Busy AI agents. Senior humans. A revenue engine that pays off.
Novera brings your CRM, data and AI together into one revenue engine, from lead to quote, cash and renewal. Senior consultants and AI agents assess, build, scale and keep improving it.
Teams that work with us
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Our AI SDR never left the pilot, and nobody trusts the data under it.
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The real pipeline still lives in a spreadsheet.
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A quote takes days and still goes out wrong.
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Our CRM costs a lot. Nobody can tell me what it brings.
What we do
We build the AI-first revenue engine your business runs on, and turn your data into real value.
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AI: AI agents for sales and service
Agents that serve your customers, assist your sellers and work the top of your funnel, on your own data. A person stays in charge.
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Data: Customer data and integrations
CRM, ERP and billing connected into one view of each customer, enriched and kept up to date without retyping.
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CRM and revenue: Sell, quote and get paid from one place
Pipeline, quotes, orders and renewals in one system your revenue team opens every day, set up around how it sells.
How we work: four phases, run with AI agents
Assess, Build, Scale, Improve, for the whole revenue engine, from lead to renewal. In every phase, our AI agents do the heavy lifting and our team approves the work and ensures its quality.
Assess
Set the strategy
The revenue KPIs to move, the strategy to move them and a roadmap to get there.
- Reads your CRM and tools: objects, automations, configurations.
- Drafts the lead to cash process and the gaps.
- Prioritises every gap by impact.
Interviews sales, service and finance, provides recommendations, agrees the KPIs and sets the roadmap.
You getA strategy and a roadmap ranked by impact.
Build
Configure, connect and integrate
CRM, data and AI agents set up and connected, so leads, quotes and renewals run in one flow.
- Configures and connects the CRM and your other revenue tools.
- Runs functional and technical tests on every change.
- Documents every change as it goes.
Designs the solution and reviews every change before it moves on.
You getA pilot team working the new way, measured on the KPI.
Scale
Roll it out to everyone
Once the pilot measures better, every team moves to it: sales, service and finance.
- Prepares the release for each team.
- Drafts training materials and guides.
- Tracks adoption and the KPIs, team by team.
Runs the rollout team by team and acts where adoption lags.
You getThe whole revenue team working the better way.
Improve
Keep the engine moving the KPIs
Curative and evolutive maintenance, run by AI agents and signed off by our team.
- Curative: spots what breaks and drafts the fix.
- Evolutive: prepares changes for new releases and new needs.
- Watches the KPIs and the org for drift.
Signs off every change and reviews the KPIs with you.
You getAn engine that keeps moving the KPIs set at the start.
Salesforce, Anthropic, and the best tools around them for your revenue team.
We team up with the best solutions to turn your data into revenue, and we are transparent when one is not a fit for your needs.
Real projects, real teams
Insurers, payroll and HR services, technology companies, manufacturers and more. Here is what changed after we got involved.
See all cases
- Manufacturing
1 flow from quote to licence activation Bundles, licences and rentals quoted in CPQ instead of Excel Sales Cloud, Service Cloud, CPQ, S-Docs - Financial services
One system for sales, projects and invoicing From prospect tracking to projects and invoices, one app Sales Cloud, DocuSign - Financial services
Full CRM migration to Sales Cloud, AI ready From email and documents to an AI-ready network CRM Sales Cloud, Experience Cloud, Agentforce, PDF-Butler - Financial services
One database for sales, service and marketing to brokers Every broker visit tracked, every sales round mapped Sales Cloud, Service Cloud, Salesforce Maps, Marketing Cloud - Technology
1 flow from lead to cash, with recurring revenue in view Quotes, approvals and recurring revenue in one flow Sales Cloud, CPQ, DocuSign - TechnologyVideo testimonial
up to 50%less time before customers get an answer One routing flow for enquiries in 15+ languages Sales Cloud, Service Cloud, Marketing Cloud, Agentforce for Service - All casesFilter by industry, offering and productSee all cases
In their own words
We highly recommend Novera as a trusted partner. Their expertise, responsiveness, and pragmatic approach have been key to the success of our CRM implementation. They consistently deliver high-quality work and bring valuable insights to improve both processes and user adoption.
MoneyOak is very happy with the implementation done by Novera, who have build our heart of our customer-centricity platform. They were very helpful with the different requests and requirements we have put forward. I can highly recommend to work with this partner.
We worked with Novera in order to make our digital transformation for real, using a ’Salesforce First’ approach. Novera was an ideal partner thanks to their expertise on this technology, their flexibility and positioning.
It was great working with the Novera team. Their customer-centric approach and the quality of the early engagement was key to rally our organization around a shared roadmap for Salesforce in a short time.
We had the pleasure of working with Novera to implement Salesforce in our organization, and we couldn't be more impressed with their expertise and dedication. From the initial consultation to the final deployment, Novera's team demonstrated an exceptional level of professionalism and a deep understanding of our needs.
I can only recommend working with Novera. The team is professional, knowledgeable, focused on solutions, efficient and supportive. Novera was able to successfully implement Salesforce for our Company while allowing the integration with our existing IT landscape.
Novera was engaged to helps us design and implement from the start and throughout the project, pinpointing risks, suggesting pertinent solutions or very acceptable compromises, and they cared throughout the project to ensure that we have a solution that works for us.
Working with Novera is working in a real partnership and knowing that the result is going to be excellent. They made sure that the implementation of Salesforce went smoothly and this within a short time frame. Last minute requests and adaptations were handled in a great way! At Novera they are really dedicated, professional, fast, proactive, efficient, friendly...resulting in an overall premium service! I definitely recommend them.
Is your revenue engine pulling its weight?
Tell us the one KPI you want to move. In 30 minutes we will tell you honestly whether we can move it, and how.
