Quote-to-cash your finance team can trust.
CPQ is where good intentions go to become technical debt. We design revenue architecture that survives your pricing committee, your product launches, and your auditors — and we untangle the orgs where it already went wrong.
The symptoms of a revenue architecture problem
"Simple quotes take days and touch four people."
That's not a training issue — it's a product model and approval design issue. Fixing it at the architecture level is what makes the speed permanent.
"Our CPQ org is so tangled we're afraid to touch it."
We take rescue engagements other firms turn down: candid audit, fast stabilisation, then a clean migration path — often into Revenue Cloud.
"Renewals and amendments leak revenue every quarter."
Co-terming, uplifts, and amendments are where CPQ configurations quietly bleed money. We design the renewal motion as carefully as the new-business one.
The full quote-to-cash spine
CPQ implementation done right the first time
Product catalog, pricing, discounting, and approvals modelled around your actual selling motion — with the discipline that prevents the org from becoming next year's rescue project.
CPQ → Revenue Cloud migration
Salesforce's centre of gravity is moving to Revenue Cloud. We plan and execute the migration — what to carry forward, what to redesign, what to finally delete.
Rescue engagements
The broken orgs, the stalled rollouts, the "our last partner disappeared" projects. Candid audit first — we'll tell you exactly what's salvageable — then stabilise, then rebuild. This is the work our reputation is built on.
Agentforce Revenue Management
AI agents inside the revenue motion — quote assistance, pricing guidance, renewal outreach. As one of the newer plays in the ecosystem, this rewards partners who know both the revenue model and the AI layer. We're one of the few who do both.
Billing, docs & the last mile
Conga document automation, invoicing integration, and ERP handoffs — the unglamorous last mile where quote-to-cash either reconciles or doesn't.
Agentforce Revenue Management, end to end
The six areas of ARM where we've delivered — from catalog to contract to recognised revenue.
Product Catalog & Pricing
Attribute-based catalog — one source of truth for products, bundles, and configurable options across every channel. Dynamic pricing engine — multi-tiered pricing, volume discounts, and promotional rules invokable at any point in the revenue process.
CPQ & Guided Selling
AI-assisted quoting — reps build accurate quotes in natural language, with constraint-based rules preventing mis-configuration. Upsell & bundle intelligence — AI suggestions that protect margin while accelerating deal velocity.
Contract Lifecycle Management
AI clause generation — contract language drafted from deal context, customer history, and compliance templates. Automated amendments (MACD) — move, add, change, delete flows that recalculate pricing without custom Apex.
Subscription & Usage Billing
Hybrid revenue models — subscriptions, usage-based, one-time, and ramp pricing in a single contract, natively. Automated invoicing & RevRec — billing and revenue recognition on the native Salesforce data model, no ERP reconciliation gaps.
Dynamic Revenue Orchestration
Post-sale fulfilment automation — provisioning, activation, and delivery workflows with no manual handoff. Intelligent renewal engagement — proactive workflows triggered by contract milestones and consumption thresholds.
Revenue Intelligence & Forecasting
AI-driven forecasting — Tableau-powered dashboards tracking sales velocity, margins, and renewal risk in real time. Revenue leakage detection — pricing anomalies, missed renewals, and billing discrepancies flagged before they hit recognised revenue.
We've cleaned up enough CPQ to know how it breaks.
- Rescue-tested patterns. Every rescue teaches us a failure mode. New builds inherit that scar tissue as design discipline.
- Finance in the room. Revenue architecture that RevOps designs alone gets vetoed by finance later. We bring both into the design from week one.
- Candid scoping. If your problem is process rather than platform, we'll say so before you spend implementation money on it.
Inherited a mess? Planning to avoid one?
Either way, the first step is the same: a candid, architect-led read on your revenue architecture. No deck, no junior bench — just the assessment.