SaaS companies build sophisticated products — then run them on disconnected CRMs, manual handoffs, and spreadsheet reporting. Twopir Consulting builds the Salesforce infrastructure that connects your entire customer lifecycle, from first MQL to renewal, so your teams can scale without adding operational drag.
Trusted by 500+ Companies building and scaling revenue operations with Twopir Consulting.
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Trusted Stack
Most SaaS companies reach $5M–$50M ARR running on a CRM that was set up fast and never revisited. The product scales. The go-to-market systems don't. Here's where revenue quietly leaks.
Trial signups, inbound demo requests, and product-qualified leads sit unrouted for hours — or days. By the time a rep picks them up, the intent window has closed. Speed-to-lead isn't a process problem; it's a systems problem.
MQL definitions exist in a slide deck, not in the CRM. Marketing passes volume; sales ignores it. Without a shared data model and automated scoring built into Salesforce, the MQL-to-SQL handoff stays broken regardless of how many alignment meetings you run.
You can see signups in your product analytics. You can see closed deals in the CRM. But nothing connects what users did during the trial to how they converted — or why they didn't. Sales reps follow up blind, with no behavioral context.
Customer success managers run onboarding from memory, personal task lists, and email templates. Time-to-value varies wildly across accounts. There's no automated milestone tracking, no early-warning system, and no handoff structure that scales.
Finance closes a subscription in Stripe or Zuora. Sales closes a deal in Salesforce. The two records never sync cleanly. Renewal dates, contract values, and upgrade events don't flow between systems — which means reporting, forecasting, and expansion plays all break down.
At-risk accounts only become visible after the cancellation arrives. There's no health score surfacing early signals — low usage, missed QBRs, unresolved tickets, reduced logins. CS teams are reactive by default because the systems weren't built to be proactive.
Upsell and cross-sell opportunities exist inside every account — but nobody knows which accounts are ready, when to engage them, or what offer fits. Without expansion workflows and account signals built into Salesforce, growth inside the base is largely accidental.
The board asks for NRR. Finance exports from Stripe. Sales pulls from Salesforce. The numbers don't match. Leadership makes growth decisions on reconciled spreadsheets built the night before the all-hands. That's not a data problem — it's an architecture problem.
Twopir Consulting designs and builds Salesforce-first revenue systems that eliminate the operational gaps slowing your SaaS business down. We don't configure fields and call it a day. We architect the entire infrastructure — data models, automation logic, integrations, and reporting — so that marketing, sales, onboarding, customer success, and finance all operate from a single connected system.
The result is a revenue engine that's predictable, scalable, and built to handle the complexity of SaaS growth — without adding headcount to compensate for broken processes.
From the moment a prospect fills out a form or signs up for a trial, the clock starts. We build the systems that capture, qualify, score, and route leads to the right rep — in real time, based on rules that reflect your actual ICP.
A filled pipeline is worthless if the stages are inconsistent, the exit criteria are ignored, and forecast calls are guesswork. We build the sales infrastructure that makes your pipeline actually mean something.
The period between signup and activation is where SaaS companies either win or lose the customer. We build the workflow infrastructure that standardizes onboarding, automates the right touchpoints, and tracks activation milestones across every account.
When billing data lives outside Salesforce, everyone is working with incomplete information. We integrate your subscription billing platform into Salesforce so that contract values, renewal dates, MRR movements, and payment events are visible where your team actually works.
Retention isn't a customer success strategy — it's a systems problem. We build the infrastructure that gives your CS team early warning, structured playbooks, and the account intelligence needed to protect and grow recurring revenue.
Boards, investors, and leadership teams need to trust the numbers. We build the reporting architecture that gives your executives a single, reliable view of pipeline health, revenue performance, customer retention, and growth metrics — all inside Salesforce.
Most RevOps projects fix one stage and leave the others broken. Twopir Consulting architects the full journey — so every handoff is clean and every team has what they need.
Forms, trials, inbound, and PLG signups routed intelligently
Automated scheduling, routing, and pre-call intelligence
Stage-gated process, CPQ, and deal desk integration
Structured activation workflows and time-to-value tracking
Health scoring, at-risk detection, and CS playbooks
Automated renewal pipelines and upsell opportunity signals
ARR, NRR, churn, and pipeline visibility for leadership
We don't replace your existing tools. We integrate them into Salesforce so your data flows where it needs to, and your teams stop switching systems to find answers.
Core revenue platform and system of record
Subscription billing and payment data sync
Enterprise subscription management integration
SaaS billing lifecycle and revenue recognition
Product usage data into Salesforce for scoring
Customer success and health score platform
Churn prevention and expansion signals
Marketing automation and lead handoff workflows
Sales engagement sync and activity logging
Enterprise API integration and data orchestration
Configure, price, quote and contract automation
AI-powered lead scoring and pipeline predictions
Representative engagements showing what a structured Salesforce build delivers when the architecture is right.
Twopir didn't just build us a CRM. They built us a go-to-market system. The lead routing alone has changed how our sales team operates. We're touching high-intent prospects within 15 minutes now, instead of the next business day.
B2B SaaS · Series B · $18M ARR
We had all the product data we needed — we just couldn't act on it. Twopir connected Segment to Salesforce and built a scoring model that our sales team actually trusts. We stopped chasing unqualified trials and started closing the right ones.
PLG SaaS · Seed to Series A · $6M ARR
Every Twopir engagement starts with understanding your business model, your GTM motion, and where revenue is actually leaking — before we write a single flow or build a single object. The Salesforce work follows the strategy, not the other way around.
We're deeply certified across the Salesforce platform — Sales Cloud, Service Cloud, Revenue Cloud, CPQ, and Einstein. But we design systems that connect your entire stack. Billing, product, marketing, and CS all feed into a unified revenue view.
No large SI handoff to junior resources. No rotating consultants who don't know your context. The architects who scope your engagement are the people who build it. You work with senior practitioners through go-live and beyond.
We know what ARR expansion looks like operationally. We've built renewal pipelines, churn intervention workflows, and NRR dashboards for growth-stage and enterprise SaaS companies. We don't need to be educated on the business model — we bring the playbook.
Most implementations end at launch. Ours don't. We stay engaged, measure adoption, and optimize the system as your business evolves. Whether through retainer support or structured check-ins, we're accountable to outcomes — not just deliverables.
Twopir Consulting works with the decision-makers who own revenue growth, operational efficiency, and customer retention in SaaS companies.
You've validated the product. Now you need the operational infrastructure to scale revenue without adding headcount to compensate for broken systems. Twopir builds the foundation that makes growth sustainable.
You're accountable to the number. You need pipeline you can trust, a sales process that holds up under scrutiny, and CS systems that protect NRR. We build the infrastructure that makes your forecast defensible.
You know what's broken. You have the business requirements. You need an implementation partner with the architectural depth and SaaS context to build it right — not just fast. That's Twopir.
Your team is reactive because the systems don't surface the right signals. We build the health scoring, playbook automation, and renewal infrastructure that lets CS operate proactively — at any account volume.
Salesforce, integrated with product usage platforms like Segment or Mixpanel, allows SaaS companies to track trial activation milestones in real time, score each trial account by behavioral signals, and route high-intent users to the right sales rep automatically. Instead of reps following up blind, they see exactly what the user did during the trial — which features they activated, how many sessions they completed, where they dropped off — before the first call. That context changes conversion rates materially.
Yes. We've integrated Salesforce with Stripe, Zuora, Chargebee, Recurly, and custom-built billing systems. The goal is always the same: get contract values, subscription status, MRR changes, and renewal dates into Salesforce so that sales, CS, and finance are looking at the same numbers. We also build the reverse flow — ensuring that deal changes in Salesforce trigger the right updates in the billing system — so no data has to be manually reconciled.
Yes — org rescue is one of our most common SaaS engagements. We start with a full audit: data architecture, object relationships, automation logic, integration health, and user adoption metrics. We identify what's broken, what's redundant, and what can be preserved. Then we rebuild the parts that aren't working and optimize what is. Most clients see measurable improvements in pipeline clarity and cross-team adoption within 30 days of the rescue completion.
Churn reduction starts with visibility. We build customer health scoring models inside Salesforce that pull together product usage data, support ticket volume, NPS scores, QBR completion status, and login frequency into a single account health score. CS teams receive automated alerts when accounts drop below threshold — giving them a 60–90 day window to intervene before the renewal arrives. We also build the playbooks and task automation that CS managers actually use, so the process is systematic rather than dependent on individual reps remembering to check a dashboard.
Yes. We build revenue reporting dashboards directly in Salesforce, connected to live subscription and contract data. This includes ARR waterfall charts, MRR movement tracking (new, expansion, contraction, churn), NRR by cohort, and churn rate by segment. Finance gets the source of truth they need without exporting from three systems. Sales leadership gets pipeline-to-revenue conversion tracking. And the board gets clean numbers without a weekend of reconciliation before every all-hands.
Every engagement starts with a revenue architecture audit — typically one to two weeks — where we map your current systems, identify gaps, and define the build scope. From there, a focused implementation (single capability area) typically takes 6–10 weeks. Full-lifecycle builds covering lead capture through renewal usually run 12–18 weeks depending on integration complexity. We scope precisely after the audit so you know the timeline and deliverables before any build begins.
Large SIs staff SaaS projects with generalist Salesforce consultants who rotate off every few months. Staff augmentation vendors give you capacity, not thinking. Twopir is neither. We're a specialist RevOps and GTM firm — our architects understand SaaS business models, not just Salesforce configuration. We stay on your project through go-live, we measure adoption and outcomes post-launch, and we're accountable to the business result — not the billable hour. The people who design your system are the same people who build it.
We work across growth stages, from Series A companies building their first real GTM infrastructure to Series C and enterprise-scale SaaS businesses consolidating fragmented systems. The scope and complexity of the work varies, but the philosophy is the same: build systems that match your current scale and won't break when you hit the next inflection point. If you're pre-Series A and still validating the model, we'll tell you what you actually need — and what to skip.
A 30-minute discovery call with a Twopir revenue architect will give you a clear picture of where your current systems are losing pipeline, slowing onboarding, or leaving recurring revenue at risk — and what the infrastructure to fix it would actually look like. No generic deck. No sales pitch. Just a direct conversation about your business.
Speak with a team that understands SaaS business models, Salesforce architecture, and what it takes to scale subscription-driven growth on connected systems.
