Is your CRM helping you grow—or holding you back?

We help growth-stage startups turn scattered processes and quarterly fire drills into streamlined revenue operations that scale with you.

Let's Talk See Our Work →

Sound familiar?

The Quarterly Scramble

Your team spends the last week of every quarter "updating Salesforce" just to figure out where revenue actually stands.

The Spreadsheet Shadows

Critical business data lives in spreadsheets that only one person understands—and they're on vacation.

The Tool Graveyard

You're paying for software that was supposed to solve everything but now just creates more manual work.

The Growth Ceiling

What got you to $5M won't get you to $20M. Your systems are groaning under the weight of your own success.

We fix the systems that are slowing you down.

Recurring Revenue Clarity

Stop guessing. Start knowing.

Your subscription metrics shouldn't require a forensic accountant to decode. We build systems that give you real-time visibility into MRR, ARR, churn, and renewals—so quarter-end is a confirmation, not a crisis.

Quote-to-Cash That Actually Works

Get quotes out the door in hours, not days.

When your sales process stalls at pricing and proposals, deals die. We streamline your configure-price-quote process so your team spends less time wrestling with approvals and more time closing.

Systems That Talk to Each Other

One source of truth. Finally.

Disconnected tools mean disconnected teams—and customers who feel it. We connect your business systems so Sales knows what Support promised, Finance knows what Sales sold, and everyone stops asking "where's that data?"

Scale Without the Chaos

Enterprise-grade operations. Startup speed.

You need processes that can handle 10x growth, but you don't have time for an 18-month implementation. We build what you need now and architect for what's coming next—without over-engineering.

Boutique expertise. No enterprise overhead.

You won't be handed off to junior consultants or buried in SOWs. When you work with RootMode, you're working directly with a senior Salesforce architect who's been in the trenches with companies like yours.

We start with your business, not Salesforce.

Every engagement begins with understanding what you're trying to achieve—not which features to configure.

We move in sprints, not quarters.

You'll see progress in weeks, not months. Small wins compound into transformation.

We stick around.

Most of our clients work with us on an ongoing basis. We become the person who knows both your business and your technology—so you're never starting from scratch.

What it's like to work together

"It doesn't even feel like you're a contractor. You're so personable—it feels like you're part of our company."

— Nutrafol

"You took the time to understand our needs. And then used your experience to give us suggestions. Because you don't know what you don't know."

— Mosaic Communications

"You have the ability to see the big picture and then figure out a way to do it, even if it's not something that's simple, right out of the box."

— Mosaic Communications

Results in the real world

Telecommunications

From Quarterly Scrambles to Real-Time Revenue Visibility

Complex channel sales. One-time and recurring pricing. A system that had boxed them in. We rebuilt their revenue operations to scale with their post-COVID growth.

Read case study Nutraceuticals

Unifying Order Flow Across Multiple Sales Channels

Multiple channels, no single source of truth, and a team that "couldn't reconcile orders at all." We built integrations that gave Sales, Support, and Finance the same picture.

Read case study Food Technology

Two People, Two Weeks: Replacing an Enterprise Tool

Users hated the old system. Margin calculations were wrong. Business rules lived in three spreadsheets. Using AI-assisted development, we delivered a production-ready replacement in two weeks.

Read case study M&A Readiness

The Data Quality That Closes Your Exit

When this long-term client started asking for contract waterfall analysis and cohort retention by vintage—I knew something was up. They were selling the company.

Read case study

Hi, I'm Pamela.

I've spent 20+ years at the intersection of business operations and technology—first as an in-house product owner leading Salesforce transformations, then as a consultant helping growth-stage companies build systems that actually scale.

Before founding RootMode, I was the person inside organizations asking "why does this process exist?" and "what happens when we 10x?" I've led implementations, managed teams, translated between business stakeholders and developers, and learned firsthand what makes the difference between a CRM that drives growth and one that just creates busywork.

Today, I work with a handful of clients each year—typically growth-stage startups between $4M and $40M who've hit the point where their systems can't keep up with their ambitions. I bring 8 Salesforce certifications, including Data Architecture and Platform Developer II, plus a Revenue Architecture credential from Winning by Design. RootMode is a certified Salesforce Consulting Partner.

When you work with me, you're working directly with me—not a junior associate. I become the person who knows both your business and your technology, so you're never explaining context twice.

Based in San Diego. Perpetually curious. Currently learning Spanish and building things with AI—because staying current isn't optional in this field.

Ready to stop fighting your systems?

Whether you're drowning in quarter-end reporting, stuck on a complex Salesforce challenge, or just wondering if there's a better way—let's figure it out together.

Let's Talk

A 30-minute conversation about what's working, what's not, and whether we're the right fit. No pitch deck. No pressure.