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 catalogues and send to the client in 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.
What is
Revenue Cloud®?
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.
What can you do with Revenue Cloud?
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.
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 updates in Commerce Cloud or the reverse.
- Unified orders between sales and self-service
- Automatically update product catalog & pricing
- Negotiated pricing applied in Commerce Cloud
Our Cloud Experience Matrix
Explore our matrix below to find your story. With a choice of Platforms, Business uses, Locations and Industries, your options are unlimited. You can rely on our expertise to work on a new market-disruptive solution together. The table below provides an overview of our most recent projects.
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