Salesforce Revenue Cloud

Salesforce Revenue Cloud

What is Revenue Cloud? An end-to-end revenue management solution. So you can streamline your entire revenue lifecycle. All with the power of the Customer 360 Platform.

Revenue Cloud gives you the CPQ power you need at your fingertips to sell fast. Configure, price, and quote complex solutions with ease. Revenue Cloud puts billing and cash collection on autopilot. Salesforce’s automated recurring billing engine supports any charge type, sales order, or payment schedule. Revenue Cloud gives you subscription management for efficient revenue growth.

With the expansive, scalable abilities you have come to expect from Salesforce, Revenue Cloud enables you to deliver exceptional customized end user experiences, unifying your revenue processes with your 360 degree customer view data while driving automation across your entire product-to-cash journey. Learn how Revenue Cloud helps you give customers the highly expected ability to buy across all channels, monetizing models, and ongoing changes in your business and the world around us.

But first, Summit realizes how frustrating it is for IT professionals to need a new tool in their infrastructure arsenal when the new tool doesn’t communicate with the existing tools. Salesforce Revenue Cloud works with Sales Cloud and Service Cloud, meaning that it is fully integratable with your sales, marketing, finance, HR, and CDP platforms. When you work with Summit to create and implement a Salesforce Revenue Cloud integration into your custom Salesforce ecosystem you have the power of systems that work together avoiding technical debt, cumbersome systems, and unnecessary downtime or learning curves.

Revenue Cloud helps you take control of revenue growth, across every channel. As part of Salesforce Customer 360, Revenue Cloud unifies data across the entire revenue lifecycle. Connect all your revenue processes, on a single platform. Launch new revenue streams. Optimize revenue efficiency. And ultimately, transform the B2B buying journey.

Summit and Salesforce Revenue Cloud give you a unified product catalog ensuring your customers have consistent products and pricing across all channels with the flexibility to move across multiple channels like direct, partners, and digital. You will have improved data quality and security to maximize the data driven decisions that enable you to do business smarter and faster. The Guided Selling configuration wizard helps every rep find the right products with the right configuration rules and to bundle products and services for complete and compliant quoting solutions.

Summit and Salesforce Revenue Cloud accelerate deal execution without compromising margins. Reps are able to model deal scenarios, streamline approvals and offer pre-agreed upon discounts. Quotes can be generated that align with branding, product, and legal guidelines. Pre-buit templates, product literature libraries, and dynamic terms and conditions make quoting faster and easier.

Summit and Salesforce Revenue Cloud make tracking orders and quotes across multiple fulfillment platforms possible. Contracts and subscriptions are trackable. Invoices from CPQ order objects contain fields for both the CPQ and billing modules, a critical capability to support the amend and renew processes. Billing and approvals are customized and still adapt to exceptions. Stakeholders can approve via email, mobile, Chatter, or inside Salesforce.

With integrated revenue management you can control your revenue complexity and growth on the number one CRM platform. What businesses need Salesforce Revenue Cloud?

ContactSummit today to learn how much power Salesforce Revenue Cloud can add to your custom Salesforce integration.

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"Easy to Work With"
Angie W.

Northwoods worked with Summit to help migrate our Microsoft Dynamics CRM system to Salesforce.  Mike and his team were extremely knowledgeable, thorough, and easy to work with.  They were able to help us configure the system to handle complex business processes while making the system easy for end users.  They were also able to migrate all our legacy Dynamics data to the new Salesforce system.  Summit helped train our technical team on Salesforce administration while keeping the project on time and under budget.  I highly recommend Summit for any Salesforce-related project.

"Mind Blowing!"
Rachael H.

As a leader of a small non-profit aimed to scale rapidly and efficiently, I knew it was critical to transition from antiquated spreadsheets to a sophisticated CRM. We dabbled in Salesforce on our own the year prior. To put it mildly, I was terrified to go there again. Mike and his team at Summit met my apprehension with confidence and reassurance. They were timely, efficient and positioned us to utilize Salesforce in ways we hadn’t imagined. Every day I’m in awe of what Salesforce can do; to Mike’s credit for imparting his wisdom. Summit has positioned us for unprecedented opportunities at Walk with a Doc. Thank you!

"BEST Salesforce Consultant Available"
Catherine Z.

We went through 3 consultants before finding Summit. The difference was night and day, and the cost was very reasonable. They helped us get our Communities up and running in less than a week (after 2 other teams essentially dragged their feet for 9 months - yes, 9 months!). We are ecstatic! We also have Managed Services with them, for a few hundred bucks a month they are our go-to for anything Salesforce. The team is INSTANTLY responsive - like within 2 minutes. I have experienced other consultants and can tell you, there is no comparison. Hire Summit!

"Did a Wonderful Job"
Paige B.

We have primarily been using Salesforce for our sales team. Recently we decided to bring our support team on and Summit did an awesome job helping us get everything set up the way we needed.

"Great Learning and Implementation"
Annette H.

Great experience with Summit. They are very knowledgeable about Salesforce and their turn around is outstanding. I am looking forward to working Part 2 of our plan with them.

"Transformation Data w/ Excellent Service"
Kay W.

The skill set and knowledge that Mike Leibrand has brought to this project far surpasses our initial expectation- especially since our initial contact with Salesforce corp. was challenged in regards to utilizing training videos to suit our scope and need. Mike has been helpful in supporting our team with a custom solution in order for us to be able to serve our community better. He is timely and professional, and eager to learn about the why before telling us the what.

"Made our Dream CRM a Reality!"
Matt S.

Mike and his team at Summit Tech made our Salesforce dream a reality. As a small non-profit on a limited budget with very specific CRM needs we were challenged to find a suitable Salesforce partner. Fortunately we were introduced to Summit Tech, and from day one they made the formidable task of implementing Salesforce doable (and even enjoyable!). Mike is a pro, from his accessibility and communication to industry knowledge and attitude, he never said 'no' to a request. When we encountered hiccups along the way he took the time to trouble shoot and make fixes, even when it was outside the original scope of the project. We didn't deviate from the project timeline or budget, which says a lot considering our custom needs for data collection/reporting, donor communication, and third party plug-ins. If you are considering implementing Salesforce or have any Salesforce needs, I highly recommend Mike and his team.

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