Technology & SaaS
From trial signup to renewal, in one connected revenue system.
SaaS teams run on fragmented signals: product usage in one warehouse, billing in another, support in a third. We unify them in Salesforce so expansion, churn risk and support load are visible in the same place your team already works.
What we see
The patterns that show up in nearly every technology & saas engagement.
- Typical first release
- 6–8 weeks
- Focus
- NRR & support efficiency
- Product usage data trapped outside the CRM, invisible to sales and CS
- Renewal and expansion motions tracked in spreadsheets
- Support volume scaling linearly with customer count
- No reliable view of health score, churn risk or net revenue retention
Our approach
What we build
Usage-to-CRM pipeline
Product events streamed into Salesforce through platform events or scheduled sync, surfaced as health scores and expansion triggers on the account.
Subscription lifecycle
Contracts, renewal opportunities, amendment flows and automated renewal task generation tied to term dates.
Support that scales sub-linearly
Knowledge-first deflection, in-product case creation, and Agentforce handling repetitive tier-one volume.
Revenue reporting
NRR, churn cohorts and expansion attribution built on a data model that supports board-grade reporting.
Clouds & capabilities
- Sales Cloud
- Service Cloud
- Experience Cloud
- Agentforce
- Platform Events
Services most used here
Start here
Working in technology & saas? Let us look at your org.
A short assessment tells you what is working, what is at risk, and what the highest-value next change is — before you commit to a build.
24/7 support — response within one business hour