Salesforce RCA Services

Yes. Salesforce RLM was rebranded as Salesforce Revenue Cloud Advanced (RCA) in the Spring ‘24 release. The functionality remains, but RCA emphasizes end-to-end revenue lifecycle automation and intelligence.

While Salesforce CPQ and Billing address specific stages, like quoting, pricing, or invoicing, RCA manages the entire revenue lifecycle. RCA extends CPQ and Billing by adding:

• Contract lifecycle management
• Subscription tracking
• Automated revenue recognition
• Real-time revenue insights

This ensures seamless, compliant, and scalable revenue operations across all stages of the quote-to-cash process.

• Architecture: CPQ is a managed package with custom objects and an Apex-heavy setup, while RCA is native to Einstein 1, using standard objects for easier scaling and integration.
• Scope & Capabilities: CPQ focuses on quoting (configure, price, quote). RCA covers the full revenue lifecycle, including quoting, contracts, orders, billing, revenue recognition, and analytics.
• Users: CPQ serves sales teams; RCA serves sales, finance, and operations leaders.
• Outcomes: CPQ streamlines quotes and minimizes pricing errors. RCA delivers a unified revenue ecosystem with automation, compliance, and real-time visibility.
• Fit: CPQ is best for simple to mid-complexity sales cycles with ERP reliance. RCA suits enterprises with complex models (subscriptions, usage, multi-entity) seeking one Salesforce-native platform.
• Future: CPQ remains stable but limited in innovation. RCA is Salesforce’s strategic direction, an evolution of CPQ + Billing + RLM.

RCA natively supports ASC 606 and IFRS 15 compliance. Its automated revenue recognition ensures:

• Accurate financial reporting
• Audit-ready workflows
• Reduced manual errors and risk

Salesforce RCA helps enterprises achieve:

• Revenue accuracy through automated processes
• Faster sales cycles with guided CPQ and contract workflows
• Regulatory compliance in billing and revenue recognition
• Scalable growth with flexible pricing and subscription models
• Real-time visibility into pipeline, revenue leakage, and forecasts

Migration timelines vary based on system complexity and required customizations. At Grazitti, we combine proven methodology with hands-on expertise to ensure a smooth, efficient transition:

• Small-scale implementations: typically completed in a few months
• Complex enterprise deployments: six months or longer, depending on integrations and customizations

With Grazitti, every migration follows a structured plan that minimizes disruption, ensures seamless integration, and aligns RCA with your unique business objectives.

Not necessarily. RCA supports existing pricing structures but provides an opportunity to optimize pricing strategies, whether subscription-based, usage-based, or multi-tiered. Proper configuration ensures accuracy, compliance, and operational efficiency.

Yes. Phased migration allows CPQ and Billing systems to operate alongside RCA, ensuring:

• Continuous sales and billing operations
• Smooth data integration
• Gradual adoption of end-to-end revenue automation

Comprehensive, role-specific training is recommended for sales, finance, and operations teams. Training covers:

• Key RCA features and workflows
• Best practices
• System adoption strategies

The goal is rapid user adoption, operational efficiency, and ROI realization. At Grazitti, we do just that: we ensure your teams are ready to maximize their impact. We provide comprehensive, role-specific training tailored for sales, finance, and operations teams, covering:

• Key RCA features and workflows relevant to each role
• Best practices for efficient, error-free operations
• Adoption strategies to drive sustained usage and ROI

Salesforce RCA comes packed with powerful out-of-the-box features, designed to streamline revenue operations. For many organizations, these native capabilities are sufficient, minimizing the need for heavy custom development.

However, businesses with unique processes or complex systems may benefit from targeted customizations. That’s where Grazitti’s expertise comes in. Our certified Salesforce consultants help:

• Build custom workflows aligned to your revenue processes
• Seamlessly integrate RCA with ERP, CRM, or other enterprise systems
• Configure industry-specific features to support specialized operations

With Grazitti, RCA is tailored for scalability, efficiency, and measurable impact, ensuring your revenue operations stay future-ready without unnecessary complexity.