Every B2B sales team eventually hits the same wall: CPQ is misconfigured so reps work around it, approvals are slow, contracts don't feed billing, and finance reconciles revenue manually every month. We're a Salesforce Premier Partner that specialises in Revenue Cloud and CPQ — and we've implemented it across manufacturing, SaaS, financial services, and nonprofits. We configure it right the first time.
Most CPQ implementations go live but aren't truly adopted — reps bypass them within 6 months. We implement CPQ with the revenue recognition and ERP integration built in from day one.
Most CPQ implementations take 12–18 months, go over budget, and end with reps exporting to Excel anyway. Revenue Cloud configurations that don't account for how billing and rev rec actually work just create more manual work downstream.
Product rules, pricing waterfalls, guided selling, approval workflows, and discount governance. We configure for your actual sales motion, not a demo scenario.
Billing schedules, revenue schedules, multi-element arrangement splitting, SSP allocation, and ASC 606-compliant recognition rules wired in at order creation.
Hierarchical product catalog, bundle configuration rules, option groups, constraint rules, and price book architecture that scales as you add SKUs.
Multi-level approval matrices, SLA timers, mobile approvals, auto-approval thresholds, and segregation-of-duties enforcement for discount and exception handling.
CPQ → contract → billing → GL. We wire Revenue Cloud to NetSuite, SAP, Dynamics 365, or any ERP via MuleSoft, direct API, or middleware. No manual export.
ARR waterfall, churn attribution, expansion revenue tracking, pipeline-to-revenue conversion, and CFO-ready dashboards built on your Salesforce data.
We implement Revenue Cloud natively on Salesforce and integrate with any ERP. Platform-agnostic on the back end.
| Platform | What we integrate | How | Notes |
|---|---|---|---|
| Salesforce Revenue Cloud | CPQ, billing, revenue schedules, ASC 606 | Native | Our primary platform |
| NetSuite | GL posting, AR, billing sync | SuiteScript / REST API | Most common ERP pairing |
| SAP S/4HANA | Financial postings, billing documents | SAP APIs / MuleSoft | Enterprise-scale |
| Dynamics 365 | Finance & Operations, billing, GL | Power Automate / API | SMB to mid-market |
| HubSpot | Quote sync, deal data, CRM handoff | HubSpot API | Pre-Salesforce migration |
| Custom / Legacy | Any system with an API or flat-file export | Direct API / SFTP | ERP-agnostic by design |
We scope every engagement before quoting. You know exactly what you're paying, what gets built, and what you'll have at the end of Phase 1.
We start with a scoped Phase 1 focused on your highest-friction gap — CPQ configuration, Revenue Cloud setup, or ERP integration. Phase 2 rolls out to all business units. Both phases are fixed-fee with weekly milestones.
We're a Salesforce Premier Partner that implements CPQ and Revenue Cloud the way Salesforce intends — with the ERP integration and revenue recognition wired in from day one, not bolted on later.