- Trusted by Salesforce to conduct an internal implementation
- Consistent 5/5 stars on Salesforce’s AppExchange
- 46 active Salesforce Program Certifications
- Selected as 1 of only 14 Salesforce Billing Partners
Salesforce
Trusted by Salesforce to conduct a Revenue Cloud implementation, Kavaliro provides best in class Advisory, Multi-Cloud Implementation, System Integration & Data Migration Services.
Consultants First
Then Salesforce!
We pride ourselves on being true consultants by always taking a Client First approach. If you are looking for an end-to-end Salesforce solution you can trust the Kavaliro team to deliver.
Why Kavaliro:
Consultants First
Then Salesforce!
We pride ourselves on being true consultants by always taking a Client First approach. If you are looking for an end-to-end Salesforce solution you can trust the Kavaliro team to deliver.
Why Kavaliro:
- Trusted by Salesforce to conduct an internal implementation
- Consistent 5/5 stars on Salesforce’s AppExchange
- 46 active Salesforce Program Certifications
- Selected as 1 of only 14 Salesforce Billing Partners
Revenue Cloud
Streamline your Quote to Cash journey with the power of Salesforce Revenue Cloud. Bring together various Salesforce products, including Salesforce CPQ & Billing, to allow a more robust sales engine, including subscriptions, recurring revenue, and consumption-based models. As an approved Salesforce Billing partner, Kavaliro is built to implement standard to complex solutions correctly, every time.
Service Cloud
Reduce costs and drive efficiency by implementing Salesforce Service Cloud.
Kavaliro experts have handled countless implementations, with some including over 1,000 agents, allowing them to deliver service to every one of their customers, anytime, anywhere.
Experience Cloud
Build digital communities and more with Salesforce Experience Cloud. Through industry best practices, Kavaliro will guide you in building engaging online communities and established virtual points of contact with customers, partners or employees. Think of it as your company’s own personalized corporate virtual space.
Sales Cloud
Strengthen your sales operations like never before with Salesforce Sales Cloud. Kavaliro helps you lead your sales staff to sell smarter and faster by centralizing customer information, logging their interactions, and automating many of their daily tasks. Group accounts faster, find new customers faster, and close deals faster – from anywhere!
Sell Faster.
Maximize Recurring Revenue.
Increase Customer Value.
Our experts work with teams to build scalable solutions, ensuring sales reps are presented with the resources they need at each step of the sales process and back-office teams have a system that enhances and streamlines day-to-day business processes. We are experts in Salesforce Revenue Cloud (CPQ & Billing) transformations across multiple ecosystems with a specific concentration in Billing Advisory, Implementations, and Payment & Collection Solutions.
We also have a wealth of experience in modernizing legacy systems to be able to configure, price, quote, and invoice complex deals rapidly. If you are evaluating whether or not CPQ & Billing is the best solution for you, let’s talk!
Revenue Cloud Experts
Payment & Collection Solutions
Launch new products and services with one-time or subscription pricing models. We empower organizations to integrate with payment gateways that process credit card and ACH transactions, providing flexibility for your customers to pay electronically.
Leverage the Architecture of Modern Business. Automate and simply the collection process by automating notifications, enabling proactive reporting, and providing 360 view to revenue managers.
Integrate directly with top industry payment gateways for full payment process automation. Kavaliro’s team has implemented 50+ payment solutions across multiple platforms, including Salesforce and Zuora. We have also enabled payment gateways utilizing Stripe, Auth.Net, CyberSource, and PayPal. Integrate Directly with top industry payment gateways for full payment process automation.
Allow customers to manage their payment method, including declined or expired information. Automate payments to be directly applied to customer invoices for both new and recurring orders.integration solutions.
Simplify your collections process by automating dunning notifications. Receive proactive reporting and assignment of past due accounts.
Revenue Cloud Experts
Payment & Collection Solutions
Launch new products and services with one-time or subscription pricing models. We empower organizations to integrate with payment gateways that process credit card and ACH transactions, providing flexibility for your customers to pay electronically.
Leverage the Architecture of Modern Business. Automate and simply the collection process by automating notifications, enabling proactive reporting, and providing 360 view to revenue managers.
Integrate directly with top industry payment gateways for full payment process automation. Kavaliro’s team has implemented 50+ payment solutions across multiple platforms, including Salesforce and Zuora. We have also enabled payment gateways utilizing Stripe, Auth.Net, CyberSource, and PayPal. Integrate Directly with top industry payment gateways for full payment process automation.
Allow customers to manage their payment method, including declined or expired information. Automate payments to be directly applied to customer invoices for both new and recurring orders.integration solutions.
Simplify your collections process by automating dunning notifications. Receive proactive reporting and assignment of past due accounts.
Data Management &
NetSuite Integration
Connect seamlessly from Salesforce to NetSuite with Kavaliro’s integration solutions.
- Reduce duplicate coding
- Easily transform your data
- Gain a full 360-degree view of your customer lifecycle
Implementation
& Advisory
Automate your invoicing and streamline billing processes with the right configurations to get correct and accurate invoices to your customer. Receive insight on industry best practices and insure you have systems that enable day to day business processes to exceed market standards.
Data Management & NetSuite Integration
Connect seamlessly from Salesforce to NetSuite with Kavaliro’s integration solutions.
- Reduce duplicate coding
- Easily transform your data
- Gain a full 360-degree view of your customer lifecycle
Implementation & Advisory
Automate your invoicing and streamline billing processes with the right configurations to get correct and accurate invoices to your customer. Receive insight on industry best practices and insure you have systems that enable day to day business processes to exceed market standards.
The Kavaliro team was fantastic. They brought their expertise and consultative nature to the table to make the implementation of Salesforce CPQ and Billing for our startup not only an operational leap forward, but also a learning experience for the team. They were responsive, helpful, organized, and fantastic people to work with. We trusted their knowledge and their ability to get the project done on time and on budget. We enjoyed working with them so much that we are keeping them on for managed services as we continue to grow. I cannot recommend them enough!
Christina Licata
Director of Ops Jopwell
The Kavaliro team are seasoned, knowledgeable Salesforce experts that have helped us get the CRM portion of Salesforce up and running quickly and in the way that works for HEAD acoustics, Inc. But Kavaliro has provided much more than just Salesforce expertise to HEAD acoustics, Inc…their team has also taken time to help us evaluate our business practices, challenged us to rethink some of our current processes, and provided non-Salesforce expertise in sales / quoting / billing that we will benefit from. That additional value beyond just being ‘another Salesforce expert’ really makes Kavaliro special.
Marc Marroquin
President HEAD Acoustics, Inc.
Service Cloud &
Experience Cloud
Get everything — and every expert — you need, all in one place. Provide industry-leading support. Solve problems fast. And give your customers an all-digital, end-to-end experience they will love with Service Cloud and Slack.
Our experts have handled multiple implementations with over 1,000 agents. Additionally, we have implemented solutions for SMB clients and provided solutions to Enterprise organizations with over 100k+ cases a week.
We are well versed with Omni & Skill based routing using email, web, chat, text and Self-Service with Experience Cloud.
Our Abilities:
- Full Omni Channel
- Call centers CTI / IVR
- Einstein Chat Bots
- Live Agent Chat
- Embedded Services
- Case Management
- Milestones & Entitlements
- Case Deflection
- Skill Based Routing
Service Cloud & Experience Cloud
Get everything — and every expert — you need, all in one place. Provide industry-leading support. Solve problems fast. And give your customers an all-digital, end-to-end experience they will love with Service Cloud and Slack.
Our experts have handled multiple implementations with over 1,000 agents. Additionally, we have implemented solutions for SMB clients and provided solutions to Enterprise organizations with over 100k+ cases a week.
We are well versed with Omni & Skill based routing using email, web, chat, text and Self-Service with Experience Cloud.
Our Abilities:
- Full Omni Channel
- Call centers CTI / IVR
- Einstein Chat Bots
- Live Agent Chat
- Embedded Services
- Case Management
- Milestones & Entitlements
- Case Deflection
- Skill Based Routing
Our Clients & Partners
At Kavaliro we greatly value our partners and clients. Click here to view Kavaliro on the Salesforce App Exchange.
The Kavaliro Difference
Streamline Quote-to-Cash Processes
Provide overall Q2C architecture and how to utilize technology to streamline and implement best practices.
Improve Existing Business Structures
Modernize legacy systems to be able to configure, price, quote, and invoice complex deals rapidly.
Design Custom Solutions
Build a scalable and flexible infrastructure so it can be tailored to fit your specific business needs.
Modernize Payment Methods
Enter a new world of commerce by shifting to a subscription model or providing a seamless online shopping experience.
Kavaliro Salesforce
Leadership Team
Certified Minority-Owned Business
Kavaliro is proud to be certified as a Minority-Owned Business Enterprise (MBE) by the Central & North Florida Minority Supplier Development Council.
Vice President, Salesforce Practice
Bryce
Baker
Bryce has 7+ years of experience implementing quote to cash solutions with a focus on Salesforce and its surrounding architecture. The last 4 years, Bryce has been focused on the Salesforce Ecosystem helping companies scale their CPQ and Q2C processes specializing on systems with intent on M&A scalability as well as fixing failed implementation. Bryce has deep knowledge of Sales, CPQ, and Digital Transformation best practices, back-office systems, and sales operations. In addition to CPQ/Billing, he also has deep knowledge in Salesforce Sales Cloud, Salesforce Service Cloud, Salesforce Einstein, Salesforce Analytics and is passionate about Data Migration/Integration with respect to Salesforce.
Vice President of Sales, Salesforce Practice
Miguel
Boland
Miguel has over 20 years of experience in IT Consulting. Roles ranging from Division Director, Branch Manager, Vice President of Major Accounts and Regional Vice President to Director of Sales Operations. He has worked for organizations such as TEK systems Robert Half and Fahrenheit IT before joining Kavaliro as the Regional Director and now Sr. VP | Salesforce Delivery. Miguel attended the University of Miami for his undergraduate degree and then completed his MIS at the University of Central Florida.
Director of Engagement
Richard
Henry
Richard Henry works on our Salesforce Revenue Cloud team as a Sr. Salesforce Consultant Salesforce Team Lead. After working with our team for several months as a C2C consultant, Kavaliro recognized what a valuable addition he would be to the team and asked him to transition to a full-time internal employee role in October of 2021. Richard is originally from Knoxville, TN and currently resides in sunny Miami, FL. He attended Tusculum College, Tennesse's first university, and earned his Bachelor's degree in Business. Richard has been a part of the Salesforce ecosystem for over 8 years now and holds a Salesforce CPQ Specialist and a Salesforce Administrator certification.
Let's Talk
Kavaliro’s Salesforce team transforms business through the art of digitization spanning many sectors. Contact us today to get started.
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