Contact

Audit · Gap Analysis · Business Value

Is your Salesforce CPQ ready for Agentforce Revenue Management? Find out in 5–10 days.

A focused audit that replaces guesswork with a fact-based business case, target architecture, and migration roadmap — built on your own CPQ data, not a generic pitch deck.  

Book a Scoping Call
See how it works ↓

Free 20-min scoping call. No pitch deck — just a fit check.

Methodology used on engagements at ResearchGate, Magnolia & SWEEP

Not ready for a call yet? Get a sample readout sent to your inbox!

4

Structured workshop phases

3–5

Weeks to a board-ready roadmap

5–10

Consulting days, start to finish

100%

Based on your own CPQ data — not generic benchmarks

Is this you?

Built for both sides of the table.

Whether you’re running a strained CPQ today or sizing up Revenue
Management from scratch, pick the view closest to your seat.

01

Quoting takes too long, and reps or RevOps are quietly compensating with manual workarounds.

02

Billing accuracy issues are creating revenue leakage or customer friction.

03

Leadership is asking “should we move to Agentforce Revenue Management?” and nobody has a confident, data-backed answer.

04

You need a real business case — not a vendor pitch — to bring to your board or budget owners.

01

Years of customization have created a “black box” that’s risky to touch and expensive to maintain.

02

You’re being asked to recommend a platform direction without a clear view of what’s truly custom vs. standard fit.

03

Scalability and performance concerns are growing as transaction volume increases.

04

Finance needs confidence that billing and revenue recognition will hold up after any migration.

What you walk away with

One engagement.
A complete, board-ready answer.

As-Is / To-Be map

A clear picture of your current CPQ landscape and pain points, mapped against a target vision tied to your highest-value use cases.

Honest Fit-Gap assessment

Where Agentforce Revenue Management fits out of the box, and where custom work is genuinely required — no sugar-coating.

Quantified business value

The ROI and KPI impact your leadership needs to greenlight the next step, tied to requirements your team actually prioritized.

Phased migration roadmap

A realistic timeline, investment estimate, and recommended pilot scope — big-bang or phased, whichever fits your risk appetite.

Risk mitigation plan

Scope-drift, functional fuzziness and over-customization risks named upfront, with a plan to manage each one.

One board-ready deck

A single readout your internal champion can present as-is — current state, target architecture, value case, and roadmap in one place.

How it works

Four phases. 3–5 weeks.
Your team, ours, and the real data.

01

Audit · Gap Analysis · Business Value

As-Is / To-Be map

A clear picture of your current CPQ landscape and pain points, mapped against a target vision tied to your highest-value use cases.

Deliverables

Automation report (PDF)

CPQ health score

Prioritized list of frictions

02

Analysis

Define the target & its value

We define what the target solution needs to do, and put a value estimate against each requirement — so every roadmap item is tied to a business outcome.

Deliverables

Target use-case map (To-Be)

Business value analysis

03

Evaluation

Stress-test the fit

We run a Fit-Gap analysis of CPQ vs. ARM — or a technical feasibility study for custom alternatives — define a target architecture, and flag the real risks.

Deliverables

Fit-Gap matrix / feasibility assessment

Live Revenue Management demo

Target architecture diagram

04

Migration Planning

Plan the path, not just the destination

We propose a migration approach, estimate effort and timeline, identify a pilot scope, and lay out how to manage the risks we found along the way.

Deliverables

Migration roadmap

Pilot scope

Risk mitigation plan

Choose your depth

Two ways to engage, depending
on what you need to prove.

Pricing scales with the package and is confirmed after a short scoping call.

Deliverable

Basic

Most chosen

Premium

As-Is landscape mapping & friction consolidation

Automation report (PDF) & CPQ health score

Target use-case mapping (To-Be)

High-level

Detailed

Fit-Gap matrix / technical feasibility

Business value analysis, ROI & KPI impact

Revenue Management demo

Standard

Personalized (1–2 use cases)

Target architecture diagram

Migration roadmap

Pilot scope & risk mitigation plan

Duration

2–4 weeks

3–5 weeks

Effort

5 consulting days

10 consulting days

Most clients start with Premium when the goal is a board-level business case, and Basic when the goal is a faster internal sanity check.

Why Cloudity

A diagnostic built on data, not opinion.

01

Built on a proprietary tool

Our in-house automation scanner gives an objective, repeatable health score for your CPQ org — not a subjective opinion.

02

Led by a Revenue Cloud specialist

The engagement is run by our Revenue Cloud Practice Lead, with 10+ years of hands-on Salesforce Revenue Cloud and CPQ experience.

03

A proven approach

This methodology has been used on engagements at companies including ResearchGate, Magnolia, and SWEEP.

04

Built for both sides of the table

We work directly with Commercial and SalesOps on the business side, and IT/CTO and Finance on the technical side — so the output holds up for both.

What you walk away with

One engagement.
A complete, board-ready answer.

We went from completely guessing whether our Salesforce infrastructure could handle our scaling transition to presenting a board-ready business case to our steering committee in less than a month.

Commercial Operations Lead (Enterprise Tech Engagement)

Ready to find out where you actually stand?

Stop guessing whether a Revenue Cloud migration is worth it. In one short engagement, you’ll have the business case, the architecture, and the roadmap — built on your real data.

Book a Scoping Call

Free 20-min scoping call. No pitch deck — just a fit check.

1.

We confirm scope, and whether Basic or Premium fits best

2.

We align on timeline and who needs to be in the room

3.

You leave with next steps — no obligation either way

Dima Rashidov

Revenue Cloud Account Advisor
dima.rashidov@cloudity.com

FAQ

Good questions to ask before you start.

Do we need to already be using Salesforce CPQ?

No. This audit also fits companies that want to see whether investing in a Revenue Management solution is justified, and what benefits they’d actually get out of it — even without an existing CPQ in place.
No. The Fit-Gap and feasibility analysis is built to give you an honest answer — including telling you if staying on CPQ a while longer, or a lighter-touch optimization, is the right call.
Typically: Commercial/Sales leadership, your SalesOps or Order Management lead, IT/CTO or Salesforce admin, and Finance — since the business value case usually touches billing and revenue recognition.
You receive a single readout deck covering current-state findings, target architecture, business value, and a phased roadmap — built to be presented directly to your board or steering committee.