Customer-to-Cash

Fragmented customer data and disconnected CRM and ERP systems create manual hand-offs, revenue leakage, and unreliable forecasts that slow the whole revenue cycle down. We take a cross-functional Lead-to-Cash approach, connecting people, process, data, and technology so you capture more revenue, forecast it accurately, and see the full customer relationship in one place.

Value creation is everything.

Revenue leakage captured

with write-offs reduced and AR working capital improved

Order-to-cash and lead cycle times shortened

to drive faster collections

Processes streamlined

with automation and integration across CRM and ERP

A 360°

customer view built to support cross-sell and upsell

How it works

Our approach starts with diagnosis, then scopes to fit — there’s more than one path in.

Diagnose where handoffs break down across CRM, ERP, and the revenue cycle
Scope the right fix, from a full transformation to a targeted health check or data clean-up
Design and implement the systems and processes that close the gap
Enable AI for upsell, contract management, billing, or collections where it fits
Train the team and hand off a system built to scale

All with our team’s judgement and expertise guiding every step.

Our solutions are built with AI at the core, not bolted onto existing workflows. Intelligence is embedded in how the work gets done to ensure you capture AI’s full transformational value.

That Means:

Deeper insights
A wider lens on where value is trapped
More quick wins
Faster time-to-value

Take the next step on your AI journey today.

You can get started with specific AI use cases right now. Let’s build together.

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From the front lines

CLIENT STORY

Automating ARR reporting on one integrated platform

Picture this: you're running Salesforce CPQ and NetSuite as disconnected systems, and ARR reporting is still a manual, error-prone process pieced together by hand. You move to one integrated instance of Salesforce CPQ and NetSuite, automating ARR reporting end to end.

We consistently create value for the world’s most sophisticated private equity firms and their portfolio companies.

We consistently create value for the world’s most sophisticated private equity firms and their portfolio companies.

Meet the Solution leaders.

Kam Agarwalla

Managing Director

Kam is a Managing Director with more than two decades of experience in consulting with Private Equity and Fortune 500 companies. His specific areas of focus include leading complex cross-functional business and digital transformation, growth initiatives, EBITDA optimization, global business services setup, intelligent automation, and M&A Integration.

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Bryce Baker

Managing Director, Salesforce Team Lead

Bryce is a Managing Director and Head of Accordion’s Salesforce team with over a decade of experience in not only Salesforce, but all business systems and operations surrounding sales, service, finance, and accounting. He specializes in the lead-to-cash process and revenue recognition.

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We can tell you about us, but we want to hear about you. Tell us what's holding you back from building the future state of your organization.