We work across the full lifecycle — from pipeline through renewals and customer success — on Salesforce and the systems connected to it. Every practice solves a specific operational problem. Together, they give Sales, Finance, and Customer teams a shared system of record.
For you, this means: reps quote accurately without escalation, contracts flow to billing without rework, and Finance recognizes revenue on what Sales actually sold. We design and build the full Quote → Contract → Order → Invoice → Revenue Recognition chain on Revenue Cloud (Agentforce Revenue Management) — eliminating the spreadsheet layer between Sales and Finance.
For you, this means: shorter quote cycles, fewer manual approvals, and billing exceptions caught before they reach Finance. We deploy Agentforce, GPTfy, and RightRev where they reduce real cycle time — not AI as a feature demo, but AI applied to the workflows where your team loses hours.
For you, this means: forecasts based on real data, not spreadsheet consolidation. Renewal risk visible before it's too late. We implement Data Cloud to give Sales, Finance, and Customer Success a shared, real-time view of every customer — across pipeline, billing, usage, and support.
For you, this means: pipeline, deal execution, case management, customer portals, field service, and renewals all share one data model — not disconnected systems with manual sync. We build CRM and customer operations as part of the broader platform architecture, not as standalone projects.
For you, this means: what Sales quotes is what Finance bills and what the ERP books — automatically. We build the integration layer that keeps Salesforce, NetSuite, SAP, Intacct, Stripe, and tax engines in sync across every order-to-invoice cycle.
For you, this means: your pricing, approvals, and renewals keep working correctly as your business changes — not just on launch day. Without ongoing governance, most orgs start failing within 18 months. We prevent that.
The hardest part of a revenue system isn't launching it — it's keeping it aligned as products change, pricing evolves, and new sales motions emerge. Our managed services ensure your Salesforce org doesn't drift from the business.
Discuss Managed Services →Revenue systems are too complex for improvisation. Every engagement follows five phases with defined exit criteria — and specific commitments you won't get from a standard SI.
Map revenue flows, audit data, align CRO + CFO on the operating model before any configuration begins
Solution design is not done until the CRO and CFO sign off on the revenue operating model
Configuration, custom dev, data migration — with automated QA covering every pricing and approval path
Parallel runs against real deals. UAT with reps, not admins. No launch until revenue behavior matches the model
Hypercare covers two full billing cycles. We don't disappear after go-live — we stay until the system proves itself
Tell us where things are breaking. We'll tell you what's realistic, what's not, and what the actual scope looks like.