Technology & Media
Salesforce for SaaS, ISVs, and media businesses
We help software companies, ISVs, and media businesses automate their sales motions, customer success operations, and subscription management on Salesforce.
Our Approach
Technology companies scale fast and demand Salesforce implementations that keep pace. We understand SaaS sales motions, product-led growth metrics, ARR forecasting, and the customer success workflows that drive Net Revenue Retention. Whether you're a Series B startup standardizing on Salesforce or an enterprise ISV building a multi-cloud partner program, we've done it before.
Common Challenges We Solve
- ARR-based forecasting, renewal management, and churn prediction
- Product usage data integration with Salesforce for health scoring
- Complex MSA/Order Form workflows with legal approval and billing integration
- Partner relationship management and co-sell pipeline visibility
- Scaling from Founder-led sales to a repeatable sales process
How We Help
SaaS sales process design
Build a Salesforce org tailored for subscription selling: MQL-to-Closed-Won, renewal pipeline, and expansion opportunity tracking.
Customer Success platform
Implement health scoring, customer timeline, playbook automation, and renewal workflows in Sales Cloud or Service Cloud.
Revenue Cloud / CPQ
Automate complex quoting, subscription amendments, and renewal workflows with Salesforce CPQ.
Partner relationship management
Build a channel partner portal with deal registration, co-sell tracking, and MDF request management on Experience Cloud.
Salesforce Solutions We Deploy
- Sales Cloud for SaaS and subscription sales
- Salesforce CPQ for subscription quoting and amendments
- Service Cloud for customer success operations
- Experience Cloud for partner portals
- Salesforce Data Cloud for product usage integration
- Salesforce Einstein for churn prediction and health scoring
Summit
Salesforce partner tier
10+
Years of SaaS and technology sector experience
200+
Salesforce certifications on our team
99%
Customer satisfaction score
Other Industries We Serve
View allFinancial Services
Salesforce solutions for banks, insurers, and wealth managers
Healthcare & Life Sciences
Connecting care teams, patients, and operations on Salesforce
Retail & Consumer Goods
B2B and B2C commerce and loyalty on Salesforce
Manufacturing
Field service, CPQ, and dealer portals for manufacturers
Frequently Asked Questions
How can Salesforce help SaaS companies manage subscription revenue?
Salesforce Revenue Cloud handles the full subscription lifecycle: initial sale (CPQ), billing, renewals, upsells, and revenue recognition — the backbone of a SaaS growth engine alongside Sales Cloud for pipeline.
Can Salesforce track customer health scores for retention?
Yes. We build custom solutions that calculate health scores from product usage data, support ticket frequency, NPS scores, and contract dates — giving customer success teams prioritized intervention lists.
How does Salesforce integrate with product analytics tools like Mixpanel or Amplitude?
We build integrations that pull key usage metrics from Mixpanel, Amplitude, Segment, and similar tools into Salesforce — so sales and success teams see feature adoption and engagement scores in the customer record.
What is the best Salesforce setup for a B2B SaaS company?
Most B2B SaaS companies start with Sales Cloud, add Service Cloud for customer success, Revenue Cloud for subscription billing, and Marketing Cloud or Pardot for demand generation. WNC designs the architecture to scale as you grow.
Ready to transform your Technology & Media operations?
Let's talk about what Salesforce can do for your organization.