We unify data from quote-to-cash journeys on Salesforce to help you automate revenue operations and improve upsell, cross-sell, retention, and renewals.
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Partnering with Softweb Solutions delivers tailor-made revenue lifecycle management software for your entire revenue generating journey. Manage everything from initial lead engagement through contract execution, billing, and renewal with complete visibility. Your sales team creates accurate quotes using CPQ tools while automated processes reduce cycle times. Your finance team gains real-time insights with automated billing and compliance ready revenue recognition. With the RLM software from us, you get:
Manual revenue processes create bottlenecks that slow deals and leak revenue. Automated revenue lifecycle management eliminates such challenges through workflows that connect sales, finance, and operations seamlessly.
| Before | After |
|---|---|
| Sales reps spend hours configuring quotes and getting approvals | Quote generation completes in minutes with quote-to-cash automation and embedded approval workflows |
| Finance closes books weeks after month-end due to manual revenue calculations | Month-end close completes in days with automated revenue recognition rules |
| Customer service handles billing inquiries taking longer time | Self-service portals reduce billing calls as customers access information directly |
| Revenue leakage occurs from missed renewals and undercharging | Automated renewal workflows and usage-based billing capture every revenue dollar |
| Low forecast accuracy due to disconnected data sources | High forecast accuracy with unified revenue lifecycle management data |
| Sales cycles extend due to quote delays and approval bottlenecks | Deal velocity increases as quotes and approvals move through automated workflows |
Unify your sales, finance, and operations teams on Salesforce with end-to-end automation. Our Salesforce CPQ implementation automates pricing logic across your tiered structures, volume discounts, promotional offers, and bundle configurations. Approval workflows route by deal size and margin requirements to convert approved quotes to orders with one click.
A unified billing system processes your recurring charges, usage fees, and mid-term subscription amendments to ensure accurate and timely billing. We configure billing engines that handle subscription tiers, usage metrics, and proration rules automatically. The system generates consolidated invoices and manages edge cases as well, such as plan upgrades and partial month billing without manual intervention.
Translate your contract terms into instructions across teams. We develop order orchestration systems that route orders based on product type, customer location, and capacity constraints, and connect Salesforce to fulfillment systems through APIs. Integration provides order details immediately and receives real-time updates while managing dependencies across fulfillment teams.
Maintain your pricing consistency while giving sales teams flexibility through structured Salesforce CPQ catalogs. We organize products into logical hierarchies with bundle rules, dependencies, and flexible pricing frameworks. Configuration rules ensure valid quotes while sales reps see only relevant prices based on opportunity criteria like industry, location, and deal size.
Store every contract version, amendment, and renewal in centralized repositories. Our certified Salesforce professionals automate document generation using templates with dynamic fields and clause libraries. Approval routing connects appropriate reviewers with integrated e-signature capabilities. Amendment processing calculates proration and updates schedules automatically.
Apply accounting standards correctly with automated revenue recognition and audit transparency. A custom RLM software translates ASC 606 and IFRS 15 into system logic that creates recognition schedules automatically from contract terms. Integration with your General Ledger (GL) system posts revenue entries using mapping tables, creates deferred revenue balances, and produces audit documentation.
Transform operational data into insights with analytics frameworks built for executives. Our AI specialists build forecast models which combine renewal probability scores, expansion potential, and seasonal trends to forecast revenue. Revenue waterfall reports track changes, show variance analysis, and measure quote-to-cash efficiency and customer lifetime value.
We map current workflows across departments and catalog systems to help with revenue data. Stakeholder interviews identify pain points while data analysis shows transaction volumes and complexity.
We document data models, process flows, and integration architecture based on findings. Security specifications and migration strategies complete the blueprint before our solution architects start building.
Our team configures CPQ with your products, pricing, and approval rules to build billing engines handling your revenue models. We implement contract workflows and develop custom integrations using APIs.
Our phased deployment includes data migration executing cutover plans, production validation, and go-live support as users adjust and quick issue resolution. We ensure a smooth transition to the RLM software.
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Enhanced workflow efficiency
Consolidates revenue operations onto Salesforce while eliminating manual tasks like invoice generation and payment processing.
Automated revenue recognition
Ensures accurate financial reporting by automatically applying accounting standards, reducing errors, and maintaining regulatory compliance throughout transactions.
Dynamic pricing capabilities
Enables flexible quote generation and contract modifications that adapt to customer needs, improving deal closure rates significantly.
Data-driven decision making
Delivers instant analytics on revenue trends, helping leaders optimize strategies for pricing adjustments and customer relationship management.
Transparent audit documentation
Maintains comprehensive records of all financial activities, simplifying audits, and ensuring adherence to compliance requirements.
Improved customer satisfaction
Creates smoother purchasing experiences through faster quote turnarounds and personalized pricing, strengthening long-term client relationships and loyalty.
Revenue Cloud unifies CPQ, billing, and revenue management into one platform. It automates quote generation, processes subscription billing, recognizes revenue per accounting standards, and manages contracts.
Sales Cloud provides the CRM foundation for opportunities, accounts, and contacts. Extended with revenue capabilities, it connects CPQ, billing schedules, and dashboards showing pipeline alongside revenue metrics.
Customer and partner portals give external users access to revenue information. Customers view invoices, manage subscriptions, and download contracts while partners handle deal registration and quote generation.
Data Cloud unifies revenue information across systems. Unified customer profiles enable real-time workflow activation, power AI predictions, and maintain governance throughout the revenue lifecycle.
Agentforce brings AI agents into revenue operations. Agents answer billing questions, process contract amendments, recommend renewal terms, flag recognition issues, and automate data entry.
Commerce Cloud connects e-commerce to revenue operations for digital channel sales. Integration enables subscription purchases, automates order fulfillment, calculates shipping and taxes, and synchronizes inventory across channels.
Achieve consistency across negotiation, contracting, billing, and renewals through automated revenue lifecycle management. Our approach maximizes your revenue at every stage.
We implement revenue lifecycle management software that handles design-win tracking through production ramps and processes volume-based rebates and SPIFs automatically.
Our solutions manage catalog complexity with thousands of SKUs, configure-to-order quotes, and coordinate distribution of partner margins and rebates.
We build systems that calculate advisory fees based on AUM tiers, process transaction-based revenue correctly, and recognize revenue according to accounting standards.
Our RLM implementations manage claims-based revenue for providers, support subscription billing for digital health services, and maintain HIPAA-compliant audit trails.
We configure rating engines that process meter data in high volumes, apply tariff structures automatically, and calculate demand charges based on peak usage.
We configure Salesforce Revenue Cloud to match subscriptions, usage-based pricing, or hybrid models. The platform processes recurring billing, consumption rating, and complex multi-element arrangements your business requires.
Our implementations connect with ERP for GL posting, payment gateways for transactions, and tax engines. APIs provide real-time synchronization, so revenue data stays consistent across your technology stack.
Salesforce's declarative configuration enables many changes through point-and-click updates without custom code. We build flexibility into architecture so your business adapts quickly as requirements evolve.
Focused CPQ implementations complete in 12 weeks while enterprise transformations take 9-12 months depending on complexity. We break large projects into phases that deliver working functionality every 6-8 weeks for value.
Support requirements vary from fully managed services to advisory partnerships based on your preferences. We offer flexible engagement models including system administration, enhancement development, and strategic guidance continuously.
Cloud-native Salesforce RLM scales elastically as transaction volumes increase from hundreds to thousands monthly. We architect implementations supporting current needs while accommodating 5x growth without performance degradation or re-platforming.
We establish baseline measurements during discovery and set improvement targets aligned with business goals. Dashboards track leading indicators while regular business reviews demonstrate ROI through metrics like cycle time and accuracy.
We build pricing logic with volume discounts, promotional rules, approval workflows, and margin protection that meets the custom needs of your business.
Our middleware connects Revenue Cloud to ERP, tax engines, payment gateways, and data warehouses using APIs with error handling and retry logic.
We automate amendment processing, renewal workflows, co-termination logic, and upgrade/downgrade scenarios for mid-term changes.
Our custom dashboards integrate billing data, usage metrics, and forecast models to provide you with live revenue insights and revenue leaks.
We configure ASC 606 and IFRS 15 compliance that calculates selling prices, allocates transaction prices, and generates journal entries automatically.
We implement AI agents that automate contract renewals, process amendments, validate quotes, and route approvals based on deal attributes.
Revenue lifecycle management connects sales quoting, contracting, billing, payment collection, and renewals into one unified system. Instead of managing these functions separately with manual handoffs, automation flows data from stage to stage. It enables organizations to see faster quote-to-cash cycles, higher accuracy, and complete visibility into their revenue pipeline.
Individual tools create data silos requiring manual integration between CPQ, billing, and contract systems. Revenue lifecycle management unifies every revenue touchpoint on one platform where changes propagate automatically. Your teams maintain one source of truth instead of reconciling multiple systems manually.
Quote-to-Cash handles the transaction from quote through payment collection for initial sales. Revenue lifecycle management expands this to include renewals, ongoing subscription billing, contract amendments, and long-term optimization. It encompasses quote-to-cash and continuous revenue management throughout the customer relationship.
Salesforce RLM prevents missed renewals through automated workflows, ensures correct pricing with embedded rules, captures unbilled usage automatically, and applies proper revenue recognition. Payment monitoring flags failed transactions for collection while automation eliminates manual errors causing leakage.
Our RLM software implementations connect Salesforce with SAP, Oracle, NetSuite, and Microsoft Dynamics using REST APIs or MuleSoft. Integration synchronizes customer data, posts billing to GL, updates inventory status, and transfers payment information. Payment gateways like Stripe and Authorize.net enable processing and automated reconciliation.
Focused implementations covering CPQ and basic billing require 12-16 weeks including discovery through training. Mid-size projects handling multiple product lines and integrations span 4-6 months typically. Enterprise transformations with global rollouts take 9-12 months but deliver working functionality in phases.
Salesforce Revenue Cloud handles enterprises processing millions of transactions annually across dozens of countries. The platform scales transaction volume, geographic regions with multi-currency support, organizational complexity, and extensive integration requirements. Architecture adapts to current scale while supporting future growth.
Unlock the full potential of your revenue operations
Take the next step toward streamlined revenue operations. Get in touch to learn how our expertise in Salesforce Revenue Cloud can support your business objectives.
