Elements.cloud for Revenue Cloud Tame the Complexity of Salesforce Revenue Cloud (Steelbrick) From managing complex price rules to tracking changes in Salesforce Billing, Elements.cloud provides the clarity and control you need for a seamless Quote-to-Cash process. With visualizations, detailed documentation, and powerful analysis tools, you’ll transform complex configurations into optimized, compliant processes. Accelerate time-to-market, ensure data integrity, maintain regulatory compliance, and maximize your Revenue Cloud investment while minimizing risks. Talk to us Capabilities Optimized Quote-to-Cash for Revenue Excellence Salesforce Revenue Cloud is powerful, but its configuration complexity requires deep expertise. Elements flattens the learning curve by providing accelerators that help you hit the ground running and deliver exceptional results. From capability models and process maps, to data models and metadata management, Elements has a tight integration with Revenue Cloud, ensuring you deliver innovation faster: Comprehensive Configuration Documentation Gain complete visibility into your CPQ and Salesforce Billing configurations, from product dependencies to complex price rules. Avoid errors and misconfigurations with detailed documentation that highlights dependencies between products, rules, and price actions. Intelligent Dependency Mapping Instantly understand dependencies between products, pricing rules, and approval workflows to prevent costly misconfigurations. Our dependency insights ensure that you can confidently update configurations without impacting pricing or revenue processes. End-to-End Process Visualization Easily visualize how each step of your Quote-to-Cash workflow affects pricing, approvals, and billing. With built-in metadata links and configuration documentation, you’ll prevent issues like price rule overlaps and ensure smooth integration across CPQ and Billing. Robust Change Tracking and Compliance Management Maintain an audit trail of changes to your Revenue Cloud setup with Elements.cloud Change Logs. Track modifications to both metadata and configuration records, capturing changes that affect pricing, commissions, and revenue recognition. Easily demonstrate compliance, investigate issues, and roll back changes when necessary, all while maintaining the integrity and transparency of your revenue operations. Align with your revenue goals Overwhelmed by complexity? Simplify with tailored implementation. Elements’ Revenue cloud-specific implementation templates streamline complex quote-to-cash processes by helping your team evaluate requirements against standard and custom functionality. This process-led approach allows you to build cost-effective solutions that are easier to manage and scale, ensuring smoother implementations and better alignment with your revenue goals. Talk to us Ensure your business stays ahead Lagging responsiveness? Achieve agility with dependency visibility. In the fast-paced market conditions, slow responsiveness to market changes can lead to costly churn and loss of market share. Elements Revenue Cloud insights and intelligence into dependencies across CPQ, Advanced Approvals, and Billing, enabling your team to react quickly and efficiently to new challenges and opportunities. This enhanced agility ensures your business stays ahead in a rapidly changing landscape. Talk to us Protect sensitive revenue data Need to ensure compliance and control? Maintain with confidence. With Elements, Salesforce architects can implement robust data security measures tailored to the specific needs of your Revenue Cloud deployment. By ensuring compliance with financial regulations, Elements helps you protect sensitive revenue data, build trust, and avoid costly breaches or compliance failures. Talk to us Drive higher adoption Worried about adoption? Enlighten with just-in-time help. Elements equips your teams with the knowledge and tools they need to confidently use Salesforce Revenue Cloud. Through targeted training and ongoing support, platform owners can drive higher adoption rates, ensuring your enterprise sees a full return on its Salesforce investment. Talk to us Frequently asked questions What is Elements and how does it integrate with Salesforce Revenue Cloud? Elements is a comprehensive change intelligence platform designed to optimize the implementation, management, and adoption of Salesforce Orgs, specifically tailored for Revenue Cloud. It integrates seamlessly with your Salesforce environment, syncing all relevant metadata, attributes, and dependencies, giving your team accurate insights into your Org’s configuration and the impact of making changes on revenue processes. How do Elements’ revenue-specific templates benefit my Salesforce implementation? Elements offers sales-specific business process, capability map, and data model diagram templates. These visual and editable assets allow you to understand the out-of-the-box configuration of Salesforce Revenue Cloud and easily identify the need for customizations. This accelerates business requirement discovery and solution design, ensuring that your sales processes are optimized for efficiency and effectiveness. How can Elements support compliance with industry-specific regulations like GDPR and CCPA in revenue operations? Elements provide robust insights into which users have access to sensitive customer and sales data, and why. With org-wide reports on profile and permission-set based access, and custom classifications of your metadata, you can easily document and audit if sensitive data is protected, ensuring compliance with industry regulations and internal governance standards. How does Elements help manage the unique complexities of Salesforce Revenue Cloud? Elements.cloud addresses the key Revenue Cloud challenges, such as price rule overlap, missing audit trails, and complex product configurations. With real-time change tracking, dependency mapping, and detailed configuration insights, you can resolve issues quickly and maintain compliance. How does Elements improve user adoption of Salesforce Revenue Cloud? Elements allow your teams to streamline your operation processes and ensure your solutions meet the business needs. All of that documentation can be turned, with a click of a button, into contextual, in-app help available to users inside Salesforce. Feedback and usage reporting enables you to understand user behavior and pinpoint UX or training enhancements that will increase adoption. Looking for more Related resources Watch the On Demand Webinar Join Elements.cloud and SalesforceBen to discover the power of AI in your Salesforce org. Watch now Check out our GPT blogs The Magic of GPT, How GPT could change Salesforce careers and more. Read more Sign up for GPTDreamin’ VIRTUAL EVENT : 7-11 AUGUST 2023. Generative AI/GPT for Salesforce org management. Sign up
