From a 15-year-old quoting tool to Revenue Cloud.
A first Salesforce implementation, done on the go-forward platform.
1,500 products structured & visualized · 100+ pricing logics automated · first-ever two-way ERP integration
The situation
The company ran its revenue engine on a quoting tool configured fifteen years ago and never upgraded. Quotes were built in spreadsheets and uploaded after the fact; nothing connected to the ERP. Rather than adopt soon-to-retire CPQ, they went straight to Revenue Cloud Advanced.
The work
Sales Cloud for 40 users · 1,500 products structured into a visualized workbook · 100+ pricing logics automated (contract and multi-year amendment pricing) · complex multi-level approvals · full contracting, amendments, and renewals lifecycle · two-way ERP integration.
The outcome
Quoting moved off spreadsheets into a governed, ERP-connected revenue process — built on the go-forward platform, so nothing needs re-platforming later.
“[Client testimonial]”
Begin with a scoped discovery.
Two weeks. We map your current state, surface the risks, and hand you a target architecture and a fixed-fee plan. You own the output either way.
info@sakshaconsulting.com