Streamline Quoting, Pricing, and Operations with Salesforce Revenue Cloud

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Revenue Cloud Strategy & Architecture

We start by understanding your pricing models, sales motion, and revenue goals. From there, we design a Revenue Cloud architecture that supports how your business sells. This includes data models, pricing logic, approval workflows, and reporting structures that align sales, finance, and operations.

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Implementation & Optimization

We configure Salesforce to support accurate, consistent quoting. That includes product and bundle setup, pricing rules, discount logic, approvals, and quote templates. The result is faster quote turnaround, fewer pricing errors, and better visibility into deal structure.

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Contract Lifecycle Management

We help teams manage contracts from creation through renewal. Revenue Cloud enables standardized contract templates, automated approvals, and version control so legal and sales teams can move faster while reducing risk.

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Billing & Revenue Processes

Revenue Cloud supports subscription billing, invoicing, and revenue schedules. We design billing workflows that align with your sales model and financial requirements, ensuring clean handoffs between sales and finance.

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Integrations & System Connectivity

Revenue Cloud works best when connected to the rest of your stack. We integrate Revenue Cloud with Salesforce CRM, ERP systems, finance tools, and third-party applications to maintain consistency across pricing, contracts, and revenue data.

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Reporting, Optimization & Ongoing Support

We build reporting that gives revenue leaders visibility into their pipeline, pricing performance, contract status, and renewals. As your business evolves, we provide ongoing optimization and support to ensure Revenue Cloud continues to support growth.

Testimonials

Partnering with MarTech Do has been a game-changer for us. As a startup, we needed a dependable outsourced RevOps team that could understand our unique business and processes, and guide us in implementing best practices. MarTech Do has been strategic, highly responsive, and truly a pleasure to work with.

Carol Mendelsohn

VP of Marketing at First Resonance

Stan and the entire team at MarTech Do were excellent partners. They took the time to understand our needs upfront and also worked closely with us throughout the project to ensure they were always moving in the right direction.

We ended up with exactly what we needed, on time and on budget. Stan is my first call for any meaningful Salesforce projects.

Aaron Shapiro

President at R.O. Writer

I have worked with the team for over two years and have had nothing but positive experiences with every team member. Both from the quality of the talent and the caliber of the strategic recommendations, I could not recommend Stan and team anymore for your marketing needs.

Michelle J White

Vice President of Marketing at Qventus

We hired MarTech Do to help onboarding of the MCAE platform, we are a small manufacturing business and primarily work with B2B. We needed a consultant to not only help with the onboarding but also train us so we could manage the platform ourselves – minimizing the learning curve of the program. MarTech Do team did just that, I was extremely impressed with their organizational structure for the training program.

Everything was communicated promptly and very professional. We continue to work with MarTech Do when we have small questions or mini projects – he is our go to with any MCAE questions.

Skylar Hall

VP of Marketing & Customer Relationships at AIMCO Global

We partnered with MarTech.do to improve our Account Engagement Campaigns and streamline lead monitoring transitioning from spreadsheet reporting to automated, lead- and sales-focused dashboards.

Stan and Alessia were thoughtful, flexible, and easy to work with — especially as our needs evolved throughout the project.

They helped bring better structure and understanding to our campaigns and made Salesforce native dashboards more useful and efficient.

In addition to technical expertise, they were able to provide related insight to Industry best practices from their extensive experience.

We’d happily recommend them to teams looking to level up their marketing and sales alignment within Salesforce.

Laura Mower

Vice President of Finance

Working with MarTech Do and Stan’s team has been a great experience. I am a repeat client of theirs (2 times) and I trust their strategic expertise and oversight when it comes to marketing automation processes and lead generation optimizations. You won’t be disappointed with their attention to detail and high quality of customer service.

Amanda Connon-Unda

Marketing Director at Augmenta

Case studies

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CRM+6
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Marketing & Sales Hub Optimization

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WebinarGeek x Salesforce Integration Architecture

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Salesforce to Salesforce Lightning Migration and Optimization

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Implementation+1
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Marketing Cloud Account Engagement (fka Pardot) Implementation

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FAQ

  • What benefits we can expect from Revenue Cloud?

    Teams typically see faster quote cycles, fewer pricing and contract errors, improved forecasting accuracy, and stronger alignment between sales, finance, and operations.

  • Do you support Salesforce CPQ and Billing?

    Yes. We implement and optimize Salesforce CPQ and billing workflows as part of Revenue Cloud.

  • Can Revenue Cloud integrate with ERP systems?

    Yes. We design integrations that connect Revenue Cloud with finance and ERP platforms.

  • How do you measure success?

    We align on KPIs such as quote cycle time, pricing accuracy, approval efficiency, revenue predictability, and renewal performance.

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