Revenue Cloud

Configure quotes with speed and accuracy.

What is
Revenue Cloud^®?

Revenue Cloud (formally called CPQ) is all about providing your customers with accurate, compliant quotes in a matter of minutes. CPQ gives you a streamlined and guided process to configure, price and send quotes for one time or reoccurring contracts.

What can you do with Revenue Cloud?

You can generate complex quotes in a matter of minutes and know that they are compliant. Salesforce Revenue Cloud gives sales reps an easy-to-use and fast solution to compile quotes from product catalogs and send them to the client in an attractive, branded template.

Revenue Cloud can be configured to provide recommended suggestions through guided selling and bundles, as well as using multiple price books and supporting multi-currency for international companies.

Revenue Cloud can be further extended through Salesforce Billings to provide recurring revenue opportunities and automatic contract generation. With everything in one unified platform, there is a seamless handoff between sales and finance and product and pricing can be seamlessly updated.

72%

Anticipated growth in sales team usage

51%

of high performing sales teams use CPQ (Revenue Cloud)

70%

of high performing sales teams anticipate using CPQ (Revenue Cloud) in the next three years

* State of Sales, Salesforce report 3rd edition

Get the best out of Revenue Cloud with VRP Consulting

Whether you are looking to generate complex quotes in a few clicks, offer reoccurring revenue options or unify your sales and finance teams, we have the expertise to help get you up and running in no time. As an approved Billing partner we are now ready to deliver your Revenue Cloud (CPQ + SF Billing) projects.

1. Custom quote templates

We configure professional branded quote templates that match your company style and include any required terms:

Company branding
Adaptive terms and conditions
eSignature with DocuSign and contract automation with CongaComposer
One-click send

2. ERP integration

We integrate with ERP systems so all your product catalog, stock management and finance systems work seamlessly together:

SAP
Microsoft NAV or AX
GoldFinch Cloud Solutions

3. Streamlining complex sales processes

We build processes that accelerate the sales process and provide smart recommendations for Sales Reps to maximize revenue opportunities:

Guided selling: Guide new sales reps with questions that lead to product and package recommendations
Bundles: Group products in sets and enforce rules to ensure the set is complete and accurate while also providing upsell opportunities
Tiers: Apply tiered pricing discounts that are automatically applied
Pricing rules and Dynamic Pricing: Automatically apply relevant condition-based discounts and instantly recalculate

4. Approval processes

We configure streamlined approval processes, whether you need a single sign off or a more intricate series or parallel approval process:

Advanced approvals
Chatter or email notifications
Smart approvals
Required approvals

5. Advanced order management

We can enable your solution to send stock to multiple locations or generate one quote for multiple orders as well as activate subscriptions post delivery:

One quote, multiple orders
Deliver to multiple locations
Automatic subscription service activation

6. Salesforce Billing

Streamline the way finance works with Sales to provide a better customer experience. We can implement Salesforce Billing, an add-on package, that takes order record to invoicing, payment, and revenue recognition:

One-time and recurring invoicing
Apply taxation rules
Integrate with payment systems

7. CPQ for Partner Communities

Provide the same CPQ tools for your partners to ensure every deal they make is approved. Our Salesforce Consultants configure Experience Cloud communities:

Partner lead registration
Self-service price quotes
Visibility into partner pipeline

8. CPQ for Customer Communities

We integrate Revenue Cloud with your customer community so your user can self-service when they need to work on contracts or quotes:

Customer self-service
Automatically trigger opportunities
Full approval process

9. CPQ & B2B Commerce Connector

We connect your B2B Commerce Cloud and Revenue Cloud together so customers can interact how they like, when they want. Orders can start with Sales and be updated in Commerce Cloud or the reverse.

Unified orders between sales and self-service
Automatically update product catalog & pricing
Negotiated pricing applied in Commerce Cloud

What are your options?

If you are taking your first steps with Salesforce, or evolving your existing platform, our experts can match your needs with either full-service consulting and delivery projects, staff augmentation or support. Click to find out more.

Our Cloud Experience Matrix

Explore our project matrix to learn how our customers were able to digitally transform their business, gain valuable customer insights, automate business processes, improve customer service delivery, personalize their marketing campaigns, implement market-disrupting solutions and drive revenue by harnessing VRP expertise and the power of Salesforce.

Find the right solution for your business

Kickstart your next Salesforce project with an award-winning Salesforce partner. Complete the form and one of our consultants will get back to you. No matter your size, industry or requirements, we have the expertise and experience to help you achieve your goals.