Salesforce Revenue Cloud implementation, from quote to recognised revenue
We implement Salesforce Revenue Cloud across the whole quote-to-cash chain: CPQ, contracts, billing, revenue recognition and the handoff to your ERP or DATEV. For one SaaS company, we cut the time from contracted ARR to live ARR from 27 days to 4, recovered over $1M in delayed revenue and fully automated revenue recognition schedules.
- 01Auditrunning
- 02Designqueued
- 03Buildqueued
- 04Reconcile and runqueued
What you get
Quotes sales can send
Bundles, pricing rules and discount approvals in CPQ, so reps build correct quotes without spreadsheet workarounds.Bookings that become revenue fast
Provisioning, billing and revenue recognition triggered from the signed contract. In our reference project, contracted to live ARR went from 27 days to 4.Invoices that are right
Invoice schedules generated from orders and amendments, with billing accuracy of 99% in our reference project.Numbers finance can close on
Revenue schedules and ledger exports that reconcile with Salesforce, so month-end does not start with a spreadsheet.
What's included
CPQ and pricing
- Product catalog, bundles and price books
- Price rules, product rules and discount schedules
- Discount approvals by threshold and role
- Quote templates in multiple languages
- Deal desk process and guardrails
Contracts and billing
- Contracts from closed quotes
- Amendments, co-termed add-ons and renewals
- Orders, invoice schedules and invoicing
- Usage and ramp pricing where needed
Revenue and accounting
- Revenue recognition rules and schedules
- Deferred revenue reporting
- ERP handoff (NetSuite and others) and DATEV-ready exports
- GoBD-aware corrections via credit notes and e-invoicing such as XRechnung or ZUGFeRD
How a project runs
- Step 01
Audit
AI-assisted review of your catalog, quoting, billing and revenue flows in under a week, with the gaps ranked by revenue impact.
- Step 02
Design
Pricing model, amendment and renewal logic, invoice and revenue schedules, agreed with sales, finance and your tax advisor.
- Step 03
Build
CPQ, contracts, billing and integrations in short releases, tested on real scenarios such as mid-term upsells and downgrades.
- Step 04
Reconcile and run
Parallel run against your current numbers, go-live and ongoing admin if you want it.
Guides and case studies
FAQ
Next step
Is quote-to-cash slowing your revenue down?
Tell us how quotes become invoices and revenue today. We reply within one business day.
