Salesforce ERP
ERP + CRM Platform 
Inventory Management 
Warehouse Management 
Order Management 
Vendor Management 
Logistics Management 
BOM Management 
Order Fulfillment 
Business Operations 
SaaS Platform for Operations 
Salesforce Cloud ERP Platform 
Xero
Zoho books
Quickbooks
Shopify
Acumatica
SAP
Odoo
NetSuite
Microsoft Dynamics 365
Sage
Agentforce Revenue Management
Agentforce Revenue Management + Billing 
Salesforce CPQ
Salesforce Advanced Billing 
Migrate from CPQ to ARM 
Microsoft
Data Cloud
Tableau
Certified Salesforce Revenue Cloud Partner
Salesforce Revenue Cloud Implementation Partner
Stop leaving revenue on the table. We implement Agentforce Revenue Management — from CPQ and billing to full quote-to-cash automation — 100% inside Salesforce.
ISV Partner
OEM Partner
Agentforce Ready
AppExchange Certified
10+ Years Salesforce
Talk to a Revenue Cloud Expert
Share your requirements and our experts will help you identify the right approach.
Trusted by Leading Companies
Our Globally 80+ Clients.
10+
Years of Salesforce Excellence
80+
Happy Clients
95%
Implementation Success Rate
Certified Salesforce
ISV & ConsultingPartner
Platform overview
What is Salesforce Agentforce Revenue Management?
Salesforce Revenue Cloud is the platform that connects every stage of your revenue process — from the moment a rep configures a quote to the moment finance recognises the revenue — inside a single Salesforce environment.
At Dreamforce 2025, Salesforce rebranded Revenue Cloud Advanced as Agentforce Revenue Management (ARM), embedding AI agents directly into the quoting, contracting, billing, and renewal lifecycle. This is the platform in 2026: core-native, AI-powered, and architecturally distinct from legacy Salesforce CPQ.
Quote→Contract→Order→Invoice→Revenue
All of it, in Salesforce, connected by one data model. No CSV exports, no middleware syncs, no end-of-month reconciliation panic.
What Agentforce Revenue Management replaces and unifies:
Salesforce CPQ (legacy managed package) or existing configure-price-quote tools
Separate billing systems or manual invoice creation
Third-party contract management tools like Conga or Nintex
Disconnected renewal tracking in spreadsheets
Manual ERP data entry for revenue recognition
Who needs it most:
Any business with recurring revenue, hybrid pricing models, or more than a handful of contracts. Highest ROI in SaaS, manufacturing, financial services, telecoms, and professional services.
Sound familiar?
Does any of this sound like your team right now?
Most Revenue Cloud implementations don't fail because of bad technology. They fail because the business wasn't ready — disconnected pricing models, messy contract data, and no clear owner for the process between sales and finance. If you're dealing with any of these, you're exactly where we start.
Quoting takes too long
Sales reps are building quotes manually, chasing approvals over email, and still sending pricing that doesn't match what finance expects.
Renewals fall through the cracks
There's no system proactively flagging contracts near expiry. Someone has to pull a report to find out a customer is 30 days from lapsing.
Revenue leakage from pricing errors
Discounts get applied that shouldn't. Amendments don't get billed. The CPQ and ERP don't agree on what was sold. Finance spends days reconciling.
No single view of the revenue lifecycle
Sales, finance, and ops are working from different data. There's no single system of record connecting a quote to a contract to an invoice to recognised revenue.
Legacy CPQ is holding you back
Your CPQ works, but it's slow, hard to maintain, and not designed for the subscription and usage-based models your business has moved into.
ERP sync is a weekend job
Billing data gets exported to NetSuite or SAP manually. It errors. Someone cleans it up. It's not sustainable.
What we deliver
End-to-end Salesforce Revenue Cloud implementation services
We don't hand you a configured sandbox and disappear. Every Revenue Cloud engagement covers strategy, implementation, integration, and ongoing optimisation — because the platform only delivers value when it's adopted, accurate, and actually running your revenue processes.
Agentforce Revenue Management Implementation
The full build — product catalog, pricing engine, contracting, billing, and revenue recognition on the native Salesforce data model. Designed for the ARM architecture, not legacy CPQ.
PCM · Pricing Procedures · DRO · Asset Lifecycle
Salesforce CPQ Implementation & Optimisation
For organisations that need CPQ now and plan to migrate to ARM later, we implement with a scalable architecture designed to minimise rework at migration time.
Bundles · Pricing Rules · Guided Selling · Approvals
CPQ to Revenue Management Migration
Salesforce has officially ended new CPQ sales. We assess your existing implementation and execute a structured migration that keeps your sales team productive throughout.
CPQ Audit · Gap Analysis · Parallel Environments
Salesforce Advanced Billing Implementation
Automate invoice generation, payment collection, credit memo workflows, and revenue scheduling. Integrated with your ERP and payment gateways for real-time financial sync.
Billing Rules · ASC 606 · IFRS 15 · Dunning
ERP & System Integration
We design and build the integrations that connect Salesforce billing to your financial back-office — without manual exports, delayed syncs, or weekend reconciliation runs.
SAP · Oracle · NetSuite · Avalara · Stripe · Adyen
Revenue Cloud Managed Services
Go-live is the beginning, not the end. Our managed services team handles product catalog changes, pricing updates, release testing, and Phase 2 planning so value compounds over time.
Monthly Reviews · Release Readiness · Optimisation
Step-by-Step Process
Revenue Cloud Implementation: Our Step-by-Step Process
Our proven implementation process ensures a smooth transition to Salesforce Revenue Cloud—from discovery to deployment—helping you streamline quoting, billing, and revenue operations with minimal disruption.
Understand your goals and define project scope.
Develop a Salesforce roadmap with clear timelines.
Configure Salesforce CPQ, Billing, and Rev Rec based on your needs.
Validate functionality before deployment.
Educate users and support adoption.
Deploy your solution with minimal disruption.
Optimize and scale as your business grows.
Revenue model coverage
Every revenue model your business runs — handled natively in Salesforce
Revenue Cloud handles the full complexity of modern B2B revenue — including the hybrid models that used to require heavy customisation or multiple disconnected systems.
One-Time & Bundled Sales
Standard product sales, bundles with configuration rules, volume pricing, tiered discounts, and guided selling. Approval workflows prevent out-of-policy discounting.
Subscription & Recurring Revenue
Full subscription lifecycle — initial sale, amendments, co-terming, automatic renewals, price uplifts, and cancellations. Prorated billing for mid-period changes.
Usage & Consumption-Based Billing
High-volume usage data — API calls, compute hours, storage — rated and invoiced automatically. Commitment models with overage billing and real-time usage visibility.
Hybrid & Complex Models
Subscription base fee plus usage charges plus one-time professional services — all in a single contract. Revenue Cloud handles this natively, on one data model, one invoice run.
Why Cloudy Wave
What makes us the right Revenue Cloud partner for your business
There's no shortage of Salesforce partners. The question is whether yours has actually delivered Agentforce Revenue Management implementations — not just CPQ — and whether they understand the 2026 platform architecture, not the one from three years ago.
CREDENTIAL
Certified ISV, OEM & Consulting Partner
We build native Salesforce AppExchange products ourselves, which means our understanding of the platform data model and governance runs deeper than most consulting partners. That depth shows in every architectural decision we make.
ARCHITECTURE
Agentforce-Ready from Day One
Because Cloudy Wave's own products are 100% native Salesforce, every Revenue Cloud implementation we deliver is inherently AI-compatible. No middleware to bridge, no external data to sync. Agents work on the same data your team works on.
ECOSYSTEM
Revenue Cloud + Our Native Tools
Our clients can layer in Cloudy DocGen & Signer for native document generation and e-signatures directly from Salesforce — eliminating third-party tools like DocuSign and Conga. One platform, one vendor, one support relationship.
APPROACH
Process-First, Configuration-Second
We map your revenue processes before touching a single configuration screen. Most implementation failures come from building the wrong thing very efficiently. Our discovery workshops ensure we're solving the right problem, not a generic template.
INVESTMENT
Phased Approach That Controls Risk
Core CPQ and billing in Phase 1. Advanced pricing and Agentforce AI in Phase 2. Usage-based billing and contract automation in Phase 3. Each phase delivers standalone value so you're not waiting 12 months to see ROI.
PARTNERSHIP
Post-Launch Support That Actually Supports
Revenue Cloud isn't a set-and-forget system. Our managed services clients get proactive optimisation — not reactive ticket handling — including Salesforce release readiness testing and ongoing Phase 2 planning.
AI-Powered Revenue Operations
Agentforce Revenue Management — the AI layer your revenue operations needs
At Dreamforce 2025, Salesforce embedded AI agents directly into the Revenue Cloud platform. This isn't a chatbot layer on top of your CRM. It's AI that acts on live revenue data — pricing guidance during quoting, contract redlining support, renewal risk flagging — all running natively inside Salesforce.
Guided Selling with AI
Agentforce analyses the customer's profile, historical purchases, and similar account data to recommend the most relevant products and pricing during quote creation. Reps get intelligent suggestions — not a blank product catalog.
Deal Health & Risk Signals
AI monitors active opportunities and flags deals at risk — stalled approvals, missing stakeholders, pricing outliers — with recommended next actions. Sales managers get visibility without manually reviewing every pipeline record.
Automated Renewal Intelligence
Agentforce proactively surfaces contracts nearing expiry, flags those without an active renewal quote, and can trigger renewal workflows automatically based on rules you define. No manual report. No missed renewals.
Revenue Forecasting Accuracy
AI-powered forecasting across the full revenue lifecycle improves accuracy beyond what's achievable with manual pipeline reviews. Finance gets forecast data they can trust — not a number adjusted at the end of the quarter.
Industry experience
Revenue Cloud experience across the industries that need it most
Revenue Cloud delivers the highest ROI in businesses where the revenue model is complex, recurring, or relationship-driven. These are the industries where we've seen the most significant operational improvements.
Technology & SaaS
Subscription billing, usage-based pricing, high-volume renewals, multi-year ramp deals
Manufacturing
Product bundles, service contracts, warranty billing, dealer pricing management
Financial Services
Complex approval workflows, compliance-driven contracting, recurring fee management
Professional Services
Project-based billing, milestone invoicing, retainer management, resource pricing
Healthcare & Life Sciences
Contract management, compliance documentation, usage-based device billing
Telecommunications
Usage mediation, complex bundle pricing, high-volume subscription management
Wholesale & Distribution
Volume pricing, multi-tier discounting, large-scale order management
Retail & eCommerce
Omnichannel pricing, subscription products, promotional pricing governance
Energy & Utilities
Consumption-based billing, contract-based pricing, regulatory compliance
Free 30-Minute Strategy Call
Still running legacy Salesforce CPQ?
Salesforce has officially ended new CPQ sales. No new features are being added. If your team is building quotes on legacy CPQ today, you're on a platform being gradually superseded by one that's faster, more scalable, and AI-native. The question isn't whether to migrate — it's when and how to do it without disrupting your sales cycle.
No obligation. No pressure. Just an expert conversation.
Products Feedback
What Our Customers Say
A Reliable Salesforce Developer Helping Scale and Streamline Operations
Working with Prakash has been a highly positive experience for our business. Their expertise has helped us streamline processes, improve operational efficiency, and build a more scalable CRM environment tailored to our specific business needs. From automation and workflow improvements to custom development and reporting, they have consistently delivered practical solutions that reduce manual work and improve visibility across the business. One of the biggest strengths has been their ability to create flexible, scalable solutions that support future growth while remaining user-friendly for the wider team. They are proactive, responsive, and able to quickly understand business objectives before implementing effective technical solutions. Having a dependable Salesforce developer who understands both the technical and commercial side of a business is incredibly valuable, and we would highly recommend their services to any organisation looking to improve and modernise their Salesforce environment.
More innovation from CloudyWave
We have enjoyed incredible support from the CloudyWave team over the years, and I'm excited to see this latest development. The app has an extraordinary scope of capability, rivalling the big standalone ERP systems, and pairing this new capability with everything that comes with the native user-friendly features of the Salesforce ecosystem.
Built in ERP to Salesforce, awesome set of objects, outstanding Service, Integration Made easy
As an Australian manufacturer seeking any competitive edge in productivity gains and visibility of data central to making better business decisions, this app install within Salesforce instance for us has been a gamechanger. We were managing everything with disjointed apps and logins for the team, and manual handling with spreadsheets and what was in peoples' heads! Now it is within centralised source of truth for our business. Better Data, means better decisions, Cloudywave helped us achieve this, couldn't recommend the team and offering highly enough, having used integration partners before to install ERP type offerings, their service has been exceptional.
Game-Changer for Complex Inventory & High-Touch Support
We implemented Cloudy Business Ops 360 for a seed farm with a massive catalog of products and variants. The complexity of our inventory was a major hurdle, but the team at Cloudy was extremely professional and supportive from day one. What truly sets them apart is their willingness to tailor the product to our specific needs. Any time our users asked us for a new type of functionality, we were never met with "no." The team at Cloudy Business Ops was quick to understand our requirements and use cases and provide a solution. When we required custom development and new features to bridge the gaps, they delivered high-quality results quickly and at a very reasonable cost. Thanks to their team going above and beyond to ensure a smooth implementation, we now have our entire inventory and order operations running seamlessly within Salesforce. Having these insights directly in our CRM has empowered our sales team and streamlined our entire business. I couldn’t recommend this product or this team more!
A truly complete and well designed app
Having worked with several projects where the client required Salesforce to manage Products and deal in a busy B2B environment I was always disappointed with the add on offerings available as the seemed to make simple tasks complex. However, 360 has taken all the negative customer experiences and designed a very clean and clear UI that is really easy to use and covers every base. The team have used there long term experience building custom solutions for clients and rolled all of that up into a package that delivers massive functionality. Managing Products, stock, inventory, messaging clients, billing etc are all covered, and at a fraction of the price of competing products. This is a really great tool.
Replaced Our Spreadsheet Chaos With One Native Platform
We were running our operations across Salesforce, Xero, a handful of spreadsheets, and a separate inventory tool that never quite talked to each other. Quotes took ages, order handoffs were manual, and our team was double-entering data every single day. Cloudy Business Ops 360 changed that for us. Everything now lives inside Salesforce quoting, orders, subscriptions, inventory, and billing all in one place. The team picked it up quickly because it feels like native Salesforce, not a bolted-on app. What stood out most was the implementation support. Cloudy Wave team genuinely understood our business before configuring anything. They didn't try to sell us modules we didn't need they helped us start with what mattered and grow from there. If you're a growing business using Salesforce and tired of stitching tools together, this is well worth a proper look.
FAQ
Common questions about Revenue Cloud implementation
They're the same platform. At Dreamforce 2025, Salesforce rebranded Revenue Cloud Advanced as Agentforce Revenue Management to reflect the AI-agent capabilities now built directly into the quoting, contracting, billing, and renewal lifecycle. If you're evaluating Revenue Cloud in 2026, you're evaluating Agentforce Revenue Management — a native Salesforce platform with a single data model, server-side pricing engine, and embedded AI.
No. Agentforce Revenue Management is a separate platform from legacy Salesforce CPQ. If you're starting fresh, you implement ARM directly. If you're already on CPQ, we assess your existing configuration and map a migration path to ARM — which is a genuine migration project, not a software upgrade.
Timelines range from 6 weeks for focused CPQ deployments to 12+ months for enterprise-scale implementations with multiple ERP integrations. Most mid-market implementations take 3–5 months. The single biggest variable is data quality — clean, well-structured source data compresses timelines significantly. An experienced implementation partner can reduce timelines by 20–25%.
Yes, but ERP integration requires explicit architectural design — don't assume native sync. Revenue Cloud integrates with SAP, Oracle, NetSuite, and other enterprise ERPs for real-time billing sync and revenue recognition posting. We design the integration architecture, field mapping, error handling, and reconciliation protocols before any build work begins.
It's specifically designed for them. Agentforce Revenue Management handles subscription lifecycle management natively — initial sale, amendments, co-terming, automatic renewals, price uplifts, and cancellations — all on a single data model. Usage-based and hybrid subscription models are supported without custom code.
We start with a CPQ audit that assesses the volume and complexity of your existing pricing rules, product catalog, custom code (QCP), and integrations. We then design a phased migration architecture that allows parallel operation of ARM and legacy CPQ during the transition — so your sales team can keep quoting while we build the new environment. Our dedicated CPQ to Agentforce Revenue Management migration page covers this in detail.