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Agency

Shiftlogic

RevOps

Shiftlogic specialises in Revenue Management on the Salesforce platform, offering design, implementation, and operation services. They focus on systems influencing revenue potential, including Salesforce clouds, quote-to-cash, data layers, and integrations. The company also provides training and has developed a Salesforce-native revenue recognition solution called ARMOR.

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Our read

Section 01

Positions itself on Salesforce Revenue Management, Revenue Cloud implementation — check their client roster skews toward your size before you call.

Every system you run influences your revenue potential. So every system that touches revenue is in scope for us.

Directory research note

Value proposition

Section 02

Shiftlogic positions itself as a specialist in Revenue Management, operating exclusively within the Salesforce ecosystem. Their core value proposition revolves around designing, implementing, and operating the full Salesforce platform, encompassing Sales, Service, Revenue, Data 360, Experience, and AI clouds. They address all systems that impact a company's revenue potential, including quote-to-cash processes, underlying data layers, and necessary integrations, with the aim of creating an 'agentic revenue enterprise'.

The company offers comprehensive services including project implementation from discovery to go-live, advisory for process and platform optimisation, and managed services to maintain Salesforce platforms. Additionally, Shiftlogic provides dedicated training programmes designed to enable client teams to independently manage their platforms. They also developed ARMOR, a Salesforce-native solution for revenue recognition compliant with ASC 606 and IFRS 15.

Core competencies

Section 03

Salesforce Platform Implementation

Expertise in designing and deploying various Salesforce clouds and modules, including CRM, CPQ, CLM, ERP, BI, and AI.

Revenue Operations (RevOps)

Specialisation in aligning technology with business workflows and optimising revenue-related processes on the Salesforce platform.

Revenue Recognition Solutions

Development and implementation of ARMOR, a Salesforce-native solution for ASC 606 and IFRS 15 compliant revenue recognition.

Managed Services

Providing ongoing administration, deployment, and technical support for Salesforce platforms across Sales, Services, Revenue, Data, Experience, AI, and Integrations.

Training & Enablement

Delivering comprehensive training programmes to empower client teams for independent platform management using real-world use cases.

Advisory Services

Offering guidance on governance, compliance, enterprise architecture, revenue intelligence, forecasting, and business process optimisation.

Products & services

Section 04
Implementation
Handling all aspects of transformation projects from discovery to go-live, covering CRM, CPQ, CLM, ERP, BI & AI, including project governance, design authority, business consulting, RevOps, DevOps, and quality assurance.
Advisory
Optimising processes and platforms, aligning technology with business workflows, and preparing teams for change through services like governance, compliance, enterprise architecture, revenue intelligence, and org assessment.
Managed Services
Ensuring Salesforce platform security, scalability, and performance through administration, deployment services, DevOps, release management, and technical support for various Salesforce clouds and integrations.
Training
Providing comprehensive, practitioner-led training in small cohorts using real-world use cases, designed to enable client teams to independently manage their Salesforce Revenue Management platform.
ARMOR Revenue Recognition
Implementation of Shiftlogic's Salesforce-native solution for ASC 606 and IFRS 15 compliant revenue recognition, designed for faster closes, greater accuracy, and full audit-ready compliance.

Key takeaways

Section 05
Sole Platform Focus
Shiftlogic exclusively operates within the Salesforce ecosystem, indicating deep specialisation in this platform.
Comprehensive Revenue Lifecycle Management
They offer end-to-end services covering the full revenue lifecycle, from sales and service to revenue and data management on Salesforce.
Proprietary Product
Shiftlogic has developed ARMOR, their own Salesforce-native revenue recognition solution, addressing a specific market need.
Client Empowerment through Training
A key aspect of their approach is training clients to become self-sufficient in managing their Salesforce revenue platforms.
Validated Expertise
Their work is reviewed and published on the Salesforce AppExchange with a high aggregate rating, indicating validated client satisfaction.
Broad Service Offering
Services span implementation, advisory, managed services, and training, catering to various stages of Salesforce adoption and optimisation.

FAQ

Section 06
What platforms does Shiftlogic specialise in?
Shiftlogic specialises in Revenue Management on the Salesforce platform, including Sales, Service, Revenue, Data 360, Experience, and AI clouds.
What is ARMOR?
ARMOR is Shiftlogic's Salesforce-native revenue recognition solution, compliant with ASC 606 and IFRS 15 standards, designed to provide faster closes, greater accuracy, and full audit readiness.
Does Shiftlogic offer training for Salesforce users?
Yes, Shiftlogic provides comprehensive, practitioner-led training programmes designed to empower client teams to manage their Agentforce Revenue Management platform independently.
What types of services does Shiftlogic provide?
Shiftlogic offers implementation, advisory, managed services, and training, alongside their ARMOR product for revenue recognition.
How long has Shiftlogic been operating in this specialisation?
Shiftlogic has focused on Revenue Management on Salesforce for over 15 years.

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