Who We Are
The architects behind
unified revenue systems.
We're a specialist B2B revenue architecture firm — bridging the gap between high-end consulting and cutting-edge technical engineering with 5+ years of enterprise experience.
Our Story
Process IQ Automation was founded on a simple observation: most B2B companies invest heavily in CRM, paid acquisition, and automation tools — but keep them in separate silos. The result is fragmented data, poor attribution, and a revenue team that can't answer the most basic question: where is our pipeline coming from?
We built Process IQ to solve that. Our team combines deep Salesforce engineering expertise, paid media architecture, and RPA automation into a unified practice — so your entire revenue stack works as one engine, not three disconnected tools.
Based in Toronto, Ontario, we work with B2B companies across North America — from Series A startups to 500-person enterprises — who are serious about building revenue infrastructure that scales.
By the Numbers
5+
Years of enterprise experience
$4M+
Revenue attributed to our work
98%
CRM data accuracy avg.
Our Expertise
Salesforce CRM
Marketing Cloud Developer & Administrator · 5+ years · Certified Specialist, Developer & Consultant
RPA & Automation
End-to-end workflow automation across CRM, ads, finance, and ops systems using modern RPA tooling.
Paid Acquisition
Google & Meta Ads architecture with full CRM attribution — every ad dollar traced to closed revenue.
Revenue Operations
End-to-end RevOps frameworks unifying CRM, ads, and finance into a single revenue source of truth.
Our Values
- Transparency first — We share what we find in discovery, even when it's not what you want to hear. Honest audits lead to better architectures.
- No vendor lock-in — Everything we build is yours. Fully documented, fully transferable, no proprietary platforms.
- Revenue accountability — We don't measure success in deliverables. We measure it in pipeline velocity, ROAS, and closed revenue.
- Senior-only delivery — Every engagement is managed and delivered by senior architects. No junior handoffs, no offshore execution surprises.
- Long-term thinking — We build systems designed to scale with your business for years, not sprints that need rebuilding every 6 months.
Want to work with us? We take on a limited number of engagements per quarter to ensure every client gets senior-level attention. If you're ready to build your revenue architecture, let's talk.
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