Making complex billing
work as one.
A training software business connected its billing and accounting, with automated pricing and simpler contract changes.
Salesforce · Certinia · Box · Claude
Built forwhat’s next.
We specialize in Salesforce and Certinia consulting, implementation, and remediation, with practical AI that helps your teams work smarter and your business move forward.
Senior expertise. Exceptional commitment.Discover ↓
Connected expertise.
Across your business.
The Coalescence approach
Senior thinking.
Hands-on delivery.
A consulting partner for the moments when your business needs clarity, accountability, and progress.
Get to know us01
Understand the business first.
Begin with the workflow, the people who depend on it, and the outcome that matters. Then decide what the technology needs to do.
02
Make the next step concrete.
Use a focused assessment to define priorities, scope, and success criteria. Give your team something it can act on.
03
Stay accountable to the outcome.
Bring senior expertise into delivery. Use AI thoughtfully to support the work, with human judgment and review throughout.
Our work
Real complexity.
Practical solutions.
Making complex billing
A clearer view of
every customer.
A three-stage Salesforce implementation brought sales, service, and marketing together with the company’s SaaS platform.
In our clients’ words
“The Coalescence team went above and beyond…”Accounting Manager, SaaS billing transformation
The Certinia Fresh Start program
Keep the investment.
Open up the future.
When years of customization stand between your team and the next upgrade, more workarounds aren’t the answer. Fresh Start maps a practical route to a simpler, more capable org.
01
Understand what’s really there
Review configuration and map how your team works.
02
Find the simpler path
Compare customizations with today’s standard functionality.
03
Move forward in phases
Prioritize early wins, then modernize with a clear roadmap.
Start with a defined assessment. Agree the next step from the findings.
A good place to start
A new implementation.
Or a project that needs a reset.
From a new Salesforce or Certinia implementation to recovery and ongoing improvement, start with the outcome your business needs.
A new
implementation.
Launch Salesforce or Certinia with business-led design, configuration, integrations, data migration, and support through go-live.
Explore New ImplementationsA project that
needs a reset.
Missed milestones. Unclear ownership. A system that still isn’t delivering. Find the root cause and a credible route forward.
Explore Project RescueAn org that’s
holding you back.
Years of customization can make every change harder. Simplify what’s there and make room for what comes next.
Discover Fresh StartAn opportunity
to work smarter.
Connect your operations, strengthen your data, and put a practical AI use case to work in the flow of your business.
Explore AI & dataBuilt around your world
Different missions.
The same need to move forward.
The Coalescence Journal
A sharper perspective.
Is your org ready for a Fresh Start?
Five questions to help you move beyond workarounds and decide where modernization should begin.
Before you reset a stalled implementation.
How to turn a difficult project conversation into a clear, useful decision.
Start with the workflow. Then talk about AI.
A practical framework for choosing an AI use case your team can actually evaluate.
Let’s move forward
Your next chapter.
Let’s make it work.
Tell us what’s getting in the way. We’ll help you identify the right place to start.