Salesforce Revenue Cloud Consulting That Fixes More Than The Tool
If you own forecasting accuracy, oversee quote-to-cash systems, or are responsible for cash flow, Revenue Cloud can't "just" be working.
It needs to be its best. We fix the data, architecture, and revenue engine so Revenue Cloud actually works.
Our approach has saved FlexiVan $1M annually, reduced time-to-quote for Treasure Data by 80%, and reduced uncaught invoice errors for a healthcare company by 50%.
Yes, we implement and optimize Salesforce Revenue Cloud.
But your system either fails or leaves potential on the table because it's designed in a silo, not within your entire lead-to-cash system.
From CPQ to Billing, Invoicing, Contracts, and Revenue Cloud Advanced implementations - it all has to work as one unified revenue engine with the right architecture.
No pricing errors, no convoluted discounting procedures, no invoice reconciliation from error-prone quoting.
Solve These Challenges
Pricing and Product Catalogues Break
Over-engineered complexity creates brittle symmetry that can easily malfunction.
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Inconsistent Pricing & Discounting
Sales teams and Finance incur friction from differences between deals
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Contracts Create Complexity
Amendments or mid-contract renewals/expansions stress existing processes.
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No AI Readiness
Poorly-architected systems and data create roadbloacks for AI innovation.
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Realize Gains Such As:
Measurable KPIs
75%+ reduction in quote time
65% faster approvals
15% reduction in SG&A
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Operational Wins
Easier use of everything Salesforce Revenue Cloud offers, creating more effective processes for revenue teams and better experiences for customers
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Executive Wins
Faster cash flow and less operational hazards that introduce risk into deal cycles
Trusted By:
How We Help:
Salesforce Revenue Cloud
We optimize your entire quoting and contract lifecycle, our bread-and-butter since our inception.
From renewals to billing alignment, revenue architecture to revenue recognition, our consultants help with Salesforce Revenue Cloud in many ways that cover your entire lifecycle:
CPQ optimization
Billing and Invoice reconciliation
Contract Configuration
Pricing and Product Catalogue Refinement
Marketing-To-Sales Handoffs and Reporting
AI Readiness
Greater Automation
Subscription Management
RCA Implementation
We Work Across Systems, Including:
“Before working with DoubleTrack, our Salesforce environment was incredibly cumbersome and inefficient.They are active listeners and scoped out our needs very quickly."
Verified Salesforce AppExchange review
Proven Revenue Cloud consulting. That works the first time.
Build, integrate, and optimize your entire quote-to-cash system in Revenue Cloud so quotes take less time, reps love the process, Operations spends less time fixing what breaks, and FP&A collects faster.
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Trusted since 2018 as a Salesforce Partner.
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Backed by a Success Guarantee.
Revenue Cloud Consulting Includes:
Streamline your quote-to-cash process with Configure, Price, Quote (CPQ). There's still much to be gained if you have this platform today.
Make it easy for recurring payments, seamless invoicing, and greater automation that frees up staff time and reduces quote-to-cash errors.
Ongoing support that keeps the enhancements coming - so your business continues to be more effective.
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Operations and IT love how we help them.
Still have Salesforce CPQ? Get more from it.
Tom McGean highlights some of the things you can do with this versatile platform in this video.
Watch it on Youtube instead if you'd prefer (contains chapters for easier viewing).
Salesforce Quote-To-Cash Made More Effective
You need an end-to-end approach that doesn't silo how Revenue Cloud Advanced operates on its own - it needs to work downstream and throughout your business.
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No matter if you're in manufacturing, transportation & logistics, SaaS, telecommunications, biotechnology, or financial services ... you're at the right place.
SUCCESS STORIES
Customers like you are on the right track
An excerpt from Sr. Director of Professional Services Tom McGean's article on transitioning to RCA:
Having been apart of multiple engagements and scoping calls, I say this with confidence: most companies approaching Revenue Cloud Advanced (RCA) today have the wrong approach.
Since RCA's arrival in the Salesforce ecosystem, discussion for end-users largely revolves around replacing CPQ with the new tool. However, this is not only an opportunity to upgrade your technology - but also improve your business processes.
Put another way, moving to RCA is not just a matter of swapping out and old technology, plugging in the new one, and carrying on with business as usual.
That mindset guarantees disappointment, because RCA is not a straightforward replacement for Salesforce CPQ. It’s not CPQ with a fresh coat of paint!
It is an entirely different architecture built to support how modern companies sell across multiple channels, markets, and products.
Let's Talk
On Your Schedule
Schedule a time that works best for you, and we look forward to learning how we can help - and adding value right away.
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Want to call us? (844) 4DATAVALUE