Some people say that if you have never sold, you cannot possibly understand. We speak your language (did you say forecasts, sandbagging, qualification, weighted pipelines, splits?). We understand that your “gut” matters and we acknowledge that salespeople are a unique set of individuals with varying experience, tactics, and philosophies.


Sales organizations and operations are undergoing rapid transformation. Changing competitive environments, challenging economies and Cloud-based technologies are turning upside down how we sell, who we sell to, what tools we leverage, and the speed at which we drive sales cycles. It’s exciting to some and confusing or even terrifying to others.


Over our 15+ year tenure as a top boutique consultancy in the Salesforce ecosystem, we’ve designed and implemented CRM and analytics solutions for tens of thousands of end-users, managers, and executives spanning pre- and post-sales teams across many industries. While we will always first “seek to understand”, we can and will be prescriptive business consultants, leveraging our deep industry experience and understanding of what has and has not worked well for other organizations similar to yours. We’ll bring fresh ideas around training and adoption which may include multi-modality training – short video clips, virtual office hours, trainings segmented by roles or user sophistication, and tactics for managers who want to drive adoption through example. CRM can indeed be a path to faster onboarding, higher productivity, reduced knowledge flight, and improved sales and customer retention metrics for your organization.

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.