CPQ & Revenue Cloud Consulting

CPQ implementation, pricing & product modeling, contract lifecycle alignment, and subscription management for complex sales cycles.

Revenue Operations Excellence

We implement Salesforce CPQ and Revenue Cloud solutions that streamline complex sales cycles, automate quoting processes, and ensure revenue recognition compliance.

Complex Pricing Automation

Automate complex pricing scenarios including volume discounts, tiered pricing, and promotional pricing.

Contract Lifecycle Management

Streamline contract generation, approval workflows, and renewal processes.

Revenue Recognition

Ensure compliance with ASC 606/IFRS 15 revenue recognition standards through automated processes.

CPQ Implementation Focus

Our CPQ implementations focus on business process optimization, not just technical configuration.

Key Focus Areas:

  • Sales process alignment
  • Pricing strategy implementation
  • Product catalog structure
  • Quote-to-cash automation

CPQ & Revenue Cloud Services

Comprehensive CPQ and revenue management solutions

CPQ Implementation

End-to-end Salesforce CPQ implementation including product catalog, pricing, quoting, and approvals.

Implementation Areas:

  • Product & pricing setup
  • Quote template configuration
  • Approval workflow design
  • Integration with Sales Cloud

Typical Duration: 6-16 weeks

Engagement: Fixed price or time & materials

Pricing & Product Modeling

Complex pricing strategies, product bundling, subscription modeling, and price rule configuration.

Modeling Capabilities:

  • Tiered & volume pricing
  • Product bundling & kits
  • Subscription pricing models
  • Promotional pricing rules

Typical Duration: 4-8 weeks

Engagement: Fixed price or time & materials

Contract Lifecycle Alignment

Contract generation, approval workflows, amendment tracking, and renewal automation.

Contract Management:

  • Contract template design
  • Approval routing configuration
  • Amendment tracking
  • Renewal automation

Typical Duration: 4-10 weeks

Engagement: Fixed price or time & materials

Ideal For These Scenarios

Business scenarios where CPQ and Revenue Cloud add significant value

Complex Sales Cycles

Organizations with multi-stage sales processes involving configuration, pricing, and approval workflows.

Examples: Enterprise software, manufacturing, professional services

Subscription & Usage-Based Pricing

Companies with subscription models, usage-based pricing, or recurring revenue streams.

Examples: SaaS companies, telecom, utilities

Multi-Currency, Multi-Region

Global organizations needing localized pricing, taxation, and currency management.

Examples: Global enterprises, multinational corporations

Product Bundling & Configuration

Companies with complex product catalogs requiring bundling, configuration rules, and compatibility checking.

Examples: Hardware manufacturers, technology solutions

Revenue Cloud Capabilities

Beyond CPQ to complete revenue management

Revenue Recognition & Management

Revenue Cloud extends CPQ capabilities to manage complete revenue lifecycle from quote to revenue recognition.

Revenue Recognition Features:

  • ASC 606/IFRS 15 compliance
  • Revenue scheduling
  • Performance obligation tracking
  • Contract asset/liability management

Billing & Invoicing:

  • Automated billing schedules
  • Invoice generation
  • Payment processing integration
  • Collections management

Note: Revenue Cloud implementations typically follow CPQ implementations or can be implemented together for complete quote-to-revenue automation.

CPQ Implementation Approach

Structured methodology for successful CPQ implementations

Phase 1

Discovery & Design

Sales process analysis, pricing strategy review, product catalog assessment, and solution design.

Duration: 2-4 weeks

Key Output: Solution design document

Phase 2

Configuration & Setup

Product catalog setup, pricing configuration, quote template design, and approval workflow configuration.

Duration: 4-8 weeks

Key Output: Configured CPQ environment

Phase 3

Integration & Testing

Integration with Sales Cloud, ERP, and other systems, user acceptance testing, and performance testing.

Duration: 2-4 weeks

Key Output: Integrated & tested solution

Phase 4

Deployment & Training

Production deployment, sales team training, documentation, and post-launch support.

Duration: 2-3 weeks

Key Output: Live CPQ with trained users

Expected Business Outcomes

Measurable benefits from CPQ and Revenue Cloud implementations

Faster Quote Generation

Reduce quote generation time from days to minutes with automated pricing and configuration.

Typical Improvement: 60-80% faster

Improved Pricing Accuracy

Eliminate pricing errors and ensure consistent application of pricing rules and discounts.

Typical Improvement: 95%+ accuracy

Increased Win Rates

Improve sales win rates with faster response times and professional, accurate quotes.

Typical Improvement: 15-25% increase

Revenue Recognition Compliance

Ensure compliance with revenue recognition standards and reduce audit risk.

Typical Improvement: Automated compliance

Start Your CPQ Journey

Begin with a CPQ readiness assessment

Free CPQ Assessment

Get a free assessment of your CPQ readiness and implementation requirements.

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CPQ Consultation

Schedule a consultation with our CPQ experts to discuss your specific needs.

Schedule CPQ Consultation

CPQ Implementation Proposal

Request a detailed CPQ implementation proposal for your specific requirements.

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Request CPQ & Revenue Cloud Services

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