Salesforce Revenue Cloud

Build an efficient Revenue Lifecycle Management and drive organizational growth with SSOT (Single source of truth)
Revenue cloud
Revenue cloud

AppShark’s certified consultants help your company deploy a fully customized Salesforce CPQ instance to manage your entire contract lifecycle management and simplify the lead-to-quote-to-cash process while allowing your company to have increased visibility into opportunities, revenues, and profits on potential sales.

How Does AppShark Help with Your CPQ Process?

We at AppShark lift your business off the ground with effective ROI optimization tricks and ideal CPQ practices. Our approach begins with a thorough understanding of your entire sales process, encompassing product and pricing considerations, discounting strategies, and approval workflows. This step-by-step procedure ensures that we craft solutions that align with your business objectives, setting the foundation for successful implementation and sustainable growth.

Analyzing your organization’s complete workflow and performance, our team designs and builds a CPQ instance that aligns with your needs.

This may include a variety of easy-to-employ tasks:

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Install and configure the Salesforce CPQ AppExchange package.
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Define and load product catalog, options, features, and bundles into Salesforce CRM.
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Design custom quote templates using standard or custom components.
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Configure Product Rules, Price Rules, and various discount schedules.
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Implement Advanced Approvals and Order Management.
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Implement guided selling and configure subscription products, pricing, and discounts.
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Extend CPQ for communities to assist partners and distributors.

In addition to optimizing Salesforce CPQ, AppShark has ideated and developed a visionary approach, blending the power of AI into Salesforce CPQ to propel your business into a new era of efficiency and intelligence.

Experience Precision and Efficiency with Personalized CPQ strategies

In a world where 76% of customers expect companies to understand their needs, our AI-powered CPQ solution brings unmatched customization and precision. Leverage our groundbreaking AI enhancements for personalized quotes, optimized pricing models, and predictive analytics that can meet and anticipate your expectations by aligning with the latest market trends.

Also, discover how our AI-powered CPQ empowers your businesses to forecast sales trends, understand customer preferences, and identify potential sales challenges - contact us today!

AppShark's New Launch

At AppShark, we're excited to announce that we’re leveraging the latest suite of Salesforce Revenue Cloud AI features designed to maximize ROI and efficiency for your business. 
We empower you to make informed decisions, optimize processes, and drive growth by utilizing the following advanced AI features and capabilities:

AI-Driven Revenue Forecasting

Harness the power of AI algorithms to analyze historical sales data, market trends, and other critical factors for accurate revenue forecasts. Make informed decisions and plan effectively to stay ahead.

Predictive Pricing

Optimize your pricing strategies with AI by analyzing customer behavior, market demand, competitor pricing, and historical sales data. Boost your profitability and maintain a competitive edge.

Intelligent Quoting

Streamline the quoting process with AI-driven insights. Generate precise quotes and proposals by analyzing customer information, product/service details, pricing rules, and discounting strategies.

Contract Insights

Gain deep insights into contract terms, obligations, and risks with AI-powered contract analytics. Identify opportunities for upselling, cross-selling, and contract renewals to maximize revenue.

Revenue Optimization

Receive AI recommendations for optimizing revenue strategies. Identify upsell and cross-sell opportunities, refine discounting strategies, and prioritize high-value deals for increased profitability.

Billing Automation

Enhance your invoicing processes with AI-driven billing automation. Streamline billing cycles and revenue recognition to reduce errors, improve efficiency, and boost customer satisfaction.

Revenue Performance Analytics

Monitor revenue performance metrics with AI-powered analytics and dashboards. Track key performance indicators (KPIs) and identify areas for improvement to drive continuous growth.

AI-Driven Insights

Utilize advanced analytics and AI capabilities for actionable insights into sales performance, customer behavior, market trends, and revenue drivers. Make data-driven decisions to propel your business forward.

Revenue Insights

Analyze team performance metrics, including quota attainment, pipeline status, and historical trends. Track quota attainment and make informed deal adjustments. Coach teams effectively with access to individual performance metrics like average win rates and open pipeline size.

Forecast Insights

Predict future sales by comparing current forecast performance with previous periods. Monitor trends in velocity, pipeline coverage, and commitments to stay on track. Evaluate team performance against goals with visualizations of individual metrics and commit numbers.

Commit Calculator

Run multiple what-if scenarios to understand the impact of pipeline changes on revenue targets. Set revenue goals and model the effect of adding or removing deals to close gaps. Forecast more accurately by including last-minute opportunities based on historical trends.

Sales Rep Command Center

Provide sales representatives with a customized control center to monitor progress toward quotas. Use real-time insights on deal progress and value changes to manage shifts effectively. Prompt action on prioritized opportunities and encourage scenario analyses for optimal planning.

AI Account Management

Equip sales teams with AI-powered insights to understand pipeline and account health. Expand, upsell, and cross-sell based on similar account purchases. Allocate resources effectively by identifying accounts with upside opportunities and those at risk.

Product Insights

Track sales trends at the product level with intuitive heat maps. Discover opportunities to grow sales in new segments based on purchase patterns and market trends. Identify best practices and improvement areas for selling new products.

Embedded Analytics Native to Sales Cloud

Connect, prepare, and sync data from third-party systems with native data management tools. Gain a comprehensive view of sales performance with over 50 native connectors. Drive actionable next steps with custom dashboards and components embedded in Sales Cloud.