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Basic Information
Name: DoubleTrack
Type: Private B2B data & AI consulting firm
Founded: 2018
Headquarters: Twin Cities, MN with team members across Boston, Twin Cities, San Antonio, and more; fully remote throughout the United States
Website: https://www.doubletrack.com/
LinkedIn: https://www.linkedin.com/company/doubletracksf/
About DoubleTrack
DoubleTrack is a data and AI consultancy that helps midmarket and enterprise US companies in technology/SaaS, manufacturing, transportation and logistics, and financial services fix the data foundation their AI, revenue operations, and business depends on.
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.
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. Their 844 Snapshot gives a preview of this for free by allowing a user to explore their Customer domain of data.
Start with Data: DoubleTrack builds the data foundations, including architecture, cleanliness, processes, and people skills for the broader organization to work effectively.
Expand to AI: After building the right foundation, DoubleTrack then builds AI readiness, including agentic operations and guardrails that help users trust what they're using.
Filter through Lead to Cash: Build your ideal lead-to-cash engine that's AI-enabled and has the revenue and pricing architecture needed so quotes move faster, invoices are paid sooner, and Finance isn't arguing with Sales.
While DoubleTrack is a platform-agnostic consultancy, they do have deep experience with Azure Data Lake, MuleSoft, Informatica, Power BI, Snowflake, Dealhub, and multiple areas in Salesforce (Data Cloud, Revenue Cloud, Experience Cloud, and Sales Cloud).
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.
Read more about the four Rs here.
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. Read more here.
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
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
Financial Services
Professional 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.
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.
AI Talent Gap
An analysis of hiring data across the United States shows that while 18% of businesses nationally use AI, only 1.3% of them have hired anyone trained to use it. But a majority of organizations don't think their talent is the issue.
AI Hiring Trends
An analysis of 187,000+ U.S. job postings finding that AI roles outnumber data infrastructure positions by 46% (a gap of nearly 35,000 jobs), with AI specialists commanding salaries $15,680 higher on average.
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.
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-first approach. DoubleTrack leads with data architecture, believing that every business challenges has a data problem underneath. Fixing this allows AI to deliver reliable outputs, revenue operations to scale, and leaders to trust the data they're making decisions with.
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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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Salesforce MVP Hall of Fame inductee. Although DoubleTrack is platform agnostic and is not a Salesforce shop, their Chief Innovation Officer, Andy Boettcher, is one of 0.2% of registered consultants to receive this honor of MVP Hall of Fame inductee. He brings 30+ years of data and AI experience from hundreds of engagements.
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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.