Salesforce - Revenue Cloud
Our Offering
What is Salesforce Revenue Cloud?
Configure, Price, Quote
Revenue Cloud Salesforce, or Configure, Price, Quote Software by Salesforce is a sales tool for companies to provide accurate pricing with any given product configuration scenario. Revenue Cloud applications take into account optional features, customizations, quantities, and discounts, allowing sales reps to quote prices quickly and accurately.
Cloud-Based Sales Power
Salesforce Revenue Cloud gives your sales team easy to use software, available on any device due to its cloud based platform. Hosted within the Sales Cloud platform giving you a direct link with your CRM to make the most impactful sales decisions. Simplifying important processes like submitting proposals are essential to making sales processes lean. Because Salesforce Revenue Cloud is integrated with Salesforce CRM, the information sales teams need is available on their mobile devices. The process of delivering quotes becomes a lean, efficient activity.
Our Offering – Salesforce Revenue Cloud
Comprehensive implementation and configuration services to get your Revenue Cloud system up and running
Install and Configure Revenue Cloud
Install and Configure the Revenue Cloud package settings (In Sandbox)
Define Products and Attributes
Define Products and Revenue Cloud Attributes (1 design meeting to review/discuss)
Pricing Configuration
Define pricing based on price list/price book (up to 3 different price lists)
Revenue Cloud Price Rules
Create Revenue Cloud Price rules (Automations). Change the price/quantity of a product based on business rules
Revenue Cloud Product Rules
Create Revenue Cloud Product rules. Display Error/Validation messages on the Revenue Cloud calculator screen
Approval Process
Based on Salesforce native approval functionality
Quote Template
In case eSign is required, need to purchase an additional eSign solution such as DocuSign
Contract and Subscription
Use the OOTB Revenue Cloud functionality to create Contracts and Subscription after booking
Contracts – Renew and Amend
Use the OOTB Revenue Cloud functionality to renew or amend contracts for existing customers
User Training
3 hours of comprehensive user training
Deploy to Production
Install and configure the package in production, migrate implementation, data fix