Enterprise Transformation at CyberRisk Alliance
Learn how CyberRisk Alliance partnered with Sweet Potato Tec to modernise their Salesforce ecosystem, integrate six core platforms, enable AI readiness and transform sales, finance, marketing and operations.
About CyberRisk Alliance
CyberRisk Alliance (CRA) empowers cybersecurity professionals through business intelligence, expert insights, digital products and one of the largest event portfolios in the industry. As a trusted authority in cybersecurity and risk management, CRA provides actionable guidance, community connectivity and marketing solutions that help organisations make smarter decisions, faster.
Community, Events and Marketing Solutions
United States
Cybersecurity and Risk Management
Testimonial
When a major client set out to evolve their Salesforce capabilities – from AI and predictive analytics to sales operations, fulfilment and reporting – Sweet Potato Tec partnered with them to support a multi-stream transformation.
This video captures part of that journey and how we’re helping shape their roadmap for the year ahead.
“We had no visibility into what sales were doing with clients, our contracts were the wild west, marketing had no data, and forecasting was incredibly inconsistent. Our previous platform meant the entire organisation was working sub-optimally.”
“Sweet Potato Tec is outcome-focused, deeply embedded in our business, and truly invested in understanding how we operate. They helped us integrate six platforms at launch — including Marketo, DocuSign, Monday.com and our AR system — and built solutions for revenue recognition, billing, forecasting and financial reporting.”
“It became one of the most successful Salesforce implementations anyone here had been a part of. Adoption skyrocketed from 20 users to almost the entire company.”
“Their phased approach to Agentforce delivered almost immediate revenue, and we now have a roadmap for where we want to take AI and predictive analytics in the coming year.”
“In 25 years of doing this, I’ve never worked with a better partner. Sweet Potato go above and beyond for us every single day.”
Amy Hueppe
Vice President of Operational Excellence, CyberRisk Alliance
Challenge
CyberRisk Alliance was facing significant operational challenges with their outdated “order-taking” platform
No Sales “IP” or Activity Insight
CRA had no clear visibility into sales activity, client engagement or revenue-driving behaviours.
Contract Inconsistency
Lack of standardisation meant contracts varied heavily and created compliance and operations risk.
Marketing Without Data
Marketing teams had no reliable data for segmentation, campaign execution or lead tracking.
Forecasting & Reporting Gaps
Forecasting was inconsistent, manually assembled and prone to error — limiting strategic planning.
Poor Platform Fit
The previous CRM was so restrictive the business described it as “sub-optimal” across every department.
Limited Adoption
Only around 20 sales users were on the old platform, and even they struggled to enter accurate information.
CRA needed more than a CRM upgrade - they needed a company-wide Salesforce ecosystem that modernised their commercial operations, finance workflows, marketing engine and event operations.
Salesforce Products used
Sales Cloud
Revenue Intelligence
CRM Analytics
Data Cloud
Agent Force
Integrations
Sage Intacct
Marketo
Snowflake
Solution
Sweet Potato Tec partnered with CRA to design and deploy a fully connected Salesforce ecosystem that supports sales, finance, fulfilment, events, marketing and customer success – all while preparing the organisation for future AI and predictive analytics capabilities.
Key actions included
Stakeholder Engagement:
Deep discovery with CRA’s sales, finance, events, customer success and marketing teams to understand pain points and future-state goals.
Platform Migration & Business Transformation:
Replacing the old CRM with Salesforce, redesigning processes to improve adoption, governance and long-term scalability.
Customisation & Connected Integrations:
Building tailored solutions for:
Revenue recognition
Billing
Advanced forecasting
Marketing automation
Speaker and event management
Financial reporting
Customer success visibility
All supported through cross-platform integrations (Marketo, Sage Intacct, DocuSign, Monday.com and more).
Training, Enablement & Full Adoption Support:
Ensuring teams across the organisation were equipped to use Salesforce confidently — from sales and marketing to finance and operations.
Implementation
A phased, outcome-driven approach
Discovery:
Identifying operational bottlenecks, data issues, user needs and process requirements across teams.
Design:
Creating a Salesforce architecture mapped to CRA’s real workflows, commercial model and growth roadmap.
Development & Launch:
Migrating multi-platform data, implementing integrations, and delivering a user-friendly Salesforce interface that encouraged strong adoption.
Continuous Support & AI Innovation
Proactive enhancements to stay ahead of Salesforce releases, including early adoption of:
- Agentforce
- Predictive analytics
- Revenue Intelligence
- Future AI-powered workflows
Results
CRA experienced a company-wide transformation that moved them from fragmented systems to a fully integrated Salesforce ecosystem.
Enhanced Collaboration
Sales, marketing, fulfilment, customer success and finance now work from shared, real-time data.
True Reporting & Forecasting
CRA now has consistent, accurate forecasting and unified revenue reporting across teams.
Salesforce Adoption Across the Business
From 20 reluctant CRM users → to an ecosystem used by almost the entire organisation.
Operational Efficiency
Automated workflows replaced manual spreadsheet-driven processes.
Marketing & Sales Enablement
Lead tracking, outreach and campaign visibility are now fully enabled through Salesforce + Marketo.
Finance & AR Integration
Sage Intacct integration transformed financial reporting, AR workflows and accounting accuracy.
AI & Predictive Analytics Ready
Agentforce early tests generated immediate revenue and enabled CRA to build an AI roadmap for the coming year.
The Sweet Potato Tec Difference
With Sweet Potato Tec, you gain a partner who:
Delivers end-to-end Salesforce transformations
Connects your commercial, finance, marketing and operations data
Drives measurable outcomes through tailored solutions
Helps you adopt AI and predictive analytics with confidence
Builds long-term partnerships through a people-first approach
Transform your operations with Sweet Potato Tec.
Contact us at [email protected].