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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.

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!

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.

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

Sr. Vice President

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.

Practice Director

Danny
Poling

Danny has 13+ years of experience implementing quote to cash solutions including Salesforce, Zuora, Oracle, and TRACT.  The last 4 years, Danny has focused exclusively on the Salesforce ecosystem with roles ranging from Project/Program Management to Solution Architect. Danny has deep knowledge around billing best practices, back office systems, and financial operations.  He also has expertise in project management, ITIL operations, and Six Sigma business processes.

Director of Engineering

Mo
Gerrbi

Mo is a Certified Application & System Architect with over 7 years of experience designing and delivering solutions across the Salesforce ecosystem. Over the course of his career, Mo has led and managed many complex Salesforce projects including building mobile and web solutions on Heroku. Mo has a comprehensive understanding of and experience with software development life cycle (SDLC), hand on experience in API integration, ETL tools, and various other tools and technologies.

Principal Consultant/CPQ Practice Lead

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 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.

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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