Integrations
Salesforce connected to the ad order system, the ERP, the subscription platform, and the reporting layer, so a deal is entered once.
Read moreSalesforce · Revenue workflow
From proposal to invoice without re-keying anything.
Product catalog and price books that reflect how you package inventory, quote templates that look like your proposals, approvals, e-signature, and a handoff that creates the order in the ad system or the invoice in the ERP. CPQ or Revenue Cloud when the pricing rules warrant it, standard quotes when they do not.
When this is the right engagement
- Proposals are built in slides and re-typed into Salesforce, then into the order system
- Pricing lives in a spreadsheet and every rep has a slightly different version
- Contracts are signed and nobody is sure what was sold
- Billing reconciles delivered against booked by hand
- CPQ was bought and never fully turned on
What you get
- A product catalog and price books that reflect how you actually package inventory
- Quote and proposal templates with your terms, branding, and line items
- Approval processes with thresholds and named approvers
- E-signature and contract storage connected to the opportunity
- An order handoff: closed-won creates the order, campaign, or invoice downstream with the right fields
- Renewal and expansion workflows that start from the contract
- Reporting on booked, delivered, and billed that finance recognizes
How it runs
- 01
Map the path from proposal to invoice
Every step, every system, every re-key.
- 02
Design the product and pricing model
Packaging, pricing, discounting, and approval, expressed as catalog and rules.
- 03
Build quotes, approvals, and signature
Templates, thresholds, and signature connected to the deal.
- 04
Build the order or invoice handoff
Closed-won creates the downstream record and confirms it back.
- 05
Reconcile and train
Booked, delivered, and billed compared on live deals; sellers and finance trained on the new path.
Questions we get
Do we need CPQ?
Only if your pricing has rules a standard quote cannot express: bundles, tiered discounts, multi-market packages. Many media companies are fine with standard products and price books, and we will tell you which you are.
Work and news
Notes from Salesforce engagements.
Case studies from Salesforce engagements are being prepared for publication. The record above is public in the meantime.
Start with the stuck point
What should Salesforce be doing that it isn’t?
Bring the workflow, handoff, or report that keeps resurfacing. We will tell you whether it is a Salesforce problem, a data problem, or a systems problem, and what to do about it.