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One revenue engine for B2B software and technology companies

Licences, subscriptions, hardware and services on one quote. Renewals, upsells and downsells you can trust. We connect quoting, billing, pipeline and AI so recurring revenue stays visible from lead to renewal.

Talk to us about your caseSee technology cases

The challenges we see in technology

  • Complex pricing, long approvals

    Licences, subscriptions, hardware, services and discounts. Pricing guidance lives in Excel, nobody is sure who must approve what, and deals wait for a sign off in chat. We make the rules clear and build the approvals into the quote.

  • Recurring revenue nobody fully trusts

    MRR sits in finance, the pipeline sits in the CRM, and upsells and downsells fall between the two. Board meetings start with reconciling numbers.

  • Selling with partners is complex and manual

    Much of your business runs through partners, over calls and meetings. Nobody keeps track of what was discussed with which partner. We give partners their own access to the CRM, so they work deals with you, build offers and calculate prices themselves, and you see the end customers behind them.

  • A go-to-market stack held together with tape

    Enrichment, outreach, telephony, product data and billing each have their own tool. Sellers copy data between tabs instead of selling.

  • AI pressure from your own customers

    Your market expects you to use AI well. Agents only help if products, contracts and customers are clean and connected.

How we help

Packaged offers

Offers with a clear scope.

  • Data, AI and governance readiness scan

    Check whether your data and your rules can carry a customer agent or a sales assistant, and pick the first use case that will actually pay off.

  • AI-led managed services

    Keep the platform moving at the pace of your product, with a senior team that knows your org. AI agents work only in development environments without client data, and a person always deploys to production.

CRM and revenue

Where your teams sell and quote.

  • Quote-to-cash and pricing

    CPQ or Revenue Cloud for subscriptions, bundles and contract changes, with structured approvals and recurring revenue reporting, including upsells, downsells and renewals.

  • Sales productivity and pipeline

    Pipeline and forecasts your board can read, partner portals on Experience Cloud, and account care next to the deal, so the team that sells also sees what keeps a customer renewing.

AI

Agents that keep customers and help your team sell.

  • GTM engineering

    The tools your team already uses for enrichment, outreach and calling, connected to the CRM, so data flows by itself and sellers stay in one place.

  • AI agents for sales and service

    AI agents that answer common customer questions from your product docs, flag accounts at risk before renewal and prepare sellers for meetings, with a person in charge.

The tools we combine in technology

  • The platform underneath in most cases: Sales Cloud, Service Cloud, Experience Cloud for partners, CPQ, Revenue Cloud and Agentforce, depending on the case.

  • Claude models for agents that read tickets and emails, summarise accounts and draft replies your team checks. Claude also powers the agents in our own delivery.

  • Account and contact enrichment, so your ideal customer profile lives in the CRM and not in a separate list.

  • Outbound prospecting connected to the CRM, so sequences and replies land where the pipeline is managed.

  • Cloud telephony for sales and customer teams, with calls logged automatically.

  • Order forms and contracts generated and signed inside the quote flow.

Technology cases

See all cases

Questions we get on calls

Have you worked with software and technology companies before?

Yes. We have worked with several software and technology companies. You can read some of their cases below, and we are happy to walk you through them on a call.

Can the CRM handle subscriptions, bundles and mid contract changes?

Yes, with CPQ or Revenue Cloud set up for it. We have built quote-to-cash flows that track recurring revenue, including licence upsells and downsells, with approvals inside the system instead of in email.

Will an AI agent really help us keep customers?

It can, if the basics are in place first. We start by fixing case management and routing, then add a chatbot for the common questions. Without that groundwork, a bot mostly adds frustration.

We already use outreach and enrichment tools. Do we need to replace them?

Usually not. Our GTM engineering work connects the tools you have to the CRM, so data stays consistent and sellers stop copying it by hand. We only suggest a switch when a tool is clearly in the way.

Selling technology with complex quotes?

Tell us how you quote, renew and support today. We will show you how similar companies set it up, and where we would start.

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