Rev stack mgmt

Revenue Stack Management

We Manage Your Entire Lead Capture to Cash Stack

After working with SaaS companies for the last decade, we’ve seen the same scenario time and time again: unoptimized and unsecured instances. Managing our retainer client’s technology stacks has become a routine part of our project scope.

That experience was the inspiration for this service. For a flat monthly fee, we manage your technology stack.

Stop Wasting Money

An average SaaS company spends hundreds of thousands of dollars each year on Sales and Marketing SaaS products. The problem is, companies don’t spend time and money customizing, improving, and securing these SaaS products to optimize the return on that investment.

This is a risk for many reasons (like data leaking, and high employee turnover) but it’s also a huge lost opportunity. 

What We Offer:


We will proactively monitor your Salesforce instance, Marketing Automation platform and other integrated tools to identify security risks, prep you for product releases, and suggest improvements based on industry best practices.


We maintain your Revenue Stack, including:

  • User management
  • Security management
  • Standard and custom object maintenance
  • Data management
  • Package maintenance


We have over a decade of experience developing custom features for B2B SaaS companies. Our team will tailor your instance to suit your company’s needs and maximize the return on your investment in Salesforce, Marketing Automation and Sales Enablement tools.

Optimize and Revitalize

Our method is to reinvigorate an underutilized system by recommending new ways to enhance design to maximize specific benefits, including:

Better customization so your instance reflects your needs:

  • Create or edit fields, views, page layouts, consoles
  • Ongoing configuration including roles, hierarchies, profiles
  • Create custom objects, s-controls, workflow rules, approval processes, web-to-lead, and self-service portals to increase productivity

Better decision making through data analytics:

  • Maintain data management, forecasting, deal registration, contacts, leads, campaigns, opportunities, quotes, dashboards, and reports
  • Reports, dashboards, and analytics including custom integrations to third-party business intelligence tools to enable on-demand customer analytics

And more:

  • Expert functional advice on process and best practices for SaaS companies
  • Data imports
  • Marketing automation integration
  • Help to implement AppExchange Apps

Why Wouldn’t We Do It Internally?

Depending on the size of your company, hiring an internal resource may not make financial sense. Even if it does, it can be challenging to find (and retain) certified Salesforce developers and administrators. It’s even harder to find ones that understand the nuances that come with optimizing an instance specifically for a B2B SaaS organization.

The value of having CloudKettle as a resource is our combined experience in both SaaS organizations and Salesforce. Our team brings an unmatched level of expertise to manage your Salesforce instance and integrations. All for one flat fee.

*Must have Salesforce Enterprise edition to qualify for this program.

Who we are

About us

CloudKettle is a boutique consultancy that helps B2B SaaS companies build and optimize their Revenue Stack. From demand generation through to renewals, we help manage the growth of billions in sales pipeline for our clients. We do this by optimizing their instance of Salesforce and enhancing the performance of the Lead Generation, Marketing Automation, and Customer Support and Success tools it integrates with.

We have deep, real-world experience improving clients’ ROI from Salesforce and tools like Marketo, Eloqua, Bizible, and Hubspot.

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