Transforming Quote-to-Cash with Salesforce Revenue Cloud
How AttomData Scaled with Salesforce Revenue Cloud
Case Details
Industry: Cloud Data Management & Security
Company Size: $50mn
Solutions Implemented: Salesforce Revenue Cloud
Users: 50+
Project Duration: Jan 2025
Delivery Model: Integrated partnership, working as an extension of the client team across the US, Canada, and India.
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Business Challenges
Before the transformation, the client faced multiple operational bottlenecks:
- Manual quoting processes done in spreadsheets across complex product lines.
- Inconsistent pricing across regions without a standard structure.
- Delayed quote document creation because legal teams drafted them manually.
- No formal approval workflows, creating delays and compliance risk.
- Inaccurate fulfillment data due to missing or fragmented contract records.
- Revenue leakage caused by outdated processes and lack of automation.
- Renewals and amendments lacked automation, increasing operational friction.
Solution Overview
Bluvium implemented a comprehensive solution by configuring Salesforce Revenue Cloud modules—including CPQ, Contract Lifecycle Management (CLM), Order Management, and Asset Management—to centralize and automate the QTC flow:
- Standardized business processes across quoting, approvals, pricing, and contract execution.
- Centralized quoting within Salesforce, removing dependency on manual spreadsheets.
- Developed custom Geo Coverage pricing logic for scalable, region-aware pricing.
- Built year-over-year uplift logic that supports monthly, annual, and custom ramp pricing.
- Enabled usage-based products with volume pricing configurations.
- Established automated approval workflows tied to discount thresholds to enforce governance.
- Generated legal-ready quote documents automatically within the system.
- Automated fulfillment data mapping to ensure accuracy from quote to contract.
- Designed a no-touch renewals process triggered by term expiry.
Business Value Delivered
The transformation delivered measurable business impact:
- Faster quote turnaround, replacing manual legal drafts with auto-generated proposals.
- Near-zero error rates in quoting through automated logic and centralized processes.
- Standardized contract approvals, increasing compliance and reducing delays.
- Consistent and scalable pricing across geographic regions.
- Reduced coordination overhead across sales, legal, and fulfillment teams (40%+ efficiency gains).
- Proactive and automated renewals, reducing operational workload.
- Accurate usage-based billing, with correct volume pricing and invoicing.
- End-to-end lifecycle visibility, from quotes through contracts and orders
