Salesforce ERP
ERP + CRM Platform 
Inventory Management 
Warehouse Management 
Order Management 
Vendor Management 
Logistics Management 
BOM Management 
Order Fulfillment 
Business Operations 
Salesforce Platform as a Service 
Salesforce Cloud Platform 
Xero
Zoho books
Quickbooks
Shopify
Agentforce Revenue Management
Agentforce Revenue Management + Billing 
Salesforce CPQ
Salesforce Advanced Billing 
Migrate from CPQ to Agentforce Revenue Management 
Micorosft
Data Cloud
Tablue
New
Agentforce Revenue Management
Turn every closed deal into clean, on-time revenue.
Consulting, integration, and optimization for subscription and usage-based revenue — end to end on a single quote-to-cash platform.
1 Platform
Quote-to-cash unified
Free
Self-service portal included
End-to-end
CPQ → RC migration handled
Revenue lifecycle
Automated
Configure & Quote
CPQ
Price & Approve
RULES
Contract & Order
CLM
Bill & Invoice
BILLING
Amend & Renew
LIFECYCLE
Customer Self-Service
PORTAL
The work
Revenue Cloud, done the way you actually sell.
Revenue Cloud is the quote-to-cash platform inside Salesforce's Agentforce Revenue Management suite — a single source of truth for selling, pricing, contracting, billing, and renewing products and subscriptions.
Done right, it removes fragmented tools, manual handoffs, and the revenue leakage that hides between them. We design a revenue architecture around your real pricing, not around system limits.
🎁
Self-service subscription accelerator included free
Every engagement. No extra B2B Commerce licenses required.100%
Native Salesforce implementation
$0
Extra cost for the self-service portal
6
Stages automated end to end
1×
Unified platform, zero fragmentation
Where revenue leaks
The gaps we close.
Three places where subscription businesses lose money every quarter — and how we fix them.
01
Billing on workarounds
Mid-term changes, renewals, and usage billing live in spreadsheets and email, creating errors, delays, and revenue finance can't account for. We automate the full subscription lifecycle, order through invoice.
02
CRM and billing disconnected
A deal closes in Salesforce, then someone manually triggers billing elsewhere — if they remember. We connect quoting, contracting, and billing into one flow so every closed deal becomes a correct, timely invoice.
03
No customer self-service
Every upgrade, seat change, or downgrade becomes a support ticket. Our self-service accelerator solves it out of the box — included free with every engagement, no extra licenses.
Agentforce at work
An AI agent that runs the busywork between deal and dollar.
Renewals, amendments, and approvals don't wait for someone to remember them. Your Agentforce revenue agent watches for the trigger, builds the quote with your pricing rules, and routes it for sign-off — grounded in your live Salesforce data.
- ✓ Acts on renewal and usage triggers automatically
- ✓ Applies your real pricing, discount, and co-term logic
- ✓ Keeps a human in the loop for every approval
🤖
Revenue Agent
Agentforce · Revenue Cloud
Working
Trigger detected
Acme Inc. subscription renews in 30 days · 42 seats
Agent reasoning
📄
Generated renewal quote
⚙️
Applied co-term & 8% loyalty discount
🧾
Drafted invoice schedule
🚀
Renewal sent to deal owner for approval
Drafted in 3.2s · awaiting human sign-off
What you get
A revenue engine, not just a configured org.
Six things every engagement delivers, built to fit your business and grow with it.
01
🏗️
Revenue architecture that fits
Pricing, products, bundles, and subscription logic designed around how you actually sell.
02
⚡
Faster, controlled quoting
Automated approvals, structured discounting, and compliant quotes — sales moves without margin leakage.
03
🔄
End-to-end quote-to-cash
CRM, contracts, billing, and renewals fully connected, eliminating manual handoffs and revenue gaps.
04
♻️
Subscription lifecycle
Upgrades, downgrades, co-terming, renewals, and amendments handled automatically. No spreadsheets.
05
🎁
Self-service, included free
Customers manage subscriptions, seats, and billing themselves — without extra B2B Commerce licenses.
06
📈
Optimization built in
Future-proof setup for new pricing models and product launches, with continuous optimization included.
Built for
Subscription revenue management, without a full eCommerce platform.
We work with B2B companies that need the power of Revenue Cloud without the complexity of a full commerce buildout. If you're selling subscriptions, usage, or seat-based products, we built this for you.
Talk to us about your setup ↗SaaS
B2B SaaS & technology
You sell tiered or usage-based subscriptions and need structured pricing, renewals, amendments, and self-service — without a custom commerce layer just to enable changes.
Usage
Subscription & usage businesses
Customers upgrade, add seats, and renew on different schedules. You need those changes handled automatically while finance, sales, and CRM stay aligned.
CPQ
Replacing CPQ or billing stacks
A patchwork of spreadsheets, standalone CPQ, and separate billing, with deals falling through the gaps. We consolidate it into one governed, automated platform.
How we work
Your implementation journey, in six steps.
A structured process designed to reduce risk, move fast, and deliver a system that actually fits the way your team sells today.
Start with an assessment ↗01
Assess
Audit the ground
We review tools, processes, data quality, and integrations, flag risks early, and surface quick wins before a line of config is written.
02
Design
Architect with you
Catalog structure, pricing logic, approvals, billing rules, and integrations — co-created. Nothing builds without sign-off.
03
Build
Configure in sprints
Certified team builds iteratively in a sandbox with regular demos, delivering setup and integration in parallel.
04
Integrate
Connect the stack
Revenue Cloud joins your CRM, ERP, payment gateway, and e-signature tools via native connectors or custom APIs.
05
Test
Prove it end to end
Structured UAT across quoting, ordering, billing, amendments, and renewals. Issues tracked, fixed, and re-tested before go-live.
06
Launch
Go live & optimize
Cutover, migration validation, training, and hypercare — then ongoing optimization through managed services.
Good questions
Frequently asked.
Quick answers to what most teams want to know before starting a Revenue Cloud engagement.
It lets companies automate the full quote-to-cash lifecycle — subscription billing, usage-based pricing, contract amendments, renewals, and revenue tracking — inside Salesforce.
Yes. It consolidates quoting, contracting, billing, renewals, and subscription lifecycle management into a single governed platform, removing the need for disconnected systems.
CPQ handles the quoting layer — product configuration, pricing rules, and quote generation. Revenue Cloud extends that into a full quote-to-cash platform covering contracting, billing, invoicing, renewals, and the subscription lifecycle.
Timelines depend on pricing complexity, integrations, and migration scope. Mid-market SaaS rollouts are typically faster than enterprise deployments with ERP integrations and legacy CPQ replacement.
We deliver a purpose-built accelerator that puts subscription control in your customers' hands while reducing administrative overhead — included with every engagement, no extra B2B Commerce licenses required.
Ready to close the revenue gaps?
Get a free, tailored view of your quote-to-cash setup and where the quick wins are.
Let's talk
Get a free assessment.
Share a few details about how you sell today. We'll come back with a tailored view of your quote-to-cash setup and where the quick wins are.
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