Trilliad
Trilliad is a privately held Growth Services Provider integrating B2B consulting, marketing agency, Salesforce technology, sales training, talent, and AI/analytics services for enterprise revenue leaders across global markets through sub-brands Sandler, Sercante, Just Global, and Accelerate Performance.
- Company typePrivate
- Founded2024
- HeadquartersAnnapolis, United States
- Headcount251–500
- GTM typeB2B
- OfferingServices
What Trilliad does
Trilliad is a privately held Growth Services Provider founded in 2024 and headquartered in Annapolis, Maryland, that integrates B2B consulting, marketing agency, technology implementation, sales training, talent assessment, and AI/analytics services into a unified offering for enterprise revenue leaders. The company operates through a portfolio of wholly owned sub-brands — Sandler (global sales performance training with 230+ locations across 30 countries), Sercante (a Summit-level Salesforce consulting partner), Just Global (a full-service B2B marketing agency), and Accelerate Performance (enterprise sales development consulting) — alongside proprietary software modules PerformanceIQ, TalentIQ, SyncIQ, and Theia.ai for predictive sales analytics and marketing measurement.
The underlying platform combines people, process, data, and AI through structured integrations with major technology partners including Salesforce, HubSpot, Snowflake, Anthropic Claude, Gong, Yoodli, and Fathom, enabling workflow embedding of sales methodology, conversation intelligence, and generative AI copilots into client CRM environments. Trilliad employs approximately 500 professionals and reports 520+ certifications and 1 million hours of annual training investment.
The business model is quote-based professional services with multi-year enterprise contracts, sold through direct field sales targeting CROs, CMOs, and VPs of Sales at large B2B organizations. The company is backed by Balance Point Capital and led by a management team largely drawn from former Merkle executives, including CEO Craig Dempster (former Global CEO of Merkle) and Chairman David Williams (Merkle founder). Customer logos include Databricks, HubSpot, PayPal, The Home Depot, and TSI Incorporated, with engagements spanning ABM campaigns, Salesforce automation, sales process refinement, and retail media enablement.
Trilliad firmographics
Firmographics- Name
- Trilliad
- Legal name
- Trilliad, LLC
- Website
- https://trilliad.com
- Company type
- Private
- Founded year
- 2024
- Operating status
- Operating
- Headcount range
- 251–500 employees
- Short description
- Trilliad is a privately held Growth Services Provider integrating B2B consulting, marketing agency, Salesforce technology, sales training, talent, and AI/analytics services for enterprise revenue leaders across global markets through sub-brands Sandler, Sercante, Just Global, and Accelerate Performance.
- Ownership category
- akta.pro rank
Trilliad industry classification
Industry- Product category
- B2B Growth Services
- NAICS
- Marketing Consulting Services (541613), Advertising Agencies (541810), Advertising Agencies (54181)
- SIC
- Services-Management Consulting Services (8742), Services-Advertising Agencies (7311)
- akta.pro primary industry
- Customer, Marketing & Sales Consulting (BPAHACAG)
- akta.pro secondary industries
- Marketing Technology, AdTech & MarTech Services (BPAFAAAN), Customer Churn, CLV & Retention Intelligence (HDAAAHAC)
Keywords
Where Trilliad is headquartered
LocationHeadquarters
- HQ city
- Annapolis
- HQ country
- United States
- HQ region
- North America
Offices2 records
Markets served
Trilliad business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Technology or R&D, Marketing or Sales, Operations, Infrastructure
Revenue model
- Consulting Services: Strategic expertise delivering accelerated growth for revenue leaders, including go-to-market strategy, data strategy, and organization/hiring strategy.
- Agency Services: Full-service B2B marketing agency services including ABM, omnichannel media, creative, content, and analytics delivered through Just Global brand.
- Technology Services: CRM and marketing automation implementation, integration, and managed services including Salesforce and HubSpot solutions delivered through Sercante brand.
- Sales Performance Services: Sales training, methodology, and performance optimization including the Sandler Selling System and custom training programs delivered through Sandler brand.
- Talent Services: Data-driven hiring and development solutions including TalentIQ assessment, RecruitIQ, and sales leadership development.
- AI/Analytics Services: Analytics and AI implementation services including forecasting dashboards, funnel optimization, account-based analytics, and multi-touch attribution.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Multi-year contract | Enterprise B2B services with customized pricing |
Go-to-market motion2 records
Distribution channels4 records
Marketing channels7 records
Trilliad product offering
Product offeringCore offering
Trilliad is a Growth Services Provider unifying sales, marketing, and customer success for B2B enterprises through six integrated service lines: Consulting Services (GTM strategy, data strategy), Agency Services (ABM, omnichannel media, creative, analytics), Technology Services (CRM and marketing automation implementation), Sales Performance Services (training and methodology), Talent Services (hiring and development), and AI/Analytics Services (forecasting, attribution). Services are delivered through four wholly-owned sub-brands: Sandler (global sales training), Just Global (B2B marketing agency), Sercante (Salesforce consulting), and Accelerate Performance (custom enterprise sales development).
Product overview
Trilliad operates as a Growth Services Provider platform with a portfolio of specialized sub-brands and service lines. The core platform unifies sales, marketing, and customer success for B2B enterprises through integrated consulting, technology, and AI services. Key sub-brands include: Sandler (global sales training and performance with 50,000+ professionals annually), Sercante (Salesforce consulting partner for technology services), Just Global (full-service B2B marketing agency), and Accelerate Performance (custom enterprise sales development). Proprietary solutions include PerformanceIQ (data-driven sales performance), TalentIQ (sales talent assessment), SyncIQ (predictive data), and Theia.ai (B2B analytics). Services span consulting, agency, technology, sales performance, talent, and AI/analytics, all designed to work together as an integrated growth engine for revenue leaders.
Differentiator
Problem solved
Functional benefit
Brands
- Sandler: Leading global sales performance services organization empowering over 50,000 sales professionals annually with 230+ locations spanning 30 countries
- Sercante
- Just Global
- Accelerate Performance
- PerformanceIQ
- TalentIQ
- Theia.ai
Products and services
- Consulting Services
- Agency Services
- Technology Services
- Sales Performance Services
- Talent Services
- AI/Analytics Services
- PerformanceIQ
- TalentIQ
- Theia.ai
- SyncIQ
Quantifiable outcome
- 44% YoY revenue increase for The Home Depot Retail Media+ division
- +6 more outcomes
Companies that use Trilliad
Customer profileNamed customers5 records
Segments7 records
Ideal customer profiles3 records
Trilliad technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration14 records
AI capability17 records
Feature7 records
Trilliad partnerships and signals
Strategic signalPartnerships
Ten partnerships are on record, tiered core and supporting.
- SalesforcecoreTrilliad's partnership with Salesforce gives clients direct access to certified experts across CRM, Marketing Cloud, Agentforce, Data Cloud, and multi-cloud solutions. Sercante holds Summit-level partner status with 1700+ projects completed, 500+ certifications, and 4.9 CSAT rating on AppExchange.
- GongcorePartnership blends critical insights from conversation intelligence with Sandler Sales Methodology. The Sandler Methodology Playbook integrates Gong's Smart Trackers with key elements of the Sandler Selling System, driving strategic outcomes and real-time deal confidence scoring.
- YoodlisupportingSandler AI Roleplay Coach powered by Yoodli provides 24/7 personal sales coaching. Built on Sandler Methodology with AI-powered real-time coaching that scales Sandler strategies into dynamic 1:1 coaching experiences.
- FathomsupportingSandler Summary by Fathom transforms sales conversations into momentum with call intelligence that captures, summarizes, and analyzes conversations using Sandler methodology to drive deals forward.
- HubSpotcoreSandler in HubSpot integrates Sandler selling strategies and adaptive support into HubSpot workflows, transforming the platform into a powerful selling tool with embedded training, dynamic deal acceleration, and stronger pipeline visibility.
- The Trade DeskcorePremier partner providing precision control over omnichannel media including video, display, audio, and CTV. Enables tailored, high-impact B2B media campaigns that drive results at every stage of the funnel.
- LinkedIncoreProvides unmatched access to professional audiences with precise B2B targeting, verified professional data, in-platform intent signals, and advanced tools like Business Manager for full-funnel campaign activation.
- BomborasupportingIntent intelligence partnership focuses spend where interest is highest. Uses intent data to identify accounts actively researching topics, helping prioritize audiences and tailor messaging based on real buyer interest.
- SnowflakecoreCreates unified, high-performance data foundation for the B2B revenue stack. Services include Snowflake & Data Strategy, CDP Quickstarts, Zero-Copy integrations, unified customer data, attribution & revenue analytics, and managed services.
- Anthropic (Claude)coreBrings advanced reasoning power of Claude directly into the B2B revenue stack. Services include AI Strategy & Roadmaps, Claude Jump Starts, Agentic Workflows & Copilot Development, and data strategy & system integrations.
Scale indicators8 records
Recent moves6 records
Expansion highlights5 records
Trilliad competitors and assessment
Company assessmentMarket position
Competitive moat5 records
Key risks6 records
Key highlights6 records
Customer concentration
Trilliad social profiles
Digital presenceTrilliad financial estimates
Financial estimateRevenue estimate
Valuation estimate
Trilliad leadership team
Management profileNumber of profiles
Profiles11 records
Trilliad subsidiaries and ownership
Company hierarchySubsidiaries4 records
Trilliad funding detail
Funding detailFunding overview
Funding rounds1 record
Investors1 record
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Trilliad M&A and investment
M&A and investmentM&A3 records
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Trilliad
What does Trilliad do?
Trilliad is a Growth Services Provider unifying sales, marketing, and customer success for B2B enterprises through six integrated service lines: Consulting Services (GTM strategy, data strategy), Agency Services (ABM, omnichannel media, creative, analytics), Technology Services (CRM and marketing automation implementation), Sales Performance Services (training and methodology), Talent Services (hiring and development), and AI/Analytics Services (forecasting, attribution). Services are delivered through four wholly-owned sub-brands: Sandler (global sales training), Just Global (B2B marketing agency), Sercante (Salesforce consulting), and Accelerate Performance (custom enterprise sales development).
Is Trilliad a public or private company?
Trilliad is a private company. It is classified as private equity controlled and is currently operating.
When was Trilliad founded?
Trilliad was founded in 2024. It employs 251 to 500 people.
Where is Trilliad based?
Trilliad is headquartered in Annapolis, United States, in the North America region.
How does Trilliad make money?
Six revenue lines are on record. Consulting Services are the primary driver. The others are agency Services, technology Services, sales Performance Services, talent Services and AI/Analytics Services.
Does Trilliad have an API?
No public API is recorded for Trilliad.
What industry is Trilliad in?
Trilliad's product category is B2B Growth Services. Its primary akta.pro industry code is BPAHACAG, Customer, Marketing & Sales Consulting, with a secondary code of BPAFAAAN, Marketing Technology, AdTech & MarTech Services. Its NAICS code is 541613 and its SIC code is 8742.