-
Salesforce CPQ & Revenue Cloud
Transform Your Sales & Revenue Operations with Salesforce CPQ & Revenue Lifecycle Management
Unlock scalable, accurate, and profitable quote-to-cash operations with Salesforce CPQ, Billing, and Revenue Cloud. ETG Digital designs and optimizes end-to-end revenue lifecycle management (RLM) so sales, finance, and operations share a single source of truth.
Faster quote-to-close cycle time
30–50%
Average increase in rep productivity
25%
Pricing accuracy after CPQ go-live
99%+
Why Salesforce CPQ
Why Salesforce CPQ for Quote-to-Cash Transformation?
With Salesforce CPQ and Revenue Cloud, your teams configure complex products, generate error-free quotes, and manage approvals—all inside Salesforce.
Accelerate Your Sales Cycle
Guided selling, automated discounts, and instant quote generation reduce back-and-forth with sales ops and finance, shortening quote-to-close timelines.
Create Consistency Across Sales Teams
Centralized pricing, discount rules, and approval workflows ensure every rep follows the same playbook and stays on-brand.
Boost Sales & Ops Productivity
Eliminate spreadsheets and manual calculations so reps spend more time selling and less time building quotes.
Drive Margin & Revenue Growth
Deal-level margin visibility and analytics on discounting, product mix, and win rates power smarter revenue operations (RevOps).
CPQ Services
Salesforce CPQ Implementation & Managed Services
From first-time implementation to complex pricing optimization, we help you get the most from Salesforce CPQ.
Salesforce CPQ Implementation
End-to-end Salesforce CPQ implementation services for new deployments or greenfield orgs.
- Requirements and use-case discovery for products, bundles, and approvals.
- CPQ data model and architecture design aligned to your go-to-market.
- Base configuration of products, price books, discounts, and approvals.
- Initial quote templates and document generation setup.
Outcome:
A robust CPQ foundation ready for sales scale.
CPQ Configuration & Enhancements
Optimize an existing Salesforce CPQ implementation with best-practice configuration.
- Complex pricing rules, volume/term discounts, and partner pricing models.
- Bundles, options, and guided selling experiences.
- Approval workflows aligned with finance, legal, and operations.
- UX improvements to quote creation and configuration flows.
Outcome:
Faster, smarter quotes that reflect how you actually sell.
CPQ Customization & Integrations
Extend CPQ beyond out-of-the-box capabilities for complex sales and pricing scenarios.
- Custom quote calculators and UI components.
- Integrations with ERP, billing, and eCommerce systems.
- Support for usage-based pricing and multi-year, multi-site contracts.
- Data synchronization with data warehouses and analytics platforms.
Outcome:
CPQ that supports even your most complex deals.
CPQ Managed Services & RevOps Support
Keep Salesforce CPQ aligned with evolving products, pricing, and revenue strategies.
- Backlog management and new feature rollouts.
- Release management, regression testing, and admin support.
- Training for new reps and sales operations teams.
- Continuous optimization as you expand into Revenue Cloud and Billing.
Outcome:
A CPQ platform that evolves with your business.
Why Revenue Cloud / RLM
WhySalesforce Revenue Cloud & RLM for End-to-End Revenue Lifecycle
Connect CPQ, Billing, and revenue recognition to give finance and RevOps teams full visibility from quote to cash to renewal.
End-to-End Revenue Lifecycle Management
Manage quotes, contracts, orders, billing, payments, and renewals in Salesforce, aligning sales, finance, and operations on one integrated platform.
Built Around Your Business Model
Support subscription, consumption-based, and hybrid pricing models with flexible contract structures, amendments, and co-terminations.
Accurate Revenue & Compliance
Provide the data foundation for revenue recognition (ASC 606 / IFRS 15), audit readiness, and reliable ARR/MRR reporting.
Scale with Growth & New Offerings
Launch new products, bundles, and pricing strategies without re-architecting your quote-to-cash stack.
Revenue Cloud & RLM Services
Salesforce Revenue Cloud, Billing & RLM Consulting
Design and deploy an integrated Revenue Cloud and RLM solution that supports subscriptions, usage, and one-time revenue in a single framework.
RLM & Revenue Cloud Implementation
Deploy a Salesforce Revenue Cloud foundation that connects CPQ, Billing, and finance.
-
Process and data mapping from quote to cash to revenue.
-
Configuration of contracts, orders, billing schedules, and revenue rules.
-
Alignment with finance, RevOps, and accounting stakeholders.
-
Integration with ERP and GL systems for downstream accounting.
Outcome:
A robust CPQ foundation ready for sales scale.
Subscription & Billing Management
Modernize how you manage recurring and usage-based revenue with Salesforce Billing.
-
Setup of billing for subscriptions, add-ons, and usage-based charges.
-
Rating and invoicing rules for varied price models and currencies.
-
Dunning, payments, and collections workflows.
-
Automated renewals, ramp deals, and mid-term amendments.
Outcome:
Predictable, automated billing that scales with growth.
Revenue Optimization & RevOps Analytics
Use CPQ + RLM data to drive smarter pricing, packaging, and retention strategies.
-
Analysis of discounting, churn, renewals, and product mix.
-
Playbooks for price optimization and packaging strategy.
-
Dashboards for ARR/MRR, cohort analysis, and revenue forecasting.
-
Integration with BI tools and data platforms for deeper insights.
Outcome:
Data-driven revenue operations with clear KPIs.
Training & Ongoing RLM Support
Ensure your teams get full value from Revenue Cloud and RLM.
-
Role-based training for sales, finance, and operations.
-
Documentation and admin enablement for in-house teams.
-
Ongoing support and enhancement via managed services.
-
Change management and adoption programs for new features.
Outcome:
Confident teams and sustained adoption across functions.
RevOps Architecture
Align CPQ, Billing & Revenue Cloud with Your RevOps Strategy
Connect Salesforce CPQ, Revenue Cloud, and Billing with ERP, CRM, eCommerce, and data platforms so every quote, invoice, and revenue event is accurate and traceable.
Integrated Quote-to-Cash Architecture
- ERP, CRM, eCommerce, and payment gateway integrations.
- Single customer and contract view across systems.
- Standardized revenue lifecycle processes across regions and channels.
- Data feeds into Snowflake or other data platforms for analytics.
RevOps Outcomes We Target
- Shorter sales cycles with higher win rates.
- Improved forecast accuracy and revenue predictability.
- Higher attachment and expansion rates for subscriptions.
- Lower operational cost per quote, order, and invoice.
Ready to Modernize Quote-to-Cash & Revenue Lifecycle?
Discover how an integrated Salesforce CPQ and Revenue Cloud / RLM solution can accelerate deal cycles, improve forecast accuracy, and unlock new recurring revenue streams.
Keep up with the latest service trends, insights, and conversations
Salesforce CPQ & RLM FAQs
This FAQ covers common questions about Salesforce CPQ and Revenue Lifecycle Management, helping brands streamline quoting, automate revenue processes, and scale their sales operations.
What is Salesforce CPQ and how does it help my sales team?
Salesforce CPQ streamlines complex product configuration, pricing, and quoting, helping sales reps generate accurate quotes faster and reduce manual work across the quote-to-cash process
What is Salesforce Revenue Cloud / Revenue Lifecycle Management (RLM)?
Salesforce Revenue Cloud and RLM connect CPQ, Billing, and revenue recognition so sales, finance, and operations can manage subscriptions, usage, and one-time revenue in a single, integrated revenue lifecycle.
Why partner with ETG Digital for Salesforce CPQ and RLM?
ETG Digital provides end-to-end Salesforce CPQ and Revenue Cloud consulting—from implementation and integrations to optimization and managed services—designed to accelerate deal cycles and improve revenue visibility
Can Salesforce CPQ and RLM handle subscription and usage-based pricing?
Yes. Salesforce CPQ and Revenue Cloud support subscription, consumption-based, and hybrid pricing models, including complex contracts, amendments, co-terminations, and automated renewals.














