Automate your entire Quote-to-Cash process. From complex product configurations and dynamic pricing to automated invoicing and ASC 606 compliant revenue recognition—we deliver end-to-end CPQ and Billing solutions that accelerate sales cycles and maximize revenue.
The Quote-to-Cash process is the backbone of revenue operations. Salesforce CPQ (Configure, Price, Quote) combined with Salesforce Billing creates a powerful automation platform that transforms how businesses sell, invoice, and recognize revenue. Our experts help you implement, customize, and optimize these solutions to reduce quote errors, accelerate deal closures, and ensure financial compliance.
Salesforce CPQ (Configure, Price, Quote) is a sales tool that helps companies sell complex products and services quickly and accurately. It sits on top of the standard Opportunity → Quote → Order process and automates complex sales configurations that would otherwise require manual effort and expertise.
CPQ enables guided selling with intelligent rules that help sales reps select the right products and options. Bundle rules ensure compatible products are sold together, while constraint rules prevent invalid configurations. This eliminates configuration errors and ensures every quote is technically valid.
The powerful pricing engine supports multiple pricing models including list pricing, block pricing, cost-plus margins, contracted pricing, volume discounts, and complex price rules. Automated discount schedules and approval workflows ensure pricing consistency while maintaining profit margins.
Generate polished, branded quote documents automatically. Dynamic quote templates pull in product details, pricing, terms, and conditions. Integrated approval workflows using CPQ Advanced Approvals route discount requests to the right stakeholders.
CPQ handles the complete quote lifecycle including amendments for changes to existing contracts, renewals for subscription extensions, and co-termination to align multiple subscriptions to a common end date. This ensures accurate pricing throughout the customer relationship.
Salesforce Billing extends CPQ to handle the entire Quote-to-Cash cycle after Order creation. It automates invoicing, payment collection, and revenue recognition—transforming your back-office operations and providing complete visibility into your revenue streams.
Generate invoices automatically based on order data. Support for recurring invoices, one-time charges, and usage-based billing models. Invoice schedules can be customized per product or customer, with automated delivery via email or customer portals.
Process payments through integrated payment gateways. Handle refunds, credit memos, and debit notes efficiently. Automated dunning workflows for overdue invoices improve collection rates and reduce days sales outstanding (DSO).
Recognize revenue accurately over time with ASC 606 and IFRS 15 compliant revenue schedules. Automate the creation of revenue transactions based on performance obligations, ensuring audit-ready financial reporting and compliance.
Integrate with leading tax engines like Avalara and Vertex for accurate, real-time tax calculation. Handle complex multi-jurisdiction tax scenarios, exemptions, and tax-inclusive pricing automatically.
Handle mid-term changes gracefully with automated proration for upgrades, downgrades, and cancellations. Bill in arrears or advance based on business requirements. Generate credit and debit notes automatically for contract modifications.
A proven methodology for successful CPQ & Billing deployment
We analyze your product catalog, pricing models, sales processes, and billing requirements to design the optimal solution architecture.
Configure product bundles, pricing rules, quote templates, billing schedules, and revenue recognition policies tailored to your business.
Rigorous testing of all scenarios, data migration from legacy systems, and integration validation with your existing tech stack.
Comprehensive training for sales, finance, and operations teams. Smooth go-live with hypercare support to ensure adoption success.
End-to-end solutions to transform your Quote-to-Cash operations
Complete Salesforce CPQ setup from scratch, including product configuration, pricing rules, and quote automation.
Automated invoicing, payment processing, and collections management for streamlined billing operations.
Strategic product catalog architecture for scalable configuration and maintainable pricing structures.
Complex pricing models, discount management, and approval workflows to protect margins and accelerate deals.
Connect CPQ & Billing with ERP systems, tax engines, payment processors, and other business applications.
Ongoing maintenance, performance optimization, and enhancement services to maximize your CPQ & Billing ROI.
Transform your revenue operations with CPQ & Billing
Reduce quote creation time by up to 80% with automated product configuration, pricing calculations, and document generation.
Eliminate pricing errors with automated rules, validation, and approval workflows that ensure every quote is accurate and profitable.
Capture every dollar with automated billing, renewal management, and proration calculations that prevent revenue from slipping through cracks.
Meet revenue recognition standards automatically with compliant revenue schedules, audit trails, and financial reporting capabilities.
Generate and deliver invoices automatically based on billing schedules, reducing manual effort and accelerating cash collection.
Handle complex subscription scenarios including amendments, renewals, upgrades, downgrades, and cancellations with automated proration.
Connect with ERP, accounting, tax engines, and payment systems for a unified Quote-to-Cash process across your tech stack.
Gain visibility into quote velocity, win rates, discount trends, revenue forecasts, and billing metrics with powerful dashboards and reports.
CPQ & Billing expertise across diverse sectors
Explore our comprehensive Salesforce service offerings to maximize your CRM investment:
Join businesses worldwide who've transformed their revenue operations with our Salesforce CPQ & Billing expertise.
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