Business Call



  • Management Consulting
  • Employee Engagement
  • Data & Analytics
  • CRM
  • Quote-to-Cash
  • Architecture & Integration


  • Salesforce







The Challenge

C-suite and key sales and finance executives needed more accurate tracking of existing customer base renewals as well as new prospect business opportunities across four global divisions. The client’s longstanding Salesforce instance suffered from deep and costly legacy integrations with order capture, contracts, and billing systems. Further, in conjunction with order management systems, Salesforce was not optimized to support more streamlined selling activities. Account and related data was predominantly dirty, duplicative, and inaccurate, leading to a pervasiveness of one-off spreadsheets which impacted the accuracy of data reported out of Salesforce. It was critical that the business find a way to surface data more rapidly to prevent a potentially damaging period of attrition.

















The Results

V2 executed an accelerated D(3P) Management Consulting program and presented findings to the global C-suite which included recommendations around process refinement, change management, and Cloud architecture strategy. V2 seamlessly leveraged data gained through the D(3P)? findings summary to lead a large-scale optimization of the existing Salesforce instance. V2 focused on designing a system to rapidly surface key data for daily and weekly decision-making while, in parallel, building, testing, and deploying an optimized Salesforce instance using a multi-phase deployment approach for 600+ users across the Americas, EMEA, APAC, and ROW.

The program encompassed extensive data governance efforts, including data cleansing and implementing data governance policies to scale, as well as normalized global sales process flows and stages and-user oriented UX enhancements to improve seller productivity.

From a more technical perspective, V2 collaborated with the client-side team to optimize existing CRM-to-order management integrations, refactor existing codebases to improve code coverage and deprecate technical debt. V2 also developed and managed a complex, multi-sandbox environment synchronization and deployment cycle strategy. Lastly, to ensure high adoption, V2 designed an extensive customized training program to support both train-the-trainer and end-user trainings spanning various roles and global regions.

Who We Are

V2 is a leading boutique management & technology consultancy in the Salesforce ecosystem. Since 2005, we've built a respectable client list of well-known brands and fostered a culture of excellence, diversity, inclusion, and growth.

What We Do

V2 supports business and technology transformation initiatives across a range of industries. We take a holistic approach to solving client challenges by focusing on people, processes, data and platforms, and partner with best-in-class technology solutions including Salesforce and Snowflake.

How We Operate

V2 is an independently owned consulting firm that delivers a unique customer experience by combining proven enterprise capabilities, fair & reasonable pricing, a flexible delivery model, and a white-gloved approach to client success.


V2 understands the nuances of your industry including key trends, process flows, roles & responsibilities, data structures, and technology integrations. We'll speak your language on day one and share proven, innovative approaches to help you drive business and digital transformation in a competitive landscape.

Featured Insights

V2 believes that providing world-class consulting services begins with a passion to listen, learn, analyze, debate and share. While we certainly retain some of our "special sauce" for clients, we feel it's important to highlight our perspective and insights on a range of relevant topics.