What DoubleTrack does

DoubleTrack is a privately-held B2B consulting firm founded in 2018 and headquartered in the Twin Cities (Minneapolis), operating as a fully remote US team of 11–50 employees. The firm targets US enterprises with at least $100 million in annual revenue, selling outcome-oriented engagements to functional buyers including CIOs, CTOs, CROs, CFOs, and VP/Director-level leaders across IT, Operations, Finance, and Revenue Operations. Engagements are backed by a Success Guarantee under which clients withhold part of project fees until agreed KPIs are realized, and the firm explicitly does not offer staff augmentation.

The company's core intellectual property is the proprietary 844 Diagnostic, a three-layer methodology that combines an Eight Data Categories taxonomy (Customer, Sales, Quote, Purchase, Invoice, Service, Marketing, Communications), the Four Rs of Data framework (Relevant, Reliable, Revealing, Reusable), and the Four Ps of AI readiness (Purpose, Plumbing, People, Performance). DoubleTrack organizes its service portfolio into two practice areas: a Data & AI practice (Data Architecture, AI Readiness, RAG Enablement, Agent Operations/AgentOps, Data Stewardship, and Data & AI Managed Services built on Salesforce Data Cloud, MuleSoft, Informatica, PowerBI, and Snowflake), and a Lead-to-Cash practice (Revenue Architecture, Quoting & CLM, Pricing Architecture, Billing & Invoicing, eCommerce, and Marketing-to-Revenue delivered through Salesforce Revenue Cloud, DealHub, Conga, and NetSuite). The firm has been a Salesforce partner since founding and operates a curated partner stack across CPQ, integration, and visualization vendors.

Revenue is generated through professional services engagements and ongoing managed services contracts with multi-year cadences and custom, non-publicly-disclosed pricing. Named enterprise customers span financial services (Wealth Enhancement Group, Flexi-Van Leasing), transportation/logistics (FlexiVan, Village Transport, Ware2Go), technology/data (Treasure Data, NISC, Aptean), media monitoring (Critical Mention), laboratory testing (Eurofins), home services (Renewal Andersen), and other sectors, with documented outcomes including 74% bookings growth, $1 million in annual SG&A savings, 80% faster quoting, 50% M&A data process reduction, and 5% renewal revenue lift. In July 2025 the company merged with Insight Works.ai, adding Azure Data Lake and PowerBI competencies and bringing on Salesforce MVP Hall of Fame inductee Andy Boettcher as Chief Innovation Officer. Leadership is anchored by CEO Eric Heine (IBM, Bluewolf, 30+ years experience), co-founder Adam Johnson, CFO Chad Wormsbecker, CMO Caleb Rule, and Chief Strategy Officer Glen Stoffel.

Name

DoubleTrack

Legal name

DoubleTrack, LLC

Website

https://doubletrack.com

Company type

Private

Founded year

2018

Operating status

Operating

Headcount range

1–10 employees

Short description

DoubleTrack is a US-based B2B consulting firm (founded 2018, 11–50 employees) that helps $100M+ enterprises fix data foundations for AI deployment and optimize Lead-to-Cash processes, using its proprietary 844 Diagnostic methodology and outcome-guaranteed engagements anchored in the Salesforce ecosystem.

Ownership category

akta.pro rank

Product category

Data & AI Consulting Services

NAICS

Marketing Consulting Services (541613)

SIC

Services-Management Consulting Services (8742)

akta.pro primary industry

B2B Channel Partners & Referral Agencies (Cross-Industry Referral) (FSAEAMAN)

Keywords

• Data consulting services
• AI readiness consulting
• Quote to cash optimization
• Salesforce implementation services
• Revenue operations consulting

Headquarters

HQ city

Minneapolis

HQ country

United States

HQ region

North America

Offices4 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Technology or R&D, Marketing or Sales, Operations, Others

Revenue model

1. Professional Services / Consulting: Outcome-oriented consulting engagements for data architecture, AI readiness, and Lead-to-Cash optimization. Engagements are scoped and delivered with measurable KPIs and a Success Guarantee where clients withhold part of project fees until goals are realized.
2. Managed Services: Ongoing Salesforce managed services and Data & AI managed services for continued improvements and support.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels5 records

Core offering

DoubleTrack is a US-based B2B consulting firm that delivers data-first, AI-enabled advisory and implementation services built around its proprietary 844 Diagnostic methodology. Its portfolio spans two practices—Data & AI (architecture, AI readiness, RAG enablement, agent operations, stewardship, managed services) and Lead-to-Cash (revenue architecture, quoting/CLM, pricing, billing, eCommerce, marketing-to-revenue, managed services)—primarily on Salesforce, MuleSoft, Informatica, Snowflake, Power BI, DealHub, and NetSuite. Every engagement is outcome-oriented and backed by a Success Guarantee where clients withhold part of the fee until agreed KPIs are met.

Product overview

DoubleTrack is a B2B data and AI consultancy offering professional services organized around a proprietary three-layer methodology called the 844 Diagnostic. The offering consists of two main practice areas: Data & AI (including Data Architecture, AI Readiness, RAG Enablement, Agent Operations, and Data Stewardship services built on platforms like Salesforce Data Cloud, MuleSoft, Informatica, Power BI, and Snowflake) and Lead-to-Cash (including Revenue Architecture, Quoting & CLM, Pricing Architecture, Billing & Invoicing, eCommerce, and Marketing-to-Revenue services delivered through Salesforce Revenue Cloud, DealHub, Conga, and NetSuite). The portfolio is anchored by proprietary frameworks including the 844 Diagnostic, the Four Rs of Data readiness, the Four Ps of AI deployment readiness, and an Eight Categories data taxonomy. Every engagement is outcome-oriented with a Success Guarantee.

Differentiator

Problem solved

Functional benefit

Products and services

• 844 Diagnostic Proprietary three-layer diagnostic methodology that evaluates an organization across eight categories of data, the Four Rs of data readiness (Relevant, Reliable, Revealing, Reusable), and the Four Ps of AI deployment readiness (Purpose, Plumbing, People, Performance) to diagnose root data problems before recommending technology. Applied to every DoubleTrack engagement.
• Data Architecture Assesses and designs the structural foundation for how data is defined, organized, and governed across systems. Includes data-first framework evaluation and architecture assessment for enterprises preparing for AI or revenue operations modernization.
• AI Readiness Consulting service evaluating whether an organization is prepared to deploy AI by examining data quality, governance, and AI deployment readiness across Purpose, Plumbing, People, and Performance.
• RAG Enablement Implements retrieval-augmented generation systems that connect AI models to organizational knowledge bases so AI outputs are grounded in accurate, governed enterprise data.
• Agent Operations (AgentOps) Manages the full lifecycle of AI agents—including onboarding (grounding in data), training (prompt refinement), performance management (observability, monitoring, tuning), and governance—treating agents like employees requiring ongoing care.
• Data Stewardship Operationalizes data governance by establishing cross-functional accountability, decision-making processes, and human practices for enforcing data quality consistently in real systems.
• Data & AI Managed Services Ongoing managed services for data and AI systems, including continuous improvements, monitoring, and operational support delivered by the DoubleTrack team.
• Revenue Architecture Designs and optimizes the revenue lifecycle from marketing-to-sales handoffs through quoting, contracting, billing, and renewal, ensuring consistent data and processes across systems.
• Quoting & CLM CPQ implementation and contract lifecycle management including Salesforce Revenue Cloud Advanced, DealHub implementations, pricing optimization, and document generation for enterprises with complex sales motions.
• Pricing Architecture Optimizes pricing structures across quoting and billing systems, ensuring consistency and accuracy of pricing rules through revenue processes.
• Billing & Invoicing Streamlines billing and invoicing processes, ensuring alignment with contracts, entitlements, and revenue recognition requirements.
• eCommerce Prepares organizations for eCommerce capabilities including Salesforce Revenue Cloud Advanced's headless architecture for self-service and partner portals.
• Marketing To Revenue Aligns marketing functions with revenue outcomes, including lead definitions, handoffs to sales, and marketing attribution.
• Lead-To-Cash Managed Services Ongoing managed services for lead-to-cash systems, including Salesforce managed services for continuous improvements and support.

Quantifiable outcome

• 74% bookings growth achieved for Village Transport
• +5 more outcomes

Named customers16 records

Segments6 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration13 records

AI capability5 records

Feature4 records

Partnerships

Three partnerships are on record, tiered core.

• Insight Works.aicoreStrategic or Co-development Partner · 1 July 2025Data strategy company that merged with DoubleTrack in July 2025 to enhance data-first, AI-enabled solutions around Salesforce applications. Provided data-first capabilities and integration with platforms like Salesforce Data Cloud, Azure Data Lake, and PowerBI.
• DealHubcoreTechnology or Integration · 1 January 2025Certified implementation partner for CPQ, billing, and deal management platform. Especially valued by fast-moving SaaS sales teams with complex approval workflows and subscription or usage-based billing cycles. Integrations into existing stack are straightforward.
• SalesforcecoreTechnology or Integration · 1 January 2018Partner since 2018; core part of many revenue stacks. Salesforce Data Cloud and Agentforce Revenue Management at forefront of revenue team discussions. Extensions into Marketing Cloud, Experience Cloud, and Service Cloud. Certified implementation partner with listing on Salesforce AppExchange.

Scale indicators10 records

Recent moves6 records

Expansion highlights5 records

Broad incumbents

• Accenture: Global system integrator with a large Salesforce practice (Accenture Salesforce Business Group). Competes for the same enterprise Salesforce/data/AI transformations at much greater scale and breadth.
• IBM Consulting: Global SI with Salesforce practice (formerly Bluewolf) and deep data/AI consulting heritage. CEO Eric Heine's prior employer. Directly comparable Salesforce and data consulting capabilities at larger scale.
• Deloitte Digital: Global SI with significant Salesforce and data transformation practices. Competes for enterprise-level data architecture, AI readiness, and Lead-to-Cash programs across multiple industries.
• Huron Consulting: Mid-to-large consulting firm with Salesforce and data practice serving enterprise clients across industries. Comparable in customer segment and Salesforce/data integration focus.

Direct peers

• Absyz: Salesforce Summit Partner with consulting practices spanning Sales Cloud, Service Cloud, and data architecture. Comparable as a Salesforce-native consultancy targeting enterprise Lead-to-Cash and CRM transformations.
• Slalom: Mid-market focused consulting firm with a substantial Salesforce practice covering data, AI, and revenue operations. Closely comparable in customer segment (US mid-market to enterprise) and multi-cloud Salesforce delivery model.
• Persistent Systems: Salesforce Crest Partner with significant data and AI consulting practice serving enterprise clients. Comparable in Salesforce expertise, data/AI focus, and enterprise customer segment.
• Simplus (Infosys): Pure-play Salesforce consulting firm acquired by Infosys, specializing in Quote-to-Cash, CPQ, and Salesforce Revenue Cloud implementations. Directly comparable in Lead-to-Cash focus and Salesforce-native delivery.
• Girikon: Salesforce consulting partner with practices in Sales Cloud, Service Cloud, and data/integration services. Comparable as a Salesforce-focused consultancy serving enterprise Lead-to-Cash and CRM implementations.
• Bluewolf (IBM): Originally an independent Salesforce consultancy acquired by IBM; CEO Eric Heine's prior employer. Highly comparable in Salesforce consulting model and Lead-to-Cash specialization at enterprise scale.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• YouTubeyoutube.com/@godoubletrack
• LinkedInlinkedin.com/company/doubletracksf

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A1 record

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about DoubleTrack