Sales-led businesses
Your sale may involve several stakeholders, a negotiated scope and a hands-on rollout. We help keep the commercial promise connected to forecasting, onboarding and the team responsible for delivering it.
Software & technology
Your next stage. Without the gaps.
Your growth has outpaced the system behind it. We connect the lifecycle from attribution to renewal, so scaling the business doesn't mean scaling the chasing around it.
Who we help
Your growth model shapes the systems you need.
Whether a customer buys through a sales team, starts in the product or grows across several offerings, your teams need a shared understanding of the relationship.
Product-led and hybrid businesses
A signup, a buying conversation and an active account may live in different tools. We help connect product and commercial signals so your team can recognise when a customer needs support or a useful conversation.
Established and multi-product platforms
As products, teams and markets grow, so do definitions of the customer. We help connect account, subscription and service context across your stack, with clear ownership of the information each platform holds.
“Onboarding has been reduced from four to two weeks, and we can handle double the number of activations.”
Asheesh ChackoCOO, me&u
2xclient activations handled
Read the customer story Where we can help
From finding your next customer to keeping the ones you have.
Onboarding is one part of the picture. We can help connect the decisions and handoffs across your customer lifecycle.
Connect campaign source and engagement with opportunities and customers. Your marketing team can trace the relationship beyond a form fill and make spending decisions from a more complete view.
Shape pipeline stages, ownership and required information around how you sell. Make stalled opportunities and missing next steps visible before the forecast has to be rebuilt in a spreadsheet.
Give the next team the agreed scope, customer contact, owner and first milestone. Surface dependencies and stalled steps early, so progress is visible without another status meeting.
Bring usage, support and subscription context alongside the commercial relationship. Your customer team can investigate adoption gaps and renewal risk while there's still time to act.
See it in practice
One relationship. Not five departmental records.
Sales Cloud holds the account, the subscription and its amendments. Product usage becomes health scores and churn alerts in Data 360, and billing, support and engineering work from the same record.
SaaS and subscription businesses
- 1Where it starts
- 2How it connects
- 3The record
- 4What it does
Snowflake or BigQuery
Product usage data
Account Engagement or HubSpot
Top of funnel
Data 360
Health scores, expansion signals and churn alerts for CS
Sales Cloud
Pipeline, with subscriptions and amendments managed in Salesforce
Stripe, Chargebee or NetSuite
Billing, with Xero for smaller players
Service Cloud and Linear
Support, with bugs escalated to engineering
Slack
Collaboration on deals and escalations
Blueprint · A solution we can build around your business.
How we work with you
Start with how you grow. Build the connections around it.
We work through the customer lifecycle with marketing, sales, onboarding and customer success. Where do definitions change? Which handoffs need a person to translate them? Which decisions depend on information the team can't see?
We agree what identifies a customer, which system owns each record and which signals need to travel. Then we shape the workflows and integrations around those decisions. A focused starting point gives your team something useful to work with, while leaving room for the next product, market or stage of growth.
Explore our approach to strategyTechnology that fits
Built around the way you grow.
Your product, billing and support platforms keep doing their jobs. We connect the information your next decision depends on.
Salesforce can connect the commercial relationship, onboarding and service. Stages and ownership should reflect how your business actually works.
When nurture needs to respond to real intent and the customer's place in the lifecycle.
Connecting the systems that reveal adoption, value, revenue and risk, without forcing them into one platform.
Let's talk
Bring us one customer journey. We'll show you where growth leaks.
Start with the stage the team keeps chasing, reconciling or explaining.