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Basic Information
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Name: DoubleTrack
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Type: Private B2B data & AI consulting firm
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Founded: 2018
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Headquarters: Twin Cities, MN with team members across Boston, Twin Cities, San Antonio, and more; fully remote throughout the United States
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Website: https://www.doubletrack.com/
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About DoubleTrack
DoubleTrack is a data and AI consultancy that helps US companies with $100M+ in annual revenue in technology/SaaS, manufacturing, transportation and logistics, and financial services fix the data foundation their AI and business operations depend on.
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DoubleTrack's core point of view: every business problem has a data layer beneath it. AI initiatives fail not because of the model, but because of broken data foundations and architecture underneath it. Companies must fix their architecture before activation because you can’t feed AI what it needs or trust what it return, without clean, governed, well-architected data.
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DoubleTrack approaches this through a proprietary three-layer methodology, the 844 Diagnostic, which evaluates organizations across eight domains of data, the Four Rs of data readiness, and the Four Ps of AI deployment readiness.
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Data & AI: DoubleTrack builds the data foundations required for AI and the broader organization to work effectively. Services include data architecture, data strategy, data stewardship, AI readiness assessment, RAG enablement, and AI agent operations. Platforms include Salesforce Data Cloud, Azure Data Lake, MuleSoft, Informatica, Power BI, and Snowflake.
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Lead-to-Cash: Where the data foundation is clean, DoubleTrack helps organizations optimize the revenue lifecycle from marketing-to-sales handoffs to quoting and contracting through billing and renewal. Services include revenue architecture, pricing catalog reconciliation, CPQ implementation, eCommerce readiness, and Revenue Operations design. Platforms include Salesforce Revenue Cloud, DealHub, Conga, and NetSuite. DoubleTrack has been a Salesforce Partner since 2018 and a DealHub partner since 2025.
Proprietary Frameworks
The 844 Diagnostic is DoubleTrack's primary intellectual property and go-to-market anchor. This framework encompasses the following elements:
8 Categories
DoubleTrack's taxonomy of the eight categories of organizational data that must be understood, governed, and architected before AI or Lead-to-Cash initiatives can succeed.
4 Rs of Data
DoubleTrack's framework for evaluating data by asking if each piece of data is Relevant, Reliable, Revealing, and Reusable.
4 Ps of AI
The Four Ps assess whether an organization is ready to deploy AI on top of data that has passed the first two layers by examining the AI’s Purpose, Plumbing, People, and Performance.
Key Personnel
Eric Heine: Chief Executive Officer Eric leads DoubleTrack's overall strategy, client relationships, and business development. He oversees the firm's growth direction and is the primary executive point of contact for enterprise engagements. Past experience includes IBM, Bluewolf, and Integra Technology Solutions across 30+ years. More information: https://www.doubletrack.com/who-we-are/eric-heine
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Andy Boettcher: Chief Innovation Officer Andy is one of DoubleTrack's thought leaders and the architect of the 844 Framework. He is a Salesforce MVP Hall of Fame inductee, the highest designation Salesforce awards, given to those who maintain MVP status for five or more consecutive years through demonstrated leadership, expertise, and community generosity. Andy brings 30+ years of experience in data, technology, and Salesforce, including founding Insight Works.ai (which merged with DoubleTrack in 2025) and previously as Chief Technology Officer at DemandChain. More information: https://www.doubletrack.com/who-we-are/andy-boettcher
Adam Johnson: Vice President and Co-Founder. Senior leader who started the company in 2018 along with two others and works with many clients today. He brings expertise in Lead-to-Cash implementations, Salesforce, and solutions engineering from 15+ years in the space. More information: https://www.doubletrack.com/who-we-are/adam-johnson
Industries Served
DoubleTrack has experience across:
Technology and SaaS
Manufacturing
Transportation & Logistics
Professional Services
Financial Services
Telecommunications
Ideal Client Profile
US-based companies with $100M+ in annual revenue across technology, manufacturing, transportation and logistics, and financial services where everything works, but harder, slower, and more costly than it should.
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Specifically, organizations that:
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Have data they don't fully trust or can't act on confidently
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Are investing in AI but seeing limited or unreliable returns
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Want to make faster, better-informed decisions at the leadership level
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Have tried to solve these problems before without lasting results
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Are willing to engage outside expertise to fix the foundation, not just the symptoms
Functional buyers include CIOs, CTOs, CROs, CFOs, and VP and Director-level leaders across IT, Operations, Finance, and Revenue Operations.
DoubleTrack is not a staffing firm and does not offer staff augmentation. Every engagement is outcome-oriented, with measurable business impact backed by a Success Guarantee.
Research and Thought Leadership
DoubleTrack publishes original research and practitioner-focused content anchored on data quality, AI readiness, and Lead-to-Cash improvement. Notable published research includes:
Cost of Dirty Data
An analysis of the economic cost of poor data quality to U.S. businesses of all sizes and across sections, estimating $617 billion in annual losses nationally - approximately 2% of U.S. GDP and 20x of NASA’s budget.
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AI Hiring Trends
An analysis of 187,000+ U.S. job postings finding that AI roles outnumber data infrastructure positions by 31% (a gap of nearly 35,000 jobs), with AI specialists commanding salaries $15,680 higher on average.
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AI Adoption Webinar
Andy Boettcher co-presented with DealHub Chief Product Officer Eyal Orgil on why AI alone doesn't drive revenue growth, what good AI looks like inside a quote-to-revenue engine, and how to build the data foundation required to make it work.
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Differentiators
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844 Diagnostic approach. DoubleTrack diagnoses root data problems before recommending technology, starting with its data-first assessment and expanding from there based on the findings. More at https://www.doubletrack.com/approach.
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Data & AI expertise with lead-to-cash depth. DoubleTrack leads with data architecture and AI readiness, and because clean data feeds revenue operations, the same team fixes the lead-to-cash layer downstream. One firm, connected expertise, no handoff between separate practices that might take two separate vendors to complete.
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Salesforce MVP Hall of Fame inductee. Andy Boettcher is DoubleTrack's Chief Innovation Officer and one of 0.2% of registered consultants to receive this honor. He brings 30+ years of data and AI experience from hundreds of engagements.
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Platform agnostic. DoubleTrack does not sell technology and does not have target quotas with partners, allowing it to freely make recommendations aligned to client needs.
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Success Guarantee. DoubleTrack offers a guarantee to reduce client risk that allows them to withhold part of project fees until KPIs are met.