Approach
Salesforce & Beyond, but always within your Revenue Management Lifecycle.
How we do it!
Sometimes it takes more than one piece to solve a puzzle and that is why we have partnered with the best in class cloud solutions to help solve our customers’ revenue challenges and achieve successful outcomes.
This holistic approach has Salesforce Revenue Cloud at it’s core. It then extends to include business critical complementary technology to solve specific use-cases, commonly found during our deep-dive conversations.
With Salesforce Revenue Cloud and supporting technologies we help our customers achieve scalable, efficient, and future-proof results.
Our partners
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PROVEN AUTHORITY
Founded by ex-Salesforce, SteelBrick, and InvoiceIT specialists, we are the original Revenue Cloud authority.
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RECOGNISED EXCELLENCE
Salesforce Summit Partner, Revenue Cloud Navigator Experts, G2 Crowd Leader, and Great Place to Work.
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DEEP EXPERTISE
170+ Salesforce certifications
100s of successful projects
a team of 40+ revenue experts
Starting with Salesforce
At the core of every project is Sales Cloud (CRM). Then we unleash our super power, Revenue Cloud Advanced! But that’s not all! Think intelligence, artificial intelligence with Agentforce.
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Enhancing pipeline visibility, sales automation, and AI-driven forecasting for higher conversion rates.
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Maximising sales efficiency across the revenue lifecycle by introducing omni-channel customer engagement (B2B or B2C); enterprise-grade configuration and pricing; next-gen order management; contract lifecycle management and so much more!
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AgentForce: AI-powered sales engagement and automation for enhanced sales team productivity.
Industries & Specialisations
When delivering a transformative revenue management solution, it is important to speak our customers’ language. This comes with experience and at Shiftlogic.io we have quite a bit!
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Scaling SaaS and software businesses with predictable revenue models, automated billing, and AI-driven forecasting.
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Optimising quote-to-cash cycles, project-based revenue recognition, and automated contract renewals.
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Automating complex pricing, product configurations, and contract management to streamline sales cycles.
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Enhancing customer lifecycle management, compliance automation, and revenue growth strategies with AI-driven insights.
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Ensuring regulatory compliance, automated billing, and revenue cycle management for MedTech and Biotech firms.
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Implementing predictive analytics, customer lifecycle management, and smart billing solutions for sustainable energy companies.
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Streamlining dealer management, service automation, and financing solutions for vehicle manufacturers and suppliers.
The people we help
Behind every problem there is a team of people struggling. The tools they use must make life better. These are the people we listen to and work with to transform their day-to-day experience.
Are you one of the following?
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Chief Revenue Officers: Enhancing forecasting accuracy and revenue predictability.
Chief Financial Officers: Ensuring compliance, revenue recognition, and accurate billing.
Chief Executive Officer: Putting confidence and predictability into the metrics that drive key business decisions.
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Driving efficiency in sales execution, pricing, and deal velocity.
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Integrating and scaling Salesforce within broader enterprise ecosystems.
Technology Partners
We work with an extended network of Salesforce ecosystem partners to deliver tailored solutions that integrate seamlessly into your tech-stack:
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Professional Services Automation (PSA) for streamlined project and resource management.
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Digital sales engagement and contract management solutions.
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Usage metering and consumption management.
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Secure, automated payments and billing integrations.
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3D and augmented reality (AR) visualisation for product configuration.
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Advanced configuration logic for complex product quoting.
