skip to Main Content
salesforce revenue stack managment

We Manage Your Entire Lead Capture to Renewal Salesforce Stack

After working with SaaS companies for the last decade, we’ve seen the same scenario time and time again: Salesforce, Marketing Automation, Customer Support and Billing tools – poorly integrated, unoptimized and unsecure. Over time, managing our client’s revenue technology stacks has become a routine part of our business.

That experience was the inspiration for this service. For a flat monthly fee we manage and optimize your Salesforce Revenue Stack.

What is the Salesforce Revenue Stack?

Your Salesforce Revenue stack is the integrated set of tools that drives leads to your website, converts those leads, hands them to Marketing Automation so they can be nurtured, pushes them into the CRM for Sales to manage and finally hands them off to Customer Success and Support to ensure renewals. For many of our clients a simplified view of this might look like WordPress to Hubspot or Pardot to Salesforce to, with a tool like Zoura or Chargify at the end of the trail. In short, the Revenue Stack is the machinery that gets prospects to your site, converts them to leads, preps them for Sales and ensures they renew as happy customers with big LTV’s. The promised land of Negative Churn.

Stop Wasting Money

An average SaaS company spends tens of thousands of dollars a year on the products that make up their Revenue Stack. Problematically, companies don’t spend time and money customizing, improving, and securing these SaaS products to optimize that investment.

This is a risk for many reasons (like data leakage, and high employee turn over), but it’s also a huge lost opportunity to decrease Customer Acquisition Costs (CAC), increase sales and decrease churn.  

What we Offer:

Monitoring and Maintenance

We proactively monitor your Salesforce instance and other integrated stack tools, identifying security risks, preparing you for releases, and suggesting improvements based on industry best practices and what we see working best across our portfolio of clients. All the while ensuring the end-to-end system that has been built is integrated properly and stays connected. 

Customizations that SaaS companies need

We have over a decade of experience developing custom features and integrations for B2B SaaS companies. Our team will tailor your instance to suit your company’s needs and maximize your investment in Salesforce, Marketing Automation and Customer Success. We know how to best help you track CAC, MRR, ARR, LTV, how to integrate Salesforce with your product and how to proactively notify Sales of customers well suited to be upsold and Customer Success of those at risk to churn.

Optimize and Revitalize

Most high-growth SaaS companies start building and scaling a Sales team, but don’t invest in improving Salesforce along the way. We’ll help tailor Salesforce to scale to where you plan to be in 6 and 12 months. Helping you track quota attainment, performance and where gaps in your pipeline may be creeping through. We reinvigorate your under-utilized system by recommending new ways to enhance design, including:

  • Analyzing what custom fields are being used (or not) and suggesting changes to layouts to make team members more efficient
  • Putting in place automations to increase user’s productivity
  • Implementation of features like Quotas, Hierarchies and Custom Layouts so your organization gets more out of Salesforce each day
  • Improving the existing integrations you have and making suggestions on what new ones can be built with products your team is already using every day

Overall, getting you more value out of the Salesforce, Marketing Automation and Customer Support and Success tools you’re already paying for.

Why wouldn’t we do it internally?

The average annual salary for a Salesforce administrator in the US is almost $90,000. If you are in a high demand area like San Francisco or New York, the cost is much higher. That is just a Salesforce Administrator – you also need the services of a Salesforce Developer and then experts to build and maintain your Marketing Automation platform, your Customer Support platform and all the other tools you have integrated. Even for companies with a hundred Salesforce licences, hiring all those internal resources often doesn’t make financial sense. Even if it does make sense, it’s difficult to find certified Salesforce Developers and Administrators to do the work (not to mention experts in the other tools in your Revenue Stack). And those potential hires don’t have the benefit of building and maintaining systems across multiple B2B SaaS companies and sharing those learnings with each one.

Why CloudKettle? Why now?

You likely have investors and they have demands. You have customer acquisition numbers, revenue targets and pipeline goals that are going to be tough to meet. You need an expert to help you and you need that help fast. Local talent is tough or impossible to find and you are missing out on new MRR as each day goes by. We can help.

What’s the catch?

No catch really. We are a boutique agency, so before we commit to a relationship we’ll want to get to know each other. You’ll (hopefully) decide that we aren’t jerks, we’ll (hopefully) decide that you aren’t jerks and that is important, because we are going to be talking a lot. That aside, you must be currently using or upgrading to the Enterprise Edition of Salesforce to participate in this program. Why? Because the Enterprise Edition (instead of the Professional Edition) contains many features that we know you need in order for us to maximize the value we deliver to you.

Speak to a Salesforce Expert today! 

Gerry Lawless

"We initially engaged CloudKettle to migrate iWave from SugarCRM to Salesforce. Their extensive knowledge of the Salesforce ecosystem was evident from day one. Aside from a successful migration, CloudKettle is helping us build a comprehensive Sales and Marketing process that leverages technology and data to help fuel our growth. CloudKettle's leadership team challenges us to think strategically to meet our goals."

Gerry Lawless, CEO iWave Information Systems

Brian Goldfarb

"I initially engaged CloudKettle only to audit our Revenue Stack but found they could drive change across the organization based on their roadmap. I see CloudKettle as a trusted advisor to me and my team and they regularly provide actionable advice to my team. For me they bring the right combination of hands on keyboard execution for demand generation, marketing and sales operations coupled with strategic advice and direction. CloudKettle is a seamless part of our team, from strategy to execution - they treat our budgets, leads, and opportunities as if they were their own."

Brian Goldfarb, CMO Splunk

Dan Stratton

"Recently we used CloudKettle to help our CRM migration from HubSpot over to Salesforce. Despite the API limitation of HubSpot on the CRM side (as well as some wonkiness in our data) the guys at CloudKettle were able to quickly and accurately migrate our data over to our new Salesforce instance. Their work not only saved us numerous headaches from doing it ourselves but came in under the budget we had allocated for this endeavour."

Dan Stratton – Director of Marketing, Affinio

Back To Top