Surepoint Access — Your CRM, finally doing its job.
Veteran Owned · Texas Based

Salesforce Sales Cloud Revenue Operations for the operators keeping Texas running. Built by a veteran. Run with discipline.

Fix it. Optimize it. Scale it.

Three ways to get your revenue engine running — whether you're starting from scratch or recovering from a bad implementation.

Salesforce Implementation

Sales Cloud setup, data migration, user training, and rollout support. Start strong or start over — we'll build it right the first time.

Revenue Operations Audit

A top-to-bottom diagnostic of your pipeline, CRM hygiene, reporting, and sales process. You'll know exactly what's broken and what it's costing you.

Sales Cloud Optimization

Clean up existing orgs, build automation, restore trust in the data. Stop fighting your CRM and start using it.

Phillip Cailey, Founder of Surepoint Access

Phillip Cailey

The Army taught me one thing above all else: broken systems get people killed.

Today, broken systems don't kill people — they kill revenue, kill morale, and kill the businesses that depend on them.

I served in the 10th Mountain Division where I learned to operate in ambiguity, plan with precision, and execute under pressure. Now I bring that same discipline to Salesforce Revenue Operations for the operators keeping Texas running.

If your CRM is costing you deals instead of closing them, let's fix it.

U.S. Army Veteran · 10th Mountain Division
Salesforce Administrator in Training
Based in Texas

Let's talk about what's broken.

Tell me what your CRM is doing wrong. First consultation is free — I'll give you a straight answer about whether I can help.