Independent Enterprise SaaS Advisory

We help operations teams buy, build, and untangle the SaaS stack that runs the business.

The Seven Soft is an independent consulting practice for mid-market and enterprise teams. We sit on your side of the table during platform selection, lead the messy parts of implementation, and stay long enough to make sure the software actually gets used.

Platforms we work with day to day

Salesforce HubSpot Snowflake Databricks Segment Tealium Workday NetSuite ServiceNow Zendesk Asana Monday Looker Tableau dbt Okta
What We Do

Six engagements, one operating system for your software stack.

Most of our work falls into one of these shapes. Each one is scoped against a real outcome, not a deck full of frameworks.

Engagement 01

SaaS Stack Audit

An independent read on what you own, what you use, what's overlapping, and what's quietly bleeding budget every renewal cycle.

We map every active SaaS contract against usage data, owner, renewal date, and integration footprint. The deliverable is a stack map, a redundancy report, and a renewal playbook for the next 12 months. Most clients identify 18 to 30 percent of spend that can be reallocated or cut without losing capability.
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Engagement 02

Platform Selection

Vendor-neutral evaluation when you are choosing a CRM, CDP, data warehouse, ITSM tool, or any platform you will live with for the next five years.

We run the requirements workshop, build the scorecard, run the demos, manage references, and negotiate alongside your procurement team. We do not take referral fees from any vendor. Our recommendation is the one we would make if we were sitting in your seat.
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Engagement 03

Implementation Leadership

We run the program when you are standing up a major platform and your internal team is already at capacity.

This is not a sub for a system integrator. We sit on the client side, manage the SI or vendor PS team, own the timeline, run change management, and protect business priorities when scope starts drifting. Typical engagement length is four to nine months.
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Engagement 04

RevOps & GTM Systems

Connect marketing, sales, customer success, and finance systems into a stack that tells one consistent story about the pipeline.

Lead routing, opportunity stages, attribution, forecasting, renewal motion. We rebuild the plumbing between your CRM, marketing automation, CDP, and data warehouse so revenue leaders stop arguing about whose number is right and start arguing about strategy.
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Engagement 05

Data Stack & Analytics

Warehouse architecture, modeling, governance, and the BI layer your operators actually open in the morning.

We design the data layer that sits underneath your SaaS stack: ingestion, modeling in dbt or equivalent, semantic layer, dashboards, and access controls. Done right, this becomes the system every other tool talks to. Done wrong, it becomes another silo. We have opinions about which is which.
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Engagement 06

SaaS Renewal & Negotiation

A short, intense engagement to walk into a renewal cycle with leverage instead of a price hike PDF in your inbox.

We benchmark your pricing against current market deals, model usage scenarios, build the BATNA, and coach your team through the negotiation. Most clients see a 12 to 25 percent reduction off the proposed renewal, with better contractual terms on top.
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About

An independent practice. No reseller margins. No vendor incentives. No theater.

The Seven Soft was built by operators who spent a decade implementing enterprise software inside revenue, finance, and operations functions. We started the firm because the advice most teams get during platform decisions is shaped by who is paying the consultant, not by what is right for the business.

Our work covers the full lifecycle of a SaaS platform: the decision to buy it, the messy first year of getting it live, the second year of getting people to actually use it, and the renewal conversation that decides whether it stays. We are not a system integrator and we do not resell software. We get paid by you, and only by you.

Engagements are typically led by a senior consultant from start to finish. We do not hand projects off to junior staff after the kickoff deck.

Leadership Team — Enterprise software, RevOps, data architecture, change management
Why Teams Hire Us

Four reasons we keep getting called back.

01

We are paid by you

No vendor referral fees, no reseller margins, no commissions hiding inside the recommendation. Our incentives line up with yours from the first conversation.

02

Senior people do the work

The person you meet in the pitch is the person leading the engagement. No bait and switch to a team of associates after the SOW is signed.

03

We have actually run these tools

Our consultants spent years inside marketing, sales, finance, and operations functions before joining the firm. We know how these platforms behave on day 400, not just day 4.

04

We finish what we start

We stay through go-live and adoption, not just design. Most of our work comes from clients we worked with two or three years ago who are picking up the next problem.

Industries Served

Ten industries where we have shipped real work.

Click any tile to read how SaaS challenges show up differently in that industry.

01

Financial Services

CRM, compliance workflows, and client portals where data residency and audit trails dictate every architectural decision.
02

Healthcare & Life Sciences

HIPAA-aware stack design, patient engagement platforms, and the integration layer between clinical and operational systems.
03

Manufacturing

ERP-adjacent SaaS, quality systems, field service tools, and the long tail of plant-floor applications that never made it into the official stack.
04

Retail & E-Commerce

Customer data platforms, loyalty systems, marketing automation, and the OMS-to-CRM handoff that decides whether returning customers feel known or not.
05

Professional Services

PSA, time and billing, project accounting, and the quote-to-cash flow that small leaks in turn into large revenue leaks.
06

SaaS & Technology

Product-led GTM stacks, usage data piping, renewal automation, and the customer success tooling that pays for itself in the first prevented churn.
07

Higher Education

Enrollment CRMs, advancement platforms, student success systems, and the integration headaches that come with every campus having three SIS instances.
08

Non-Profit

Donor management, grant tracking, volunteer coordination, and the kind of pragmatic stack design that respects a tight budget.
09

Media & Publishing

Subscription platforms, audience CDPs, ad operations, and the analytics layer underneath every modern editorial business model.
10

Logistics & Supply Chain

TMS, WMS-adjacent SaaS, partner portals, and the customer-facing visibility tools that have moved from nice-to-have to table stakes.
Client Voices

What it actually feels like to work with us.

We brought them in halfway through a CRM migration that was going sideways. Within three weeks they had the project back on a realistic timeline and were having the hard conversations with our SI that nobody internally wanted to have.

R. Patel
VP of Revenue Operations

The stack audit paid for itself before the engagement was even closed. We found two tools we were paying for that nobody had logged into in eighteen months, and a third that was duplicating something already inside our CRM.

M. Sullivan
Chief Operating Officer

What I appreciated most was that they pushed back. We had a vendor we were leaning toward and they walked us through why a different option made more sense for the way our team actually works. They were right.

A. Werner
Director of IT Strategy
Get in Touch

Tell us what is stuck.

A short intro conversation is the easiest place to start. No deck, no pre-work. Tell us what you are dealing with and we will tell you honestly whether we are the right team for it.

Hours
Monday to Friday, 9am to 6pm Pacific
Operations
Remote, North America and Europe