Cloud & Infrastructure
SaaS & Technology
☁️
Cloud & Infrastructure

CRM for Cloud & Infrastructure.
Partner channels. Reseller CRM. Enterprise pipeline.

Partner channel management, reseller CRM, and enterprise pipeline management for cloud and infrastructure companies competing globally.

Partner CRM
Reseller management
Deal registration
Channel pipeline
Enterprise
Direct sales CRM
Marketplace
Revenue attribution

Why Cloud & Infrastructure CRM is different

Cloud and infrastructure CRM is a channel management problem

Cloud and infrastructure companies sell through complex partner ecosystems — VARs, MSPs, SIs, resellers, and cloud marketplaces — alongside direct enterprise sales. Managing channel conflict, deal registration, partner tier management, and revenue attribution across these channels requires CRM architecture that most cloud companies do not have.

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Channel conflict between direct and partner sales
Direct and partner teams pursuing the same enterprise account simultaneously. No deal registration system. Territory conflicts go unresolved.
Partner performance management in spreadsheets
Partner tier management, MDF allocation, and co-sell tracking handled in spreadsheets and email. No systematic view of which partners are generating ROI.
Cloud marketplace revenue not attributed to CRM opportunities
AWS Marketplace and Azure Marketplace revenue is not linked to CRM opportunities. Sales performance reporting is incomplete.

What we deliver

CRM services for cloud companies

CRM & Data
CRM Implementation
Salesforce PRM for cloud partner management
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CRM & Data
Data Architecture
Partner, reseller, and enterprise data model
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CRM & Data
API & Middleware
Cloud marketplace revenue integration
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Analytics
BI Dashboards
Partner performance and channel analytics
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Managed
Managed CRM
Ongoing CRM and PRM support
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Client result

What we delivered for a Cloud & Infrastructure business

All case studies →
Case Study
Churn rate reduced 18%

Data Architecture Redesign for a SaaS Platform — Single Source of Truth Across 6 Systems

B2B SaaS Platform (2,200 customers)

A B2B SaaS platform with 2,200 customers had customer data spread across HubSpot, Stripe, their product database, Intercom, Zendesk, and a homegrown analytics platform. Revenue reporting took a week per month.

18%
Churn rate reduction
4 hrs
Monthly reporting time
6 systems
Connected
99.2%
Revenue data accuracy
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"We stopped arguing about data and started making decisions. That sounds simple but it took three years and the right architecture partner to get there."

Ch
Chief Operating Officer
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Insights

Articles written for Cloud & Infrastructure professionals

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Article 7 min read

Product Qualified Leads: How B2B SaaS Companies Should Score and Route Them

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Regulatory & compliance context

We design CRM for cloud companies that satisfies GDPR and CCPA for partner and customer data, SOC 2 Type II requirements, cloud marketplace data sharing requirements for AWS, Azure, and GCP marketplace, partner program compliance for Microsoft, AWS, and Google partner tiers, and export control requirements for US-regulated cloud technologies.

FAQ

Cloud & Infrastructure CRM questions answered

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Free assessment — Cloud & Infrastructure

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Free Cloud & Infrastructure CRM assessment — no commitment
Fixed-price delivery options
NDA available on request