Replacing custom quoting with scalable revenue operations

Salesforce CPQ and custom revenue recognition gave Talos360 simpler subscriptions, automated renewals and real-time commercial reporting.
Client: Talos360
Industry:
Products required: Salesforce CPQ, Revenue Cloud
Results: Real-time contracted revenue forecasting

The Before

Talos360’s custom-coded quoting and ordering tool had become difficult to scale. The growing SaaS business needed better subscription management, reliable renewals and amendments, and accurate revenue recognition inside Salesforce.

The After

We replaced the bespoke tool with Salesforce CPQ, configuring subscriptions, one-off products, price dependencies, quote documents, e-signature, margin approvals and automated renewals. Custom revenue scheduling supports Talos360’s specific recognition requirements.

The Results

Quoting is simpler for users, renewals and contract changes are automated, and low-margin deals follow clear approval rules. Talos360 can report on pipeline and forecast contracted revenue in real time from a platform designed to scale.

Rob Townsend

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