We fix quote-to-cash on Salesforce for manufacturers, SaaS companies and professional services firms. If your reps build quotes in spreadsheets, discounting has no guardrails, or finance re-keys every closed deal into billing, that's our kind of problem.
We're a Dallas team that has spent nine years on one question: does the number in the CRM match the number that gets invoiced? When it doesn't, the cause is usually ordinary: a product catalog nobody owns, pricing rules that live in someone's head, approval chains that are missing or so tight that deals stall. We fix those first. Then we configure Salesforce CPQ or Revenue Cloud for bundles, subscriptions, usage pricing, renewals and amendments, and connect orders cleanly to billing and ERP. Running Salesforce CPQ today and wondering about Revenue Cloud? We'll give you a straight read on timing, effort and what you'd actually gain.
We don't build dashboards for their own sake. Our Tableau and Sales Cloud analytics work centers on a short list of measures leadership will act on: pipeline coverage, win rate by segment, discount leakage, forecast against actual. And we'll tell you plainly which features are worth paying for and which aren't.
What we do
- Quote-to-cash design
- CPQ and Revenue Cloud
- Sales analytics
- RevOps consulting