Every SaaS company eventually hits the same wall: quoting is manual, contracts don't feed billing, rev rec lives in Excel, and partner incentives go out without validation. We're a revenue operations consultancy — and we've solved that problem across Salesforce, NetSuite, SAP, HubSpot, and custom stacks. We don't lead with a platform. We lead with the problem.
Most SaaS companies run the full Q2C cycle across 3–6 disconnected tools. We connect them — or replace them — so every deal flows from quote to cash without a human in the middle.
We solve whatever is broken in your revenue cycle — as advisors, as implementers, or both. Every engagement starts with a discovery call where we identify exactly where your revenue is leaking and which fix delivers the fastest ROI.
Any CPQ engine — Revenue Cloud, Zuora, Conga, or fully custom. Pricing rules, product bundles, approval workflows, and guided selling flows. Eliminate manual quoting errors and discount override risk.
Subscription lifecycle — new, renewal, amendment, co-term, cancellation. Contract changes trigger billing and recognition events automatically. No lag, no manual handoff to finance.
Usage-based, recurring, or hybrid billing — proration, metered consumption, mid-cycle upgrades. Billing events linked to contracted terms so finance sees it in real time, not at month-end.
SSP allocation for multi-element arrangements. Variable consideration constraint testing. Standalone selling price tables maintained per SKU per period. Evidence exported automatically at quarter-close.
Reseller tiers, deal registration, co-sell incentives, MDF (Marketing Development Funds), and rebate programs — structured and automated. Three-way match on every claim before AP approves. GL posting with full audit trail.
Dunning sequences, aging buckets, dispute workflows. SOX-compliant approval chains with segregation of duties. Period lockdown. Cryptographic audit trail on every financial event. SOC 2 readiness documentation included.
We don't start from a preferred platform and work backwards. We start from your revenue problem. Sometimes that means Salesforce. Sometimes NetSuite. Sometimes SAP, HubSpot, Oracle, or a custom-built stack. We've delivered Q2C on all of them — and across integrations between them. The platform is a means, not the point.
NetSuite, SAP, HubSpot, Dynamics 365, Sage Intacct, Oracle, Informatica, and AWS-native architectures. We've built and integrated Q2C systems on all of them. Revenue problems rarely require a platform change — they require a team that has solved them on your specific stack before.
CRM-to-ERP, billing-to-GL, CRM-to-data-warehouse — across any combination of systems. MuleSoft, custom middleware, or direct API integration. If your systems need to talk to each other, we build the bridge regardless of what they are.
ARR bridge, ASC 606 variance, partner performance scorecards, and CFO dashboards — built on your existing BI layer or standalone. Real-time unified revenue data across CRM, billing, and finance.
If Salesforce is your platform of choice, we're a Premier Partner — certified across Revenue Cloud Advanced, CPQ, Sales Cloud, Manufacturing Cloud, PRM, Experience Cloud, MuleSoft, and Data Cloud. Full stack, no hand-offs to a second firm.
Partner portals, deal registration, MDF workflows, and tier management — built on whatever platform hosts your partner experience. Salesforce Experience Cloud, custom-built, or third-party PRM. Partners self-serve; finance validates automatically.
When no off-the-shelf product fits — complex pricing models, non-standard billing logic, or bespoke rev rec requirements — we design and build from first principles. Owned by you. No vendor lock-in.
Most SaaS companies reaching $10M ARR have the same problem: revenue operations that worked at $1M are held together by spreadsheets, manual handoffs, and good intentions. Here's what Day 31 of a Q2C engagement looks like.
We scope every engagement before quoting. You know exactly what you're paying, what gets built, and what you'll have at the end of Phase 1. No per-seat SaaS fees on top of the implementation cost.
We start with a scoped Phase 1 focused on your highest-value gap — CPQ, rev rec, billing, or channel. Phase 2 connects the remaining Q2C modules. Both phases are fixed-fee with weekly milestones.
We'll tell you plainly what we've seen before and what your situation looks like. Most Q2C problems have a well-worn solution — the variable is how long your current state has been compounding.