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Basic Information
Name: DoubleTrack
Type: Private B2B data, AI, and lead-to-cash 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/
About DoubleTrack
DoubleTrack is a data-first, AI-enabled consulting firm that helps mid-market and enterprise organizations fix the data and revenue operations problems that block AI adoption and revenue growth.
DoubleTrack operates two integrated practice areas:
Data & AI: DoubleTrack helps organizations build the data foundations required for the entire organization to work effectively. This includes their 844 Diagnostic, Four Rs test, data architecture, data strategy, data stewardship, AI readiness assessment, and AI agent enablement and operations.
DoubleTrack's perspective is that AI initiatives fail not because of the AI itself, but because of broken data foundations and architecture underneath it. Data platforms the team works with include Salesforce Data Cloud, Azure Data Lake, MuleSoft, Informatica, Power BI, and Snowflake.
Lead-to-Cash: DoubleTrack helps organizations optimize the entire revenue cycle, from the first sales interaction through quoting, contracting, billing, and renewal. Services include revenue architecture assessment and design, pricing catalog reconciliation, marketing-to-revenue handoff optimization, eCommerce readiness, and broader Revenue Operations process design. Platforms include CPQ (Configure, Price, Quote), Salesforce Revenue Cloud, DealHub, Conga, NetSuite, and many more. They have been a Salesforce Partner since 2018 and a DealHub partner since 2025.
DoubleTrack's core point of view: AI and Lead-to-Cash initiatives fail when data foundations are broken. Companies must fix their architecture before activation upon it; you cannot feed AI what it needs (or trust what it returns) without clean, governed, well-architected data
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, Pipeline, 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
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
DoubleTrack works best with:
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Mid-market and enterprise organizations ($50M–$1B in revenue)
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Companies with 250–2,500 employees
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Organizations actively investing in AI or facing barriers to AI adoption
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Companies with slow or cumbersome quote-to-cash processes that cause downstream impacts for FP&A
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Businesses considering new lead-to-cash solutions such as Salesforce, DealHub, Conga, and more.
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Functional buyers including CIOs, CTOs, CROs, CFOs, and VP/Director-level IT, Operations, Finance, and Revenue Operations leaders
DoubleTrack is not a staffing firm and does not offer staff augmentation. DoubleTrack engagements are outcome-oriented, with a focus on delivering 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 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.
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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Dual-track expertise. DoubleTrack leads with a data-first approach that impacts both data/AI architecture and Lead-to-Cash revenue operations; one firm for two business areas.
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Lead-to-cash depth. Andy Boettcher is an Salesforce MVP Hall of Fame inductee, and DoubleTrack's team has a combined 75+ years in the lead-to-cash space.
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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.