A5: Your Global Salesforce Summit Partner for Digital Transformation

Backed by Salesforce Ventures and recognized as a leader in multi-cloud innovation. We guide organizations from strategy to scale with proprietary AI accelerators, deep industry expertise, and the power of Agentforce.

Validated Expertise

Summit Partner Status & Strategic Backing

Leading Salesforce Consulting Partner from North America

Partner Status

Salesforce Summit Consulting Partner (Top 1% Globally).

Strategic Backing

Portfolio Company of Salesforce Ventures.

2025 Expertise

Salesforce Navigator Expert in Agentforce Sales (Sales Cloud), Revenue Cloud, Field Service, Managed Services, High Tech, and Agency.

Key Awards:

winners badges

Winner: Salesforce Partner Innovation Award 2024 (High Tech).

Winner: Certinia Partner of the Year: ICP Expansion Partner Award.

Winner: Salesforce Partner Innovation Award 2022 (Media).

Global Reach: HQ in Pleasanton, CA with delivery centers in Canada, UK, and India.

Our Journey

→2018: The Foundation Officially recruited by Salesforce to become a Partner (Aug). Acquired Ramsey Solutions and achieved Gold Partner status in under 4 months.

→ 2019: North American Expansion Acquired Cloudware Connections to expand delivery capabilities across North America.

→ 2020: Validated by Salesforce Secured strategic investment from Salesforce Ventures, validating A5’s unique position in the ecosystem.

→ 2021: Reaching the Summit Achieved Salesforce Summit (Platinum) Partner status and expanded into MuleSoft and DocuSign ecosystems.

→ 2022: Data & Innovation Wins Acquired SnapBI to launch the Data Governance Practice. Winner of the 2022 Salesforce Partner Innovation Award.

→ 2023: Going Global Launched UK/EMEA operations and established a strategic partnership with Certinia.

→ 2024: The AI Era Winner of the 2024 Salesforce Partner Innovation Award and achieved Certified AI Specialist designation.

→ 2025: Proven Expertise Achieved Salesforce Navigator Expert status across 6 domains including Agentforce Sales (Sales Cloud), Revenue Cloud, and Field Service.

A5 Mission and value

Leadership

Vinay

Vinay Kruttiventi

President & CEO

PJ-Alfrejd

PJ Alfrejd

CFO

Tarun Sharma, SVP Delivery , A5

Tarun Sharma

SVP Delivery

Satch_Patel

Satch Patel

Executive Vice President, MD, UK & EMEA

Sales And Business Development

Seamus Eagan, SVP Business Alliances and Partnerships, A5

Seamus Egan

SVP of Business Development & Alliances

Linda-Deon,SVP Customer Success, Canada

Linda D’Eon

SVP Customer Success, Canada

Romen_Foster,SVP Customer Success and Key Accounts

Romen Foster

SVP Customer Success and Key Accounts

Adam Rosenfield, VP Sales A5

Adam Rosenfield

SVP Strategic Accounts

Satwant Singh,SVP, Cloud Transformation

Satwant Singh

SVP, Cloud Transformation

Keith-Fox,GM Industries and Digital Experience

Keith Fox

GM Industries and Digital Experience

Lindsey,VP Delivery

Lindsey Killmeyer

VP Delivery

Phil Finch,VP Delivery, UK & EMEA

Phil Finch

VP Delivery, UK & EMEA

Martin O' Hara,VP, Commerce Cloud

Martin O' Hara

VP, Commerce Cloud

Gilbert,VP of Sales & Client Advisory - UK & EMEA

Gilbert Mensah

VP of Sales & Client Advisory - UK & EMEA

NickWhaley,VP Industry Solutions

Nick Whaley

VP Industry Solutions

Jane,Director, Data Services

Jane Blackman

Director, Data Services

Julie Aitken Program Director

Julie Aitken

Program Director

Bob Martelle Practice Manager

Bob Martelle

Practice Manager

Zhong Yuan, Dev Lead

Zhong Yuan

Dev Lead

Fadi Afif, Engagement Manager

Fadi Afif

Engagement Manager

Marketing

Debarati_Mukherjee, Senior Director Marketing

Debarati Mukherjee

Director Marketing

Board of Directors

Vinay

Vinay Kruttiventi

President & CEO
Chairman of the Board

Patrick-F.-Healy,Board Member

Patrick F. Healy

Board Member

Lester-F.-Alexander,Board Member

Lester F. Alexander II

Board Member

Board Observers

Steve Swartzman

Board Observer

Joseph Truhe

Board Observer

Brion Schweers

Board Observer
Former Senior Vice President, Salesforce

Let's Shape The Future Together

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Copyright © 2026 A5

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.

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).

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.

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.

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.

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.

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.

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.

Brion Schweers, Board Observer

Brion Schweers brings over 30 years of experience in the “Product-to-Cash” ecosystem. He previously served as the Senior Vice President of Product Management at Salesforce, where he managed the Revenue Cloud Solution Excellence team and helped enterprises globally transform their revenue models.
Prior to his tenure at Salesforce, Brion was the VP & GM of CPQ at Apttus and served as VP of Sales & Success at A5 Consulting. A passionate advocate for veterans, Brion is an Executive Sponsor of Vetforce and actively mentors veterans through the Salesforce Military program, providing personalized career advice to the next generation of leaders.

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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.

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.

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.