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For PE operating partners & portfolio leadershipBest-practice-enabled processesOperating efficiency to EBITA

LEVRMake lead-to-revenue operations more efficient.

LEVR is StreamForce’s framework of best-practice-enabled lead-to-revenue processes. It helps portfolio teams standardize how work moves from lead to quote, contract, billing and renewal, then measure the operating efficiencies gained. The ultimate goal is improved EBITA. StreamForce uses it to shape value creation and GTM programs across the systems involved, with AI-SDF for GTM supporting governed execution.

LEVR is pronounced “lever”: increase value with less effort and time.

One framework. One lifecycle.Inside LEVR
01ActivateSelect the processes that need improvement
02Discover & scopeCompare current operations with the best-practice process; your team customizes
03Execute & verifyDelivered via AI-SDF for GTM, reviewed by people
04ReportA static record of scope, evidence and value

This is the engagement lifecycle, start to finish.

Built from experience

446 requirements support best-practice-enabled processes refined across PE and SaaS engagements.

Across the revenue cycle

16 tracks connect lead-to-revenue operations with the functions that support them.

Tailored to the company

Start with the framework, compare it with how the business works today and adapt the processes that matter.

Measured for efficiency

Track process outcomes such as cycle time, manual effort and cost-to-serve, then assess their contribution to EBITA.

The framework

Best-practice processes across the revenue cycle.

Eight tracks cover day-to-day lead-to-revenue operations. Eight connect those processes to reporting, pricing, customer success, planning and integration. Teams select the processes that need work and adapt the framework to the company.

8 tracks

Lead-to-revenue operations

Marketing: demand generation, campaigns, lead capture and scoringSales: opportunity management, activities, forecastingCPQ: quoting, pricing, products and approvalsLegal: contracts, redlines, e-signatureFinance: billing, revenue recognition, invoicingProfessional Services: projects, resourcing, time and expenseCustomer Support: cases, escalations, knowledge base, SLAsEngineering / R&D: product feedback and defect intake
8 tracks

Supporting functions

Data & Board Reporting: SaaS KPIs, a single source of truth, the board packPricing & Packaging: value-based pricing, tiering, price increasesDeal Desk: discount control, margin guardrails, leakageRevenue Operations: funnel, forecast, capacity, productivityCustomer Success: NRR and GRR, churn, expansion, renewalsFinOps: cloud and COGS, vendor spend, gross marginFP&A: budget, cash, operating performance and EBITA measuresM&A Integration: add-on integration, synergies, harmonization

From process to operating performance

Improve the work. Measure the efficiency. Assess the EBITA effect.

LEVR starts with the way teams work today and the best-practice process they want to reach. Each change needs an operating measure and a baseline. Finance can then assess whether the measured improvement contributes to EBITA.

Quote productivity
Standardize product, pricing and approval steps so teams spend less time reworking quotes and more time serving customers.
Quote cycle timeApproval reworkHours per quote
Billing accuracy
Carry approved contract terms into billing and revenue processes with fewer manual corrections and clearer ownership.
Invoice correctionsManual touchesClose effort
Cost-to-serve
Connect customer, entitlement and support information so teams resolve work with fewer handoffs and better capacity planning.
Handling timeReworkCost-to-serve
Renewal operations
Make dates, terms and account ownership visible across Sales, Customer Success and Finance to reduce avoidable effort and missed follow-up.
Renewal readinessManual effortRetention

A business case grounded in the operating baseline

The sponsor and portfolio team agree which process measures matter, how they are measured and what improvement would mean financially. EBITA impact is assessed from actual operating results and the company’s economics, rather than assumed from a generic recovery percentage.

Operating model

Clear ownership from thesis to delivery.

PE operating partner

Sponsors the value thesis

Sets portfolio priorities and reviews whether the program remains aligned to the investment case.

Portfolio CEO or CFO

Owns the business case

Confirms priorities, resolves business decisions and owns the company-level outcome.

StreamForce

Operates LEVR and delivers

Runs discovery, scope, sequencing, implementation, verification and reporting through managed services.

The delivery experience behind the framework

StreamForce engagements have produced measurable outcomes.

LEVR structures the value-creation scope; AI-SDF for GTM can support execution of approved program work. The results below reflect complete StreamForce engagements and cannot be attributed to either asset alone.

Education · Revenue Cloud · global rollout

Global language training company

Revenue Cloud and Education Cloud delivered across enrollment, ERP, e-signature, payments and tax, without business downtime.

95%
fewer invoicing steps
85%
enrollment automated
100%
targeted manual data entry eliminated
PE-backed M&A · lead-to-revenue consolidation

Global ethics and compliance platform

Post-acquisition CRM consolidation, CPQ and guided selling with downstream CLM, customer success and BI integration.

-90%
month-end close time
+4%
average ACV per sale

What LEVR is

A best-practice process starting point, adapted to your business.

The framework gives teams an organized set of lead-to-revenue processes and requirements. StreamForce compares that starting point with current operations, identifies the changes that could improve efficiency and helps the team agree what to implement. Your executives and functional owners retain every business decision and approval.

Not another software license
Your team does not have to implement or administer a separate delivery platform. LEVR is part of how StreamForce runs the engagement.
Managed serviceNo seat license
Adapted to the company
The best-practice process is the starting point. Discovery identifies what works today, what should change and which measures will show whether the new process is more efficient.
BaselineProcess designMeasurement
Execution stays governed
AI-SDF for GTM supports approved workstreams within the program. Business owners resolve ambiguity, review evidence and control decisions; technical owners control system changes and release.
Governed executionHuman decisions

See LEVR in action

Find the operating efficiencies behind your EBITA goal.

See how StreamForce applies LEVR’s best-practice lead-to-revenue processes, agrees the baseline and measures the results in a managed-services engagement.

Book a LEVR walkthrough
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