A focused, expert-led analysis of your quote-to-cash process — mapping complexity, surfacing bottlenecks, benchmarking against your industry, and quantifying the business case for automation.
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1–5%
of annual revenue lost to billing errors & leakage
3–7×
longer quote cycle times vs. best-in-class
43%
of mid-market still quoting in spreadsheets
5–10
Consulting days to a board-ready business case
*Figures are industry-range benchmarks used for illustration
This isn’t only for Salesforce customers — it’s for any company where the gap between how revenue works today and how it could work is costing real time, money, or confidence.
Quotes are built in Excel, Word, or a homegrown tool — and the process is slow, error-prone, and impossible to audit.
Reps apply discounts inconsistently, and nobody has a clear view of who approved what or why.
Deals stall internally more than they should — approvals, pricing sign-off, and contract reviews each create their own queue.
Renewal and upsell opportunities are missed because nobody’s tracking contract end dates and entitlements systematically.
Invoices go out with errors because the quoting and billing systems don’t talk to each other — someone reconciles manually every month.
There’s no single source of truth for contracted revenue, and the data in CRM, ERP, and billing rarely agrees.
Revenue recognition is done manually or semi-manually, creating audit risk and delaying close.
You’re being asked to support a scaling business on a process that was designed when the company was a third of its current size.
You know your revenue process is a constraint on growth, but you don’t have a clear picture of exactly where, or how much it’s costing.
Someone has brought up ‘we need a CPQ’ or ‘we need to fix our billing’ — but there’s no concrete
business case to evaluate against the investment required.
Time-to-close is longer than it should be at your stage of growth, and deal velocity has become a
board-level concern.
You’re heading into a fundraise, acquisition, or due diligence process and want your revenue operations to hold up under scrutiny.
A documented view of how your quote-to-cash process actually works today — handoffs, tools, manual
steps, and where complexity accumulates.
The specific steps where time is lost, errors enter, or revenue slips through the cracks — with an estimate of what each is costing in time and money per year.
Where you stand vs. companies of similar size, complexity, and sector — across quoting speed, pricing
consistency, billing accuracy, and revenue visibility.
A business case your CFO and board can evaluate: what automation saves, what it generates, and what the cost of inaction is per quarter.
An honest recommendation of what type of Q2C solution fits your complexity level — and whether Salesforce Revenue Cloud is the right fit, or not.
What a move to an automated Q2C setup looks like: phasing, rough timelines, investment range, and a recommended pilot scope to de-risk the first step.
We run structured interviews with Sales, RevOps, Finance, and IT to document every step of your quote-to-cash process — from initial pricing through to invoice, payment, and recognition.
We apply a structured diagnostic framework to identify where time, money, and accuracy are being lost —
and put a conservative annual cost estimate against each gap we find.
We benchmark your process against industry peers, quantify the gap, and build a business value model —
ROI, payback period, and KPI impact — that leadership can take to a budget conversation.
We recommend the right type of solution for your complexity, present a phased roadmap, and produce a board-ready readout deck your team can present directly to stakeholders.
Pricing is confirmed after a short scoping call, where we’ll recommend the right fit based on
your process complexity and what you need to prove internally.
Most clients choose Full Audit when they need to justify budget approval internally. Essential fits teams that need a rapid process snapshot before committing to deeper work.
This engagement exists to give you a fact-based answer: is automation worth it, what kind, and what will it actually cost and deliver? If the answer is ‘not yet,’ we’ll say so.
We bring industry benchmark data built from real Q2C engagements across manufacturing, SaaS, financial services, and professional services — not generic analyst reports.
Our diagnostics are run by practitioners who’ve built and fixed Q2C processes — so we know what ‘good’ looks like and can see around corners that a generic consultant would miss.
The readout deck is built to be presented by your internal champion without modification — to your board, your CFO, or your IT steering committee. No translation work needed.
Commercial Operations Lead (Enterprise Tech Engagement)
Most companies are surprised by both the size of the gap and how quickly it can be closed. A scoping call takes 20 minutes — and you leave knowing whether this engagement makes sense for where you are right
now.
No. This audit is designed for any company that manages revenue through a combination of tools, spreadsheets, or manual processes — regardless of what’s in your stack today. In fact, companies without an existing CPQ are often the best fit, because the business case tends to be clearest when the current process
is entirely unstructured.
No. The technology recommendation is one of the last outputs — not the starting point. Our job is to understand your actual complexity and commercial model first, then advise which category of solution fits. That might be Salesforce Revenue Cloud, a lighter CPQ tool, or a phased build within your existing ERP. We’ll say which, and why.
Typically: someone from Sales or RevOps who owns the quoting process, a Finance lead who handles billing or revenue recognition, and an IT or CRM contact. We don’t need everyone in every workshop — we’ll align on the right setup in the scoping call.
Complexity is the point of this engagement. We’ve run Q2C diagnostics across manufacturing, SaaS, financial services, professional services, and telecom — all of which have their own commercial structures and billing rules. The more complex your process, the more valuable the structured analysis tends to be.
You’ll have a phased roadmap and a technology recommendation in hand. If you want to move into implementation with Cloudity, that’s a conversation we’re happy to have — but the audit output is yours to take anywhere. It’s not a qualifying exercise for our implementation pipeline; it’s a standalone deliverable.