Overview
Hitech and SaaS organisations must manage complex sales cycles, multiyear contracts, recurring revenue, and high volumes of product and feature updates. Customer success and support teams play a critical role in retention, but often work on different systems from sales and finance.
Alphaleo helps hitech providers use Salesforce to unify sales, customer success, product, and support data. With Agentforce Sales, Agentforce Service, Agentforce Revenue Management/CPQ, and Experience Cloud, we design a connected ecosystem where teams can manage opportunities, subscriptions, implementations, and tickets from a single, AIready platform.
Our Offerings
- New business and expansion pipeline management
- Product, bundle, and subscription configuration with CPQ/Revenue Cloud
- Onboarding and implementation tracking (linked to PSA/PM tools)
- Customer success workspaces and health scoring
- Support ticketing, SLA management, and knowledge driven selfservice
- Partner and reseller portals for deal registration and enablement
- Usage and telemetry driven insights via Data Cloud integrations
Our Approach
What We Deliver
- Unified view of prospects, customers, contracts, usage, and health
- Streamlined quote to cash and onboarding journeys
- Proactive renewal and expansion workflows with early warning signals
- Selfservice support experiences with knowledge and community features
- Dashboards for ARR/MRR, churn, expansion, and support efficiency
Why Alphaleo
- Deep understanding of SaaS metrics and motions (ARR, NRR, PLG, CS)
- Proven Salesforce multicloud and CPQ experience in hitech contexts
- Strong integration background with billing, PSA, and product analytics tools
- Focus on retention, expansion, and efficient, scalable growth
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