Creating Custom Solutions for Clients in Technology using Salesforce



Whether information and data services, ad tech, fintech, medical technology, or other solutions designed to support a particular industry, technology organizations need to execute sales, marketing, and customer service activities in a well-coordinated and multi-channel fashion. Driving internal operational efficiencies through process improvement and productivity enhancements is essential. Technology truly is an industry where small nuances can lead to a large competitive advantage.


V2’s experience in technology spans B2B and B2C, myriad industry segments, and many departments. Our unique V2 D(3P) management consulting program offers a thoughtful and comprehensive analysis of your prospect-to-cash flow based on observations spanning people, processes, platforms, and data. But V2 doesn’t stop with the assessment phase. We can help you optimize the connections between marketing automation, CRM, contracts and order management, billing, BI, and other systems. Think big because moving slowly in the world of technology is not an option. Let’s work together – one process flow, one department, one feature set at a time – with speed and agility to drive top-line growth.

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.