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Quote to Cash, Without the Bottlenecks

CriticalRiver helps you manage every step of your revenue process: quotes, subscriptions, renewals, and payments, on Salesforce Revenue Cloud. From product configuration to billing automation, we make selling simpler, faster, and more accurate.

Trusted by Clients

The brands you trust, trust us for results.

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Service Overview

End-to-End Revenue Cloud Services that Accelerate Growth

CriticalRiver helps businesses simplify and scale revenue operations with Salesforce Revenue Cloud. We streamline the full lifecycle, configure, quote, contract, bill, and renew on a single platform. Whether you’re launching a new subscription model or tightening up discount rules, we build structured processes that reduce errors, improve forecasting, and shorten the path from sale to payment.

CPQ Setup and Guided Selling

We design guided selling flows that help reps build quotes without errors. Complex product configurations, pricing tiers, and dependency logic are embedded into each step, reducing back-and-forth and shortening sales cycles.

Subscription and Usage-Based Pricing Models

We enable recurring revenue streams with flexible pricing structures: monthly, tiered, volume-based, or usage-driven. Changes to plans or consumption are reflected instantly in contracts and billing.

Contract Lifecycle Automation

From initial contract creation to amendments and renewals, we automate document generation, approval routing, and version control. This eliminates delays, ensures compliance, and improves transparency for all stakeholders.

Billing and Invoicing Automation

We implement rule-based billing logic for one-time, recurring, or usage-triggered charges. Invoices are generated based on customer preferences, and payment data is synced to finance systems for reconciliation.

Discounting Rules and Approvals

We help define pricing controls and approval workflows to reduce manual overrides and protect margins. Sales teams stay flexible, without bypassing financial policies.

Revenue Recognition Support

We configure Salesforce to align with accounting requirements, defining when and how revenue is recorded. This helps finance teams stay audit-ready and supports transparent reporting.

Data Visibility and Forecasting

We connect revenue data across sales, finance, and operations, enabling accurate forecasts, pipeline tracking, and performance dashboards. Insights are available in real time, not just at month-end.

Our Methodology

From Strategy to Cash: Delivered with Clarity

Step 01

Strategy

We work with your sales, operations, and finance teams to define clear revenue goals and process maps.

  • Product catalog review
  • Pricing model mapping
  • Contract workflow design
  • Revenue recognition planning

Step 02

Implementation

We configure Salesforce Revenue Cloud to reflect your business logic, approval paths, and customer requirements.

  • CPQ setup
  • Contract automation
  • Billing rules and logic
  • Data validation and testing

Step 03

Evolve

We optimize and extend your system as business models shift or scale.

  • Renewals and expansion support
  • Performance dashboards
  • Model adjustments
  • Change requests and enhancements
Industries We Serve

Domain Expertise

Cutting through complexity to deliver clarity, strategy, and impact at every turn across industries.
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Hi-Tech

Empowering innovation with scalable cloud, data, and automation solutions.

Manufacturing 

Optimizing production and supply chains with real-time visibility and automation.

Banking/Finance

Modernizing financial operations with secure, intelligent, and customer-centric systems.

Energy & Utilities

Driving sustainability and efficiency through smart digital transformation.

Healthcare

Enabling connected, compliant, and patient-focused digital ecosystems.

Non-Profit

Accelerating impact through data-driven engagement and transparent operations.

FAQs

Frequently Asked Questions

What’s included in Salesforce Revenue Cloud?

It covers CPQ, contract lifecycle, billing, subscriptions, renewals, and revenue recognition, which are built to work together.

Can we use CPQ without billing automation?

Yes. We can start with CPQ and layer in billing or other features as your process evolves.

How do you handle complex pricing models?

We map every rule, dependency, and exception, so the system handles pricing the way your team already does.

What integrations are supported?

We connect Revenue Cloud with ERPs, CRMs, and finance systems for unified reporting and processing.

Can you support global billing and currencies?

Yes. We configure multi-currency support, tax rules, and localization as needed.

What’s the timeline for CPQ setup?

Depending on catalog complexity, a standard CPQ setup can go live in 6 to 10 weeks.

How are contracts handled in the system?

Contracts can be generated from approved quotes, automatically updated on renewals, and managed through workflows.

Do you provide training and user support?

Yes. We deliver role-specific training, documentation, and post-launch support for every engagement.

Can the solution support partner or reseller pricing?

Yes. We define rules by channel, partner tier, or customer segment, built into the pricing engine

What if our business model changes?

Revenue Cloud is built to adapt. We help you update logic and processes as your model shifts.

Tell Us How We Can Help You

Have questions or ready to start your digital transformation journey? Our experts are here to help you every step of the way. Get in touch with us today and let’s build the future together!

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