The full quote → contract → billing → revenue recognition chain. We design and implement Agentforce Revenue Management (Revenue Cloud Advanced) for companies with complex pricing, usage-based models, and multi-element arrangements.
Most companies don't have a Quote-to-Cash system. They have a Quote-to-Cash patchwork — CPQ generates a quote, someone emails it for approval, contracts are drafted in Word, billing is re-entered into the ERP, and revenue recognition is a quarterly spreadsheet exercise. Every seam between these tools is a place where pricing leaks, billing mismatches, and compliance failures happen.
Pricing rules conflict between systems. Discount approvals bypass governance. Complex bundles require manual calculation.
What Sales signs isn't what Finance invoices. Ramp deals, usage tiers, and payment schedules get lost in translation.
Mid-cycle upgrades, add-ons, and expansion quotes require manual pro-rating. Most orgs recalculate in spreadsheets.
Multi-element arrangements require ASC 606 allocation. When billing data doesn't match contracts, Finance spends weeks reconciling every quarter.
Agentforce Revenue Management (Revenue Cloud Advanced) replaces the patchwork with one platform, one data model, and one set of pricing rules — from quote through renewal. Here's what a typical implementation includes:
Quote-to-Cash is not a CPQ configuration project. It's a cross-functional operating model. Most implementations fail not because the technology is wrong, but because Sales and Finance never agreed on how pricing governance, discount authority, and revenue allocation should work before anyone started configuring. We scope Quote-to-Cash as an operating model first, then build the technology to enforce it.
We're one of the most experienced Revenue Cloud implementation teams in the Salesforce ecosystem. Our VP of Solutions, Unnat Shrestha, has led Quote-to-Cash transformations at Google, Palo Alto Networks, Juniper Networks, Rubrik, and Genesys. We've built pricing engines with ~100 calculation steps, migrated enterprise orgs from legacy CPQ to Revenue Cloud in 90 days, and implemented attribute-based pricing for complex product models that most firms would decline.
Attribute-based quoting for real estate data across every US county, state, and MLS. Geography × year ranges × license duration × usage tiers — all automated, including mid-cycle amendments and no-touch renewals. Salesforce selected this as a reference implementation.
Read the full case study →Deployed Revenue Cloud for configured products: automated approval workflows, Billing tied to ERP, ASC 606-compliant revenue schedules. Eliminated quarterly reconciliation fire drills.
Read case study →Salesforce CPQ (Steelbrick) is the legacy quoting tool — now in "End of Sale." Revenue Cloud (Agentforce Revenue Management) is its successor: a broader platform covering quoting, contracts, billing, and revenue recognition on a modern architecture with AI capabilities. If you're still on legacy CPQ, migration is no longer optional.
3-6 months for a focused implementation. We've done migrations from legacy CPQ in as little as 90 days. Key factors: number of product lines, pricing model complexity (subscription vs. usage vs. hybrid), integration points, and data migration scope.
Yes — block-based tiers, per-unit pricing, overage handling, prepaid credits, and hybrid subscription + usage models. This is where most Revenue Cloud implementations get complex, and it's where our depth shows.