Scaling Sales, Marketing & Customer Success for SaaS Companies

We help SaaS companies increase pipeline by improving the Revenue Technology Stack they’ve built around Salesforce; driving more visits, lead conversions, improving lead to sale rates and reducing churn.  

How We Help

We have over a decade of experience scaling Sales, Marketing and Customer Success machines for B2B SaaS companies. While overseeing Revenue Technology Stacks for customers with tens of millions of dollars in sales pipeline and renewals, we’ve learned a few things along the way.

Including how to help you: get more qualified leads, decrease your time to sale, and increase the lifetime value of each customer. From gathering website leads, to nurturing them via marketing automation, to winning the sale, and ensuring they upgrade and renew – we help you scale that machine. All integrated with your Salesforce CRM.

Salesforce Implementation & Administration

Your CRM is the backbone of your Revenue Technology Stack. As a certified Salesforce Partner, we specialize in implementing and customizing Salesforce for B2B SaaS companies. Our team of CRM veterans will help you get the maximum return on your investment in Salesforce and integrate it with other tools like, Hubspot, Gainsight, CPQs, even your own SaaS product that you use every day.

Customer Support and Customer Success

Negative churn is the holy grail of the SaaS world. How do you achieve it? By integrating your customer support tools like and Service cloud with your Salesforce CRM and your own SaaS product. Know who is at risk of churning and what customers should be cross-sold and upsold. All in real time.

Lead Generation and Marketing Automation

We help our clients drive more traffic to their websites with online advertising, SEO and track attribution from the first click through to the sale. That allows us to optimize lead capture and nurture Marketing Automation campaigns, prepping leads and ensuring Sales is alerted in Salesforce when those hot leads are ready to work. 

Revenue Stack Management

Your fast growing SaaS company needs a Revenue Stack that integrates your advertising, website, marketing automation platform, support and customer success tools, even your own product, with your Salesforce CRM. For a flat monthly fee, our team of experts manage and optimize your Revenue Technology Stack. Including:

  • Monitoring and maintaining your Salesforce instance and integrations
  • Scaling your integrated stack so qualified leads grow as you do
  • Optimizing your Revenue Stack to improve conversions and decrease churn

Increase qualified leads, sales velocity, win rates and the lifetime value of each customer with an optimized Revenue Stack today.

CloudKettle Blog

A blog about SaaS Sales, Marketing and Customer Success.

how to use marketing automation for upsells and renewals

Marketing Automation to Enable Renewals

Read this post to learn how you can leverage Marketing Automation beyond the initial sale to enable upsell and renewals. Marketing Automation: The Status Quo B2B marketers understand how to leverage Marketing Automation to warm new leads for a sale…

How Salesforce Powers the Revenue Stack and Renewals

How Salesforce Powers the Revenue Stack and Renewals

Editor’s Note: For more on the Revenue Stack, be sure to check out our preceding post, The Revenue Stack & the rise of the Chief Revenue Officer. Salesforce is the backbone of the Revenue Stack and should be the single…

NEW eBook | The Chief Revenue Officer’s Guide to Revenue & Reporting

Our newest eBook, A Chief Revenue Officer’s Guide to Revenue & Reporting, is a must read for any high-growth B2B SaaS company. In this ebook, we cover why Chief Revenue Officer is the hottest title in SaaS right now, and…

Growth Hacking is Checkers, and Integrated Marketing is Chess

Growth Hacking is Checkers, and Integrated Marketing is Chess

Three questions to ask yourself to ensure a growth hack is worth the investment For more on growth hacking, be sure to check out our preceding post, Growth Hacking: the Good, the Bad, and the Potential Security Risks. Growth hacking…


We have been fortunate to work with some great people – here’s what they have to say about us. 

Doug Stovall

"We engaged CloudKettle to help merge an acquisition's CRM with our own, and migrate from InfusionSoft to Salesforce. They implemented for customer support, trained our staff and integrated our CTI and Marketing Automation solutions. CloudKettle is a trusted partner who understand the complexities of acquisitions and what makes a SaaS company tick."

Doug Stovall – Chief Revenue Officer

Kylee Hall

"We reached out to CloudKettle because our Salesforce instance had been a series of internal patchwork efforts and we needed a major overhaul. It was obvious from our first call that CloudKettle knows what they're doing. They think about every detail in order to execute and build the most efficient system and workflows possible. Not only can they get in the weeds, but they've helped us think strategically to achieve our goals."

Kylee Hall – VP, Marketing, Skillz Inc.

Dwayne Primeau

"We engaged CloudKettle to assist with the merger of two Salesforce instances. CloudKettle did a fantastic job. The planning was detailed and considered all aspects to ensure success, the execution was flawless, and their support and follow through was exceptional. I was travelling on go-live day and proof of success was speaking with users from both user groups who barely noticed the change."

I would highly recommend CloudKettle.
Dwayne Primeau – GM, Northern Business Intelligence

Who We Work With

A User’s Guide to Accelerating Sales with a CRM

Everything your B2B SaaS Company needs to know about using Salesforce to accelerates Sales, streamline Marketing’s efforts, and enable Customer Success.

Get in touch!

We have a long history of working at and with fast-growing B2B SaaS companies and helping them overcome their biggest challenges is not only our expertise – it’s our passion.

Our team has worked as employees of three technology startups (including Radian6, which was acquired by Salesforce) and we understand the challenges that come with scaling a fast-growing SaaS company.

Reach out today and learn how we can help.

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