Maximize Your Quote-to-Cash KPIs Fast
We use AI agents to find the problems and deploy the fixes — pricing rules throwing bad quotes, approval flows stuck in limbo, quote templates nobody trusts, and configuration debt that makes every legacy-CPQ-to-Revenue-Cloud conversation feel impossible. If you're staring down a Revenue Cloud transition, this is where it starts.
Works with your stack:
Salesforce
Free CPQ & Quoting Health Check
Salesforce-only review, delivered live in a focused session — no cost, no NDA required.
Runs entirely in your org, on your tools
Promise ROI doesn't see, store, or touch your data
Nothing to sign
Quote-to-close cycle time as Salesforce shows it
Quote error and revision rate — how often quotes get sent back
Pricing rule and approval workflow friction points
If applicable: a first-pass read on Revenue Cloud transition complexity for your org
~60 minutes, live, screen shared — no setup, no access to your CPQ configuration, no NDA
Runs on your own systems — nothing installed, nothing accessed, nothing to sign
Optimize your quote-to-cash setup now with a risk-free health check you'll own and keep — whether or not we ever work together.
When the free session finds more than Salesforce can explain
This is the actual price, not an estimate — select your platform and size below, or Felix will do it live on your call.
Two questions, one real number — no follow-up quote needed.
Your CPQ platform
Your size tier
Premium Health Check
A deeper review inside Salesforce CPQ itself — not just what Salesforce sees at the surface.
$6,000
Growth · 25–100 seats
Pricing rule and pricebook logic review
Approval workflow and threshold review
Quote template and document generation review
Bundle and product configuration review
Quote-to-cash friction points mapped to dollar impact
Pricing reflects the scope of what's found — every engagement starts with a free health check so the number fits the actual problem.
Fix & Deploy
Promise ROI's AI agents deploy the fixes directly inside Salesforce CPQ — not a recommendations doc, a working system.
$15,000
Growth · 25–100 seats
Pricing rules and pricebooks corrected
Approval workflows and thresholds rebuilt
Quote templates and document generation fixed
Bundle and product configuration cleaned up
Quote-to-cash friction resolved
Pricing reflects the scope of what's found — every engagement starts with a free health check so the number fits the actual problem.
Your next AI Employee is Ready to Rock N' Roll
Comprehensive. Every known failure pattern gets checked — and anything new we find gets codified into the system, so it's caught automatically next time.
Fast. No governor limits, no platform lock-in. Fixes get deployed in days, across every tool in your stack, not just inside Salesforce.
You keep the employee. This isn't a report and a goodbye. You walk away with a working digital employee already wired into your stack, doing the job.