Industries / SaaS & B2B Software
SaaS & B2B Software
Demand generation, quote-to-cash, and customer self-service — designed by someone who ran these motions inside a SaaS company, not someone who read the case studies. The result: a pipeline that converts, pricing your quoting stack can actually handle, and support that scales without headcount.
At a glance
- Experience
- Founder's direct, in-house experience — inside a SaaS company
- Best fit
- ~$50–150M B2B software / SaaS companies
- Common triggers
- Subscription pivot, sales–marketing misalignment, quote-to-cash for ramped/usage pricing, support-volume growth
- Strongest for
- Demand Generation, Quote-to-Cash, Customer Self-Service
- Pricing
- Quote, on scope — not on firm size
The systems reality inside SaaS.
SaaS companies live on the seams between revenue systems — marketing to CRM, CRM to quoting, quoting to billing, billing to finance. When those seams are manual or mismatched, the symptoms are always the same: MQL arguments between sales and marketing, a quoting stack that breaks on anything other than flat-rate pricing, and a subscription ledger that nobody quite trusts. Closing those seams requires architecture-first thinking, not another point-tool purchase.
Does any of this sound familiar?
- Subscription billing and revenue recognition are handled in spreadsheets because the systems don't talk.
- The sales–marketing handoff leaks leads, and MQL quality gets argued instead of measured.
- Ramped or usage-based pricing exists in the contract but the quoting stack can't actually produce it.
- Support tickets are scattered across tools, so volume, trends, and cost-to-serve are invisible.
- Churn and renewal signals live in five different places — none of them actionable in time.
- Data is spread across a dozen tools and nobody has a single number for ARR that everyone agrees on.
How PDS helps SaaS companies.
The same services and bundles, pointed at the failure modes that are specific to selling, billing, and supporting software at scale.
Demand Generation Bundle
Marketing automation, CRM, and pipeline built as one connected motion — so MQL handoff is a defined event, not a recurring argument between sales and marketing.
Learn moreQuote-to-Cash Bundle
CPQ, subscription billing, and revenue recognition wired together — so ramped, usage, and hybrid pricing models don't require manual intervention every deal.
Learn moreCustomer Self-Service Bundle
Knowledge base, support portal, and case management built as a deflection-first system — support volume managed through architecture, not headcount.
Learn moreCRM Implementation
The revenue system done as part of the whole ecosystem — pipeline, renewals, expansion, and account health in one place, not fragmented across tools.
Learn moreData & Analytics
One trusted source of truth for ARR, churn, pipeline, and margin — the same numbers for finance and the go-to-market team, without a data-wrangling exercise every board meeting.
Learn moreAI Enablement
AI layered onto a clean data and systems foundation — support deflection, churn prediction, and sales prioritization that actually work because the underlying data is structured.
Learn moreFrom the inside, not the sidelines.
PDS is led by Morley Prendergast, who ran demand generation, quote-to-cash, and customer self-service inside a SaaS company — not as a consultant parachuted in for a project, but as the person responsible for making those systems work day to day. The firm's SaaS work is built on that experience: architecture advice grounded in having lived the sales–marketing handoff, the pricing model that broke the CPQ, and the support volume that outran the team.
It also means right-sized delivery: senior architecture leadership at a mid-market price point — too substantial for a freelancer, without the overhead of a Big-4 engagement team.
More about PDSNo pitch, no pressure
Revenue systems not keeping up with the business?
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