Revenue Cloud & CPQ Practice

Quote-to-cash,
automated from
end to end.

Salesforce CPQ, Revenue Cloud Advanced, and Billing — product catalogs, subscription lifecycle, complex pricing, ASC 606 revenue recognition, and full ERP integration. We ran it at $2.5B ARR. We can run it for you.

$2.5B
ARR on Revenue Cloud (Moody's)
200+
SKUs configured
78%
Faster quote-to-cash
99.2%
Billing accuracy
Flagship Engagement
We've done this at real scale.

The Moody's engagement is the reference point for what enterprise Revenue Cloud actually requires — not a demo org, not a simple catalog. 15,000 institutional clients, $2.5B ARR, three legacy systems replaced.

⭐ Lead Architect

Moody's Investment Services & Analytics

Revenue Cloud Advanced + Billing · Finance · New York

Greenfield Revenue Cloud Advanced implementation replacing 3 legacy billing systems — 200+ SKU catalog, 50+ pricing rules, full subscription lifecycle automation, MuleSoft ESB integration to NetSuite, and ASC 606 revenue recognition.

78%
Faster Quote-to-Cash
99.2%
Billing Accuracy
$450K
Annual Savings

Key Deliverables

  • 200+ SKU catalog — subscription, usage-based, user-licensed, and bundle products
  • 50+ pricing rules with volume discounts and multi-tier approval workflows
  • Subscription lifecycle: auto-renewal, proration, seat expansion, and co-terming
  • MuleSoft ESB — Quote → Order → Billing → NetSuite (real-time + daily batch)
  • ASC 606 revenue recognition and Experience Cloud billing portal for 15K clients
  • Replaced 3 legacy billing systems with zero revenue recognition gaps
The Full Process
Quote-to-cash, every step.

Revenue Cloud spans the entire commercial cycle — from product catalog through invoicing and recognition. ETI implements the full chain, not just CPQ.

📦
Product Catalog

SKUs, bundles, pricing schedules, usage metrics

💬
Quote & CPQ

Pricing rules, discounts, approvals, proposal generation

📋
Order & Contract

Order activation, contract terms, amendment lifecycle

🧾
Billing & Invoicing

Subscription billing, usage rating, invoice runs, collections

📊
Revenue Recognition

ASC 606, deferred revenue, ERP sync, audit trail

What We Deliver
Every Revenue Cloud engagement,
covered.

From initial catalog design through go-live, ERP integration, and managed services post-launch.

CPQ Implementation

Salesforce CPQ setup from scratch — product catalog, pricing logic, discount schedules, approvals, and quote PDF generation.

  • Product and bundle configuration
  • Pricing rules, discount schedules, and tiers
  • Multi-tier approval workflow design
  • Quote document templates and PDF generation
  • Guided selling and product configurator
  • Territory-based price book assignment
☁️

Revenue Cloud Advanced

Greenfield or upgrade to Revenue Cloud Advanced — the next-gen quote-to-cash platform built natively on Salesforce core objects.

  • Product catalog and transaction line migration
  • Pricing procedure and price adjustment design
  • Order lifecycle and fulfillment configuration
  • Subscription management and amendment flows
  • Legacy CPQ migration strategy and execution
🔄

Subscription Lifecycle

Complete subscription management — auto-renewal, co-terming, proration, seat expansion, cancellation, and dunning workflows.

  • Auto-renewal and evergreen subscription setup
  • Proration rules for mid-term changes
  • Seat expansion and contraction handling
  • Co-terming and multi-product alignment
  • Cancellation, refund, and credit memo flows
🧾

Billing & Invoicing

Salesforce Billing configuration — invoice runs, usage rating, payment processing, collections, and bill-to/sold-to account models.

  • Invoice run scheduling and batching
  • Usage-based billing and rating engine
  • Payment processing integration (Stripe, etc.)
  • Dunning and collections automation
  • Credit memo and adjustment workflows
📊

ASC 606 & Revenue Recognition

Revenue recognition configuration aligned to ASC 606 — performance obligations, allocation, deferral, and ERP sync for audit-ready financials.

  • Performance obligation identification and mapping
  • Revenue allocation and deferred revenue rules
  • Recognition event configuration
  • Revenue schedule and journal entry generation
  • ERP sync (NetSuite, SAP, Oracle) via MuleSoft
🤝

PRM & Partner Revenue

Partner Relationship Management with channel revenue — deal registration, co-selling, partner quoting, and channel incentive management.

  • Partner portal on Experience Cloud
  • Deal registration and approval workflows
  • Partner-specific price books and discounting
  • Co-sell opportunity and pipeline visibility
  • Channel incentive and MDF management
Related Practice Areas
Revenue data powers the whole org.

Revenue Cloud is most powerful when connected to the rest of the Salesforce platform.

Ready to automate
quote-to-cash?

Whether you're starting CPQ from scratch, migrating to Revenue Cloud Advanced, or untangling a broken billing system — let's talk.

Revenue Cloud Discovery (30 min) Send a Message