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Kavaliro’s Salesforce team transforms business through the art of digitization spanning many sectors. Contact us today to get started.
Salesforce
Kavliro’s team of lead-to-revenue specialists provide powerful payment and collection solutions across multiple industries.
Sell, bill customers, and manage the entire purchasing process through a single platform. Kavaliro excels in Salesforce Revenue Cloud (CPQ & Billing) transformations across multiple ecosystems, with a specific concentration in billing advisory, implementations, and payment and collection solutions.
Payment Solutions & Collection Optimization
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.
Payment Integrations
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.
Payment Management & Processing
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.
Automation & Collection Reporting
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
CPQ Implementation & Advisory
Automate your invoicing process 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.
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
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
Revenue Cloud
Streamline your Quote to Cash Journey with the use of Revenue Cloud. As 1 of 14 approved billing partner – Kavaliro has the proven expertise to implement standard to complex solutions correctly the first time.
Service Cloud
Our experts have handled multiple implementations with over 1,000 agents.
Experience Cloud
You can know make the decision!! With Salesforce Experience Cloud you are now in control. Let our team guide you on industry best practices.
Sales Cloud
Implement Salesforce Sales Cloud to group your accounts faster, find new customers faster, and close deals faster – from anywhere.
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
Christina Licata – Jopwell
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!
Marc Marroquin – Head Acoustics
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.
Sell Faster, Maximize Recurring Revenue, and 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!
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.
Our Clients and Partners:
At Kavaliro we greatly value our partners and clients click here to view Kavaliro on the Salesforce App Exchange.
Kavaliro Salesforce Leadership Team
Sr. Vice President, Salesforce Sales & Operations
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 Salesforce Delivery
Corrie
Wanchena
Originally from Billings, Montana, Corrie joined our team in 2020 and came equipped with over 4 years of experience as a Salesforce Consultant. Corrie’s ability to lead and adapt made her the perfect fit for her current role as our Salesforce Billing Practice Lead. Over the years, she was worked hard to obtain 3 Salesforce certifications: Salesforce Platform AppBuilder, Salesforce CPQ Specialist and most recent, Salesforce Certified Administrator (SCA).
Vice President, Salesforce Delivery
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.
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.
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 LicataDirector 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 MarroquinPresident HEAD Acoustics, Inc.
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