Guided quoting & CPQ
Configure products, pricing, and discount rules so reps generate accurate quotes fast, without manual approval chains.
Where every deal gets priced
Salesforce Products
Turn quote-to-cash into one connected revenue process
Revenue teams lose time when pricing, quoting, contracts, and billing live in disconnected tools and spreadsheets. We bring pricing, quoting, contracts, billing, and revenue recognition into one connected Salesforce platform — built around how your business actually sells and bills.
Full-lifecycle Salesforce delivery, not just setupQuote-to-cash connected end-to-endBuilt around your pricing & billing model, not a standard templateOngoing support after go-live
Overview
Every quote, contract, invoice, and renewal belongs in one place — not five
At AD Infosystem, we help businesses design, implement, customize, integrate, and optimize Revenue Cloud around the way their teams actually price, quote, and bill, not around a standard template.
That means starting with your real deal structures, your real billing terms, and your real systems — and building from there.
What we help you build
One source of truth, from first quote to recognized revenue
Every piece below shares the same product, pricing, and customer data, so a quote, a contract, and an invoice always agree with each other.
Contract & subscription management
Manage contracts, amendments, renewals, and subscription changes without losing revenue history along the way.
Billing & invoicing automation
Automate invoice generation, payment terms, and usage-based billing tied directly to closed deals.
Revenue recognition & reporting
Give finance visibility into recognized revenue, deferred revenue, and forecasts that reconcile with what sales actually closed.
Salesforce integrations
Connect Revenue Cloud with ERP, accounting, and payment systems so revenue data flows in real time instead of by spreadsheet.
Custom Salesforce development
Extend Revenue Cloud with custom pricing logic, Apex, Flows, and APIs when standard functionality isn't enough.
Data migration & Salesforce optimization
Move pricing, contract, and billing data from legacy systems into Salesforce while improving accuracy and structure.
How we work
A full-lifecycle engagement, start to finish
The same team that maps your pricing and billing model is the one that builds, integrates, and supports it — nothing gets lost in a handoff.
One team, start to finish
Discover
We map your current pricing, quoting, contract, and billing process before touching any configuration.
Design
We design the Revenue Cloud pricing model, approval flows, and integrations around your actual deal structures.
Build
We implement, customize, and integrate — from standard configuration to custom Apex and LWC.
Migrate & launch
We move your pricing and contract data over cleanly, train your team, and roll out with minimal disruption to billing.
Support
We stay on as your org evolves — new pricing models, new integrations, ongoing managed services.
Why AD Infosystem
We stay long after configuration
Many implementations stop at configuration. We stay through integration, custom development, and the years of change that follow go-live.
A template rollout
- Generic CPQ setup with rigid pricing and discount rules
- Revenue Cloud lives on its own, disconnected from ERP and accounting
- Approval workflows built once, rarely revisited as deal structures change
- Support ends when the project does
The AD Infosystem approach
- Pricing and approval rules configured around your actual deal structures
- Connected to ERP, accounting, and payment systems
- Quote-to-cash automation tuned to how your business actually bills
- Ongoing optimization and managed support after launch
Case studyConsumer packaging & industrial products
One connected platform for a global packaging leader
The customer is a global leader in consumer packaging, industrial products, protective packaging, and packaging supply chain services, with operations that depend on advanced technology to run efficiently across a worldwide footprint. Their financial and transaction systems needed to work as one connected platform so orders, invoices, and payments stayed in sync instead of being reconciled by hand.
- Faster, more accurate transactions through automated EDI communication
- Centralized control of supply chain, manufacturing, and financial processes
- Stronger supply chain visibility, enabling proactive decisions instead of reactive ones
- Real-time order status, shipment tracking, and self-service for customers
25%
ROI within the first 18 months, from lower operating costs, faster order fulfillment, and higher customer satisfaction.
- ERP
- Tecsys Elite 24
- CRM
- Salesforce
- EDI
- Dell Boomi
- E-commerce
- Salesforce Commerce Cloud
- Integration
- Dell Boomi
The stack
Capabilities
Our Revenue Cloud capabilities
- Revenue Cloud implementation
- Salesforce consulting
- CRM assessment & optimization
- CPQ & guided quoting configuration
- Contract & subscription management
- Billing & invoicing automation
- Custom objects & applications
- Apex & Lightning Web Components
- Salesforce data migration
- API & third-party integrations
- ERP & accounting integration
- Revenue analytics & dashboards
- User & security configuration
- Salesforce support & managed services
FAQs
Common questions before getting started
We're new to Revenue Cloud — where do you start?
We start with discovery: mapping your current pricing, quoting, and billing process, the systems it touches today, and the reports finance actually needs. The Revenue Cloud design follows from that, not the other way around.
We already use CPQ or billing tools. Can you improve what's there instead of rebuilding it?
Yes. A large part of our work is optimization — cleaning up pricing rules, fixing approval flows that have grown unreliable, and extending an existing org rather than starting over.
Can Revenue Cloud connect to our ERP or accounting system?
Yes. We regularly integrate Revenue Cloud with ERP, accounting, and payment systems so revenue data moves automatically instead of being re-entered by hand.
What if standard pricing or billing logic isn't enough for our model?
We extend Revenue Cloud with custom pricing logic, Apex, Flows, and APIs to support billing models that standard configuration can't handle on its own.
Do you support us after go-live?
Yes. We offer ongoing support and managed services so your org keeps working well as your pricing, contracts, and integrations evolve.
Keep reading
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Leads, accounts, opportunities, activities and sales operations brought into one connected Salesforce platform — built around how your team actually sells.
Read moreBuild a quote-to-cash process that works the way your business actually sells
Whether your goal is faster quoting, cleaner billing, connected revenue recognition, or more value from the Revenue Cloud you already have — tell us where you're starting from.
- Response within one business day
- No obligation — just a conversation about your revenue process
- Works whether you're new to Revenue Cloud or optimizing an existing org