PDS Consulting / Bundles / Quote-to-Cash
Quote-to-Cash Bundle
One bundled program that lands CRM, CPQ, Billing, and the integration between them on a coordinated timeline — not three Salesforce implementations and an integration project nobody owns at the seams. Quote-to-cash transformations fail at those seams. PDS sells the bundle because one architect owns them, end to end.
At a glance
- Includes
- CRM + CPQ + Billing + Systems Integration — as one program
- Best for
- B2B with subscription, configured, ramped, or usage-based pricing
- Two sizes
- Foundation (simpler motion) · Enterprise (multi-currency / multi-entity)
- Sponsors
- CFO + CRO co-sponsorship (COO where service ops is in play)
- Pricing
- Quote, on scope — with a transparent multi-engagement discount
Quote-to-cash fails at the seams.
Every failed quote-to-cash transformation has the same post-mortem. CRM was delivered cleanly. CPQ was delivered cleanly. Billing was delivered cleanly. But the data doesn't flow between them at month-end, the integration was the last thing scoped and the first thing cut, and three vendors blame each other while the CFO pays a fourth to fix it. The bundle exists so that integration is in scope from day one and one architect owns the handoffs.
Does any of this sound familiar?
- A CPQ project went live, but the data doesn't flow cleanly to billing — so month-end is still manual reconciliation across three systems.
- There's a CRM project, a CPQ project, and a billing project — three partners, three design documents, none agreeing on the integration.
- Quote turnaround is slow, the books take too long to close, and nothing reconciles to the ledger — and you've been told these are separate problems.
- The move from perpetual licenses to a subscription motion means the whole stack is the wrong shape and needs rebuilding at the architecture level.
Four engagements, one design language.
Each component produces what the next one consumes — designed once, against the real data flows, not three separate guesses.
Foundation
CRM Implementation
The Sales Cloud foundation — accounts, contacts, opportunities, pipeline, dashboards. The data model CPQ and Billing both depend on.
Configure & quote
CPQ Implementation
Product catalog, pricing rules, configured quoting, discount-approval workflow, document generation, and contract modeling for renewals.
Invoice & recognize
Billing Implementation
Invoicing automation, revenue recognition (ASC 606 / IFRS 15), dunning, payment processing, and tax-engine integration — audit-ready.
Connect it all
Systems Integration
The 4–7 flows that tie it together — CRM↔ERP, CPQ↔ERP, CPQ↔Billing, Billing↔ERP, payment, and tax. In the bundle from day one, never bolted on.
This bundle is built on Salesforce. PDS is independent — not a reseller, with no platform partner tier — so the recommendation always serves the motion, not a licensing margin.
How it runs — value at every go-live.
Not an 18-month waterfall. Each component goes live in turn, so you realize value along the way — not only at the end.
01 · Joint kickoff
One discovery sprint across all four. The executive sponsorship matrix and a single MDM design are locked before any build begins.
02 · CRM live
The Sales Cloud foundation stabilizes first; CPQ design starts in parallel once the data model is firm, and integration interfaces are locked before build.
03 · CPQ live
Configured quoting goes live as the first integration flows come online. Billing readiness — including signed rev-rec policy — runs in parallel.
04 · Billing live
Billing cuts over only after a parallel run through a full month-end close. Final flows land, then transition to a combined managed-operations relationship.
Two sizes, same discipline. The Foundation flavor (simpler motion, decided pricing strategy) compresses to roughly 6–10 months; the Enterprise flavor (multi-currency, multi-entity, ramped or usage-based pricing, complex rev-rec) runs roughly 12–18 months. Both share the same composition and scope-boundary rules.
What the bundle delivers that separate projects don't.
- A single architectural design language across CRM, CPQ, Billing, and the integration interfaces.
- Integration scope locked from day one — not a Phase-12 surprise.
- One executive cadence — one steering committee and decision-rights matrix across CFO, CRO, and COO.
- One master-data story — customer, product, pricing, and financial masters that agree.
- A transparent bundle discount reflecting genuine shared-delivery efficiencies.
What you're aiming at.
- Same-day quote turnaround on standard deals.
- A shorter month-end close, with cleaner CPQ→Billing handoff.
- ARR-to-billing-to-ledger reconciliation in-system, without manual exhibits.
- Auditor-ready revenue recognition against ASC 606 / IFRS 15.
- One source of customer truth across sales, billing, and finance.
Outcomes are what this bundle is built to deliver, grounded in the constituent services' track record and the integration discipline that ties them together. As PDS bundle engagements close, this section gets measured numbers.
Who it's for.
- B2B sales-led companies with configured products, subscriptions, ramped contracts, or usage-based pricing.
- On Salesforce already, or ready to build the Sales Cloud foundation as part of the program.
- With CFO + CRO co-sponsorship and named champions in sales ops, finance ops, and IT.
- Often triggered by an auditor flag on rev-rec, a subscription pivot, an M&A consolidation, or recovering a failed prior program.
When it's not the bundle.
- Simple flat-fee, one-time-invoice motions with no rev-rec complexity — that's over-tooling.
- When only one component hurts — we'll sell the component, not manufacture demand for the rest.
- Without CFO ownership of revenue recognition — the billing component fails without it.
- Committed to a non-Salesforce billing platform — we'll re-scope to a smaller bundle instead.
Already on Salesforce CRM + CPQ? A short health check often surfaces whether the smaller "Billing + Integration" path is the better first move.
No pitch, no pressure
One quote-to-cash program, not three projects.
A 30-minute call is enough to tell whether your motion is bundle-shaped — and whether Foundation or Enterprise scope fits.
Book a call →Or explore the other bundles or individual services.