A manufacturing company running quoting in spreadsheets, approvals over email, and billing in a disconnected ERP.
Quoting was done in spreadsheets. Approvals happened over email. Billing ran in a disconnected ERP. Revenue recognition was a quarterly fire drill with manual allocation across performance obligations.
Deployed Revenue Cloud across the full chain — CPQ for configured products, automated approval workflows, Billing tied to the ERP, and ASC 606-compliant revenue schedules.
Technologies: Salesforce Revenue Cloud, CPQ, Billing, ERP Integration