Most companies are stuck with fragmented CPQ systems or outdated models that fail to integrate billing and forecasting. We deliver a seamless migration to the full Revenue Cloud Advanced suite, transforming these pain points:
We accelerate it. We migrate your complex product and pricing rules to Revenue Cloud Advanced with precision, eliminating technical debt and ensuring your sales team can configure, price, and quote instantly.
We unify it. We establish a single source of truth for revenue data, connecting CPQ, Billing, and Subscription Management. This eliminates chaos in finance and provides leadership with accurate, real-time forecasting.
We unlock innovation. We configure your RCA solution to support flexible pricing models (subscription, usage-based, consumption), drastically decreasing your time-to-market for new monetization strategies.
We manage it. Our senior, specialized CPQ/RCA team manages the entire migration process with proprietary tools, ensuring zero data loss and minimal disruption to your quarter-end process.
Your migration to Revenue Cloud Advanced is a high-stakes financial event, not just an IT project. We go beyond just moving data; we help you navigate the complexity of unifying quoting, billing, and subscription processes. Our senior CPQ/RCA experts bring a proactive mindset to every project, ensuring your strategy is consistent, focused, and human. We challenge assumptions and mitigate financial risk to ensure your new system delivers predictable revenue growth from day one.
“Very good partner, recommended to us by Salesforce. Cloudity consultants were very professional and fast. They adapted remarkably well to our unique working style and requirements!”
Sebastian Paasch
“Very structured, I always felt in good hands. They never seemed to forget anything we talked about. Highly recommended.”
Johannes Moser,
Your transition to Revenue Cloud Advanced is a high-stakes financial migration. We replace the technical uncertainty with a precise process built for maximum financial confidence.
Join 350+ fast moving companies who fired their CRM chaos and built smarter systems with Cloudity.
Agile Management Experts (AMX) was struggling with rapid growth managed by chaotic manual processes—specifically, they had no bookkeeping system, invoices were manually generated, and they faced revenue leakage due to uncollected payments and difficulty calculating complex taxes (like changing German VAT).
Cloudity delivered a comprehensive Salesforce Revenue Cloud (CPQ & Billing) Quote-to-Cash solution. This enabled AMX to automatically renew business opportunities and streamline accounting and financial processes.
Crucially, the project resulted in 100% of all invoices and contracts being created within Salesforce, eliminating revenue leakage and ensuring accurate tax calculations.
AMX now uses CPQ in live negotiations, demonstrating a complete shift to scalable, digital financial mastery.
The ROI is measured through accelerated time-to-market and reduced time-to-quote. Higher flexibility allows for quicker implementation of new, complex pricing models (Subscription, Usage-Based). Furthermore, Revenue Cloud Advanced allows complex quoting (Software, Hardware, Services) to be addressed in a single, unified Quote object, drastically cutting down sales cycle time.
The primary risk is disrupting the Lead-to-Cash process, which can lead to inaccurate quotes or delayed billing and cash flow disruption. Our senior CPQ/RCA team mitigates this by running full data mapping and parallel testing, guaranteeing zero financial disruption during the transition.
We start with a deep audit of your dissatisfaction factors. RCA is architected to eliminate CPQ’s weaknesses: it features no-code logic tools (like Pricing Procedures) replacing script-heavy rules, offers a modern, embedded UI, and boasts an API-First Design for flawless integration—addressing the performance and customization issues common in older CPQ setups.
Salesforce is not forcing an immediate migration. However, legacy CPQ is now End-of-Sale, meaning all new innovation (AI-driven agents, Advanced Configurator) is released exclusively for RCA. While your current CPQ remains functional, waiting risks vendor availability, skills scarcity, and increased complexity when forced to transition later. We advise planning now to ensure a smooth, strategic migration.
Transitioning to RCA typically requires a more substantial initial setup effort – often involving the rebuilding of complex logic and rules from your standard CPQ setup. However, this investment provides superior long-term control and flexibility. RCA leverages advanced declarative tools like the Business Rules Engine (BRE) and Pricing Procedures, which lead to significantly greater scalability and precision in ongoing administration, making the long-term maintenance of complex revenue models far more efficient.
Ready to eliminate financial risk from your revenue process ?
