You're Ready To:
Accelerate Cash Flow
What you gain:
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Faster and more accurate quoting and invoicing processes that build trust with prospects
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AI-enabled automations that free sellers up to spend more time selling
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Scalable systems that easily meet your evolving demands
Build A Revenue Engine
What you gain:
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Coordinated view of prospect and customer needs that aligns disparate teams
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More lifetime value from customers who appreciate the best-in-class experiences they receive from your company​
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Stronger lifecycle management from initial contact through ongoing renewals
Revenue Cloud Consulting Includes:
From implementation to optimization, streamline your quote-to-cash process with Configure, Price, Quote (CPQ)
Make it easy for recurring payments, seamless invoicing, and greater automation that frees up staff time.
A Core Competency
We started in 2018 focused on Revenue Cloud-specific engagements, from implementations to system overhauls that supported changing business needs.
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It remains a core service for many of our clients to this day. Try our consulting for yourself and see why it's backed by a Customer Success Guarantee.
“It is clear that the [DoubleTrack] team has spent hours learning our internal processes inside and out. They are truly dedicated to helping us succeed."
Verified review on
Salesforce AppExchange
“The vision we laid out was planned accordingly and where our vision outpaced the available technology, we were communicated to effectively and expediently.”
Verified review on
Salesforce AppExchange
When Do You Need Each?
Each platform within Salesforce Revenue Cloud works together to form best-in-class revenue lifecycle management, but they can be very different. Each is usually implemented and optimized by a third-party consultant (like us).
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CPQ is a typical starting point to impact quoting processes and reduce errors. However, with Salesforce's Revenue Cloud Advanced, we now recommend most companies upgrade vs. a basic CPQ installation.
Once this is done, Billing integrates into the stack nicely, as do Agentforce agents built on top of the infrastructure.
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Unsure? Bring your questions. We'll bring solutions.
FAQ: What's in a name?
Is Revenue Cloud different from Revenue Cloud Advanced?
In short? No.
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Revenue Cloud Advanced (RCA) is a re-naming of Revenue Lifecycle Management (RLM), which was originally unveiled in early 2024. It refers to the upgraded version of Revenue Cloud that Salesforce has built from the ground up and for a modern Salesforce instance and experience.
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Both the terms RCA and Revenue Cloud refer to the full suite related to lifecycle management, which includes CPQ and Billing and involves quotes, contacts, invoices, products, orchestrations, and more.
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Other Questions
Is Salesforce CPQ the same as Revenue Cloud? No, it is one part of what's available in Revenue Cloud, but it's absolutely not the same. CPQ was introduced in 2016 - originally it was Steelbrick, which Salesforce acquired in 2015.
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Revenue Cloud Advanced is Salesforce's offering developed internally.
Is Salesforce CPQ being replaced? No, this product will continue to be supported for many years as it's a popular product. However, the trend will be companies migrating from CPQ to Revenue Cloud Advanced, and it's one we heartily endorse as it's the right decision for nearly all organizations.
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Who uses Salesforce Revenue Cloud? Sales is the primary department that leverages its capabilities. However, Marketing and Finance also can engage with certain aspects, and IT is usually involved in its implementation and upkeep.
In addition, a properly-optimized Revenue Cloud instance leads to more accurate reporting for the C-Suite ... always a desired outcome.
Build around Revenue Cloud
Salesforce isn't a static platform - it evolves as you do. And there's so much more value to be had, starting with these related options:
Leverage greater automation.
Embolden your Service teams and build customer loyalty.
Make sure all processes and technology are used well.
Discover why so many companies end up missing out on getting full value out of their Salesforce investments (including Revenue Cloud) ... and how they can fix it moving forward.