Implement Revenue Cloud
Build quoting workflows around your product catalog. We also help you migrate from Salesforce CPQ.
Implementation servicesSalesforce Revenue Cloud & CPQ
Build quotes with consistent pricing
We configure product and pricing rules so reps can build quotes consistently. Approved quote details pass to your billing system.
- Established in 2016
- 90-day money-back guarantee
- All work performed by our US-based employees
Improve existing CPQ
Fix slow calculations and quoting workflows that hold up deals.
Consulting servicesConnect quoting and billing
Send approved quote details to your billing system.
Integration servicesMaintain your revenue setup
Keep your quoting setup current as your business changes.
Managed servicesFor sales teams
Guide sellers through product selection with pricing rules built in, so they can prepare quotes without piecing together calculations in spreadsheets.
Quote Configuration
Validated| Product | Qty | Amount |
|---|---|---|
| Platform licenses | 50 | $24,000 |
| Support plan | 1 | $3,000 |
| Setup serviceOne-time | 1 | $2,000 |
Configuration rule50+ licenses Support plan added
- Term
- 12 months
- First-year total
- $29,000
For deal desk & finance
Route discounts and nonstandard terms with the quote details needed for a decision. Let standard deals proceed without unnecessary review.
Discount Approval
Q-1048 · Northline Supply
- Requested discount
- 18%
- Discount cap
- 15%
Above discount cap · Sales Manager approval required
- Submitted — Complete
- Sales ManagerPending approval
For revenue operations
Update existing contracts without rebuilding the quote. Send approved changes to billing with the correct pricing and effective dates.
Contract Amendment
Northline Supply · C-08412
- Platform licenses
- 50 → 60 seats
- Additional seats
- +10
- Effective
- Jul 1
- Contract end
- Dec 31
Amendment charge
10 seats × $480/year × 6/12
$2,400Approved amendment sent to billing.
Our approach
Direct access
Work directly with the people responsible for delivery.
One team
Take the work from strategy through ongoing support.
Built with your team
Shape and test the solution with the people who use Salesforce.
Flexible engagements
Use us for a defined project, ongoing work, or both.
Revenue Cloud & CPQ FAQ
Can you improve our existing Salesforce CPQ setup?
Yes. We review how your team prepares quotes and identify what needs attention. A focused improvement may be enough. If you’re considering a different platform, we assess that separately.
Can you fix quotes that take too long to calculate?
Yes. We trace slow calculations to the underlying configuration or code. Then we test changes against representative quotes to improve performance while preserving the pricing your business relies on.
Can we support subscriptions, usage-based pricing, and one-time charges?
We help design quoting for those pricing models. What is possible depends on your Salesforce products and billing system. For usage-based pricing, we confirm how usage will be measured and billed as well as how it appears on the quote.
Can you make discounts and unusual terms easier to approve?
Yes. We agree on which exceptions need review and who should approve them. We configure the rules so reviewers receive the quote details needed for a decision.
Can you help with contract changes and renewals?
Yes. We configure changes around the terms of the existing agreement. That can include matching added subscriptions to the current end date or preparing renewals before expiry. The exact behavior depends on your Salesforce product and commercial policies.
Can you connect Salesforce to our ERP or billing platform?
Yes. We agree on which system owns each record and how approved quote details move between them. We also define how failed transfers are handled. Any work on invoicing, fulfillment, or revenue recognition is defined in the agreed scope.
Is moving from Salesforce CPQ to Revenue Cloud a simple upgrade?
No. Moving to the newer Revenue Cloud platform should be planned as a separate implementation because it uses a different architecture from Salesforce CPQ. We assess what your business needs and which parts of your current setup need to change before recommending a migration.
Can you help us move from CPQ to Revenue Cloud?
Yes. We define the migration around your quoting process and the capabilities you need. The plan accounts for open quotes and existing customer agreements so you know what needs to be carried forward.
Is quoting slowing your team down?
Tested against real quote scenarios.