Pinnacle

Discovery & Strategy

Comprehensive business audit, RevOps assessment, 12-month optimization roadmap

Portal Setup

Enterprise configuration with advanced security, SSO setup assistance, hierarchical team structure

Pipeline Configuration

Unlimited pipelines with advanced automation, probability modeling, sales process optimization

Properties & Data

Full data architecture design, unlimited properties, comprehensive migration (500,000+ records), data governance framework

Email & Calendar

Enterprise email setup, calendar optimization, advanced scheduling rules

Sequences & Templates

Unlimited sequences and templates, performance optimization, A/B testing framework

Automation

40+ workflows, complex multi-object automation, API-triggered workflows

Lead Scoring

Enterprise lead scoring with predictive elements, account scoring

Integrations

Up to 6 integrations including 1 custom API integration

Reporting

12+ dashboards, custom reporting framework, forecasting optimization, executive reporting suite

Playbooks

15+ playbooks, competitive intelligence framework, sales enablement content

Custom Objects

Up to 3 custom objects with full configuration and reporting

Quote Configuration

Advanced CPQ setup, product library, complex approval workflows, discount controls

ABM Setup

Target account configuration, company scoring, account-based workflows

Training

20 hours of live training (role-based sessions), train-the-trainer certification, video library creation

Documentation

Complete operations manual, process documentation, admin guide

Support

120-day post-launch support with dedicated Slack channel, 6 support calls

Optimization

30-day post-launch optimization sprint included