Product and bundle setup
Products, options, features and constraints that stop reps from quoting things that do not go together.
💲 Salesforce Revenue Cloud
Accurate quotes, out the door faster
Quoting gets slow when pricing lives in a spreadsheet and approvals live in email. We model your products, bundles and discount rules in Salesforce CPQ or Revenue Cloud so reps build correct quotes on their own and finance trusts what was sold.
Salesforce
Revenue Cloud and CPQ
A good fit for
- Companies with bundles, options or tiered pricing
- Subscription and renewal businesses
- Teams where discount approvals hold up deals
7+ years
building and fixing CRM systems
4.99 rating
from 969 reviews on Fiverr
Top 1%
of talent on Upwork
🧰 What we do
What we do on Revenue Cloud and CPQ
Price and discount rules
Volume, term and partner pricing calculated automatically, with guardrails on discounts.
Approvals
Advanced approvals that route only unusual discounts or terms, so normal deals are not held up.
Quote documents
Branded quote templates with the right terms per region, ready for e-signature.
Contracts and renewals
Contracts, amendments and renewal opportunities generated from what was actually sold.
Billing and invoicing
Invoices and revenue schedules in Salesforce or passed to your accounting system.
🗺️ How we work
Plan, build, then stay with you
Every Revenue Cloud and CPQ project starts with a short call and a written scope. You know what will be built, by when and for how much before any work starts.
We learn how your business really works, then map out a CRM roadmap that fits your goals, your team and your budget.
What you get
- Discovery workshop
- Process and data audit
- Roadmap with a clear quote
Setup, data migration, automation and integrations, configured so your team spends less time on admin and more time with customers.
What you get
- Configuration and data migration
- Automation and integrations
- Testing and a smooth go-live
Training, improvements and ongoing support after go-live, so your system keeps up as your business grows.
What you get
- Team training and how-to videos
- Reports and dashboards
- Ongoing admin and support
🔗 Integrations
Revenue Cloud and CPQ connected to the rest of your tools
- DocuSign
- Stripe
- NetSuite
- QuickBooks and Xero
- SAP
- Sales Cloud
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💬 FAQ
Revenue Cloud and CPQ questions, answered
Something else on your mind? Ask us on a free call.
Salesforce now focuses new development on its Revenue Cloud and Revenue Lifecycle Management products. Many companies still run CPQ well. We help you decide whether to optimise CPQ or plan a move.
Often, yes. Slow quotes usually come from too many price rules or calculated fields. We profile the quote calculator and simplify.
If you sell a few products at list price, standard quotes may be enough. CPQ pays off with bundles, complex discounts or subscriptions.
Yes. Accepted quotes can create orders in your ERP or accounting system automatically.