Empowering Business Excellence through Strategic Technology Solutions

SaaS Consulting Group is a Salesforce and NetSuite knowledge partner for system transformations that enable high-velocity business growth.

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We accelerate mid-market and private-equity-backed businesses by implementing and optimizing scalable business systems platforms.

Founded in 2011, we have deep expertise in Salesforce, NetSuite, and their integrations. We serve mid-market companies (approximately $5 million to $1B in revenue) and their private equity investors, guiding over 250+ companies through SaaS projects.

40+

Private equity partners — trusting us to transform portfolio performance

250+

Successful clients — from SaaS, manufacturing, and services industries

65+

Incredible team members — with experience in ERP, CRM, finance & operations

Challenges We Solve
01

Slow Post-Merger Integration

An acquired company is brought in to accelerate growth, but synergy remains elusive. Instead of a quick return on investment, teams spend months struggling to consolidate and reconcile disparate people, processes, technology, and data. This delay prevents the realization of full value and slows the pace of effective scaling.

Challenges We Solve
02

Disconnected Systems

Critical business information is trapped in technology silos. When essential platforms like Salesforce (CRM) and NetSuite (ERP) cannot communicate seamlessly, manual data entry and workarounds are required. This results in errors, delayed closings, and a Lead-to-Cash (L2C) process that is inefficient and prone to failure.

Challenges We Solve
03

Lack of Revenue Visibility

Strategic decisions are compromised when management cannot trust the financial numbers. The absence of a unified, real-time data source makes it challenging to accurately report, forecast, and manage key metrics such as Annual Recurring Revenue (ARR), Net Retention, and EBITDA, undermining confident guidance of the business.

Challenges We Solve
04

Manual processes between sales and finance

The critical handoff between closing a deal and generating an invoice is labor-intensive and error-prone. Sales teams struggle with pricing and contract creation, while finance teams manually interpret and re-enter data to handle billing and revenue recognition. This disconnect stalls cash flow and creates unnecessary friction in the Quote-to-Cash cycle.

Challenges We Solve
05

Over-customized Legacy Platforms

A once-reliable core system is now a fragile and expensive liability due to years of excessive modifications. This accumulated technical debt restricts the adoption of modern leading practices, hinders the introduction of new products, and forces the business to operate at the slow speed of outdated technology.

Purpose-Built Tools by
SaaS Consulting Group

Our team has developed flexible add-ons to help our clients get more out of their Salesforce and NetSuite environments.

Customer Experience App

A Salesforce-native solution that helps you track customer health, automate success workflows, and reduce churn through real-time insights.

Elevate your customer success initiatives

Manage customer relationships effectively through playbooks, account reviews, health scoring, journey mapping, lifecycle management, surveys, and touchpoint tracking. Customize the platform to your needs and gain a holistic view of the customer lifecycle.

Revenue Reporting Engine

A lightweight, NetSuite-compatible reporting layer that delivers clear visibility into ARR, churn, and renewals—without the need for complex BI tools.

Unlock recurring revenue insights without Salesforce CPQ.

This app automatically calculates ARR, MRR, TCV, ACV, and provides detailed product ownership information. Track revenue shifts across all sales categories for data-driven decision-making.Add from Salesforce app exchange.

“Over the past 3 years I have worked on one other NetSuite implementation and also on a Sage Intacct implementation. Those other implementations did not go as smoothly. The takeaway, since we implemented the same or similar products, is that in my previous experiences our implementation partner was not up to the task. In this case though, SCG was clearly up to the task and then some!”

CFO

"You guys were very helpful. The integrated Salesforce instance is facilitating growth and a focus on strategic revenue that wouldn’t have been possible before.“

PE Principal

"I worked with SaaS Consulting Group during our transformation project and could not recommend SaaS enough for their excellent work supporting us. Very smart group of folks with a lot of Private Equity experience.“

Director of Strategic Programs

“The work you’ve done in billings has been a huge help: lowers my anxiety level knowing y’all are engaged”

PE VP Transformation

"Great team at SCG to partner with - looking forward to seeing the fruits of all the hard work.“

PE Operating Partner

FAQ

What You Might Want to Know

Questions, Answered

What kind of companies do you work with?

We specialize in high-growth, small-to-medium market organizations (typically $5 million to $800 million in revenue) and the private equity firms that back them. Our clients span SaaS, technology-enabled services, and complex manufacturing.

How long does implementation take?

Implementation timelines are highly dependent on the project scope and client readiness. Our typical transformation projects last a minimum of around six months, which includes discovery, configuration, and strategic change management.

Do you offer support after go-live?

Yes, we offer comprehensive Managed Services and optimization packages post-go-live. Our support model is designed for high availability and rapid response, ensuring system stability is maintained and user adoption remains high as your business continues to scale.

Can you integrate Salesforce and NetSuite?

Absolutely. Integration is a core pillar of our expertise. We specialize in building reliable, bi-directional connectivity between Salesforce, NetSuite, and other external applications to eliminate manual workarounds and establish a unified source of truth.

Do you customize or configure platforms?

We focus on configuration over excessive customization. Our methodology leverages the platforms' leading practices to build scalable solutions. We customize where necessary to support your unique business differentiators, actively working to minimize technical debt and ongoing application maintenance.

Ready to Scale with Confidence?

Whether you're navigating your first ERP implementation, scaling post-acquisition, or simply tired of disconnected systems, we're here to guide you.

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