Conceal and Synthesis: The First Salesforce Revenue Cloud Advanced Deployment.
Solution: Salesforce Revenue Cloud Advanced
Partner: Synthesis Systems
A Partner That Stood Out
“Synthesis brought to the table not just Salesforce expertise, but real depth — especially around CPQ, billing, and Quote-to-Cash. That was the main driver of my decision. Other partners were surface-level and didn’t inspire confidence.” —
Craig Whetstone, COO, Conceal
The Client & Context
Conceal is a fast-growing cybersecurity company with a global customer base. Their mission is clear: protect the world from evolving cyber threats through innovative technology.
While their platform was cutting-edge, their internal operations, especially around CRM and billing, had fallen behind. The tech stack included
Salesforce CRM and Maxio for billing, but as the business scaled,
manual processes became overwhelming and unsustainable.
They needed a smarter, integrated solution that could support rapid growth without sacrificing efficiency or accuracy.
The Challenge
Key operational pain points included:
- No account hierarchy in CRM — scattered data, poor reporting.
- Manual quotes and contracts — spreadsheets, copy-paste errors.
- Inflexible pricing — no support for usage-based models.
- Delayed billing — inconsistent, error-prone invoices.
- Zombie tenants — inactive but still-provisioned customers draining costs.
- Disconnected tools — CRM, billing, and finance weren’t integrated.
The Bold Move
Salesforce invited Conceal to become an early adopter of its next-gen platform:
Revenue Cloud Advanced, still in development at the time.
Conceal needed more than a standard implementation partner. They needed one who could guide the strategy, work with product teams, and handle complexity without missing a beat.
“Committing to a brand-new platform before it was fully baked was risky. But with Synthesis, I saw calm and clarity in every step of the engagement.” — Craig Whetstone, COO, Conceal “