Unifying Sales, Operations and Finance with Salesforce

Business Needs:

  • Lead + Opportunity Management
  • Configure-Price-Quote
  • Contract Lifecycle Management
  • Billing & Revenue Management
  • Supply Chain and Inventory Management
  • Sales Incentives

Our Clients: For many organizations, the Quote-to-Revenue process is siloed across Sales, Operations, and Finance with no way to measure effectiveness or provide a 360-degree view. Stakeholders are forced to use disparate systems to obtain information, view and perform critical business functions such as configuration, pricing, product bundling, contracting, or sales incentives.

We help our client realize the full value of the Salesforce and provide a Quote-to-Revenue process that links the front-office to the core Finance functions of the office of the CFO and ensures complete visibility from customer engagement to billing.

Leverage Spaulding Ridge’s Quote-2-Revenue Solution

Spaulding Ridge’s CPQ & Billing Solution combines the power of an integrated product suite of Salesforce CPQ, Anaplan and SpringCM along with industry best- practices to unify the sales, operations and Finance within an Enterprise organization.

As products and services become more complex, bundled, and personalized, configuring, pricing, and discounting products across differing areas of an organization or business units requires an enterprise-grade CPQ tool that is seamlessly integrated with Anaplan for Forecasting and budgeting purposes and SpringCM for Contract and Document management.

Organizational Benefits:

  • Eliminate multiple legacy technologies and deliver Q2R simplicity with Salesforce CPQ and Billing
  • Achieve a seamless, integrated, and consistent process across the Lead to revenue recognition process
  • Modernize your Q2R process, enabling your people and streamline internal technology dependencies and disparate systems
  • Gain insight into the entire sales and fulfillment channel by offering a single interface across CRM, Operations, and Finance by integrating Anaplan and Salesforce
  • Address business risks head on by automating the contract creation, authoring, and management of complex contracts with SpringCM and Salesforce


Health Check – Evaluate the performance, usability, and scale of your current Salesforce or SFDC CPQ implementation

Integrated Solutions to CLM – Contract and Document Management, Leveraging SpringCM

Managed Services – Maintain and scale your Salesforce organization

CPQ & Billing Kickstart – Pre-Baked solution to accelerate our clients time to value

Integrated solution to ERP and Financial Systems – NetSuite and Intacct and Microsoft GP

Training and Enablement – virtual or onsite as well as multiple options for train the trainer or users

About Spaulding Ridge

Spaulding Ridge is a Silver Salesforce Partner that specializes in deploying best of breed cloud technology in the Office of Finance and where Finance-driven decisions intersect Sales and Operations. We have successfully deployed 100’s of Salesforce implementations for a multitude of industries, including High-tech, Healthcare, Oil and Gas, Manufacturing and others. Contact us today for your Salesforce and Q2R initiatives.

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