Industry · Professional Services

Operational Services Quoting

Centralize your full quoting motion in Revenue Cloud and get your users out of Excel.

Proof

We Run Our Business on Revenue Cloud

We are not only the premier Revenue Cloud implementation partner, we were one of the first customers live on the product. Every professional services sale we make runs through Revenue Cloud: labor at T&M, milestone, and fixed fee, through to our retainer model.

Where We Specialize

Two Hard Problems, Solved Daily

Reverse Engineering Excel

Complex Excel calculators and scoping workbooks, reverse engineered and operationalized in Revenue Cloud. The mechanics move into the platform, and every piece of deal data lives in Salesforce, traceable and visible to reporting and analytics.

PSA & ERP Integrations

We know how to help you see around the corners of complex PSA and ERP integrations. Rate cards and resource information flow into Revenue Cloud for costing and availability, project and milestone data builds out in your PSA, and we architect that integrated data model with you.

Constraint

Faster Than the Spreadsheet, or Nothing

It always creates an uphill adoption battle when a rep can get to a price faster in Excel than in the system you rolled out. We have seen calculators carrying six years of accumulated development. Revenue Cloud gives you the flexibility to replicate and align to those experiences, especially as you move toward headless quoting, and that is the bar we design against.

See the Approach