Rev stack mgmt

Revenue Stack Management

We Manage Your Entire Revenue Stack – from Lead Capture to Customer Renewal 

After working with SaaS companies for the last decade, we’ve seen the same scenario time and time again: Unoptimized Revenue Stacks. Salesforce has become the holy grail standard for tracking and managing the entire customer journey: but, all too often Marketing, Sales, and Customer Success components don’t properly align with overall corporate goals. This leads to fragmented and cluttered Salesforce instances and sub-optimal performance.

Monitoring and managing our retainer clients’ technology stacks has become a valuable part of our project scope. That experience was the inspiration for this service. For a flat monthly fee, we monitor and manage your marketing, sales, and customer success technology stack.

Stop Wasting Money

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

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

What We Offer:


CloudKettle provides around-the-clock, proactive monitoring of your Salesforce instance, as well as all other integrated tools (ex:  Marketing Automation platforms, Google Analytics, etc) to identify potential security risks, daily API call limits, prep you for product releases, and suggest improvements based on industry best practices.

To learn more about our Monitoring Services, click HERE.


The key to a healthy, optimized Revenue Stack is proactive and routine maintenance.   

We maintain your Revenue Stack, including:

  • User management
  • Integration 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 Revenue Stack to suit your company’s needs and maximize the return on your investment in Salesforce, Marketing Automation and Sales Enablement tools.

Optimize and Revitalize

The scope of work we assist our clients with is tailored to each client. However, here are some examples of the results clients see from Revenue Stack Management:

Increased lead flow to get qualified leads into your team’s hands faster:

  • 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
  • Recommend and maintain insightful 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, especially if you’re located in a larger market, like San Francisco.

Even if financially it makes sense, 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 Revenue Stack. All for one flat fee.

Want to speak to a consultant about Revenue Stack Management? Reach us at 1-800-878-4756 ext. 202

To learn more about CloudKettle’s services,  fill out the Get in Touch form below.

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

Who we are

About us

We specialize in helping organizations improve Salesforce and the Google Marketing Platform to drive revenue growth. With over a decade of experience building, optimizing, and managing Revenue Operations, CloudKettle understands the solutions and processes that deliver results. As a Salesforce Silver Partner, Google Premier Partner, and Marketo Partner, our team of experts know your technology from end-to-end.

With Security at the heart of everything we do; our clients know they can trust us with their most sensitive data. CloudKettle is HIPAA compliant, we undergo routine audits, and we treat all our client’s data as if it were our own.

Our areas of domain expertise, coupled with our commitment to security, make us a trusted advisor to our clients.

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