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410 Sandtown, California
94001, USA

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Marcus Lien

LEAD ARCHITECT

Infrastructure that doesn't page
you at 3 in the morning.

We engineer secure, observable, multi-region cloud foundations for platform teams running production-grade software.

THE THESIS

Most CRMs aren’t broken. They’re neglected. The data becomes unreliable, dashboards stop reflecting reality, and sales teams lose trust over time. When systems fail to support decisions, operations slow down, forecasting weakens.

We rebuild the surface and the data underneath so the pipeline becomes the single artifact that sales, finance, and customer success all believe.

Core features

Six capabilities. One revenue surface.

Composed per engagement — never a vanilla CRM rollout.

Custom CRM surface

A sales console shaped to your motion — built on Salesforce, HubSpot, or from scratch.

Branded

Lead scoring & routing

A propensity model your RevOps team can tune — wired into routing, SLA, and forecast.

Model-versioned

Enrichment & intent

First-party intent + Clearbit/Apollo/ZoomInfo enrichment, deduped at the account level.

Lidar-ready

Lifecycle automation

Onboarding, expansion, churn-risk and renewal plays running on the same fabric.

PBR · spectral

Forecast & reporting

A pipeline forecast finance trusts — with audit trail, scenario modeling, and board-grade outputs.

Pantone-graded

BENEFITS & OUTCOMES

Outcomes we sign up for.

2.7×

SQL → close conversion

Median uplift after the new surface and scoring model ship.

9%

Forecast variance

On the platforms we run — vs. 25–40% on the prior CRM surface.

38%

Seller productive time

Reclaimed from admin via the co-pilot, on average per seller per week.

17%

Net revenue retention

Uplift from lifecycle and churn-risk plays, in the first 12 months.

12

Languages localized per master

Same shots, 12 voice-overs, 12 supers, 12 territory grades — built into the pipeline.

Process · 14 – 28 weeks · 5 phases

An end-to-end operating model.

A real operating model, not a giant chart. Every phase ends with a working artifact — not a deliverable on a slide.

1

Pipeline audit

Week 1 — 3

A diagnostic across data, motion, and tooling. Outputs: data hygiene report, motion map, priority list.

Audit reportPriority list
2

First surface live

Week 3 — 6

A purpose-built sales console for one team — branded, tuned, and in production.

Live consoleForecast v1
3

Engine & lifecycle

Week 7 — 14

Lead engine, scoring model, lifecycle plays. Seller co-pilot ships behind a flag.

Lead engineLifecycle OS
4

Operate & compound

Week 15 — 22

Optional managed RevOps: we run the model, ship monthly tuning, hand over on a published schedule.

Managed RevOpsHandover plan