Our IPs And Accelerators

Our IPs and accelerators for success empower our clients to deliver transformative experiences to their end-users.

CPQ SPYDR - Automated Testing

CPQ SPYDR  is the essential accelerator for success in Salesforce CPQ testing, offering efficient and accurate automation for bundles and standalone products.

CPQ SPYDR

Benefits And Features

  • Automates Multiple Line Verification
  • Automates Bundle Configuration Testing
  • Feature Verification
  • Product Option Min/Max Quantities
  • Bundle Pricing
  • Verification of a Configuration Attributes
  • Product Rule/Configuration Rules Verification
  • Ability to test different types of bundles and standalone products in one script
  • Ability to search pre-existing test scripts and re-run
  • Easily create scripts from excel based templates

Who Needs To SPYDR Their CPQ?

Management & Stakeholders

How to mitigate risks while launching new products or during daily maintenance

Application Admins

Stable and scalable application. Zero bugs. How to ensure data accuracy and quality while migrating data and setups from one instance to another?

Product Managers/Owners

Ensure valid products and components with correct revisions and no duplicates/obsoletes

Configuration Engineers

Ensure bundles are configured as per engineering and manufacturing specifications

Pricing Managers and Discounting Groups

Profitability with maximum closed deals

QA

Test efficiently and accurately during product release

Businesses That SPYDR Their CPQ Regularly

abacusnext
BetterUp
IBI
Keap
Vectra
Learn more about CPQ SPYDR

DragNFly: A Streamlined Migration Solution

Efficiently and securely transfer data from the source to the target. Our accelerator is highly effective and trustworthy, ensuring the success of your migration.

Migration Challenges:

  • Lot of manual efforts
  • Lot of documentation to transfer records from one instance to another
  • Finding out errors is hard and time-consuming
  • Cause of errors and reasons for the error is challenging
  • Maintaining accuracy is tough
DragNfly

What Sets DragNFly Apart?

  • Detailed view of the error report in an Excel sheet
  • There is no complexity in using this application as it is easy to login and logout
  • Migrate a related object along with the source object
  • Auto correlate CPQ object relationships
  • Easy drag and drop the fields available under Map&Load tab
  • No need for any third-party tool or any Excel work or documents works [templates] in this application
Migrate records from source to target in very less time with less risk and less error-prone, the application is very productive and risk-free

Easy to Install

Riskless

Secured

Easy Mapping

Drag and Drop

Less Errors

No Maintenance

How DragNFLY Can Help?

1 %
Increase in Efficiency
1 %

Reduce time  in Deployment cycles in Data Migration

1 %

Improve you CPQ pricing accuracy by an additional 5-10%

Clients Benefiting Through DragNFLY

aras
acxiom
cohesity
dwolla
IEWC
Sinclair

Akucast: Your Salesforce Forecasting Solution

Akucast was natively built in Salesforce as an innovative accelerator for success. It offers a streamlined forecasting process that empowers your sales team to focus on what matters most.
Akucast A5 IPs and accelerator

Benefits And Features

  • Easy to adopt and user friendly
  • Instill world-class pipeline management discipline to the entire sales team
  • Get forecasting on auto-pilot
  • Focus your Sales Ops team to do more productive work
  • Easy drill-down inspection
Akucast workflow

Who Is Akucast For?

Companies That Want To Fix Forecasting

Can’t Deploy Other App

  • Taking months
  • High costs
  • IT struggling

App Too Complicated

  • Reps hate it
  • Lots of training
  • Too much stuff

Companies That Want To Improve Forecasting

Forecasting Manually

  • Spreadsheets
  • Verbal
  • Emails

Native Forecasting

  • Can’t Customize
  • Rep’s Can’t Forecast
  • Too Rigid

Clients Benefiting Through Akucast

Authentic8
Celona
Exabeam Inc
Juniper Networks, Inc.
vertex
Explore more about Akucast

Revenue Pillars: Your Sales Performance Dashboard

Revenue Pillars is more than just a KPI tool; it’s an essential accelerator for success. Gain valuable insights into your sales trends, from new acquisitions to renewals, and make data-driven decisions to drive. growth.

Benefits And Features:

  1.  Deal Economics
    • Starting Annual Recurring Revenue (ARR)
    • Delta Annual Recurring Revenue
    • Ending Annual Recurring Revenue 
    • First Year ACV
  2. Total Contract Value Pillars
    •  New Business
    •  Renewal Business
    •  Upsell
    •  Expansion
    •  Downsell/Churn
  3. Recurring Revenue (RR) Pillars
    •  New Business (PR)
    •  Renewal Business (PR)
    •  Upsell (PR)
    •  Expansion (PR)
    •  Downsell/Churn (PR)
  4. Amendment and MDQ Support
  5. Flexible: Could be customized as needed
revenue pillars

Adaptive Tool

Efficient Data Segregation

Measure Subscription Business

Proactive Tracking Of Customer Data

Measure And Track Sales Data

Connect To Direct Billing

How Revenue Pillars Help In Revenue Growth

  • Capture recurring revenue metrics at each transaction
  • Create customizable charts and reports based on your KPI
  • Tie revenue pillars to billings: Track land and expand momentum
  • Measure subscription business in ARR to track KPIs (renewal rates, ACV, TCV, CLV) — needed to establish a firm track record for future valuations

How Revenue Pillars Work?

How revenue pillars works

Clients Benefiting Through Revenue Pillars

cohesity
Mixpanel
MoxiWorks
Medallia
Podium logo for Salesforce solutions and digital transformation consulting services
RedSeal
ThoughtSpot Inc
workato

A5 Capital Cloud: Accelerate Your Firm's Growth

A5 Capital Cloud built on the Salesforce Platform provides turnkey solutions for firms looking to expose rapid value and create clear ROI. By leveraging A5 Capital Cloud firms can begin engaging with LP’s, tracking clear KPIs and have access to sophisticated insights within 3 weeks. A5’s industry experts will work directly with the firm’s Managing Partners to understand their investment strategy and translate their strategy into accelerator implementation requirements.

Sales And Trading

  • Associate’s Day to Day View
  • Active Deals by EBITDA and Industry
  • Active Leads to follow up on
  • Client Coverage
  • Prospecting
A5 Capital Cloud
deal sourcing

Deal Sourcing

  • Proprietary Sourcing
  • Executive Network
  • Deals by Engagement Type
  • Weighted Revenue Month over Month
  • Activity Metrics
  • Received Fees by Stage

Coverage Insights

  • Industries
  • Geographic Regions
  • Coverage Ownership
  • Commitment by Tier
  • Commitment by Stage
  • Follow up Reminders

Marketing Cloud Campaign Intelligence

  • Buyer Analytics
  • Marketing Cloud Buyer Signals
  • Campaign ROI
  • Intelligent Lead Scoring
  • Real Time Lead Activity Campaign Management

S&P Integration

  • Fundraising Rounds
  • Key Developments
  • Direct Investments
  • Subsidiaries
  • Competitors
  • Real Time Data Sync

A5 Data Normalization: Clean Data, Fast Results

A5 Data Normalization is a powerful accelerator designed to enhance the accuracy, consistency, and reliability of your address data. By automating the process of data standardization and applying industry-best practices, A5 Data Normalization helps businesses streamline operations, reduce errors, and improve overall data quality.

A5 Data Normalization Tool

Key Benefits:

data accuracy

Improved Data Accuracy

Ensure your address data is free from errors and inconsistencies.
operational efficiency

Enhanced Operational Efficiency

Streamline processes and reduce manual data entry.
Customer satisfaction

Increased Customer Satisfaction

Deliver better products and services with accurate address information.
Cost savings

Cost Savings

Avoid costly data-related issues and penalties.

How It Works:

Our Data Normalization accelerator applies a predefined set of standards to your address data, including:
  • Separation of common phrases and characters
  • Standardization of abbreviations
  • Application of character limits
  • Case rule enforcement
  • Data compliance target analysis
    •

Why Choose A5 Data Normalization?

  • Industry-Leading Technology: Our accelerator leverages advanced algorithms and machine learning to deliver superior results.

  • Tailored Solutions: We offer customizable options to meet your specific data needs.

  • Expert Support: Our team of data experts is available to assist you throughout the process.

Request A Demo

Contact us
Clients
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Satch Patel, Executive Vice President, MD, UK & EMEA

Satch brings 25+yrs of enterprise global solution experience having contributed to the growth of some of the worlds largest marquee software and hardware giants in the industry from Oracle Corporation, Sun Microsystems, Cisco/EMC, to Apttus & Salesforce.
 
Satch has helped many blue chip organisations realise their vision to modernize their systems from the front office to back office revenue operations to meet the demands of today’s radically transforming and digitally-driven business models, having worked with the likes of Linklaters, CliffordChance, Barclays, RELX Group, Microfocus, Novartis, Siemens, PayPal, Vista Equity Group Companies, London Stock Exchange, TPICAP and Princes Trust.
 
With his leadership approach, experience and passion for helping companies drive transformative change, Satch has a deep expertise in many industries, technologies and best practices across the lead to revenue lifecycle and how driving such digital transformation(s) can improve business growth and increase operational efficiencies  as well as preparing businesses for M&A activities.

Brion Schweers, Board Observer

Brion Schweers is a Senior Vice President of Product Management at Salesforce, currently managing the Revenue Cloud Solution Excellence team. During the past 30 years, Brion has assisted enterprises around the world in transforming their business by focusing on their Product-to-Cash processes. Prior to joining Salesforce Brion was VP & GM, CPQ at Apttus, VP, Sales & Success at A5 Consulting, served on the OAUG ConfigSIG Board and spent 15 years at Oracle in various roles related to their CX and CPQ products. Brion is also the executive Sponsor of Vetforce – Carolinas and is actively involved in the Salesforce Military program where he mentors Veterans and their spouses with actionable, personalized career advice.

Joseph Truhe, Board Member

Joseph Truhe has over 20 years of investing experience. Prior to joining Jefferson Capital in 2013 Joseph was a Portfolio Manager with Whitney Bank in New Orleans, Louisiana, where he oversaw the company’s Trust accounts and served as the Energy sector analyst for the Hancock Horizon Funds. Prior to Whitney, Joseph worked as an analyst and member of the investment committee at HFR Asset Management, a multi-billion dollar hedge fund platform in Chicago, Illinois. There, Joseph reviewed and maintained investment discretion over the firm’s Event Driven and Asia-focused hedge fund allocations. He was also responsible for the expansion of the firm’s Asia-focused fund offerings.  Joseph holds a BA in Economics from Yale University.

Steve Swartzman, Board Member

Steve Swartzman is a Principal and co-founder of CPC. Previously, as a co-founder of C3 Capital, he helped originate and manage over 35 investments, including national brands such as American Apparel, Traeger Grills, and Grunt Style. Steve’s chief focus remains consumer brands and e-commerce enablement businesses, and he currently serves on the boards of Grunt Style, Accel Clinical Research, Spoke Custom Products, Warne Scope Mounts, and New World Natural Brands.

Prior to C3, Steve structured and managed subordinated debt investments at KC Venture Group, and he spent 7 years as a Vice President with Citibank in New York, managing client relationships for emerging markets clients and structuring over $1 billion in complex trade financings. He is a past President of the Midwest chapter of the Small Business Investment Alliance, and he serves on the board of the International Center for Music at Park University in Kansas City.

Steve received a MBA from Columbia Business School and an AB in History and Literature from Harvard College.

He resides in Kansas City, where he was raised, with his wife Evelina and two sons, Harrison and Zandy. When he’s not working, his favorite activities are fishing, golfing, and eating.

Charles Scripps, Board Member

Chad has over ten years of experience investing in dynamic, growing businesses in diverse industries and geographies. His private equity experience includes HIG Capital, which has over $12B in capital under management, and AEA Investors, which manages over $3B of invested and committed capital. While at HIG and AEA, Chad led diligence, structuring, and financial analysis of potential and existing investments, and completed transactions in the industrial products and consumer services industries. Chad also has experience investing in the public equity markets, most notably as a Managing Director at Fox Point Capital, a $1B fund seeded by Julian Robertson of Tiger Management. He invested across a number of industries, including industrials, financials, technology, and consumer products, and led Fox Point’s international research. Prior to focusing his career on investing, Chad was a management consultant at McKinsey and Company, solving strategic problems for the world’s leading companies. Chad earned an MBA with Honors in Finance from the Wharton School at the University of Pennsylvania and a BS with Distinction in Chemical Engineering from the University of Wisconsin-Madison.

Lester F. Alexander II, Board Member

Les Alexander is a partner with Jefferson Capital Partners where he provides mezzanine and equity capital for growth and buyout transactions. Mr. Alexander is a member of the firm’s investment committee and serves on the board of directors of several portfolio companies where he is actively involved in strategic planning and corporate governance. Prior to joining Jefferson Capital, he worked at Advantage Capital Partners where he completed several portfolio company investments and served on the investment committee. Before becoming a private equity investor, Mr. Alexander served as president of Ferrara Fire Apparatus, Inc., a leading fire truck and emergency vehicle manufacturer. At Ferrara, he was responsible for managing a workforce of 450 employees producing over 300 vehicles annually for its domestic and international customers. As an investment banker for 15 years with such firms as Howard Weil, Southcoast Capital, and J.C. Bradford & Co., Mr. Alexander completed over 50 public offerings of debt and equity securities, private placements, and merger and acquisition transactions totaling more than $7 billion for public and private companies in a variety of industries. Mr. Alexander is an adjunct professor at Tulane University and Loyola University where he teaches graduate and undergraduate classes in investment banking, private equity & venture capital, advanced financial management, investments, and entrepreneurship. He is also the board president for Benjamin Franklin High School, a public charter school in New Orleans. Mr. Alexander is the former Chairman Finance of the Association for Corporate Growth (ACG) and served on the global Board of Directors. He is a founder of the Louisiana chapter of ACG and was a recipient of the ACG global Meritorious Service Award and the Louisiana chapter’s Outstanding Service Award. Mr. Alexander received his bachelor of science in Commerce from the University of Virginia in 1989 and his MBA from the University of North Carolina in 1993.

Patrick F. Healy, Board Member

Based in Kansas City, Mr. Healy is a co-founder of C3 Capital. He has been an active private equity investor since 1985 and was a co-founder of C3 Holdings in 1994. Prior to this time, he sponsored and structured equity investments in real estate. He gained extensive workout and restructuring experience as chair of the creditor’s committee of a $1 billion bankruptcy and from being called upon to rescue a publicly-traded company from a major fraud. Mr. Healy was a senior tax partner at Mayer Hoffman McCann, a regional CPA firm, for eleven years. He received a Bachelor of Science in Accounting from the University of Kansas.

Chris Waters, VP of Strategic Sales

As Vice President of Strategic Sales, Chris guides and influences all strategic sales activities at A5 , starting in presales activities, successful sales methodology, sales process, and continued revenue generation and expansion opportunities. Furthermore, he will provide oversight in strategic sales function for the company and develop strategic sales plans that will promote growth in sales and customer satisfaction. Chris has proven his commitment to sales leadership and organizational success through field leadership as National Sales Manager at Deluxe Corporation, Field Sales Manager within the Social / Analytics Cloud at Oracle, US Regional Manager for CPQ Major Accounts at Oracle and now as Vice President on Sr. Leadership Team at A5.

Keith Fox, GM Salesforce Canada

Keith Fox is a software and consulting veteran for the past 34 years. Keith started his career at EDS which was followed by 4-year stint offshore in Bermuda. Keith then returned to Canada where he held a number of progressive sales and technical positions with software companies such as Sybase, BEA, and Oracle. After his stint with Oracle, Keith founded Cloudware Connections, a premier Salesforce consulting partner. 11 years down the line, Cloudware was acquired by A5, and Keith joined as GM for Canada.

Tarun Sharma, Vice President Delivery

Tarun Sharma is Vice President Delivery at A5 and is responsible for customer success, project operations, recruitment, resource utilization, and sales operations functions for Oracle practice. As a business and technology leader Tarun helps businesses develop solution strategies to streamline the sales process and improve customer relations to drive revenues, profits, and build brand loyalty. Tarun has led customers through digital transformation journeys. He has commanded strategic and tactical initiatives to shorten sales cycles, increase deal values and productivity, improve brand awareness and help organizations become easier to do business with. He has helped customers modernize their sales enablement tools and present a single source of information to support an omni-channel sales approach. This includes global roll-out for multiple business units included multi-currency and multi-language. Tarun graduated from Texas A&M University with a Master’s degree in Industrial Engineering.

Adam Rosenfield, VP of Salesforce Practice

As Vice President of A5’s consulting practice – Adam is responsible for both strategic alliances with partners and expanded sales growth through the entire portfolio of A5 services. With over 20 years of Sr. level management consulting expertise – Adam has worn multiple hats in his career including practice development, sales, and client advisory. He has sold & delivered countless enterprise transformational initiatives creating a measurable competitive advantage for his customers. In addition to various technical software certifications, Adam holds an undergraduate and master’s degree in Accounting & Information Technology from the University of Texas at Austin and resides in El Paso Texas with his wife and 3 children.

PJ Alfrejd, CFO

As the CFO, PJ is responsible for all things financial at A5. With over 20 years of experience in financial leadership positions, PJ has worn all the hats required of a growing tech business. His extensive knowledge of the consulting industry, experience with M&A, and strength in operational finance is another catalyst to take A5 to the next level in its growth trajectory. PJ is a CPA with a BS in Accounting from the University of Illinois, Urbana-Champaign, and has held various finance leadership positions at Exodus/Savvis (acquired by Centurylink), Neohapsis (acquired by Cisco), and mFoundry (acquired by FIS).

Vinay Kruttiventi, President & CEO / Chairman of the Board

As the CEO of A5, Vinay plays an active role in all aspects of day-to-day business operations. He is also actively involved in establishing a strategy and vision for the company. As a true customer advocate with Salesforce and Oracle product development, Vinay is actively engaged in various industry user/special interest groups. Since founding the company in 2004, Vinay has grown the business into a leading Salesforce, and Oracle partner focused on multi-cloud transformations.

Vinay has successfully implemented and architected CPQ solutions and multi-cloud complex transformation projects for various Fortune 500 companies since 1996. He has a strong authority over industry, process, and technology in Configure-Price-Quote and ERP applications. Vinay graduated from Osmania University with a Bachelor of Engineering degree and JNTU (Jawaharlal Nehru Technical University) with a Master in Technology degree.