Salesforce
Advanced Revenue Cloud Billing CPQ
650+
Successfully Delivered
QTC Projects
5/5
Customer Satisfaction Rating
on Salesforce AppExchange
100%
North America
Based
What We Do
Strategy
Strategy
Implementation
Implementation
Evolution
Evolution
Salesforce Revenue Cloud (RLM)
With Salesforce Revenue Cloud moving to the Core platform, we can extend your product and pricing engines across all sales channels, further automate the Quote-to-Cash process with core platform automation, and enhance it with powerful AI-driven insights.
Configure Price Quote (CPQ)
We build solutions that simplify product discovery, product configuration, and pricing so your sales teams can focus on what they should be doing—selling.
Approvals
We work with key stakeholders in the quoting process (sales, finance, legal, etc.) to implement approval workflows that improve deal metrics and ensure thorough deal reviews—without unnecessarily slowing down the sales process.
Contract Lifecycle Management
We simplify and streamline your Contract Lifecycle Management, ensuring clear communication and value throughout the negotiation and approval process. Our approach creates a system that keeps everyone aligned and protects your agreements.
Subscription Management
Customer Lifetime Value (CLV) is a crucial metric for any company, making customer retention and increased buying essential. A clear renewal pipeline enables your team to proactively manage renewals, reducing churn. Understanding which products your customers have—and which they don’t—empowers your sales team to drive upsells and cross-sells. Offering self-service subscription management reduces sales costs and accelerates the sales cycle, bringing in revenue faster.
Order Management
The handoff from sales to fulfillment can be challenging, often resulting in excessive manual work, customer delays, and a lack of transparency. By improving the quoting process to eliminate invalid product configurations and capture the necessary downstream information—combined with system integrations—this handoff is streamlined, reducing manual tasks, speeding up fulfillment, and accelerating time to cash.
Billing
Quickly and accurately billing customers for what they purchased gets revenue in the door faster and eliminates the need for credit memos and re-bills, which can lead to churn. By improving quote accuracy and automating the data flow from Quote-to-Order to Invoice, we can significantly reduce these costly billing inaccuracies.
Impact You Could Realize
- Faster Time-to-Quote
- Higher Quote Volume
- Improved Quote Accuracy
- Improved Deal Metrics
- Better Reporting & Forecasting
- Fewer Invoicing Errors
Coastal’s deep understanding of CPQ and Salesforce made them the right choice for this and future projects.
Rolf Hagen