Quotes that go out fast and come back signed
For teams with real pricing complexity: one flow from first quote to order, invoice, payment and renewal. Built on Salesforce CPQ or Revenue Cloud and connected to your ERP.
What we do
Every deal you win still has to be quoted, signed, invoiced and renewed. That is where margin is made or lost.
- Implementation We help you design, implement and roll out Revenue Cloud projects. Products, pricing and your sales process are set up around how you sell.
- Recovery We help you take back control of a Salesforce setup that under-delivers or grew too complex. We focus on what brings value to your team.
- Integration with your finance system Your sales system talks properly to your finance system, so what is sold is booked right. Nobody retypes an order.
- Contracts and renewals The right process to contract and renew subscription products, with e-signature, automatic renewal and price indexation.
Your lead to cash process
From lead to cash and renewal.
- LeadQualified and passed to the right seller.
- OpportunityProducts and bundles picked from one catalogue.
- QuotePrices, discounts and terms calculated for you.
- ApprovalOnly the deals that need it go to a manager.
- ContractSigned and stored, renewals scheduled.
- Order and invoicePassed to finance, nothing retyped.
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Questions we get on calls
Should we use Revenue Cloud?
It depends on your products and how complex your sales process is. Sometimes Revenue Cloud is the right answer. Sometimes standard Salesforce, a custom build or another application handles products, pricing and quoting better.
Can you fix a CPQ another partner implemented?
Yes. Recovery is a large part of our CPQ work. We review what is there, keep what works and simplify the rest.
Which ERP and finance systems do you connect to?
Tell us what you run and we will tell you how we would approach it. The goal is the same every time: an order entered once, visible to sales and finance.
What about signatures and payments?
We connect e-signature, such as DocuSign, and recurring payments, such as Twikey direct debit, so a signed quote becomes an order and payment status shows on the account.
Can you help me migrate from CPQ to Revenue Cloud?
Yes. The two products work quite differently. We built the expertise and the tooling to speed up migrations from Salesforce CPQ to Revenue Cloud.
How long does a quote take you today?
Walk us through one real deal, from first quote to renewal. We will show you where the time goes and what we would change.
