Revenue Cloud · CPQ · Salesforce Premier Partner

Quotes that close.
Revenue that reconciles.

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.

Salesforce Premier Partner 100+ implementations Fixed-fee Phase 1
CPQ to Revenue Cloud — Where Most Teams Break
📋 Product Catalog & Pricing
CPQ / Revenue Cloud
↓ Quote generated
📄 Quote → Contract → Order
CLM · amendments · co-terming
↓ Order activates
💳 Billing & Invoicing
← most teams break here
↓ Revenue event
📊 Revenue Recognition
ASC 606 · IFRS 15 · multi-element
↓ GL posting
💰 ERP & Finance
NetSuite · SAP · Dynamics 365

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.

100+
CPQ and Revenue Cloud implementations across manufacturing, SaaS, financial services, and nonprofits
4.9★
Average AppExchange rating across 10 verified client reviews
50+
Certified Salesforce architects, developers, and consultants on staff
3–4 wks
Phase 1 go-live: scoped to your highest-friction CPQ gap first
The Problem

Your CPQ is live. Your team isn't using it.

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.

Without a working CPQ system

Reps quote in PowerPoint or Excel — CPQ bypassed entirely, pricing errors compound, and unauthorized discounts only surface at billing
Approval chains take days — deals stall at deal desk, discounts go unauthorised, and exception handling is tracked in email threads
Billing runs off contract PDFs — not system-generated orders, so every invoice requires manual reference back to the signed contract
Finance reconciles revenue manually each month against bank statements, with no system-of-record for what was contracted vs. what was billed
ASC 606 compliance is a spreadsheet exercise at year-end — auditors request backup every quarter; CFO sweats the close

With Nteli CPQ — Day 31

Guided selling leads reps to the right product and price every time — constraint rules, pricing waterfalls, and discount governance built for your sales motion
Approval rules automated with escalation paths and SLA timers — deal desk notified on exceptions; mobile approvals for on-the-road sign-off
Billing triggers fire automatically from contract execution events — amendment in CRM flows to invoice in hours, not at month-end
Revenue recognition runs against SSP allocations set at order creation — multi-element arrangements split and recognised correctly from day one
GL postings generated per-contract, per-period — fully auditable, auto-exported to NetSuite, SAP, or Dynamics 365 with zero manual entry
What we build

End-to-end Revenue Cloud and CPQ implementation — from product catalog architecture to ERP integration.

CPQ Configuration

Product rules, pricing waterfalls, guided selling, approval workflows, and discount governance. We configure for your actual sales motion, not a demo scenario.

SALESFORCE NATIVE

Revenue Cloud Setup

Billing schedules, revenue schedules, multi-element arrangement splitting, SSP allocation, and ASC 606-compliant recognition rules wired in at order creation.

ASC 606

Product Catalog & Bundles

Hierarchical product catalog, bundle configuration rules, option groups, constraint rules, and price book architecture that scales as you add SKUs.

ERP AGNOSTIC

Approvals & Governance

Multi-level approval matrices, SLA timers, mobile approvals, auto-approval thresholds, and segregation-of-duties enforcement for discount and exception handling.

CONFIGURABLE

ERP Integration

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.

MULESOFT / API

Revenue Analytics

ARR waterfall, churn attribution, expansion revenue tracking, pipeline-to-revenue conversion, and CFO-ready dashboards built on your Salesforce data.

REAL-TIME
Platforms

Any stack. Any ERP.

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
Pricing

Fixed fee. No surprises.

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.

CPQ & Revenue Cloud Implementation

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.

Phase 1 · Audit & Blueprint
Fixed fee · 3–4 weeks
Full CPQ/Revenue Cloud audit, gap analysis, data model design, integration architecture, and a Phase 2 roadmap. Delivered as a working prototype with your actual product catalog and pricing rules.
Phase 2 · Full Rollout
Scoped engagement
Full CPQ deployment to all business units, Revenue Cloud configuration, ERP integration, user training, and 90-day hypercare. Scoped and priced after Phase 1 blueprint.
Questions

What people ask us

CPQ (Configure, Price, Quote) is the quoting engine — it manages product configuration, pricing rules, approval workflows, and quote generation. Revenue Cloud is the full quote-to-cash lifecycle: CPQ plus billing, revenue schedules, multi-element arrangement handling, and ASC 606-compliant revenue recognition. We implement both — and the integration between them — so your CPQ quotes flow automatically into billing and revenue recognition without manual handoffs.
Phase 1 runs 3–4 weeks for scoping, audit, and first-module go-live. We scope to your highest-friction gap first — typically CPQ configuration, approval governance, or the billing integration. Full rollout (Phase 2) typically takes 8–16 weeks depending on product complexity, number of price books, and depth of ERP integration. We'll tell you upfront after Phase 1 exactly what Phase 2 entails.
Yes. Most of our engagements start with a CPQ rescue — an existing implementation that's been bypassed or misconfigured. The most common scenario: CPQ was implemented by a generalist SI, reps found workarounds, and now the organisation has CPQ in place but isn't using it. We audit the current state, identify the friction points, and rebuild the configuration so it actually fits your sales motion. Phase 1 is structured specifically for this pattern.
NetSuite, SAP S/4HANA, Dynamics 365, and any system with an API. We're ERP-agnostic — the integration pattern (CPQ → contract → billing → GL posting) is the same regardless of ERP. We build via MuleSoft, direct REST API, SuiteScript, Power Automate, or custom middleware depending on what your architecture requires. If you have a legacy ERP with only flat-file export, we've handled that too via SFTP-based pipelines.
Yes. Phase 3 is a managed layer: monthly close support, configuration updates, exception handling, and new product catalog additions — included in a fixed monthly retainer. Most clients use it during the first 6–12 months post-go-live while the internal team gets up to speed. After that, we move to on-demand support or project-based engagements for major configuration changes.
Deployed for

Revenue Cloud done right, the first time.

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.

Talk to our CPQ team → View Salesforce practice deck