Accelerate revenue. Eliminate friction. Align your entire GTM engine.
Salesforce Revenue Lifecycle Management (CPQ)
We help growth-stage and enterprise companies get more out of their Salesforce Revenue Lifecycle Management and CPQ investments—by solving the business problems that keep your revenue engine from scaling.
Our team combines deep Salesforce expertise with real-world experience integrating NetSuite and other ERP systems to create seamless quote-to-cash workflows. We don't just integrate platforms—we align Finance and Sales with streamlined processes, unified data, and full-cycle visibility. Whether you're launching CPQ for the first time or untangling years of technical debt, we deliver a holistic system that your teams actually want to use—and your CFO will love.
Our consultants are more than just admins and developers. They understand what a great overall system looks like across your entire revenue lifecycle, and they focus on delivering outcomes: shorter sales cycles, cleaner financials, faster closes, and better forecasting.
What We Hear All the Time and How We Solve It
“Our quotes are a mess—sales reps are doing whatever they want, and Finance ends up fixing everything downstream.”
We implement Salesforce CPQ with smart guardrails—such as pricing rules, bundling logic, and approval workflows—so quotes are clean, compliant, and Finance-ready from the start.
“Our forecasts are way off. Bookings numbers are unreliable until the deal actually closes.”
We align your CPQ setup with opportunity stages and pipeline logic, ensuring quoting data directly feeds forecasting. No more guessing games at the leadership table.
“We have Salesforce, but we still need 5 spreadsheets and 3 meetings to approve complex deals.”
We streamline approvals, automating multi-tier approvals in Salesforce. Less friction, faster deal velocity.
“We can’t track planned vs. actual deal cycles or understand where we’re leaking margin.”
We integrate reporting on deal velocity, discounting, approval bottlenecks, and margin erosion—giving you the visibility to fix leaks and scale smarter.
“We tried CPQ before and it failed—it was too rigid, and no one used it.”
We design for how your team sells—not how the platform works out of the box. Our experts know sales and build systems that reps actually want to use.
