SaaS CRM
Quote subscriptions and bundles accurately, run quote-to-cash without gaps and keep sales, finance and product on the same numbers. Brazen Group works with Cvent, CIS and the world’s largest internet security company.
Quotes, orders and billing stay in sync, from the first quote to renewal.
Real-time synchronization and ETL keep every system on the same numbers.
Agentforce and Claude on your Salesforce data, scoped in a fixed-price Claudeforce Assessment.
100+ Salesforce certifications and 10 years as a Salesforce Partner, rated 5.0 on AppExchange.
Configure subscriptions, tiers and bundles, quote them accurately and turn signed quotes into orders automatically.
See Kugamon CPQMove data between Salesforce, billing and product systems reliably, as for the internet security company with Jitterbit.
Read the internet security case studySee pipeline, expansion and renewals in one place, and automate the work between them.
See Salesforce RevOps automationPut CRM context in front of sellers and success teams, with AI that works inside Salesforce.
See the Claudeforce AssessmentStart with the processes that matter most and grow from there. We plan the rollout with you, migrate and connect your data, train your team and stay on for support, as we have for Sologistics.
See Salesforce implementation servicesOne customer record, shared by your teams and the portals your customers use.
Odoo
Connect Salesforce to Odoo when the ERP runs there, so teams see orders, stock and invoices.
Claude
Ask your Salesforce data questions in plain language, with Claude connected to your org.
Kugamon
CPQ and quote-to-cash inside Salesforce.
Real client work, with the results each case study reports.
Enterprise security · Salesforce + Kugamon + Jitterbit
Clients we work with
Salesforce
SalesforceTell us how you quote, bill and renew today. We’ll show you how it would work in Salesforce, and what it takes to get there.
Share your details and we'll get back to you about your Salesforce, AI, or ERP goals.
Salesforce Sales Cloud for centralized sales management, Kugamon for end-to-end quote-to-cash automation and Jitterbit ETL for real-time data synchronization and governance across its systems.
Yes. With a CPQ such as Kugamon, subscriptions, tiers, usage and bundles are configured once and quoted consistently, and signed quotes become orders and renewals.
Cvent, CIS and the world’s largest internet security company, all on Salesforce.
Agentforce agents can answer routine questions and route work inside Salesforce, and Claude can summarize records and draft replies over your Salesforce data, with a person reviewing before anything goes out. Our fixed-price Claudeforce Assessment shows where it would help your team first.
It depends on how many teams, processes and integrations are in scope and how much data you are moving. We agree the scope and timeline with you after a short discovery, and many technology companies start with one team or program and expand in phases.
