Businesses Served
Tech Companies
Avg Project Size
Response Time
Support hypergrowth startups transitioning from 10 to 1000+ employees with scalable Salesforce architectures built for exponential growth.
Seamlessly integrate Salesforce with modern SaaS tools like Slack, Zoom, Stripe, and 100+ other platforms common in SF tech stacks.
Configure Salesforce for complex SaaS pricing models, usage-based billing, and multi-tenant architectures unique to Bay Area software companies.
Build dashboards and reports that satisfy demanding VCs and board members with real-time metrics on ARR, churn, and growth KPIs.
Design Salesforce workflows for distributed teams spanning SF headquarters to global remote workers across multiple time zones.
Navigate California's strict data privacy laws while maximizing customer insights and maintaining competitive advantage.
Walking distance from Salesforce headquarters for direct access to product teams
Deep expertise in Silicon Valley's unique scaling challenges
Proven track record with Y Combinator and venture-backed startups
Native understanding of SaaS business models and metrics
Experience with IPO readiness and enterprise transitions
Relationships with Bay Area's tech ecosystem and vendors
Expertise in modern tech stacks and API-first architectures
Available for in-person meetings throughout the Bay Area
A fast-growing B2B SaaS company needed to unify sales operations across three acquired products while preparing for Series C funding and potential IPO within 18 months.
Implemented multi-cloud Salesforce architecture with Sales Cloud for unified pipeline management, CPQ for complex pricing models, and custom integrations with Stripe, Slack, and their proprietary usage tracking systems. Built executive dashboards for board reporting.
Reduced sales cycle by 35%, achieved single source of truth for $120M ARR across products, and successfully supported $200M Series C raise with comprehensive investor reporting.
Salesforce certified consultants
Consistently high client satisfaction
Successfully delivered
Delivered across three regions
Discover how our services can transform your business processes
A pipeline the desk can trust. Lead scoring, opportunity tracking, and a forecast built from the org, not a side spreadsheet.
Cases, knowledge, and the channel the customer already uses. An agent on the repeats. A person on the exceptions.
Close, statements, and a pack finance can run without a rebuild. Salesforce plus the finance system of record.
Journeys on a customer the org already knows. Consent first. Marketing Cloud when the send can stand behind the list.
A repetitive, documented job tied to revenue. We set up one agent on that process and keep a reviewer on the exceptions.
Pull policy data from the last system into yours. Insurance and brokerage books. UAE and US teams buy this.
Get local expertise with global best practices. Schedule a consultation with our Salesforce experts.
