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.

The Phone Lady Shares the why & how behind an effective sales call

Know What Your Leads are Really Thinking

The Phone Lady Shares the why & how Behind an Effective Sales call Mary Jane, also known as The Phone Lady, has spent 30 years analyzing the psychology of a phone call. An independent consultant, she’s worked with over 400…

CloudKettle Roundup

CloudKettle October Roundup

Salesforce for Startups Bootcamp: CRM for Startups This summer we had the opportunity to present as part of the Salesforce for Startups program at the NYU accelerator. We finally have the video clips back from that Bootcamp, and we’re very…

Lead generation getting organized

Lead Generation: Getting Organized

Create and prioritize lists then manage your time for success This post is the sequel to Lead Generation: Getting Started, which primarily deals with high-level concepts surrounding targeting prospects and medium and messaging. This post we dive into operational best practices…

Sales Enablement: Training and Techniques that Drive Results

Alana Kadden on Enterprise Sales

Alana Kadden started her career at Salesforce before co-founding Inqune: a consulting firm that empowers startups to grow quickly by creating programs to onboard and develop employees. You can connect with her at   Recently, I sat down with…


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 – Sr. Director, Marketing, Leadspace

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.

Your Name (required)

Your Email (required)


Your Message

Salesforce Consulting Partner
Salesforce Platform Developer I
Salesforce Cloud Consultant
Salesforce Administrator