Salesforce Revenue Cloud

Salesforce Revenue Cloud enables a unified buying experience for your customers across all direct/assisted, partner and commerce channels combining CPQ, Billing and Subscription Management.

Streamlining your revenue lifecycle across your sales teams, partners, operations and finance to deliver a 360 view of the customer.

Delivering fast and accurate reporting for predictive and preventative business planning and management, revenue compliance and downstream automation.

Salesforce Revenue Cloud benefits all stakeholders across the Lead-to-Ledger lifecycle.

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Sales

Close Deals Faster
Minimise Approval Cycles
Improve Customer Satisfaction Scores

Revenue Ops

Forecast Revenue on Quote per Revenue Standards
Remove Quote-to-Invoice Inaccuracies with Guided Selling
Accurately Calculate Sales Commission and Gross Margins

Finance

Proactively Manage Revenue as a Strategic Partner To Sales
Automate Close and Eliminate Manual Processing and Revenue Leakage
Recognise Revenue in Compliance with ASC 606 /IFRS 15

Sales Engine

Salesforce Revenue Cloud brings together Salesforce CPQ & Billing and Subscription Management to support and enable a more robust sales engine, including subscriptions, recurring revenue, and consumption-based models.

Streamlining your revenue lifecycle across your sales teams, partners, operations and finance to deliver a 360 view of the customer.

Delivering fast and accurate reporting for predictive and preventative business planning and management, revenue compliance and downstream automation.

How does Salesforce CPQ & Billing work?

How does Subscription Management work?

Key benefits

Accelerate sales

Get quotes out faster and reduce inaccuracies with guided selling. Save time with customisable templates designed for you.

Validation of transactions

Easily establish market rules on numerous platforms, secure gateways and integrations and save money by validating transactions.

Products & pricing update

Pricelists and catalogs centrally managed to enable product bundling, complex order configuration and guided selling.

Real-time insights

Identify revenue sources to predict forecast outcomes. View a 360-degree analysis of accounts and measure metrics from configurable dashboards.

Billing engine

Generate invoices from multiple channels, manage dunning, collections and revenue recognition. Reduce financial risk and compliance burden.

Self-service for subscriptions

Empower B2B customers to upgrade, swap and renew subscriptions via multiple platforms from anywhere in the world.

How does Salesforce Revenue Cloud fit into your tech stack?

As the first end-to-end solution that connects sales, operations and finance, a review of your current architecture is needed to evaluate what the trade-off is between what you have and what your business strategy requires.

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About PhiX Technologies

PhiX are Salesforce Revenue Cloud specialists with a commercial acumen and over 10 years of experience in the Quote-to-Cash market. We are a Salesforce Consulting and Implementation Partner with deep domain knowledge across the Salesforce AppExchange providing you with a holistic service for advisory and implementation.

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