Services
Expert Revenue Operations, Consulting & Implementation Services. We are your trusted partners in all things revenue.
What we do!
Our services are designed to unlock the full potential of the technology we support, ensuring efficient, scalable, and future-proof revenue management.
CRM, CPQ, CLM, PSA, Invoice Management, Order Management, Customer Experience, RevOps, Invoicing and Business Analytics.
Sales Cloud, Revenue Cloud, AgentForce – Seamlessly connecting Salesforce with your tech stack.
Complementary tech & API Integrations – Extending Salesforce to fit your unique business needs with Klient, GetAccept, Asperato, Continuous and Logik.io.
Our partners
Implementation Project Services
From blueprint to go-live, we can handle every aspect of your revenue transformation project, ensuring it aligns with your business goals.
With a flexible approach, we can deploy a full project team or provide expert support to critical project functions, augmenting your project team with the right expertise.
Choose from the following to build your implementation project team:
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Our project governance team (PM, SA, Exec Sponsor, both Shiftlogic.io & customer) ensures the strategic alignment, oversight, and decision-making framework required to successfully manage our projects.
Following our Project Governance Framework, it defines roles, responsibilities, escalation pathways, and risk management strategies to ensure the project stays on time, within scope and budget.
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Our very skilled and experienced design team (SA, TA, BA) is responsible for defining, reviewing, and approving the architectural and functional design of the project build.
Following the Shiftlogic.io Implementation Methodology, the team ensures that technical and business requirements align with best practices and long-term scalability by producing a high-level blue print, detailed user story backlog and a construct-to-launch project plan that delivers your successful outcome.
Discover more in the following section: Design Authority & RevOps Advisory.
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Our Business Consulting team (BA, Implementation Consultant with Design Authority oversight), translates business objectives into functional requirements and optimises revenue processes through solution configuration.
This team focuses on out-of-the-box standards and ensures that the technology aligns with business processes and goals while maximising operational efficiency.
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Add Revenue Operations Advisory to your project to ensure that the sales, marketing, finance, and customer success teams are aligned on revenue-generating processes.
This is a focus on streamlining sales processes, revenue automation, forecasting accuracy, and quote-to-cash execution. An invaluable addition to any revenue management transformation program.
Discover more in the following section: Design Authority & RevOps Advisory.
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Ensure smooth deployments (Release Management), tight integrations, and the application of custom configuration under strict development standards by including Shiftlogic.io DevOps.
Our DevOps team focuses on automation, version control, and system stability across environments.
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Last but not least, the quality assurance team ensures that the project blueprint and backlog meets functional, performance, and security requirements before deployment.
Working with customer SMEs, our QA team identifies defects, validates system behaviour, and ensures a seamless user experience. Activities include test planning, script documentation, test execution during User Acceptance Testing (UAT) and support.
Advisory Services
As trusted Revenue Management (solution) and Revenue Operations (process) specialists, we provide expert advisory services to help you define and execute a future-proof revenue strategy.
Our approach ensures that your revenue management system and revenue operations processes are optimised for scalability, efficiency, and compliance while enabling business critical, data-driven decision-making.
Whether the focus is on solution or process, this is what we do:
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Establishing structured governance models, policies, access controls, audit-ready processes and security best practices to mitigate risk and maintain regulatory adherence and operational excellence.
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Introduce scalable, high-performance Salesforce solutions tailored to your evolving business needs.
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Leveraging data-driven insights to enhance revenue predictability, improve sales execution, and enable data-driven decision-making.
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Aligning sales, finance, and customer success teams to create streamlined, revenue-generating workflows.
Driving workflow automation, predictive analytics, and AI-enhanced revenue operations to unlock growth opportunities.
Managed Services
Your Salesforce instance should continuously evolve to meet ever-changing business needs, new feature releases, and system enhancements.
Our Managed Services & Support ensures that your Salesforce environment remains secure, scalable, and high-performing, maximising ROI while reducing operational risks.
This is what we do:
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Offering strategic guidance on process optimisation, automation, and revenue operations to help drive sustained business growth and efficiency.
Ongoing Support & System Enhancements: Providing expert guidance, troubleshooting, and iterative improvements to keep your Salesforce platform running at peak efficiency.
Regular Health Checks & Enhancements: Ensuring your Salesforce environment remains aligned with best practices, incorporating new features, and optimising system configurations.
*This team focuses on out-of-the-box standards.
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Managing release cycles, integrations, automation, and deployment pipelines to ensure a stable, scalable, and high-performing Salesforce environment.
Proactive System Monitoring: Continuously identifying potential risks, performance bottlenecks, and system inefficiencies before they impact operations.
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Our Salesforce Admins work with your key stakeholders to define system requirements and configure the platform to meet your business needs.
Core responsibilities include supporting users, managing data, maintaining security standards, building and maintaining reports and dashboards.
As Salesforce says, “think of Salesforce Administrators as your trusted advisors on all things Salesforce.
Services Summary Breakdown
This is a breakdown of the services we offer and the service areas we support. This makes it easy for our customers to select the correct approach when enabling their revenue management system.
PROJECT GOVERNANCE
IMPLEMENTATION SERVICES
X (Optional)**
ADVISORY SERVICES
DESIGN AUTHORITY
X
BUSINESS CONSULTING
REVENUE OPERATIONS
MANAGED SERVICES
X
DEVELOPER OPERATIONS
X
QUALITY ASSURANCE
X
X (Optional)**
X (Optional)**
X
X
X
**Where our involvement is optional, customer must assume responsibility.