Pricing, quoting, contracts, billing and renewals on one Salesforce platform, from new builds to phased CPQ migrations
Kizzy Consulting is a Salesforce Revenue Cloud implementation partner. We set up pricing, quoting, contracts, billing and renewals on one Salesforce platform, either as a new Revenue Cloud build or as a phased migration from Salesforce CPQ. Every engagement starts with discovery, and you can score your CPQ readiness before you talk to us.
Last updated:
Product catalog, pricing procedures and quoting
Contracts, orders and amendments
Billing rules, proration and renewals
Six areas of work, from the core quote-to-cash build to AI agents on top of it.
| Area | What we deliver | Outcome for your team |
|---|---|---|
| Revenue Cloud (Agentforce Revenue Management) | Product catalog, pricing procedures, quoting, contracts, orders and amendments | One quote-to-cash process in Salesforce |
| CPQ to Revenue Cloud migration | Assessment of your CPQ rules, redesign, data migration and a bridge rollout that moves contracts at renewal | A planned move without a single cutover weekend |
| Billing | Billing rules, proration, tax treatment and dunning, tested in a sandbox first | Invoices that match what was quoted |
| ERP and finance integration | Product, price, order and invoice sync with your ERP and accounting systems, including QuickBooks | Quote data that reaches finance without re-keying |
| Contracts and documents | CLM integration, plus DocSense, Kizzy's AI document analysis product, to pull clauses and dates from signed contracts where it fits | Contract terms that land in Salesforce records |
| AI agents in quote-to-cash | Agentforce agents for quote help, renewal prep and order status, with human review on pricing decisions | Reps and finance teams spend less time on lookups |
Read the full feature walkthrough in our Salesforce Revenue Cloud implementation guide. This page covers how we deliver it.
Six steps, in order, from agreed scope to tuned rules after go-live.
We document your quote-to-cash process, handoffs and bottlenecks, and agree the scope in writing.
We define the catalog, pricing logic, approval thresholds and billing rules before anything is built.
We configure quoting rules, pricing procedures, billing setup and order workflows, and connect ERP, CLM and other systems.
We validate pricing, billing, proration, tax and renewals in a sandbox against your own quote scenarios.
We run a parallel period, migrate data and roll out by product line or segment.
After go-live, our Salesforce managed services team tunes rules as your catalog and prices change.
Running Salesforce CPQ today? For CPQ customers, steps 1 and 2 include a review of every price rule, product rule and quote template: carry it forward, redesign it or retire it.
Timelines depend on catalog size, billing complexity, currencies and integrations. The figures below come from Kizzy's own guides, and we confirm yours after discovery.
| Scenario | Typical timeline | Source |
|---|---|---|
| New Salesforce org with Revenue Cloud | 8–12 weeks | Kizzy's Revenue Cloud implementation guide |
| Adding Revenue Cloud Advanced to an existing org | 4–8 weeks | Kizzy's Revenue Cloud implementation guide |
| CPQ to Revenue Cloud migration | 3–6 months from discovery to go-live | Kizzy's CPQ migration guide, citing Salesforce |
Large multi-region programs with heavy customization can run longer, because contracts move across during the bridge period at renewal.
A certified Salesforce team that has moved enterprise CPQ setups to Revenue Cloud and builds its own AI products on the platform.
As shown on our site.
Founder Sanjeet Mahajan is a 13x Salesforce Certified Architect.
Our CPQ to Revenue Cloud Advanced migration case study shows the five-phase approach for an enterprise software provider.
Kizzy builds AIforce, Agent Calling and DocSense on Salesforce, so the AI and integration work in your Revenue Cloud project comes from a team that ships products, not only projects.
Revenue Cloud, Agentforce, Data 360 and Salesforce integration under one team.
Running Salesforce CPQ today? Answer 23 questions about your CPQ setup, pricing and contracts, integrations, data and team. You see your score, one of four bands, your top three risk areas and a next-step plan before you share any contact details.
Built from Kizzy's CPQ to Revenue Cloud migration guide and Salesforce's public migration documentation.
New to Salesforce revenue tools? Skip the scorecard and book a discovery call.
Common questions about partners, timelines, CPQ, billing, integrations and cost.
A Revenue Cloud implementation partner designs and configures your product catalog, pricing, quoting, contracts, billing and renewals in Salesforce. The partner also migrates data, connects ERP and contract systems, tests in a sandbox and trains your team, so quote-to-cash runs in one place.
Kizzy's implementation guide gives 8–12 weeks for a new Salesforce org and 4–8 weeks when adding Revenue Cloud Advanced to an existing org. A CPQ migration typically runs 3–6 months from discovery to go-live. We confirm your timeline after discovery.
Salesforce CPQ configures products, calculates prices and builds quotes. Revenue Cloud covers the wider quote-to-cash process, including catalog, pricing, contracts, orders, billing and renewals, on the Salesforce platform. Salesforce now positions Revenue Cloud Advanced as the successor to CPQ.
No. Salesforce no longer sells new CPQ licenses to new customers. Existing customers can keep using CPQ, renew and receive support, but CPQ does not get new features. New customers evaluate Revenue Cloud instead.
Not every team needs to move now. A stable CPQ setup can stay and be optimized. Plan a move when you need pricing, billing or contract features CPQ will not receive. Our readiness scorecard shows where your org stands in a few minutes.
Revenue Cloud includes billing capabilities, depending on the products and licenses you choose. Confirm billing licensing with your Salesforce account team. Kizzy configures billing rules, proration, tax treatment and dunning, and tests them before go-live.
Yes. Revenue Cloud runs on the Salesforce platform, so integration work syncs products, prices, orders and invoices with your ERP and accounting systems. Contract systems and DocSense can feed signed contract terms back into Salesforce records. We confirm connectors during technical discovery.
Agentforce agents can help reps assemble quotes, prepare renewals and answer order status questions using Revenue Cloud data. Pricing and approval decisions stay with your rules and reviewers. We scope agent use cases after the core quote-to-cash process is stable.
Cost depends on catalog size, pricing complexity, billing scope, data volume and integrations. Kizzy gives a fixed scope and quote after discovery, so you know the effort before the build starts.
Tell us how you quote, contract and bill today. A Kizzy Revenue Cloud consultant will review your setup and outline a scope and timeline.
Talk to a Revenue Cloud consultantLearn about the key requirements, duties, responsibilities, and skills that should be in a business development executive job description.
Business development executives are responsible for driving company sales by sourcing new clients, and by convincing existing clients to purchase added offerings. As such, business development executives play an integral role in companies’ longevity.