Quotes Take Too Long
A rep needs three emails and a spreadsheet to price one deal. By then, the buyer has gone quiet. We put the pricing rules inside Salesforce. Reps quote faster, and the numbers hold up.
Formerly Known as Salesforce Revenue Cloud · Beachwood, Ohio
Best Agentforce Revenue Management Services in the USA
Salesforce Revenue Cloud Consulting From First Quote to Final Invoice
Salesforce renamed Revenue Cloud to Agentforce Revenue Management, and the product underneath is the one you know. Your quotes and contracts live in it now, with invoices right alongside your catalog and prices. Stack Intelligence plans it, builds it, and connects it to your ERP. We also move teams off legacy Salesforce CPQ. Sales and finance end up working from the same deal.
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Trusted by Enterprise Teams as a Salesforce Consulting Partner
Logos of Texas Instruments, American Express, Fiserv, Autodesk, Target, Honeywell, Dell and Delta Air Lines have worked with Stack Intelligence on Salesforce.
Salesforce Revenue Cloud Consulting Services for Every Stage of Your Revenue Lifecycle
This is the full Salesforce Revenue Cloud implementation. We map how you sell and bill today. Then we design the future state and build it in Salesforce. Integrations to your ERP, tax, and payment systems are part of the job. So are testing and go-live.
You walk away with:
- Current-state and future-state revenue process maps
- A configured Agentforce Revenue Management org
- Tested product-to-cash flows, ready for launch
We start with your catalog, because a messy one breaks every quote built on top of it. Your bundles and options go into Product Catalog Management. Price books come next, along with the rules for who can discount and by how much. Guided selling then walks reps through each quote. They stop pinging product management to ask what fits with what. Big discounts go to the right approver.
You walk away with:
- A product catalog with bundles and options
- Price books and pricing rules, plus discount approvals
- Guided selling inside your configure, price, quote (CPQ) setup
Nobody should have to retype a signed quote to turn it into a contract. We connect those steps. When a customer adds seats in month seven, the amendment reads from the original deal. Renewals work the same way, so the terms you agreed to don't quietly change. From there, orders head off to fulfillment.
You walk away with:
- Quotes that turn into contracts and orders on their own
- Amendment and renewal handling
- Asset tracking after the sale
Once an order closes, ARM Billing (formerly known as Revenue Cloud Billing) picks it up and builds the invoice. We set up the schedules behind it. A setup fee bills once, a subscription bills every month, and usage bills on what was actually consumed. Payments flow back to your finance system, and the month-end spreadsheet rebuild goes away.
You walk away with:
- Billing schedules for recurring and usage charges
- Invoice generation and payment tracking
- Billing data synced to finance
Many teams still run legacy Salesforce CPQ. Moving off it takes planning. We review your price rules, product rules, and any Quote Calculator Plugin code. We map every integration and every open contract. Then we plan a phased move, so renewals keep working while you switch.
You walk away with:
- A CPQ audit covering rules, plugin code, and customizations
- An integration and renewal dependency map
- A phased migration roadmap
Once the data is clean, Agentforce can help. Agents can draft quotes, flag renewals coming due, and suggest pricing within your limits. They can also watch usage and explain an invoice line to a customer. We help you pick which ones to build first.
You walk away with:
- Agentforce use cases ranked by value
- Agent actions and guardrails for quoting and billing
- A rollout plan tied to your revenue data
Is Your Revenue Process Ready For What's Next?
Still on legacy CPQ? Quoting by hand? Billing in a separate tool? Tell us where it hurts. We'll show you what to fix first.
Salesforce Revenue Cloud Consulting That Solves Real Revenue Problems
Discounts Leak Margin
Reps discount to close. Nobody notices until the quarter ends. We set discount limits and approval paths. Every exception has a name on it.
Legacy Salesforce CPQ Is Holding You Back
Your CPQ setup grew one rule at a time. Now nobody wants to touch it. We audit it first. Then we plan the move to Agentforce Revenue Management in phases.
Billing Lives Outside Salesforce
Finance rebuilds every invoice from the order. Errors creep in. We connect orders to ARM Billing. Invoices then come from the same deal sales closed.
Subscriptions and Usage Are Hard to Bill
You sell monthly plans, annual plans, and overages. Customers change plans mid-term. Spreadsheets can't keep up. We model recurring and usage-based pricing in one place.
Sales and Finance Don't Trust the Same Numbers
Sales reports one figure. The ERP shows another. We connect Agentforce Revenue Management to your ERP and finance tools. Both teams see the same order and the same invoice.
Salesforce Case Studies From the Field
Pick a cloud and see what we built, for whom, and what changed after go-live.
Industry: Mobility & Accessibility
Brave Mobility
The problem
Demand was outgrowing spreadsheet-and-email ordering, and each new region took months to open.
What we did
Built a B2B Commerce storefront with Salesforce Order Management and automated ordering end to end.
Result
Live in 8 weeks. New regions now open in 1–2 weeks, down from 4–6 months.
Industry: Physical Security & Surveillance
NITOR
The problem
A growing partner network meant more small accessory orders landing on the sales team’s desk.
What we did
Launched a self-service storefront on Experience Cloud and B2B Commerce, with MuleSoft syncing orders to QuickBooks.
Result
Customers and partners now order on their own, and the channel scales without extra headcount.
Industry: Manufacturing
Element Designs
The problem
Selling custom glass doors online isn't like selling off-the-shelf parts. Element Designs needed a store that could handle every detail its sales team handles today.
What we did
Stack Intelligence launched a B2B storefront on Salesforce Commerce Cloud with Cyncly's 3CAD configurator built right into the product page.
Result
Now its trade buyers can design one, price it, pay for it, and ship it, all without leaving the site.
Stack Intelligence Client Testimonials
Clients rate Stack Intelligence 5/5 on Salesforce AppExchange, and these four quotes came in after their projects wrapped.
"Stack is a great partner. We have an extremely tight timeline to implement a very complex commerce site, and they were able to pull it off."
"Excellent job end to end (SOW to product launch). They took the time to understand our business and needs. We consider them partners and plan on using Stack Intelligence for future projects."
"We engaged Stack Intelligence to build a Salesforce Commerce Cloud medication order site for our patients. They were able to scope out all of our needs and deliver the project on time, even when some of our requirements changed. Post-launch support has been excellent as they always respond quickly when issues arise."
"Stack Intelligence was always a consistent, knowledgeable partner that made sure all of our needs were met throughout the entire project. The people were very easy to work with."
Showing testimonial 1 of 4: Vince Tan, Director of IT, Ascensus Specialties
Our Technology Partners
- Salesforce: The CRM, revenue, service, commerce and AI platform at the center
- Shopify: Storefronts connected to Salesforce customer and order data
- Stripe: Payments and automated billing
- Conga: Document generation, e-signature and contract lifecycle
- Skyvia: No-code data sync between Salesforce, NetSuite and commerce tools
- Tally: Forms and intake that feed Salesforce automation
Our Certifications
Industries We Serve With Salesforce
Pricing and service work differently in each industry, so we design Salesforce around yours.
Manufacturing
Configurable products, dealer pricing, quoting and field service in one Salesforce org.
Read More about Salesforce for Manufacturing
High Tech & Software
Subscription billing, partner programs and integrations that keep up as you grow.
Read More about Salesforce for High Tech & Software
Financial & Professional Services
We set up Salesforce so your team sees the whole story on one record.
Read More about Salesforce for Financial & Professional Services
Healthcare & Life Sciences
Patient and customer portals, ordering and service workflows with secure data.
Read More about Salesforce for Healthcare & Life Sciences
Retail & Consumer Services
When we're done, your staff can pull up any order, booking, or chat from one customer record.
Read More about Salesforce for Retail & Consumer Services
Automotive & Transportation
Stack Intelligence sets up Salesforce Automotive Cloud so carmakers, dealers, and fleets share one view.
Read More about Salesforce for Automotive & Transportation
Education
Your institution probably runs on a dozen systems that rarely talk to each other.
Read More about Salesforce for Education
Construction & Real Estate
If you sell homes, lease offices, or build them, you're tracking a lot of people at the same time.
Read More about Salesforce for Construction & Real Estate
Public Sector
Experience Cloud portals and oversight workflows, plus ServiceNow work for federal and utility clients.
Read More about Salesforce for Public SectorReady To Modernize Your Quote-to-Cash Process?
Some teams need a fresh implementation. Others need a CPQ migration, a billing fix, or an ERP connection. We'll look at your setup and tell you which path fits. Then we'll help you get there.
Our Revenue Management Implementation Process
Get a tailored revenue planAssess Your Revenue Process
We follow one real deal from first quote to cash in the bank. Along the way we note every tool it touches and every spot where someone retypes data. We write down what breaks.
Design The Revenue Architecture
We design the product model and the pricing structure. We map how quotes become orders and orders become invoices. Integrations and governance get planned here too.
Build & Configure
Build work happens in a sandbox, in short sprints. Each sprint adds a piece, maybe the catalog first and billing later. At the end of each one, you get a demo and a chance to push back.
Connect Sales, Finance & Operations
We connect Agentforce Revenue Management to your ERP, tax, payment, and commerce systems. Zonar Systems' build, for example, links to Business Central and Avalara.
Validate Quote-to-Cash
Normal deals get tested first. Then we go after the awkward ones. What happens when a customer upgrades mid-term? Or cancels half the order? Or renews at a new price? We check that the invoice still comes out right.
Launch & Optimize
After go-live, we train your reps and your finance team, then keep an eye on how they use it. Launching a new product next quarter? We'll update the setup for it.
Why Choose Stack For Agentforce Revenue Management?
Hire Salesforce Consultants01. Revenue Process Before Platform Configuration
We learn how you price, sell, and bill. Then we configure Salesforce to match.
02. Quote-to-Cash Expertise
Pricing, CPQ, contracts, orders, and billing are everyday work for us. We also run Salesforce CPQ migrations and ARM Billing projects.
03. Complex Pricing & Revenue Models
We handle bundles, tiered pricing, subscriptions, and usage charges. We set up the ones you actually sell.
04. Connected Architecture
Revenue data has to reach finance. We connect Salesforce to ERP, tax, payment, and commerce systems. Zonar Systems builds links to Business Central, Avalara, and more.
05. Revenue AI With Agentforce
Agentforce works inside your revenue process. It can draft quotes, flag renewals, and answer billing questions using your real data.
06. Support Beyond Go-Live
New products and new pricing keep coming after launch. We stay on to handle them. Many clients move into Salesforce Managed Services.
Frequently Asked Questions About Agentforce Revenue Management
Agentforce Revenue Management is Salesforce's current name for Revenue Cloud. It runs the revenue lifecycle on one platform. That covers the product catalog, pricing, quoting, contracts, orders, and billing. AI agents can work across those steps too.
Yes. Agentforce Revenue Management is the new name for Salesforce Revenue Cloud. Some Salesforce docs and screens still use the old name. Older material may also say Revenue Cloud Advanced. It's the same product family.
Salesforce Revenue Cloud consulting is the planning work that happens before anyone configures anything. A consultant studies how you quote and bill today. Then they design how your catalog, prices, and invoices should work in Salesforce. They also plan integrations and any CPQ migration. At Stack Intelligence, the same team then builds it.
A Salesforce Revenue Cloud implementation partner is the team that actually builds it. We start by learning your process and drawing up the design. Next, we configure Salesforce, hook it to your other systems, and move your data over. Testing and launch come after that, and we stay on to tune things.
Yes. First, we open up your current CPQ org and see what's in there. We list every price rule and product rule, plus any custom plugin code and connected systems. Then we move it over in phases. Your open contracts keep renewing the whole time. Read about our Salesforce CPQ migration service.
Yes. You can sell a one-time setup fee and a monthly subscription on the same deal. ARM Billing (formerly known as Revenue Cloud Billing) then builds the schedule and sends each invoice when it's due. Amendments and renewals carry through to billing. Read about our ARM Billing service.
Yes. Salesforce added Usage Management and Rate Management for this. Say a customer buys 10,000 API calls and uses 12,000. The system tracks that, prices the extra 2,000 at your rate, and adds it to the next invoice. Prepaid credits and pay-as-you-go plans work the same way.
Yes. Usually the ERP gets the orders and invoices, and Salesforce gets product and price updates back. Zonar Systems is set up this way. Its Agentforce Revenue Management org talks to Microsoft Dynamics 365 Business Central, with Avalara working out the tax.
Salesforce CPQ is the older tool. It's a managed package, and it mostly handles quoting. Agentforce Revenue Management (formerly known as Revenue Cloud) is built into the core platform and goes further, through contracts, orders, and billing. Switching from one to the other takes real planning. Not every company needs to move right away, and we'll tell you if you don't.
Yes. That part is called ARM Billing (formerly known as Revenue Cloud Billing). It decides when each invoice goes out and keeps track of who has paid. Our ARM Billing page has the details.
Yes. Agents can draft quotes and flag renewals coming due. They can suggest pricing within your rules. They can also watch usage and explain invoice lines to customers. Clean revenue data comes first, or the agents won't have much to work with.
That depends on your starting point. A team moving off Salesforce CPQ with thousands of products will take longer than a fresh start with a small catalog. Billing and ERP connections add time. So does moving old data, and how quickly your people can test. We give you a real timeline after discovery.
Ready To Modernize Your Revenue Operations?
Maybe your reps still quote from spreadsheets. Maybe CPQ has grown too tangled to touch, or billing sits in a separate tool. Wherever you're starting, we'll go through your setup with you. Then we'll map a practical path to Agentforce Revenue Management.