Passage Technology LLC

Passage Technology is a Salesforce consulting partner and AppExchange developer headquartered in Lake Forest, Illinois, founded in 2008. The company creates and publishes native Salesforce applications and provides certified development services, consultation, and implementation support to customers ranging from small companies to Global 500 organizations. With a fully distributed, remote-first workforce nationwide, Passage Technology specializes in time-saving admin apps, productivity tools for sales and service, and custom Lightning solutions. The firm has achieved consistent recognition on the Inc. 5000 list for fastest-growing private companies across four consecutive years.

1. Salesforce-focused consulting partner with published AppExchange apps (Rollup Helper, Milestones PM+, Lookup Helper, Storage Helper, Prioritization Helper, Data Analysis Helper) serving 30,000+ customers
2. Founder-led, bootstrapped company with 38 employees, estimated 2024 revenue of $5M, showing 17 years of consistent growth since 2008
3. 100% remote-first workforce nationally distributed, providing scalable development and consulting services with strong customer support (5 days/week, 8 hours/day availability)
4. Named Inc. 5000 honoree four consecutive years and ranked 25th on Crain's Chicago Business Best Places to Work in Chicago (2018)

Passage Technology positions itself as a trusted, experienced Salesforce consulting partner meeting competitive timelines and stringent security standards. The company serves a diverse customer base across industries, offering both productivity apps and professional services that help admins, developers, and business teams optimize Salesforce deployments. Its strong emphasis on customer success, security compliance, and innovation distinguishes it within the Salesforce ecosystem.

• Rollup Helper: Salesforce admin app for field rollup and aggregation operations
• Milestones PM+: Salesforce-native project management solution for internal and external project tracking
• Lookup Helper: Record search and automatic lead assignment app for Account-Based Marketing
• Storage Helper: Salesforce data storage optimization and management
• Prioritization Helper: Team decision-making and scoring tool for records across Salesforce objects
• Data Analysis Helper: Custom analytics and data quality insights within Salesforce
• Salesforce Development Services: Custom Lightning components, Visualforce pages, analytics implementation
• Incident Support Plan: One-year post-project coverage and remediation insurance at 10% of project cost

Passage Technology represents a growth-stage Salesforce specialist commanding increasing mindshare within a hyper-specialized vertical—CRM platform optimization and productivity enhancement. Multiple signals indicate scaling opportunity: the firm crossed $5M revenue in 2024 (up from $3M-$3.8M in 2025, per various sources), supports 30,000+ customers globally, and maintains an expanding 38-person team with dedicated engineering and marketing arms. The company's four consecutive Inc. 5000 rankings and 223% three-year growth rate signal market-validated demand and execution capability.

Key openings exist around their infrastructure and operations complexity. A fully distributed workforce nationwide managing client relationships, app development cycles, professional services delivery, and support functions creates predictable pain points: communication overhead, knowledge management fragmentation, business continuity gaps, and IT governance challenges typical of growth-stage software firms. Their lack of dedicated IT infrastructure signals reliance on point solutions and managed services.

Second, the breadth of customer persona diversity (Global 500 enterprises to SMEs) and vertical diversity (non-vertical play across all industries) suggests operational scale challenges. Upsell and managed growth initiatives require robust IT controls, security posture, and compliance frameworks—areas where many software firms lag. The public mention of GDPR compliance and data privacy demonstrates awareness of regulatory pressure, but scaling 38 people to serve 30,000+ customers in a compliance-heavy space demands systematic risk management.

1. Managed IT Services (Infrastructure & Operations): Passage Technology's distributed workforce and rapid headcount growth (from ~20 to 38 over recent years) create a natural fit for managed IT services covering network management, endpoint security, identity and access management, and backup/disaster recovery. A vCIO engagement would help them operationalize governance as they continue scaling, with focus on business continuity planning and security risk assessment—areas critical to their AppExchange publishing and customer trust model.

2. Cloud Architecture & Microsoft 365 Optimization: The company's 100% remote-first operating model is ideal for cloud-native assessment. An IT consulting engagement around Microsoft 365 deployment, data governance, and collaboration optimization across 38 distributed employees could uncover consolidation opportunities, license optimization, and security hardening. Given the sensitivity of Salesforce customer data Passage manages, a robust cloud security posture is non-negotiable.

3. Entry Point - Network Audit & Documentation: Begin with a low-barrier, high-value assessment: a comprehensive network audit and IT documentation service. Document their current state infrastructure, identify security gaps (especially around data protection for 30,000+ AppExchange users), and create a baseline for IT governance. This builds trust before a full MSP engagement and positions follow-on conversations around formal disaster recovery planning, automated endpoint management, and security awareness training—all critical upsells for a SaaS company managing customer data.

4. Cybersecurity & Compliance: As a Salesforce partner publishing apps and handling customer implementations, Passage Technology faces growing scrutiny around data residency, access logging, and vendor risk management. Offer security awareness training, penetration testing, and compliance documentation (SOC 2 readiness, GDPR audit). This is a natural precursor to formal managed security services and positions the seller as a compliance advisor, not just an IT vendor.

5. Business Continuity & Incident Response Planning: The 100% remote workforce and distributed team create single points of failure in communication infrastructure and client relationship continuity. A structured DR/BC planning exercise with documented playbooks, failover procedures, and incident response protocols adds material risk reduction for their customer base and creates retention leverage.

Global IT Consulting Services market valued at approximately USD 561.8 billion in 2024, with U.S. market representing USD 29.54 billion in 2025 (per Statista). North America IT Consulting Services market estimated at USD 32.5 billion in 2025, projected to grow to USD 73.9 billion by 2033.

IT Consulting & Implementation segment projected at 3.92% CAGR (2025-2030) globally (Statista). U.S. market showing 1.5-1.9% growth in 2024-2025 (IBISWorld). Broader software consulting market in North America growing at 12.75% CAGR through 2034 (Precedence Research). IT Consulting Services globally projected at 7.4% CAGR through 2032 (Verified Market Research).

• Digital transformation initiatives accelerating across enterprises—48% of organizations increased digital transformation spending in 2024
• Cloud migration and hybrid IT environment complexity driving demand for specialized consulting and implementation services
• Cybersecurity and compliance advisory growing as critical subsegment, with data protection and threat intelligence services expanding at high CAGR
• AI-driven consulting models and automation tools becoming table-stakes for scaling consulting practices
• Skills shortage and talent scarcity constraining growth for 33% of SMEs considering IT consulting adoption
• Managed services and managed security services gaining share as remote work and 24/7 monitoring requirements increase post-pandemic
• Implementation services dominating market (projected $112B+ by 2032) driven by cloud, IoT, and AI platform adoption
• North America and U.S. leading with 38% of global IT consulting demand; 478,000+ IT consulting companies operating in U.S. market in 2024

Jerry Reid: Executive Director and Co-Founder. Brent Gossett: Executive Director and Co-Founder (per Crunchbase). The company was founded in June 2008 and has been bootstrapped throughout its 18-year operating history, indicating strong unit economics and organic growth discipline.

2024 revenue: $5 million (per Latka, which cites CEO Jerry Reid interview). 2025 estimates range $3 million to $3.8-$3.9 million (per RocketReach, LeadIQ, Prospeo); variance likely reflects timing/reporting differences. Company raised M&A offer in April 2025 but has never accepted external funding, remaining independently held.

Passage Technology launched Data Quality Helper app recently (per LeadIQ). Winter 2024 newsletter published featuring Milestones PM+ and Lookup Helper updates. Received 2021 Best of Lake Forest Award in Software Company category. No major acquisition, funding, or restructuring announcements found in 2024-2026 period; company remains privately held and bootstrapped.

Prospect details are not publicly visible.