SaaS and portfolio-company leaders
Improve the operation your teams use every day.
When quotes need rework, billing takes manual effort or customer handoffs break down, we help change the process and the systems behind it.
For private equity and SaaS leadership
Revenue
transformation
for PE-backed SaaS.
We redesign revenue processes, implement the connected systems and provide ongoing GTM support.
For SaaS leaders dealing with complex quoting, billing rework, an acquisition or inconsistent management reporting. We work across marketing, sales, fulfilment, professional services and renewals.
Selected clients
WatermarkPerceptyxLRNNewselaAsureBerlitz
PE operating partners
Deliver the changes in your value creation plan.
Turn the value creation plan into projects with clear responsibilities and measures of success. Bring acquired GTM systems together and improve reporting for management and the board.
Our work
What we can
help you change.
One business issue can cross sales, customer success, delivery and finance. We work through those dependencies with the people responsible for the result.
01Revenue & GTM
Revenue & GTM
transformation
Redesign lead-to-revenue processes and implement the systems behind them. Align lead management, selling, pricing, quoting, contracts, billing, fulfilment and renewals.
Explore revenue transformation
02Acquisition integration
Acquisition integration
and carve-outs
Bring acquired revenue operations together or separate them from seller systems. Cover GTM process alignment, data migration, application consolidation, professional services tools and TSA dependencies.
Explore M&A integration
03Value creation
Value creation
for PE & SaaS
Translate the value creation plan into projects. Set the baseline, responsibilities and delivery plan so management can assess changes in growth, margin, cash and efficiency.
Explore value creation
04GTM managed
GTM managed
services
Support and improve the systems your revenue teams rely on, with architecture, enhancements, integration support, data quality and release management in one service plan.
Explore GTM managed services
RevOps and revenue leakage
Suspect revenue is being missed?
Start with the commercial handoff you cannot reconcile.
Need to understand the gaps first? A GTM Health Check reviews lead-to-revenue processes and connected systems, then sets out the findings and priorities.
Explore the Health CheckAcquisition integration in practice
LRN’s Thomson Reuters
Compliance Learning carve-out.
LRN needed the acquired business operating in its environment while seller-system access and inconsistent source records complicated the transition.
StreamForce reconciled and migrated customer, commercial, project and support data across Salesforce, marketing, OpenAir and ticketing workstreams. The work included validation loads and a controlled cutover plan.
Read the integration storyOur approach
Our process and
delivery frameworks.
Our frameworks help define the work and organize delivery. Your management team owns the business decisions and acceptance.
Explore LEVR
LEVR
Reusable lead-to-revenue processes and requirements, adapted to your company. Identify the gaps, decide what to change and choose how to measure improvement.
AI-SDF for GTM
Specialist AI Agents help with analysis, build, testing and documentation. Consultants check their work; your team makes business decisions and approves releases.
The people doing the work
Business understanding.
Architecture and delivery experience.
Certified architects work alongside business architects, analysts, developers, data and integration engineers, and QA specialists. Our domain experience spans lead-to-revenue operations, finance automation and the reporting leadership needs.
Meet our delivery capabilitiesPerceptyx
Complex pricing and renewals,
rebuilt around the business.
Assessed and reimplemented Sales Cloud and CPQ, with pricing, approvals, renewals, amendments and a more reliable customer view.
Read the Perceptyx storyWatermark
Consistent revenue processes
across product lines.
Standardized lead-to-revenue data, unified selling and support processes, and automated renewals across connected applications.
Read the Watermark storyClient perspective
“Their expertise shows in consistent and reliable communication and project management.”
A conversation about the work
What needs to change
in your revenue operation?
Tell us what needs to change and what is getting in the way. We will discuss who needs to be involved and where to start.
Discuss your prioritiescontactus@streamforcesolutions.com