Speed and quality, built to last

Speed and quality,
built to last

Our Specialized Focus

Original Shift is a boutique consultancy focused on Quote-to-Cash excellence. We help our customers transform their business processes through the implementation of Salesforce Revenue Cloud. Through an unwavering focus on business outcomes and quality, Original Shift enables our customers to drive transformation, gain operational efficiencies, and scale their business with CPQ & Billing.
Configure, Price, Quote (CPQ)
Billing
Partner Relationship Management
Sales Cloud

Flexible delivery models for your CPQ & Billing project needs

Our proven approach borrows principles from both waterfall and agile methodologies and is scaled up or down depending on the project size and needs. With continuous planning and feedback, we manage risk early and often. You benefit from our lessons learned and best practices.

Need to finalize requirements? Start with Design First.

  • Optimize Quote-to-Cash Processes
  • Unite Sales & Finance Teams
  • Leverage our Industry Know-how & Domain Expertise
  • Drive Decisions with Proof of Concepts
  • Define MVP & Future State Roadmap
  • Craft the Solution Design

Interested in getting hands-on during implementation? Commit to Joint Delivery.

  • Create One Team
  • Cut Costs
  • Gain Hands-on Experience
  • Deeply Understand the Design & Solution
  • Practice Troubleshooting & Fixing
  • Set-up Your Team for Long-term Maintenance

Want CPQ & Billing done by the experts? Extend your team’s capabilities and capacity with Full Project.

  • Extend Your Team’s Capabilities & Capacity
  • Engage Key Business Partners
  • Define Future State & MVP
  • Review Regular Build Demos
  • Provide Continuous Feedback
  • Execute Admin Transition & Ownership

Does your CPQ & Billing implementation need a refresh? Schedule a Tune Up.

  • Evaluate Quote-to-Cash Architecture
  • Define Current State & Future State Goals
  • Analyze Current Design, Features & Customizations
  • Explore Design Options
  • Recommend Process, Design & Implementation Changes
  • Execute Recommendations

Kickstart with OS Essentials

Original Shift's proprietary, editable package for Salesforce CPQ delivers automations that save you implementation time. It's designed to easily enable features that are right for your business. You get going, faster.

Consistent & detailed approach to project planning & execution

Our approach borrows principles from both waterfall and agile methodologies. That is scaled up or down depending on the project size and needs. With continuous planning and feedback, we manage risk early and often. The result is a tight partnership scaled to what you need.
MOBILIZE
  • Project Readiness
  • Resource Alignment
  • Governance
  • Success Metrics
  • Installation & Org Setup
  • Formal Kick-Off
DEFINE
  • Discovery & Design Workshops
  • User Stories & Acceptance Criteria
  • Process Optimization
  • Proof of Concepts
  • Decision Making
  • Solution Design
ITERATE
  • Sprint Definition
  • Configure, Develop, & Unit Test
  • Build Guidance
  • Sprint Demo
  • Feedback & Refine
  • Deploy to SIT & UAT Environment(s)
RELEASE
  • System Integration Testing
  • User Acceptance Testing
  • Resolve Testing Incidents
  • Training & Change Management
  • Go / No Go Decision
  • Deploy to Production
ADOPT
  • Post Go-Live Support
  • Handover Documentation Package
  • Admin Knowledge Transfer
  • Solution Acceptance
  • CSAT
  • Project Close-Out
MOBILIZE
  • Project Readiness
  • Resource Alignment
  • Governance
  • Success Metrics
  • Installation & Org Setup
  • Formal Kick-Off
DEFINE
  • Discovery & Design Workshops
  • User Stories & Acceptance Criteria
  • Process Optimization
  • Proof of Concepts
  • Decision Making
  • Solution Design
ITERATE
  • Sprint Definition
  • Configure, Develop, & Unit Test
  • Build Guidance
  • Sprint Demo
  • Feedback & Refine
  • Deploy to SIT & UAT Environment(s)
RELEASE
  • System Integration Testing
  • User Acceptance Testing
  • Resolve Testing Incidents
  • Training & Change Management
  • Go / No Go Decision
  • Deploy to Production
ADOPT
  • Post Go-Live Support
  • Handover Documentation Package
  • Admin Knowledge Transfer
  • Solution Acceptance
  • CSAT
  • Project Close-Out

Partners & platforms

Discover Why We’re Different

Founded by leaders of the original SteelBrick and Salesforce Quote-to-Cash teams, Original Shift was born with a vision to challenge the status quo and shift the way you do business.

Discover Why We’re Different

Founded by leaders of the original SteelBrick and Salesforce Quote-to-Cash teams, Original Shift was born with a vision to challenge the status quo and shift the way you do business.