE raised and asset managers with $500B+ AUM
Selected engagements
What was broken, what we built, and what changed.
Fetch
How Fetch closed the gap between finance and revenue
Quote-to-cash cleaned up end to end so finance and sales close the month from one set of numbers.
Read the storyJourney
How Journey connected marketing spend to closed revenue
Lifecycle and attribution rebuilt across the funnel — routing, scoring, and reporting that tie campaigns to revenue.
Read the storyPenlink
How Penlink realigned its CRM with how the business actually sells
Sales operations redesigned around real workflows — process mapped first, then automation, enablement, and documentation the team owns.
Read the story$100B+ AUM asset manager
How a $100B+ asset manager got a real view of distribution
Financial Services Cloud configured for the distribution team — account and household structures, activity capture, and investor reporting.
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