Salesforce Revenue Cloud
Automate quote-to-cash: pricing, quoting, contracts, billing and revenue recognition on one platform.
In short
M40Tech implements, optimises and supports Salesforce CPQ (Configure, Price, Quote) so sales teams can produce accurate quotes quickly: product bundles, pricing and discount rules, approvals, quote documents, renewals and amendments. When the time is right, we also plan and deliver migrations from CPQ to Salesforce Revenue Cloud.
What is Salesforce CPQ?
Salesforce CPQ is Salesforce's configure-price-quote application. It lets sales reps configure products and bundles, apply list prices, discounts and price rules, route quotes for approval and generate branded quote documents directly from an opportunity.
A well-designed CPQ set-up shortens sales cycles and protects margins. An over-customised one becomes slow and fragile, which is why many organisations bring us in to review and simplify an existing configuration.
Our Salesforce CPQ services
CPQ implementation
Deploy and customise Salesforce CPQ to simplify how your teams configure products, apply pricing and create accurate quotes, from guided selling to automated approvals.
CPQ health check & optimisation
We review product rules, price rules, quote calculation performance and technical debt, then prioritise fixes that make quoting faster and more reliable.
Product & pricing model design
Bundles, options, constraints, price books, discount schedules and block pricing modelled to match how you actually sell.
Approvals & quote documents
Approval chains that enforce discount policy, and quote templates that produce clear, on-brand proposals.
Renewals, amendments & subscriptions
Subscription products, co-termination, amendments and renewals configured so recurring revenue is handled consistently.
CPQ-to-Revenue Cloud migration
Assessment, data migration, workflow remapping and automation upgrades when you move from CPQ to Revenue Cloud.
In practice
Configure, price, quote, step by step
An illustrative sequence showing how the pieces fit together once implemented. Your process is mapped in detail during discovery.
- 01
Select products
Guided selling helps the rep choose the right bundle and options.
- 02
Apply pricing
List prices, discount schedules and price rules calculate the quote.
- 03
Route for approval
Discounts outside policy go to the right approver automatically.
- 04
Generate the document
A branded quote document is produced directly from the opportunity.
How we deliver CPQ projects
A structured approach from discovery to continuous optimisation.
Business discovery
We start by understanding your business model, industry challenges and growth objectives. Our consultants assess your current systems, data structure and Salesforce readiness to define clear success metrics.
Solution strategy
Based on discovery insights, we create a tailored Salesforce strategy: selecting the right Salesforce clouds, defining use cases, outlining automation opportunities and planning integrations aligned with your goals.
Architecture & experience design
We design a secure, scalable Salesforce architecture with optimised data models and intuitive user experiences, focusing on performance, compliance and long-term flexibility from day one.
Configuration & development
We configure Salesforce and build custom components, workflows and automations. Integrations with third-party tools, legacy systems and APIs are implemented to ensure seamless data flow.
Testing & validation
Every feature goes through functional, security and performance testing. We validate workflows, data accuracy and user journeys before launch.
Launch & continuous optimisation
After deployment we provide ongoing support, performance monitoring and enhancements, continuously optimising Salesforce to drive adoption, efficiency and ROI.
FAQs
Frequently asked questions about Salesforce CPQ
What does Salesforce CPQ do?
CPQ (Configure, Price, Quote) helps sales teams configure the right products, apply correct pricing and discounts, get approvals and send professional quotes, all from within Salesforce.
What is the difference between Salesforce CPQ and Revenue Cloud?
CPQ focuses on quoting and is delivered as a managed package. Revenue Cloud (Revenue Cloud Advanced) is native to the platform and covers the full quote-to-cash lifecycle including orders, billing and revenue recognition.
Do we have to move from CPQ to Revenue Cloud straight away?
Not necessarily. Existing CPQ implementations continue to run, but Salesforce's new quote-to-cash investment is focused on Revenue Cloud. We help you plan the right timing based on renewals, customisation and business priorities.
Why are our CPQ quotes slow to calculate?
Common causes include large numbers of price rules and lookups, heavy custom scripts, very large quotes and inefficient automation on quote lines. A CPQ health check identifies the bottlenecks and the fixes with the biggest impact.
Can Salesforce CPQ manage subscriptions and renewals?
Yes. CPQ supports subscription products, proration, co-termination, contract amendments and automated renewal quotes.
Is your team certified in Salesforce CPQ?
Yes. Our team includes Salesforce Certified CPQ Specialists, alongside Platform Developer and consultant certifications.
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Let's talk about your CPQ project
Get tailored advice, a clear roadmap and the support you need to move forward with confidence.