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B2B-Matrix : Revenue Lifecycle Management, Data Cloud, Integration, Analytics

Expertise in projects of all sizes and complexities.

Salesforce Consultants
Industry Competencies
High Tech
Certified People
People employed by the consultant who hold Salesforce certifications that align to competencies
1
Certifications
The number of certifications held by people at this organization that align to competencies
3

Rating

Type

Reputation

MVP
Recognized by Salesforce for their leadership, expertise, and generosity
Top Reviewer
Contribute reviews that encourage conversation and help others make informed decisions
Ranger
Lifelong learners who have earned the Ranger rank or higher on Trailhead
4.83
Lifetime project and community reviews average
Showing 3 of 3 Reviews
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Project Review
Verified Customer• Project Review

We partnered with B2B Matrix over the past five years to implement and scale our CPQ solution on Salesforce, addressing complex quoting, pricing, and contract lifecycle challenges. They brought deep expertise in Salesforce and Conga (Apttus) CPQ/CLM, with a team of senior, highly technical consultants who delivered high-quality implementations and ongoing enhancements, integrations, and operational support. What sets B2B Matrix apart is their ability to combine execution with strategic insight—helping us design scalable solutions and continuously improve our Quote-to-Cash processes. As a result, we’ve achieved greater pricing accuracy, reduced manual effort, and a more streamlined CPQ operation. For prospective clients, I recommend engaging their senior team early in the process to fully benefit from their expertise and ensure a strong, scalable foundation.

Project Review
Verified Customer• Project Review

Great partners! Communicate clearly and always responsive. Looking forward to the next project!

Project Review
Verified Customer• Project Review

B2B Matrix is a great partner to work with. Their entire team is very knowledgable of Salesforce, Salesforce CPQ, and managing an engagement. We had numerous bespoke requirements for which B2B used their experience to design, develop and implement excellent solutions. I worked with B2B about 4 years ago, so I knew we were getting a quality organization that will do what it takes to make our program a success. I highly recommend B2B for any project, no matter the size.