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Quotes are still built in Excel
Catalog, discounts, margins: every rep has their own version. Pricing errors go straight to the customer.
Revenue Cloud Expertise
From quote to cash, without friction.
CPQ, billing, revenue lifecycle: we configure Revenue Cloud in native - and take over the over-customized setups that break with every version upgrade.
CPQ & quote configurationBilling & revenue lifecycleBack to nativeProject takeover
The starting point
Do these situations sound familiar?
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An over-customized CPQ that keeps breaking
Years of bespoke development: every Salesforce release becomes a risk, every change a major project.
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Endless approval cycles
Without structured approvals, a complex quote takes days to get out. Deals drag on.
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Quote, order and invoice out of sync
What gets sold isn't what gets billed. Reconciliation eats up your finance teams.
The scope
What we put in place with Revenue Cloud
✓
Product catalog & pricingProducts, bundles, price and discount rules structured in native.
✓
Quote configuration (CPQ)Accurate quotes, generated in minutes, with approvals where they matter.
✓
Back to nativeWe dismantle the over-customization and move back to standard capabilities - durable, upgradable, maintainable.
✓
End-to-end revenue lifecycleFrom quote to contract, from order to invoice: one thread, one single source of truth.
✓
ERP integrationConnection and synchronization with your ERP as an add-on.
✓
Documentation & trainingYour admins know how to keep the setup running after we're gone.
How it unfolds
How it works
01
Step 1
Audit & scoping
Assessment of the existing customization, target catalog, roadmap back to native.
02
Step 2
Build & rework
Native configuration in sprints, gradual migration of the rules.
03
Step 3
Testing & adoption
Testing on real quotes, training for the sales and finance teams.
Case study
An international media group - Media Cloud deployed worldwide
Project direction and PMO of a Media Cloud program at international scale: native media plan management, rebuild of program KPIs and Jira governance, in close collaboration with business and tech leaders.
Media CloudMedia Plan MgmtMulti-country rolloutProject direction · PMOProgram KPIs
Read the full case study →
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countries coordinated
PMO
program direction
KPIs
reporting rebuilt
Jira
delivery governance
Frequently asked questions
Straight answers
Our legacy CPQ is heavily customized. Do we start from scratch?
No - we audit it, separate the useful customization from the customization you're stuck with, and migrate gradually to native. That's exactly what we did for an international media group: reworking the quote configuration to move it back to native, without stopping production.
Legacy CPQ or next-generation Revenue Cloud?
Salesforce is converging its offering toward Revenue Cloud. Depending on your existing setup and your licenses, we recommend the safest path - including when the right answer is to wait.
How long for a first scope?
A simple catalog with native quoting can be set up in a few weeks. Complex rebuilds are broken into stages, each delivering value. Free scoping, pricing on quote.
Do you integrate billing and the ERP?
Yes: the full quote-to-cash cycle, with ERP integration as an add-on (connection and synchronization). It's often the second step after CPQ.
Ready to move forward?
Let's talk about your Revenue Cloud project.
A first 30-minute conversation, free: we understand your context and tell you what's realistic - and what isn't.
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