Streamline quote-to-cash with Salesforce Revenue Cloud
Accurate pricing, quoting, billing, and renewals
When pricing, quoting, and billing are managed across different systems or spreadsheets, deal desk rework and revenue leakage can follow. We implement Salesforce Revenue Cloud to bring CPQ, billing, and renewals onto one platform, so pricing and revenue processes work from the same source of truth.
With Agentforce, sales reps can get guided selling support and answers to pricing questions while creating a quote. Usage and renewal data can also be monitored automatically to identify potential upsell opportunities.
What our Revenue Cloud experts do for you
Quote-to-Cash Strategy
Review your pricing, approval, and billing processes from start to finish, then design the Revenue Cloud data model around them.
CPQ Configuration & Product Catalog
Structure your product catalog and pricing rules, then configure Product Rules and guided selling to help reps create valid product and pricing combinations.
Contract & Subscription Management
Configure contract and subscription processes, so renewals, amendments, and terminations follow a consistent and auditable process.
Billing & Invoicing Automation
Automate invoice generation and billing schedules based on closed-won opportunities and contract terms.
Usage-Based Billing Integration
Connect usage data with CRM opportunity data so teams can view customer consumption and pipeline information in one place.
Renewal & Upsell Enablement
Configure Agentforce alerts for accounts approaching usage limits or renewal dates, along with outreach recommendations for sales reps.
Revenue Cloud in action
Here are two examples of what we’ve built with Revenue Cloud and Agentforce as part of the broader quote-to-cash services we deliver.
Guided and accurate quoting
Reps may manually configure deals and create quotes with invalid product or pricing combinations, leading to deal desk rework.
How it works
Product Rules and guided selling in Revenue Cloud CPQ help reps select valid product and pricing combinations. Agentforce can also answer questions such as which discount is allowed for a specific bundle, helping reduce quote errors and deal desk escalations.
Renewal and usage-based upsell alerts
Sales reps may miss upsell opportunities when usage and contract information is stored in separate systems.
How it works
Revenue Cloud combines usage-based billing data with CRM opportunity data. Agentforce can flag accounts approaching usage limits or renewal dates and provide an outreach recommendation, such as an upsell tier or renewal term, for the account rep.
Less time spent correcting quotes gives sales teams more time to move deals forward.
FAQs
Can Revenue Cloud handle our existing complex pricing rules?
Yes. Product Rules and guided selling can be configured around bundle, discount, and approval rules that are currently managed manually.
Do you help set up our product catalog, or just the pricing logic?
Both. We configure the catalog structure and pricing rules together because guided selling depends on an organized product catalog.
Can Revenue Cloud manage subscription renewals and amendments, not just new deals?
Yes. Contract lifecycle and subscription management can support renewals, amendments, and terminations through a consistent, auditable process.
Do we need a separate billing system alongside Revenue Cloud?
Not necessarily. Revenue Cloud can support usage-based and subscription billing alongside CPQ and CRM, depending on your requirements.
How does Agentforce help reps during quoting?
Agentforce can answer pricing and discount questions using your configured Product Rules, giving reps information while they work instead of requiring them to contact the deal desk.
Will this integrate with our current opportunity and forecasting setup?
Yes. We can connect Revenue Cloud data with existing CRM opportunity and forecasting structures rather than replacing them.
What can we do for you
Consulting and Advisory
Conduct thorough business audits to craft tailored strategies for your success. Receive actionable insights and recommendations prioritized to meet your needs.
Platform Administration
Streamline your Salesforce operations with our expert administration services. From production releases to analytics, we ensure your platform is primed for success.
Custom Implementation
Tailor Salesforce solutions to fit your unique business requirements. Our seasoned experts guide you through seamless implementation processes aligned with your organization’s goals.
Integration
Seamlessly integrate tools to harness 360-degree customer insights. Align your marketing automation tools with Salesforce policies for enhanced data merging.