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Our Services

We help organisations to modernise and optimise their Lead-to-Revenue lifecycle by leveraging AI-driven automation and providing strategic advisory, and expert delivery. From pre-programme strategy to implementation and ongoing optimisation our best practice services help you to deliver measurable ROI.

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  • We help enterprises apply AI and agentic capabilities across the entire Revenue Lifecycle in practical, value-driven ways in order to deliver measurable outcomes.

    Our AI Innovation & Consultation services focus on embedding intelligence into Lead-to-Revenue processes to improve speed, efficiency, accuracy, and decision-making. We advise and deliver across: 

    • Revenue Lifecycle Management, including agent-driven workflows and automation 

    • AI-assisted pricing, quoting, contracting, and billing processes 

    • Contract intelligence for risk, obligation, and opportunity identification 

    • Revenue forecasting and anomaly detection using advanced analytics 

    • Automation of manual and exception-based revenue operations 

  • Our Advisory & Digital Strategy services help organisations to define a clear, achievable roadmap for modernising their revenue operations. 

    We work with executive and operational stakeholders across Sales, Legal, Finance, Operations, and IT to: 

    • Design future-state Lead-to-Revenue and Revenue Lifecycle operating models 

    • Define digital and AI adoption strategies aligned to business goals 

    • Select and rationalise platforms including Salesforce and Conga 

    • Establish governance, data, and process standards 

    • Build business cases and transformation roadmaps 

    Our advice is independent, pragmatic, grounded in real-world delivery experience and always provided with our customers’ best interests in mind.

  • We deliver complex, enterprise-grade LTR implementations across: 

    • Salesforce Agentforce Revenue Management 

    • Conga CPQ, CLM, and Billing 

    • Integrated tax, payments, and downstream finance systems 

    Our implementation approach combines strong programme governance and agile delivery, with our proprietary SWIFT methodology, tooling and accelerators to ensure that our solutions are: 

    • Scalable and maintainable 

    • Designed for automation and AI enablement 

    • Aligned to global, multi-entity, and multi-currency requirements 

    We don’t just configure systems - we combine best practice with our real-world experience to design fit-for-purpose revenue processes

  • Our Managed Services are about more than just keeping the lights on.  We provide proactive, long-term support for organisations operating complex or evolving revenue platforms. 

    We support customers who are: 

    • Scaling rapidly 

    • Managing multiple Salesforce or Conga instances 

    • Transitioning from point solutions to strategic revenue platforms 

    • Seeking continuous improvement and innovation, including AI adoption 

    Our services include: 

    • Day-to-day functional and technical support 

    • Enhancements, integrations, and optimisation 

    • Vendor release management and deployment 

    • Dedicated Service Management and guaranteed SLAs 

    We are the trusted long-term partner and the extension of your team proactively managing your LTR applications so that you can focus on what matters most – growing your business.

  • Our Healthcheck & Assessment services provide a structured, objective view of the effectiveness of your current Revenue Lifecycle landscape. 

    We assess:

    • End-to-end LTR processes 

    • Data quality and governance 

    • Platform configuration and technical architecture 

    • Adoption, usability, and operational risk 

    • Readiness for AI, automation, and agent-based capabilities 

    The outcome is a clear set of prioritised recommendations covering quick wins, risk mitigation, and long-term strategic transformation, enabling you to maximise ROI from existing investments while preparing for future growth. 

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