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Services/Revenue Cloud (CPQ)
Salesforce Revenue Cloud

Salesforce Revenue Cloud and CPQ implementation.

Ignyto implements Salesforce Revenue Cloud, the successor to Salesforce CPQ, for manufacturers, distributors and subscription businesses — configure, price, quote, subscribe and invoice, integrated through to SAP, NetSuite, Sage or Xero. Picture a complex quote leaving the building the same day it was asked for, priced correctly, without three people checking it first.

Book a discovery call What we build
Revenue Cloud delivered by a Summit partner.
1,000+
Salesforce projects delivered since 2016, across every cloud in the platform.
115
Salesforce certifications held in-house by a delivery team of 35+.
4.9
Average client CSAT, scored across every project rather than a selected sample.
01 — What we build

What a Revenue Cloud build includes.

Product and pricing model

Product catalogue, bundles, options and constraints, with the pricing rules your commercial team actually applies.

Guided configuration

Configuration attributes and rules that stop invalid combinations being quoted in the first place.

Discounting and approvals

Discount schedules, margin thresholds and approval chains, so concessions are governed rather than discovered later.

Quote documents

Branded quote and proposal output generated from the record, versioned, with e-signature routing.

Subscriptions and renewals

Amendments, co-terminated subscriptions, usage and renewal opportunities created before the term ends.

Finance integration

Order and invoice flow into the ledger, with credit status, stock and payment state coming back onto the account.

02 — The shape of it

Configure, price, quote, invoice — one chain.

The value is in the gates. Invalid configurations never reach a quote, and discounts past the threshold never reach a customer without a decision.

Step 1
Configure
Attributes and constraints stop invalid combinations at source.
→
Step 2
Price
Price books, volume schedules and contracted rates applied automatically.
→
Step 3
Approve
Margin thresholds route for approval. Nothing leaks by habit.
→
Step 4
Quote
Branded document generated from the record, versioned, e-signature routed.
→
Step 5
Invoice
Order to the ERP; credit, stock and payment status returned.
Gate 1 · Validity

A configuration that cannot be built cannot be quoted.

Gate 2 · Margin

Discount beyond the threshold requires a named approver.

Gate 3 · Terms

Non-standard terms flagged before signature, not after.

Gate 4 · Finance

Invoice raised from the same record the order was won on.

03 — Return on investment

What it should return.

CPQ programmes are bought on quote speed and sold internally on margin. Ignyto scopes both, baselines quote turnaround and realised discount before the build, and reviews them afterwards.

01

Quotes out faster

Guided configuration and generated documents remove the days a complex quote spends in someone’s inbox.

02

Margin protected

Approval thresholds and pricing rules stop discount leaking through habit rather than decision.

03

Order to cash closed

Integration to the finance system removes duplicate entry and the reconciliation it creates.

Proof

What clients said afterwards.

All 80 case studies →
BrightBid logo

“Ignyto has been great with helping us set up Salesforce and CPQ. Great communication from start to end and the eagerness to follow up after the project has ended has been key to making us succeed in Salesforce.”

BrightBid · Advertising technology · Sales Cloud, CPQ
Read the case study →
XCMG UK logo

“Implementing Salesforce CRM has been a game-changer for our sales operations at XCMG UK. We needed a streamlined and user-friendly sales process, and Ignyto delivered exactly that.”

XCMG UK · Construction machinery · Sales Cloud, data migration
Read the case study →
Next step

Book a 30-minute call with a Salesforce consultant.

No pitch deck. We will tell you what the work involves, roughly what it costs, and whether the return is there.

Book a discovery call See client results
04 — Common questions

Asked before every engagement.

Is Salesforce Revenue Cloud the same as Salesforce CPQ?

Salesforce Revenue Cloud is the successor to Salesforce CPQ. Ignyto implements both, and advises which is appropriate depending on your existing licences and product complexity.

Can Revenue Cloud integrate with our finance system?

Yes. Ignyto integrates Salesforce Revenue Cloud with SAP, NetSuite, Sage and Xero so orders and invoices flow into the ledger and credit, stock and payment status return to the account record.

How complex a product catalogue can Revenue Cloud handle?

Revenue Cloud handles bundles, options, constraints and attribute-based configuration for highly configurable products, including engineered-to-order manufacturing catalogues.

AI readiness

Are you ready to put AI on top of your quoting process?

AI on pricing and approvals depends entirely on whether your product and pricing model is clean, which is rarely the case before a CPQ project. Ignyto runs a fixed-scope AI readiness assessment that establishes what an agent could truthfully answer from your Salesforce today, shortlists the use cases worth doing, sets the guardrails, and hands you a costed plan. Fixed scope, no obligation to build with us.

The AI readiness assessment Agentforce and AI

Quoting in spreadsheets and PDFs?

Bring us your most complicated quote. We will show you how it is configured, approved and invoiced in Revenue Cloud, and what that is worth.

Book a discovery call Or see our manufacturing work →
05 — Read next

Revenue Cloud and CPQ, in depth.

Salesforce CPQ best practices →

The implementation checklist we work from.

Salesforce CPQ implementation cost →

What drives the number, and what returns it.

Mastering Salesforce Revenue Cloud →

Quote to cash as one connected process.

Automating quote to cash →

Removing the manual steps between sale and invoice.

BrightBid →

Salesforce and CPQ set up to scale.

Ellab →

A distributor portal with controlled data sharing.

Salesforce managed services →

Keeping what we build working, and improving, afterwards.