Salesforce for Technology, SaaS & AI Companies

Your Product Runs On Data
Your CRM Shouldn't Run On Guesswork

We connect Salesforce to the way SaaS and AI companies actually grow - trial signups, product usage, expansion revenue, and a sales-to-CS handoff that doesn't drop the ball.

Book A SaaS CRM Consultation

Trusted By Technology, SaaS & AI Teams

TechCXO Gilbraltar BHT Solutions Baumtech

We don't just configure Salesforce, we connect it to your product. Usage events, billing data, and support tickets flow in automatically, so your CRM reflects what customers are actually doing, not just what a rep remembered to log.

Sound familiar?

Where SaaS & AI Pipelines Break Down

Product dashboard with usage charts on a laptop screen

Sales, product, and support all see a different customer

Trial usage sits in your product analytics tool, support tickets sit in a help desk, and reps are closing deals with only half the picture in Salesforce.

Team reviewing product growth metrics on a screen

Expansion and renewal signals get missed

Usage spikes, seat growth, and adoption dips are the earliest warning signs of churn or upsell — but if they're not flowing into Salesforce, your CS team finds out too late to act.

Analyst stitching together spreadsheet exports for a board report

Reporting takes days, not minutes

Board decks and pipeline reviews mean exporting from five different systems and stitching together spreadsheets, when leadership needed an answer this afternoon.

The VYE Execution Roadmap

Step 1

Home Page & Customer Hub App

One home base for sales, CS, and RevOps — trial status, account health, and renewal dates in one place, without switching between your product dashboard, support tool, and CRM.

Step 2

Customer 360

A single record follows every account from trial signup through onboarding, expansion, and renewal. Product usage and billing data sync directly into Salesforce instead of being re-entered by hand.

Step 3

Reports & Dashboards

Real-time MRR/ARR pipeline, churn risk by account, expansion pipeline, and sales velocity by segment. Board-ready reporting without the week of exports.

Still Exporting To Build Your Board Deck?

See how a connected Salesforce setup gives you real-time MRR, churn, and pipeline data. No spreadsheet stitching required.

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What Technology & SaaS Clients Say

★★★★★

“This was a great experience all around. Elicia and her team were very professional and helped us create a custom solution that was perfect for our needs! Chef's kiss! Truly a very helpful experience, and the project was completed in a much faster turnaround time than it would have taken me to figure this out on my own. Very grateful!!”

Amanda S. TechCXO
★★★★★

“It was a pleasure to work with her and the team. She executed exactly as requested and was prompt with her replies. Highly recommend!”

Giuseppe Ianni Goldfinch

Book A SaaS CRM Assessment

Tell us about your trial funnel, your product data, and where reporting is breaking down — we'll show you what a connected Salesforce system looks like for your team.