Industries

High Tech

You already know what good looks like. That is the problem — your team has opinions, your product ships every two weeks, and the CRM was configured for a company you stopped being two years ago.

What we implement

Configuration that keeps up with the roadmap

The trap in this vertical is over-building. Technology companies configure enthusiastically and then cannot change anything.

Where this usually lands in our work: subscriptions and renewals, customer success and Agentforce and Data Cloud.

The pattern we keep seeing

Three ways technology companies get this wrong

01

Built by the most enthusiastic person

Configuration that reflects one person’s mental model, undocumented, and unmaintainable once they move on.

02

Automation before process

Flows layered on a process nobody agreed, so the automation encodes the disagreement permanently.

03

Never revisited

An org that fitted the company at forty people and is now quietly obstructing it at a hundred and forty.

Integrations

Nobody has to give up the system that runs billing

Your team has opinions about tooling, and most of those opinions are right. We build the commercial record in Salesforce and join it to the billing, product and success systems you already chose, so ARR, usage and renewal risk finally agree with each other. These are the categories we most often connect.

Subscription Billing

Contracts into invoices, proration and revenue recognition finance will sign off on.

Stripe Billing  Chargebee  Recurly  Maxio

Product Analytics

What customers actually do in the product, landed on the account record.

Amplitude  Mixpanel  Pendo  PostHog

Customer Success

Health scoring and renewal playbooks, with expansion created where sales can see it.

Gainsight  ChurnZero  Vitally  Planhat

Support & Helpdesk

Open escalations visible against renewal risk, not in a separate universe.

Zendesk  Intercom  Freshdesk  Front

Finance & ERP

Closed-won to invoice, and ARR reporting that survives a board meeting.

NetSuite  Sage Intacct  BILL  Avalara

Partner & Channel

Deal registration, co-selling and payouts, which are CRM objects whether you like it or not.

Impartner  PartnerStack  Crossbeam  Allbound

Client stories

High tech in the wild

Digital signage software

Wand Digital

An ERP built for far larger companies replaced with Salesforce, vendor integrations automated, and an internal engine producing three to four improvements every two weeks.

IT services

The IT Architect

A distributed sales team centralized on a single mobile-first platform.

AV and building automation

System Support & Integration

The full customer lifecycle from first sale through ongoing service, with field service joined to the commercial record.

Let’s talk about what your org will look like in two years

Not a cookie-cutter demo. A conversation about what you have already built, what is now in the way, and what your team should be able to change without us. Then talk to one of our clients yourself.
or call (773) 888-7900
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