Free webinar

Your Revenue Process Has Gaps. You Know It. You're Afraid to Fix It.

You can see the gaps. Quotes that go out with errors. Booked revenue figures that don’t match what was actually
sold. KPIs that are hard to trust because the data behind them is assembled manually, across too many systems.
Your Revenue Operations process works — just not well enough. And somewhere in the back of your mind, you
already know what would fix it.

Agenda

Five blocks. Each is built around a real question Revenue Operations leaders face. No filler. No generic product slides.

10:00 - 10:15 | The dilemma

Revenue Operations is fairly manual, doesn’t bring full visibility on KPIs, error prone but engaging a Revenue IT landscape transformation is perceived as a massive and too risky project.

10:15–10:30 | Benefits of Modern Revenue Operations Landscape

What changes when Quote-to-Cash runs end-to-end inside Salesforce: quotes generated from accurate product and pricing data, approvals automated, booked revenue that matches
what was sold — in real time.

10:30–10:45 | How to tackle such transformation

The answer to ‘where do we start’ is not a technology decision — it is a business case. We show you how to build one: map the current process, quantify the cost of each gap, prioritise by impact and feasibility.

10:45–11:00 | Voice of the customer - how to prepare internally

A real client example — ATOSS Software AG — showing how the internal preparation worked: who was involved, how the business case was presented to leadership, how the RevOps team was brought along, and how continuity was communicated and maintained.

11:00–11:15 | Our Offering

Cloudity’s structured engagement for webinar attendees: a free 90-minute Business Case & Gap Analysis session with a certified consultant.

Who is this webinar for?

Head of Revenue Operations

You own the process and you can see the gaps. This gives you the business case

language and the methodology to act on what you already know.

VP Sales / Chief Revenue Officer

You are accountable for the numbers that come out of this process. This shows you

what is causing the inaccuracies and what fixing them looks like.

Salesforce Owner / Platform Lead

You know what the platform can do. This gives you the framework to make the

expansion case to leadership — and the methodology to execute it safely.

Finance Director / CFO

Booked revenue that doesn’t match quotes is your problem too. This session

addresses revenue recognition accuracy and what it takes to fix it at source.

What you leave with

A clear, quantified picture of what your current Revenue Operations gaps are costing you

A practical framework for modernising Quote-to-Cash inside Salesforce without disrupting live operations

The internal preparation checklist — what to do before starting a transformation to protect continuity

Real examples from ATOSS Software AG: decisions made, rollout sequence, results achieved

Access to a free Business Case & Gap Analysis session with a Cloudity consultant

Your host

Xavier Marette

Salesforce Revenue Solutions Consultant, Cloudity

Xavier is a certified Salesforce consultant at Cloudity with deep expertise in Revenue Cloud, CPQ and Quote-to-Cash transformations across DACH enterprise clients. He specialises in guiding Revenue Operations teams through platform modernisation — using a phased approach that protects live operations at every step. He will lead this webinar and share real examples from client engagements.

Ready to make the change — without the risk?

1 hour. Free. Online. Built for Revenue Operations leaders in DACH.

Przemek Lasek

Solution Architect, Digital Transformation Advisor, Cloudity

Posiada 20-letnie doświadczenie w realizacji projektów wdrożeniowych w IT. Jest współtwórcą i menedżerem zespołów wdrożeniowych pracujących z technologiami Salesforce, Java i SAP. Certyfikowany konsultant Salesforce oraz lider projektów w zakresie architektury rozwiązań i transformacji technologicznej.