Quote-to-Cash/Middle Office

We understand well that in any industry, the concept of quote-to-cash is not simple by any means. Varying revenue models and complex order capture, delivery, and billing models can make the operational side of your business time consuming and less automated than other parts of your company.


Moreover, performance-related data critical to running the daily operations and making timely decisions, are commonly scattered and in need of manual reconciliation before being available and ready for management and executive teams to view. This lag is a source of frustration and energy suck for individuals and teams who continually reflect, “There has to be a better and more efficient way to aggregate, visualize, analyze and share delivery and financially-oriented data!”


V2 has been part of these conversations for years, working with sales, business operations, billing, FP&A, finance, and other teams who need to collaboratively “get to a better place”. We bring teams together, help you begin speaking the same language (e.g. “How do you define ‘revenue’ in your organization”), and start the process of making this complex flow more efficient. We look at data, people, roles, processes, and especially systems to devise and implement a holistic solution to your challenge. The systems we analyze and better integrate may include CPQ, OMS, billing, homegrown middle office solutions, ERPs, production solutions, subscriber management, and others. You won’t find many who can tackle this topic, but V2 is a rare firm who gets it. No more need for you to educate your external consultants on the basics or even the advanced – we’ll hit the ground running and move the ball down the field at a reasonable pace.

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.