Quoting & CPQ
Configure complex deals with standardized pricing, guided selling and structured approvals on Agentforce Revenue Management.
Connect · The revenue lifecycle
Connected Revenue.
Join people, processes and platforms across the revenue lifecycle. One governed Lead-to-Cash flow on Salesforce, from first quote to renewal.
One governed Lead-to-Cash flow
LeadDemand
QuoteCPQ
ContractTerms
OrderFulfill
BillingInvoice
PaymentCollect
RevenueRecognize
RenewalExpand
↶ Renewal and expansion feed the next cycle
The problem
When the revenue lifecycle is stitched together, deals slow and revenue leaks.
Quoting still lives in spreadsheets and PDFs, so complex deals are slow and hard to govern, and billing sits apart from the customer where manual invoicing delays the cash. Handoffs between sales, finance and delivery drop data, so the same work gets done twice.
Renewals run outside the system and revenue leaks quietly, while every acquisition adds another pricing and billing model to untangle.
What we connect
Every stage of Lead-to-Cash, governed as one system.
Quote
Contract
Contracts & amendments
Consistent terms, mid-term changes and renewals handled in one place, without manual redlines.
Billing
Billing & invoicing
Automated usage, milestone and subscription billing that stays connected to the order and the customer.
Payment
Payments & collections
Connected payment capture and collections that accelerate cash and pull down DSO.
Revenue
Revenue recognition
No-touch, accurate revenue recognition that finance can trust and audit with confidence.
Commissions
Commissions with Spiff
Automated, transparent commissions that drive consistent selling behavior across teams.
Monetize
New monetization models
Usage, consumption and hybrid pricing introduced without breaking the systems around them.
Renew
Renewals & expansion
Renewals brought into the system so leakage closes and expansion signals are visible.
Integrate
ERP & platform integration
Clean handoffs to ERP, tax and payment platforms so revenue data stays consistent end to end.
Sales & Service Cloud
Agentforce Revenue Management
CPQ
Salesforce Billing
Payments
Spiff
ERP & tax integration
The PhiX edge
Billing is where most partners stop. It is where we start.
Billing and monetization carry the complexity that slows enterprise revenue, and they are the capability most implementation partners avoid. PhiX holds a seat on the Agentforce Revenue Management Partner Advisory Board and treats billing as core, not an afterthought.
- Agentforce Revenue Management Partner Advisory Board
- Deep billing and monetization expertise
- Finance and commercial fluency on one team
- Low-risk migration methodology
The operating model
Connected Revenue is the middle of the loop.
It only works when it sits on trusted data and feeds revenue intelligence. Explore the other layers.
Start here
See where your Lead-to-Cash flow is leaking.
Start with a Revenue Infrastructure Review and leave with a prioritized roadmap for connecting your revenue lifecycle.