Funded startup
Connectivity: Billing live — sales unblocked
Challenge
Connectivity was closing customers faster than billing could keep up. Without established billing practices or a durable platform, finance exceptions and delayed invoices threatened cash flow and distracted the sales team from pipeline.
Solution
Foundation5 implemented Salesforce-based billing with clear product, pricing, and invoice workflows — plus reporting so founders could see what sold and what was owed. The team trained internal owners so sales could stay in pipeline instead of chasing invoices.
Outcomes
- Billing platform live for new and existing customers
- Sales team unblocked from manual invoice work
- Scalable practices for the next funding stage
- Finance visibility into what was billed vs. collected
Engagement context
Connectivity operates in Funded startup. Stood up Salesforce billing so a funded startup could sell and grow without manual invoice chaos.
Connectivity was closing customers faster than billing could keep up. Without established billing practices or a durable platform, finance exceptions and delayed invoices threatened cash flow and distracted the sales team from pipeline.
Approach and outcomes
Foundation5 implemented Salesforce-based billing with clear product, pricing, and invoice workflows — plus reporting so founders could see what sold and what was owed. The team trained internal owners so sales could stay in pipeline instead of chasing invoices.
The headline result — Billing live — sales unblocked — came from process clarity, the right systems choices, and enabling the team to own what we built.
- Billing platform live for new and existing customers
- Sales team unblocked from manual invoice work
- Scalable practices for the next funding stage
- Finance visibility into what was billed vs. collected
Technology and practices
Core components included Salesforce billing, Pentaho. Foundation5 stayed platform-agnostic: selections reflected client standards, licenses, and skills — with clear system-of-record responsibilities for data and integrations.
Comparable programs succeed when executive sponsorship stays active through adoption, process ownership is named before configuration, and success metrics are defined at charter. If your situation resembles this engagement, a short discovery phase usually shows whether similar outcomes are realistic.
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