SaasWorx implements Salesforce Revenue Cloud (Agentforce Revenue Management) across the full quote-to-cash process: product catalog, pricing, configure- price-quote, contracts, orders and billing. Our certified Salesforce consultants delivery new Revenue Cloud implementations and migrations from Salesforce CPQ, so sales and finance run quoting, renewals and invoicing on one platform.
Whether you run Salesforce CPQ today, already use Sales Cloud or are starting fresh, SaasWorx has a clear path to Revenue Cloud. Our consultants cover the full lead-to-cash process, from the first quote in Salesforce to the invoice, payment and revenue in your ERP.
Launch quote-to-cash on Salesforce from day one, with Sales Cloud and Revenue Cloud designed together. We set up the product catalog, pricing rules, approvals and guided quoting, including inside custom Salesforce solutions.
Core deliveryWe review your current CPQ or quoting setup and the finance process downstream of it: catalog and pricing complexity, custom code and price rules, install base and renewal timing, and billing and ERP dependencies. You get a recommended path to Revenue Cloud before you commit.
Start hereMove from Salesforce CPQ with the right approach for your setup, from lift and shift to selective redesign or a fresh build that keeps CPQ as history. We plan which transaction data moves and how users switch over, by pilot team, by cohort or with CPQ contracts running to renewal.
MigrationBring quoting and contracts into Salesforce when Sales Cloud is live but quotes still sit in spreadsheets or other tools. Reps quote, approve and contract from the same opportunity record.
ExpansionManage contracts, amendments, renewals and orders in one flow, then automate invoicing and payments with Revenue Cloud Billing and tools such as Stripe and DocuSign.
Contracts & billingConnect Revenue Cloud to Oracle NetSuite, SAP, Sage Intacct or QuickBooks over MuleSoft, with clear system-of-record lines: quotes, contracts and orders in Salesforce; invoices, payments and revenue in your ERP.
IntegrationSubscriptions, configured equipment and usage-based services all price and bill differently. We bring industry-specific pricing models and contract structures to every Revenue Cloud engagement, so your quote-to-cash process reflects how your business actually earns revenue from the first sprint.
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Subscription and usage-based quoting, ramp deals, co-terming and automated renewals for software, AI and platform companies.
Configure-price-quote for complex, configurable products, with dealer pricing, service contracts and orders that flow to fulfillment and ERP.
Contract pricing, GPO agreements and bundled quotes for devices, consumables and service plans.
Customer-specific pricing, B2B wholesale quotes and recurring orders for brands and distributors.
Estimates, service packages and recurring plans that turn into invoices as soon as work is booked.
Recurring invoicing, multi-entity billing and contract management for payroll, benefits and employer services providers.
Subscription, licensing and advertising deals with tiered pricing, multi-year contracts and recurring invoicing.
Rental and lease quotes, contract terms, extensions and recurring billing for equipment fleets.
Recurring managed services contracts, usage-based add-ons and renewals for IT service providers and MSPs.
Talk to SaasWorx about a new Revenue Cloud implementation or a move fromSalesforce CPQ.
From automating subscriptions and payments for a specialty retailer to streamlining high-volume invoicing for an employer services provider, here is what SaasWorx has built on Salesforce for quote-to-cash.
Specialty Retail
Employer Services
Sales Operations & ERP Integration
Have questions about Salesforce Revenue Cloud, migrating from Salesforce CPQ, subscription pricing, contracts, billing or ERP integration? Our Revenue Cloud consultants can help you understand the right approach for your quote-to-cash process.
Talk to a Revenue Cloud Specialist →Request a one-on-one meeting with our Revenue Cloud consultants to walkthrough your quoting, contract and billing workflows, and where Revenue Cloud can havethe most immediate impact.

Let's get this conversation started. T ell us a bit about your quote-to-cashprocess and we'll get in touch with you.