Insights
Revenue systems do not come with instructions. That is why we share how to optimize operations and solve the real challenges that come up. Our thought leaders publish insights on business best practices, Salesforce Revenue Cloud, and system execution, including solutions, techniques, and design lessons we have used in the field. We publish what we wish had existed when we started solving these problems.
Recent Insights
Mar 31, 2026
Lead-to-Cash not converting to cash fast enough? Use this CFO checklist of 5 questions to find root causes and see where...
Mar 19, 2026
Revenue leakage often hides in amendments and renewals. Learn why renewals fail early and how Salesforce Revenue Cloud A...
Mar 05, 2026
When UAT findings turn into a debate, use this simple 30-minute triage playbook to align on facts, confirm requirements,...
More Insights
26 Jul
Salesforce CPQ: Renewals and Amendments Interaction
Find out with us how Renewals and Amendments interact within Salesforce CPQ after a Contract is generated.
19 Jul
Salesforce CPQ: More on Configuration Attributes
We previously wrote a blog post on troubleshooting Configuration Attributes, and now it's time to update our list.
17 May
Salesforce CPQ: Dependent Picklists and the Quote Line Editor
Make the quote line editor user-friendly by controlling picklist values based on the product added to the cart in Salesforce CPQ. Learn more in our blog.
30 Mar
Salesforce CPQ: Contracted Pricing Consideration
Learn about storing and applying negotiated prices in Salesforce CPQ with Contracted Pricing. Read our updated considerations for more insights.
21 Mar
Supercharging FinTech with Salesforce Revenue Cloud
Don't miss out on how FinTech challenges get resolved with Salesforce CPQ Capabilities.
25 Feb
Salesforce consultants often investigate quote changes. Discover how 'Last Date' fields and CPQ package fields help track these changes.
9 Feb
Salesforce CPQ: Advanced Approvals Conditions
Approval conditions test to see if approval is needed for certain records by comparing two things.
27 Jan
Salesforce CPQ: Advanced Approvals Variables
Learn about Approval Variables in Salesforce CPQ's Advanced Approvals. They evaluate records and are similar to roll-up summary fields.
19 Jan
Salesforce CPQ: Dynamic Approvals and Delegated Approvers
Dynamic approvals in Salesforce CPQ not working with delegated approvers? Discover potential causes and solutions in our blog.
23 Dec
Salesforce CPQ: Price Book Entries and Multi-Currencies
Activate Multi-Currency in Salesforce to create quotes and calculate prices in various currencies. Learn how this aligns with Price Book Entries.
8 Dec
Our Favorite Salesforce Winter '22 Release Features
Salesforce Winter'22 Release comes with five enhancements that will increase your salespeople's productivity. Discover them with us.
3 Nov
Salesforce CPQ: Advanced Approvals Chains
Learn key considerations for handling multiple approval chains and unchained rules in Salesforce CPQ Advanced Approvals.