Success Stories That Drive Results
See how StreamForce delivers measurable ROI for PE-backed companies through AI-enabled GTM transformation, CRM optimization, and Revenue Cloud deployments.
Trusted Client & Testimonials
Labster
EdTech
Establishing Salesforce Sales Cloud with Integrations
Full Salesforce Sales Cloud implementation with integrations to support growing EdTech operations.
👥 200-500
GPS Insight
Technology
NetSuite & HubSpot Integration
New Salesforce implementation with comprehensive NetSuite and HubSpot integrations for fleet tracking technology company.
👥 200-500
Guideline
Financial
Advisory & Managed Services
Ongoing advisory and managed services for 401(k) platform provider to optimize Salesforce operations.
👥 200-500
Perceptyx
SaaS
Salesforce Lead to Revenue Reimplementation
Complete Lead to Revenue reimplementation on Salesforce for employee listening and people analytics platform.
👥 200-500
Asure Software
Payroll
Enterprise Services
Enterprise-wide Salesforce services including health check, process re-implementation, and CPQ standardization for payroll technology provider.
👥 500-1000
LumenVox
Technology
Salesforce CPQ Implementation with Integrations
Complete CPQ implementation with integrations for AI-driven voice technology company.
👥 100-200 employees
Integration
Watermark
K-12 & Higher Education
Lead to Revenue Optimization and Integration
Implemented data cleansing, optimized lead and opportunity management, and integrated 15+ cloud solutions.
👥 200-500
LRN
Ethics & Compliance
M&A Support and System Carve-Out Program
End-to-end M&A integration support including systems consolidation and process harmonization.
👥 500-1000
Newsela
EdTech
K-12 & Higher Ed – Systems Transformation
Lightning Web Component for multi-line discount application and comprehensive APEX code review.
👥 500-1000
Kipu Health
Healthcare
Patient to Revenue Transformation
Automated processes using Salesforce, Marketo, and FinancialForce following PE acquisition.
👥 200-500
Berlitz
Education
Global Go-To-Market Development Revenue Cloud + Education
Implemented new Salesforce organization with CPQ for global operations across 70+ countries.
👥 500+
Specialty Food Association
Retail
Transforming Operations
Comprehensive health check and re-implementation of Salesforce processes to streamline operations.
👥 50-200
Dealerware
Automobile
Finance Transformation – Revenue Cloud
Revenue Cloud implementation for finance transformation at automotive technology company.
👥 100-200
K-12 & Higher Education
Labster
Establishing Salesforce Sales Cloud with Integrations
👥 200-500 employees
🏢 EdTech
Full Salesforce Sales Cloud implementation with integrations to support growing EdTech operations.
⚠️ Challenges
No unified CRM platform for sales operations
Disconnected systems preventing data-driven decisions
Manual Lead to Revenue processes
💡 Solutions
Implemented Salesforce Sales Cloud as primary CRM
Re-implemented Lead to Revenue cycle with best practices
Standardized CPQ implementation with system integrations
📈 Outcomes
Unified sales operations on Salesforce platform
Automated key sales processes for efficiency
Comprehensive managed service support ongoing
Payroll
Asure Software
Enterprise Services
👥 500-1000 employees
🏢 Payroll
Enterprise-wide Salesforce services including health check, process re-implementation, and CPQ standardization for payroll technology provider.
⚠️ Challenges
Complex Salesforce environment requiring health check
Inconsistent Lead to Revenue processes
CPQ implementation not following best practices
💡 Solutions
Comprehensive Salesforce health check and assessment
Re-implemented Lead to Revenue cycle processes
Standardized CPQ following Salesforce best practices
📈 Outcomes
Optimized Salesforce environment for better performance
Streamlined sales processes across the organization
Ongoing comprehensive Salesforce managed services
Technology
LumenVox
Salesforce CPQ Implementation with Integrations
👥 100-200 employees
🏢 Technology
Complete CPQ implementation with integrations for AI-driven voice technology company.
⚠️ Challenges
Complex product pricing requiring CPQ solution
Integration needs across multiple systems
Manual quoting process slowing sales cycles
💡 Solutions
Full Salesforce CPQ implementation
Integrated CPQ with existing technology stack
Automated quoting and approval workflows
📈 Outcomes
Significantly reduced quote-to-cash cycle time
Improved pricing accuracy and consistency
Automated approval workflows for faster deal closure
Technology
GPS Insight
Salesforce New Implementation with NetSuite & HubSpot Integrations
👥 200-500 employees
🏢 Technology
New Salesforce implementation with comprehensive NetSuite and HubSpot integrations for fleet tracking technology company.
“It’s obvious the team is well versed not only in the capabilities and functionality of Salesforce but able to navigate through a complex instance of NetSuite and its’ processes to offer a seamless transition for end users and system managers alike. Their expertise shows in consistent and reliable communication and project management. Looking forward to keeping StreamForce as a trusted partner.”
James Hayes
VP Revenue Operations, GPS Insight
⚠️ Challenges
No unified CRM connecting marketing and sales systems
Disconnected NetSuite financials from sales operations
HubSpot marketing data not flowing to sales team
💡 Solutions
New Salesforce implementation as central CRM hub
Bi-directional NetSuite integration for financial visibility
HubSpot Integration for marketing-to-sales lead flow
📈 Outcomes
Unified view of customer journey from marketing to revenue
Real-time financial visibility for sales team
Automated lead routing from marketing campaigns
Financial
Guideline
Advisory & Managed Services
👥 200-500 employees
🏢 Financial
Ongoing advisory and managed services for 401(k) platform provider to optimize Salesforce operations.
⚠️ Challenges
Need for ongoing Salesforce expertise and support
Continuous optimization requirements
Complex regulatory compliance needs
💡 Solutions
Dedicated managed services team for ongoing support
Regular health checks and optimization cycles
Advisory services for strategic technology decisions
📈 Outcomes
Continuous improvement of Salesforce operations
Reduced time-to-resolution for system issues
Strategic technology roadmap alignment
SaaS
Perceptyx
Salesforce Lead to Revenue Reimplementation
👥 200-500 employees
🏢 SaaS
Complete Lead to Revenue reimplementation on Salesforce for employee listening and people analytics platform.
“StreamForce has been a great partner with Perceptyx, being both responsive on requests as well as implementing complex system changes from requirement documents, as well as completing implementation of a very complex pricing methodology in SFDC CPQ.”
Ryan Burghard
Director of Revenue Operations, Perceptyx
⚠️ Challenges
Existing Salesforce implementation not supporting growth
Manual processes throughout Lead to Revenue cycle
Lack of standardized CPQ and quoting processes
💡 Solutions
Full reimplementation of Lead to Revenue on Salesforce
Standardized CPQ with best practices implementation
Comprehensive managed service for ongoing optimization
📈 Outcomes
Modernized Lead to Revenue processes
Reduced sales cycle time through automation
Improved forecast accuracy and pipeline visibility
K-12 & Higher Education
Watermark
Lead to Revenue Optimization and Integration
👥 200-500 employees
🏢 K-12 & Higher Education
Implemented data cleansing, optimized lead and opportunity management, advanced CPQ capabilities, and integrated 15+ cloud solutions with an IPaaS solution.
⚠️ Challenges
Poor data quality resulting from legacy M&A activities
Inconsistent processes across siloed operations
Manual reports with PowerPoint as the source of truth
No integration connecting sales and finance systems
💡 Solutions
Data cleansing and enrichment solution implementation
End-to-end Lead-to-Revenue engine with advanced CPQ/quoting capabilities
Replaced data lake and ETL with lower-cost BI solution for consistent reporting
IPaaS solution to drive consistency across 15+ cloud integrations
📈 Outcomes
Streamlined operations and standardized processes for greater efficiency
Empowered sellers through automation and reduced administrative burden
Deeper customer insights with improved data visibility
Foundation for revenue growth through flexible contracting and cross-functional alignment
Ethics & Compliance
LRN
M&A Support and System Carve-Out Program
👥 500-1000 employees
🏢 Ethics & Compliance
End-to-end M&A integration support including systems consolidation, process harmonization, and seamless adoption of enterprise systems across global operations.
“I wanted to send you a quick note to thank you for a very successful CPQ implementation project for LRN. Your team was very responsive, they clearly understood the objectives, and the work was done efficiently. I truly appreciated finishing the project on time and on budget.”
Isabel Londono
Vice President of Commercial Strategy, LRN
⚠️ Challenges
Acquired product line from a large organization with diverse systems across a global footprint
Financial systems leveraged by the divesting company were diverse and inconsistent across regions
Source organization leveraged a different CPQ product with region-differentiated products across hundreds of SKUs
Narrow one-hour window for service and ticketing system migration due to security compliance constraints
💡 Solutions
Revenue operations, customer, and contract migration across NORAM, LATAM, EU, MEA, and APAC
Complex ETL using Excel and Alteryx to clean and reconcile financial data from legacy SAP
Rationalized incoming SKUs from ~800 to 6 configurable bundles (99.25% reduction)
Developed migration tool using Python for data export, staged in MySQL, and imported to Mavenlink
📈 Outcomes
All customers reconciled and transferred to LRN CRM and ERP within weeks
99.25% reduction in SKUs – from ~800 to 6 configurable bundles
New sales reps selling within 3 weeks of acquisition
Product ticketing migrated in narrow 1-hour window with zero customer disruption
EdTech
Newsela
K-12 & Higher Ed – Systems Transformation
👥 500-1000 employees
🏢 EdTech
⚠️ Challenges
Many products requiring streamlined discounting across multiple line items
Salesforce APEX Code lacking sufficient test cases for deployment
Complex selling processes needing streamlined data entry at multiple stages
No visibility into potential products for sale on an account hierarchy
💡 Solutions
Lightning Web Component for multi-line discount application based on specific criteria
Comprehensive APEX code review with test class generation for improved coverage
Custom web experience for streamlined data entry preserving existing page layouts
Automated campaign association to track customer responses and sales opportunities
📈 Outcomes
Significantly reduced quote generation process with multi-line discount editor
Improved code coverage enabling reliable deployment to production
Improved Opportunity process with better data quality and reduced entry time
Holistic view of all products across account hierarchy for better cross-selling
Automated campaign association to track customer responses and sales opportunities
Education
Berlitz
Global Go-To-Market Development Revenue Cloud + Education
👥 500+ employees
🏢 Education
Implemented a new Salesforce organization with CPQ, streamlining the Sales-To-Education delivery process for global operations across 70+ countries.
⚠️ Challenges
Complex product catalog with a large product list
Enrollment process required multiple systems, manual data entry, and heavy employment costs
No ability for students to see progress or communicate with Berlitz without calling
No standardized processes for taxes, payment gateways, and no integrations
💡 Solutions
Revenue Cloud Sales Solution to minimize product list with pricing via configuration
Automated enrollment process upon successful closed/won opportunity
Custom Learner Portal for schedule management, instructor profiles, and certificate updates
Integrated with DocuSign, Avalara AvaTax, Stripe, NetSuite, and custom teaching solutions
📈 Outcomes
Language product list reduced to just 3 products
Eliminated manual data entry for learner enrollment entirely via automation
Streamlined scheduling process with real-time instructor availability
One-stop Learner Portal for all course-related activities
Education
Berlitz
Global Go-To-Market Development Revenue Cloud + Education
👥 500+ employees
🏢 Education
Implemented a new Salesforce organization with CPQ, streamlining the Sales-To-Education delivery process for global operations across 70+ countries.
⚠️ Challenges
Complex product catalog with a large product list
Enrollment process required multiple systems, manual data entry, and heavy employment costs
No ability for students to see progress or communicate with Berlitz without calling
No standardized processes for taxes, payment gateways, and no integrations
💡 Solutions
Revenue Cloud Sales Solution to minimize product list with pricing via configuration
Automated enrollment process upon successful closed/won opportunity
Custom Learner Portal for schedule management, instructor profiles, and certificate updates
Integrated with DocuSign, Avalara AvaTax, Stripe, NetSuite, and custom teaching solutions
📈 Outcomes
Language product list reduced to just 3 products
Eliminated manual data entry for learner enrollment entirely via automation
Streamlined scheduling process with real-time instructor availability
One-stop Learner Portal for all course-related activities
Retail
Specialty Food Association
Transforming Operations
👥 50-200 employees
🏢 Retail
Comprehensive health check and re-implementation of Salesforce processes to streamline operations for this industry association.
⚠️ Challenges
Outdated Salesforce implementation not meeting operational needs
Manual processes reducing team productivity
Lack of standardized workflows across departments
💡 Solutions
Extensive Salesforce health check and process re-implementation
Standardized Lead to Revenue cycle processes
Best practices CPQ implementation with managed service support
📈 Outcomes
Modernized operations with streamlined workflows
Reduced manual effort and improved team productivity
Comprehensive Salesforce support as managed service
Automobile
Dealerware
Finance Transformation – Revenue Cloud
👥 100-200 employees
🏢 Automobile
Revenue Cloud implementation for finance transformation at automotive technology company.
“Dealerware/Silvercar could not have had a successful integration without StreamForce. They have been an integral part of the success of this project. Any time of the day, Team is there to answer questions or listen to concerns. We could not have done this project without StreamForce!”
Sandi Varela
Director of Accounting, Dealerware
⚠️ Challenges
Manual financial processes requiring transformation
Revenue recognition complexity
Lack of automated billing and invoicing
💡 Solutions
Salesforce Revenue Cloud Implementation
Automated billing and invoicing workflows
Streamlined revenue recognition processes
📈 Outcomes
Automated finance processes reducing manual effort
Improved revenue recognition accuracy
Faster billing cycles and cash collection
New Client Testimonials
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Asure
Testimonial example
Unify Sales & Marketing to Maximize Revenue Velocity
Our Lead-to-Revenue Accelerator is a turnkey solution that streamlines GTM execution, enhances visibility across the funnel, and optimizes the lead-to-revenue process. From lead scoring and sales automation to advanced forecasting and finance automation, this accelerator helps portfolio companies modernize revenue operations and boost performance quickly.
Complete Customer Visibility to Power Retention & Growth
Vision 360 gives portfolio companies a unified view of customer engagement, usage, and health signals – integrated across CRM, billing, and support platforms. With real-time dashboards and automated workflows for CSMs, it drives smarter renewals, proactive churn mitigation, and long-term account growth-essential for SaaS and recurring revenue models.
Seamless Carve-out, Post-Acquisition Integration
Our M&A Systems Consolidation Accelerator enables rapid integration of Salesforce orgs, CPQ tools, PSAs, and legacy systems after acquisitions. Using automation scripts and proven frameworks, we reduce integration timelines from months to weeks -delivering high data fidelity, low disruption, and scalable infrastructure for the combined entity.
Accelerate Time-to-Value Across Your Portfolio
StreamForce’s accelerators are built to shorten transformation cycles and rapidly unlock value in PE-backed portfolio companies. By leveraging pre-configured blueprints, best practices, and scalable templates, we help you reduce implementation risk, consolidate systems faster, and achieve measurable business outcomes—making your investment thesis operational, faster.
