What ITequality does

ITequality is a women-owned, WBENC-certified Salesforce consulting firm founded in 2017 by Jack Allen and headquartered in Tustin, California. The company specializes in implementing and customizing Salesforce Revenue Cloud, Configure-Price-Quote (CPQ), and Billing solutions, with complementary practices in Experience Cloud, Sales Cloud, Service Cloud, and Nonprofit Cloud. Its core technology stack spans the Salesforce platform alongside integration tools (Zapier, Jitterbit, Skyvia, Conga, DocuSign, Slack, Mailchimp, FormAssembly, Celigo) and a free proprietary AppExchange utility called 'Dude, Where's My Contract' (DWMC) for CPQ contract validation, released in 2025.

The company's business model rests on three revenue streams: project-based implementation services priced via QuickStart packages ($19,000 for CPQ, $29,000 for Billing) and custom scopes; recurring managed services retainers structured at Silver ($1,250/month), Gold ($4,500/month), and Platinum ($14,000/month) tiers; and fixed-rate Health Check audits for Revenue Cloud optimization. ITequality targets mid-market and enterprise buyers across nine verticals—Technology, Financial Services, Healthcare and Life Sciences, Nonprofit, Manufacturing, Media, Professional Services, Real Estate, and Data Privacy/Security—delivering services through direct consultative sales, the Salesforce AppExchange, and partner referrals from Salesforce Account Executives. The company has completed 100+ engagements since founding and maintains a 4-year average customer tenure.

ITequality differentiates through a 'side-by-side' teaching methodology that emphasizes client self-sufficiency over consultant dependency, and through deep, narrow specialization in Revenue Cloud/CPQ/Billing rather than generalist Salesforce consulting. The team holds 29 Salesforce certifications and maintains unusually low consultant turnover, with clients retaining the same consultant team for a minimum of one full year. Founder and CEO Jack Allen, who personally holds 11+ Salesforce certifications and has delivered three Dreamforce presentations, remains the visible face of the firm. The company holds a stacked set of diversity certifications (WBENC WOSB, Disability IN DOBE, NGLCC LGBTBE, California Supplier Clearinghouse LGBTBE and PDBE), positioning it for corporate and government supplier diversity procurement.

Name

ITequality

Legal name

ITequality LLC

Website

https://itequality.com

Company type

Private

Founded year

2017

Operating status

Operating

Headcount range

11–50 employees

Short description

ITequality is a women-owned, WBENC-certified Salesforce consulting firm specializing in Revenue Cloud, CPQ, and Billing implementations for mid-market and enterprise clients, complemented by tiered managed services and a free AppExchange tool.

Ownership category

akta.pro rank

Product category

Salesforce Consulting & Implementation Services

NAICS

Computer Systems Design and Related Services (54151), Custom Computer Programming Services (541511)

SIC

Services-Computer Programming, Data Processing, Etc. (7370), Services-Computer Programming Services (7371)

akta.pro primary industry

IT Asset Lifecycle Services (Procure-to-Retire) (BPAEAOAF)

akta.pro secondary industries

Vendor & Contract Management (Software/Cloud) (BPAEAOAD), Enterprise Application License Advisory, Vendor Management & Optimization (BPAEAGAO)

Keywords

• Salesforce consulting
• Salesforce CPQ implementation
• Revenue Cloud consulting
• Salesforce managed services
• Salesforce implementation services

Headquarters

HQ city

Lake Forest

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Implementation and Consulting Services: ITeq generates revenue through professional services engagements for Salesforce Revenue Cloud, CPQ, Billing, Experience Cloud, Sales Cloud, and Service Cloud implementations. Engagements include discovery, architecture, configuration, training, and go-live support, typically structured as fixed-scope projects (e.g., QuickStart packages) or time-and-materials managed services.
2. Managed Services (Retainer): Monthly retainer agreements offering ongoing Salesforce support across Silver ($1,250/month), Gold ($4,500/month), and Platinum ($14,000/month) tiers. Services include weekly calls, scheduling, project management, and ongoing system maintenance, providing recurring revenue from existing clients.
3. Health Check Services: One-time fixed-rate consulting engagements for auditing and optimizing Salesforce Revenue Cloud setups. Tiered offerings include CPQ Health Check Only, CPQ+ with Advanced Revenue Cloud, and All-Inclusive (CPQ+ and Billing) packages.
4. AppExchange Product (Free Tool): The 'Dude, Where's My Contract' app is offered free on the Salesforce AppExchange as a community/developer tool to drive brand visibility, generate goodwill, and create inbound lead opportunities within the Salesforce ecosystem.

Pricing tiers

Go-to-market motion2 records

Distribution channels4 records

Marketing channels8 records

Core offering

ITequality provides implementation, customization, training, and ongoing managed services for Salesforce Revenue Cloud, CPQ, Billing, Experience Cloud, Sales Cloud, Service Cloud, and Nonprofit Cloud. Engagements are structured as fixed-scope QuickStart projects (e.g., $19,000 CPQ, $29,000 Billing), tiered monthly managed-services retainers ($1,250 Silver to $14,000 Platinum), and fixed-rate Health Check audits. The firm also distributes a free Salesforce CPQ utility, DWMC, on the AppExchange to drive ecosystem visibility and inbound demand.

Product overview

ITequality is a Salesforce consulting firm offering implementation, customization, and managed services for Salesforce Revenue Cloud and related products. The core offering consists of Salesforce CPQ and Billing (Configure, Price, Quote integrated with billing), Salesforce Experience Cloud (digital experience sites and portals), Salesforce Sales Cloud (CRM with AI-driven insights), and Salesforce Service Cloud (customer service). Supporting services include Managed Services (tiered Silver/Gold/Platinum support plans), Health Check Services (system audits), Implementation, Integration (via Zapier, Jitterbit, Skyvia, DocuSign, Slack), Training, Design, and Live Support. The company also offers a free own product called 'Dude, Where's My Contract' (DWMC), a Salesforce CPQ app available on AppExchange.

Differentiator

Problem solved

Functional benefit

Brands

• DWMC (Dude, Where's My Contract): A free Salesforce CPQ App developed by ITeq to help users generate contracts from Opportunity records. Available on the Salesforce AppExchange.

Products and services

• Salesforce CPQ and Billing Implementation End-to-end implementation of Salesforce Configure, Price, Quote (CPQ) integrated with Salesforce Billing for mid-market and enterprise buyers seeking a unified quote-to-cash process with pricing accuracy and invoice generation.
• Salesforce Experience Cloud Implementation Implementation of Salesforce Experience Cloud digital experience platform for organizations building customer-facing sites, partner portals, and branded community applications.
• Salesforce Sales Cloud Implementation Implementation and customization of Salesforce Sales Cloud CRM, including opportunity management, lead routing, pipeline reporting, and AI-driven insights for sales organizations.
• Salesforce Service Cloud Implementation Implementation of Salesforce Service Cloud to enable omnichannel customer support, case management, and agent productivity tools.
• Salesforce Nonprofit Cloud (NPSP) Implementation Implementation and ongoing support of Salesforce Nonprofit Cloud with Nonprofit Success Pack (NPSP) for donor management, program tracking, and NPSP maximization for nonprofit organizations.
• Managed Services (Silver, Gold, Platinum) Recurring monthly managed-services retainer providing ongoing Salesforce support, weekly calls, project management, and system maintenance across Silver ($1,250/month), Gold ($4,500/month), and Platinum ($14,000/month) tiers.
• Health Check Services One-time fixed-rate consulting engagements auditing and optimizing Salesforce Revenue Cloud, CPQ, and Billing setups across three tiers: CPQ Health Check Only, CPQ+ with Advanced Revenue Cloud ($9,500), and All-Inclusive (CPQ+ and Billing).
• Implementation Services (Multi-Cloud) Full-lifecycle Salesforce implementation services covering discovery, architecture, configuration, training, and go-live across multiple Salesforce products, using a side-by-side teaching methodology.
• Integration Services Data integration services connecting Salesforce with third-party systems using Zapier, Jitterbit, Skyvia, DocuSign, Slack, Conga, Celigo, Sertifi, WebMerge, Mailchimp, FormAssembly, and APEX.
• Training Services Hands-on training for Salesforce end users covering CRM basics, complex tasks, reporting, and data loading, delivered as part of implementation or as standalone engagements.
• Design Services Custom template design, Communities design, and website design services aligned with client branding specifications for Salesforce Experience Cloud and related implementations.
• Live Support On-demand troubleshooting and problem-resolution service for critical Salesforce issues, offered as a standalone or add-on engagement.
• Dude, Where's My Contract (DWMC) App Free Salesforce CPQ app available on the Salesforce AppExchange that validates all required fields and conditions on an Opportunity record before contract generation, simplifying the contract workflow for Salesforce CPQ users.
• CPQ QuickStart Implementation Package Fixed-scope 3-month CPQ implementation package priced at $19,000 covering discovery, sandbox build, and production go-live, with optional add-ons (data migration, e-signature, AvaTax, Conga Document, advanced approvals, advanced order management).
• Billing QuickStart Implementation Package Fixed-scope 4-month Salesforce Billing implementation package priced at $29,000 covering billing-solution design, invoice generation, usage-based pricing, and invoice template customization.

Quantifiable outcome

• Average customer retention of 4 years for custom-built Revenue Cloud, CPQ, and Billing systems
• +3 more outcomes

Named customers10 records

Segments10 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration9 records

Feature3 records

Partnerships

Three partnerships are on record, tiered core and minor.

• SalesforcecoreImplementation/ SI/ Consulting Partner · 1 January 2017ITeq is a Salesforce Registered Consulting Partner since 2017, holding official partner status recognized by Salesforce. The company is featured on the Salesforce AppExchange as a consulting partner and maintains the Salesforce Partner Badge. As a core strategic partnership, Salesforce Account Executives refer clients to ITeq, and the partnership provides ITeq with access to Salesforce's platform, tools, certifications, and co-sell opportunities within the Salesforce ecosystem.
• NGLCC (National LGBT Chamber of Commerce)coreStrategic or Co-development Partner · 1 January 2017ITeq is certified through the National LGBT Chamber of Commerce as a Certified LGBT Business Enterprise (LGBTBE). The company is also a member of the Los Angeles Gay & Lesbian Chamber of Commerce (LAGLCC). These affiliations are central to ITeq's identity as a diversity-focused consulting firm and support its positioning for corporate and government supplier diversity programs.
• AmplifyminorStrategic or Co-development PartnerAmplify (We Are Amplify) is referenced as a partner organization, with ITeq having collaborated on nonprofit initiatives including work with the It Gets Better Project.

Scale indicators6 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Vantage Point Consulting: Salesforce-focused consulting firm offering CPQ, Billing, and Revenue Cloud implementation and managed services. Direct peer to ITeq in the Salesforce Revenue Cloud niche with similar mid-market focus.
• Girikon: Salesforce consulting partner offering implementation, customization, and managed services across CPQ, Sales Cloud, Service Cloud, and other Salesforce products. Direct peer to ITeq in mid-market Salesforce consulting with similar service offerings.
• Persistent Systems: Global Salesforce Summit Consulting Partner with significant Revenue Cloud, CPQ, and Billing implementation capabilities. Direct competitor to ITeq in mid-market and enterprise Salesforce consulting engagements.
• Apps Associates: Salesforce and Oracle consulting firm offering implementation, managed services, and application management. Comparable to ITeq as a mid-sized Salesforce consulting partner with focus on enterprise applications and ongoing support.
• Simplus (Infosys): Salesforce Summit Consulting Partner (now part of Infosys) specializing in Quote-to-Cash, CPQ, Billing, and Salesforce implementations across industries. Direct peer in Salesforce Revenue Cloud consulting with similar managed services offerings.
• Silverline: Salesforce-focused consultancy offering implementation, managed services, and industry-specific solutions across Financial Services and Healthcare. Direct competitor to ITeq in Salesforce Revenue Cloud/CPQ/Billing implementations and ongoing managed services.

Broad incumbents

• Deloitte Digital: Global consulting firm with a Salesforce practice offering Salesforce Revenue Cloud, CPQ, and full-stack digital transformation services. Comparable to ITeq as a Salesforce consulting partner for enterprise clients, with broader advisory and technology capabilities.
• Cognizant (including ATG): Global IT services company with a significant Salesforce practice (including acquired ATG) offering Salesforce Revenue Cloud, CPQ, and digital transformation services. Comparable to ITeq in Salesforce consulting, with much broader scale and service offerings.
• Slalom: Large global management and technology consulting firm with a substantial Salesforce practice offering Revenue Cloud, CPQ, and broader digital transformation services. Comparable to ITeq as a Salesforce consulting partner, but significantly larger in scale and geographic reach.
• Accenture / Avanade: Global system integrator with a large Salesforce practice (often through Avanade joint venture) offering end-to-end digital transformation including Salesforce Revenue Cloud implementations. Comparable at the enterprise services level but vastly larger in scale and scope.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• YouTubeyoutube.com/itequality
• Facebookfacebook.com/itequality
• LinkedInlinkedin.com/company/itequality
• Instagraminstagram.com/itequality
• Xx.com/itequality

Compliance5 records

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&A

Investments

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

Frequently asked questions about ITequality