Health Check
Founded 2019Tampa and Hyderabad25+ clients since 2019

We fix the systems between lead creation and recognized revenue.From lead to revenue. Accelerated by AI.

StreamForce brings Salesforce, CPQ, billing, finance, data and AI into one operating model for SaaS and PE-backed companies.

Start with a GTM Health Check Or book a 20-minute call
Selected clients
ToastNewselaBerlitzHazel HealthLRNPurdue for Life FoundationPerceptyxDealerware
$240M+
enterprise value generated across clients
25+
SaaS, PE-backed and enterprise clients
<90d
to live, measurable ROI
120+
active Salesforce certifications

What we are

An AI-first GTM and revenue systems firm, founded in 2019. Teams in Tampa, Florida and Hyderabad, India.

What we do

We design, build and run the lead-to-revenue system: CPQ, billing and RevRec, M&A integration, analytics, and the AI layer across them.

Who we serve

High-growth SaaS, PE portfolio companies and enterprise teams across more than ten industries.

Track record

$240M+ in enterprise value generated across 25+ clients, 18 business integrations and 12 private equity sponsors.

Trusted by 25+ high-growth and PE-backed companies
ToastNewselaBerlitzLRNPerceptyxOversightETQDealerwareSilvercarAsure SoftwareAvettaWatermarkGPS InsightKipu HealthKiteworksLabsterLumenVoxBeviAutoQuotesProfitSolvRave Mobile SafetySpecialty Food Assoc.TruliooGuidelineBrisk TeachingHazel HealthPurdue for Life FoundationToastNewselaBerlitzLRNPerceptyxOversightETQDealerwareSilvercarAsure SoftwareAvettaWatermarkGPS InsightKipu HealthKiteworksLabsterLumenVoxBeviAutoQuotesProfitSolvRave Mobile SafetySpecialty Food Assoc.TruliooGuidelineBrisk TeachingHazel HealthPurdue for Life Foundation

Our specialties

Six ways we plug into a revenue engine.

Lead to invoice to revenue recognition to ERP to customer success, run end to end by the same people. No handoffs between vendors and no gaps at go-live.

GTM and Salesforce
Full lead-to-revenue transformation on Salesforce, deployed with AI built in and aligned to your revenue strategy.
Revenue CloudCPQ and billingSales CloudEducation CloudRevOps advisoryVision 360
M&A and diligence
Dual-org consolidation, SKU rationalization and ARR reconciliation. Eighteen months of integration compressed into 60 to 90 days.
Day 1 readinessCarve-outsTSA exitData migrationARR reconciliation
AI and agents
The intelligence layer designed in first, built by people who know the lead-to-revenue process it has to run on.
AgentforceClaudeOpenAIMCPLead scoringChurn prediction
Analytics and data
Board-ready reporting on modern data infrastructure, with the platform security underneath it done properly.
SnowflakeData CloudTableau CloudRBAC designSSO and identityCustomer 360
Managed services
Senior architecture on a partnership model, with SLA-backed delivery and month-end ownership.
Admin and architectureDeal deskMonth-end closeTestingPortfolio retainer
GTM Health Check
Our scanner reads your Salesforce org and returns a prioritized roadmap across eleven dimensions, with no preparation from your team.
Eleven dimensionsSix areas assessedValue quantifiedNo prep required

Bottom lineOne team owns the whole revenue cycle, so nobody can point at another vendor when something breaks at go-live.

Proof

Three engagements, and the numbers behind them.

Every figure below came from a StreamForce engagement, from global EdTech rollouts through PE-backed carve-outs to enterprise CPQ, published with our clients’ permission.

LRN · PE-backed M&A · Leeds Equity

LRN, global ethics and compliance platform

Legacy CRMs with manual, non-standard processes across multiple acquired companies, invoice errors and a five to seven day lead-to-quote cycle. We consolidated the post-acquisition landscape onto Salesforce with data quality controls, rebuilt quoting with CPQ and guided selling, and integrated CLM, Gainsight and BI. Quote approval time fell 34%, average ACV per sale rose 4%, automated PS project setup saved 4 FTE, and the Salesforce development and support team came down to 2 FTE on a no-code, click-to-complete model.

$30M+
across 2 M&As executed
-90%
month-end close time
1 day
lead-to-quote, from 5-7
Education · Revenue Cloud · global rollout

Global language training company

End-to-end Revenue Cloud and Education Cloud rollout for a global corporate language provider. Enrollment, ERP, e-signature, payments and tax automated across every region, with no business downtime.

95%
fewer invoicing steps
85%
enrollment automated
100%
data entry eliminated
HCM and payroll · 12 acquisitions integrated

HCM and payroll provider

Twelve business integrations delivered across an acquisition programme, then lead scoring and routing rebuilt with just-in-time automation so no lead sat waiting for follow-up. Better scoring put reps on the right deals, closing the upsell opportunities and revenue leakage that had been going unnoticed.

12
business integrations
+18%
lead conversion
See all ten case studies →

Note$30M+ covers the two M&As executed at LRN. $240M+ is total enterprise value generated across all clients to date. Full case studies with client quotes.

Industries

Where we have done this before.

Ten-plus industries, with the deepest benches in software, education and regulated services. If your vertical is here, we have already solved the version of your problem that comes with it.

SaaS and softwareEducation and EdTech Healthcare and behavioral healthEthics and compliance Payroll and HR technologyFleet and asset tracking Automotive and mobilityPeople analytics Financial servicesManufacturing Professional servicesTrade associations

Is this you

Three situations, one operating problem.

01

High-growth SaaS

Series A through pre-IPO

Scaling revenue operations, fixing CPQ, or modernizing the stack to support growth without adding headcount.

  • RevOps transformation
  • CPQ implementation
  • Salesforce build-out
02

PE-backed companies

Portfolio companies under sponsor ownership

Working against 100-day value creation pressure, post-merger integration, or pre-exit revenue cleanup, where the board expects results fast and in a form it can read.

  • 100-day value creation
  • M&A integration
  • Pre-exit revenue cleanup
03

Enterprise and mid-market

Education, healthcare, manufacturing, services

Modernizing Salesforce environments, integrating systems, or building AI-powered revenue workflows on top of what already exists.

  • System modernization
  • Managed services
  • AI integration

The opportunity

Most of the value is already yours. It is just hidden.

Research puts 3 to 9% of ARR inside the gaps between quoting, billing, renewals and post-merger systems (MGI Research, 2024). None of it needs new customers or new headcount to recover. It needs the revenue engine to work as one system.

3–4%

Quote to close

Governed discounting and a real deal desk take a three-week quote cycle under nine days.

1–2%

Billing and RevRec

Automating invoicing and journal entries turns an eight-day close into a same-week one.

3–8%

Renewals and churn

Health scoring surfaces the at-risk account early, while the conversation is still about growth.

12–18mo

Post-merger systems

One org, one ARR definition and one billing system pulls synergy realization forward by a year.

Revenue leak calculator

A directional read from published leakage research. Move the slider to your company's ARR to size what is recoverable.

$50M ARR
Conservative, 3% of ARR$1.5M
Midpoint, 6% of ARR$3.0M
Realistically recoverable, 60% of midpoint$1.8M

An illustrative model built on published leakage research, not a quote. What is actually recoverable gets scoped in writing before any engagement begins.

In their words

The word that keeps coming back is partner.

In their words. Scroll →
“StreamForce quickly became a trusted advisor, helping us redesign and implement a more scalable and manageable Snowflake RBAC security model. They were also instrumental in helping us implement Single Sign-On, an area where we lacked internal expertise. I would highly recommend them for Snowflake security, data platform architecture, analytics integrations and identity management.”
Chris Peck, BS’96
Director, Business Intelligence · IT, CRM and Data Analytics
Purdue for Life Foundation
“StreamForce was the right partner in consolidating and streamlining our processes. They are customer-focused and allowed us to build a great foundation to grow our business efficiently.”
Principal Product Manager, Toast
“Responsive on requests as well as implementing complex system changes, including a very complex pricing methodology in Salesforce CPQ.”
Director of Revenue Operations, Perceptyx
“A very successful CPQ implementation. Your team was responsive, clearly understood the objectives, and the work was done efficiently, on time and on budget.”
VP of Commercial Strategy, LRN

The next step

Start with a GTM Health Check.

A structured assessment of your Salesforce architecture, lead-to-revenue process and data, ending in a prioritized roadmap your leadership and sponsors can act on.

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