Connect your revenue processes from opportunity to ongoing customer value

Managing revenue involves more than closing a sale.

Teams need to work across products, pricing, quotes, contracts, orders, renewals and customer information. When these processes sit across disconnected systems, even simple changes can take longer than they should.

Megnity helps organizations use Salesforce Revenue Cloud and connected technologies to bring these activities together, reduce manual work and improve visibility across the revenue lifecycle.

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Discovery

Start with how your business manages revenue

Every organization has its own products, pricing models, approval processes and customer commitments.

We begin by understanding how opportunities move through quoting, contracting, ordering and ongoing account management.

This helps identify where teams are repeating work, relying on disconnected information or waiting for decisions that could move more smoothly.

Pricing

Make product and pricing information easier to manage

Complex products, changing prices and different commercial terms can make quoting difficult.
We help organizations organize product and pricing information, define the right business rules and connect the approvals needed to support commercial decisions.
The goal is to give teams a more consistent way to prepare accurate quotes.
Handoffs

Connect quotes, contracts and orders

A customer accepting a quote is only one step in the revenue process.
Contracts, orders, amendments and related activities may involve different teams and applications.
We help connect the relevant Salesforce processes and integrations so information can move more consistently from one stage to the next.
Renewals

Support renewals and ongoing customer relationships

For businesses managing subscriptions, service agreements or recurring commercial relationships, revenue processes continue long after the first sale.
We help teams work with relevant customer, contract and renewal information so they can manage changes and follow-ups with better context.

Life Sciences

Revenue lifecycle management for Life Sciences

Revenue lifecycle management is becoming part of the Salesforce Life Sciences offering, creating opportunities to connect commercial and revenue processes more closely.

For Life Sciences organizations, this can help bring together customer relationships, product and pricing information, commercial agreements and related workflows.

Megnity helps organizations understand how these capabilities fit their existing Salesforce environment, business processes and integration requirements.

Our focus is on making the technology work around the way commercial and operational teams manage their activities.

Revenue data

Bring revenue information together

Sales, operations and finance teams often need information from different systems to understand what is happening.

We help connect Salesforce with enterprise data and reporting platforms so teams can work with a clearer view of commercial activity and its related processes.

Explore data engineering and analytics

Salesforce
Enterprise data
Reporting platforms

Revenue view

Commercial activity
Related processes
One clearer view

Beyond the standard interface

Extend revenue workflows with Headless 360 and Claudeforce

Some revenue-related experiences need to work beyond the standard Salesforce interface.

A customer may need to submit information through a portal. A partner may need to access relevant account details. An employee may need help reviewing a complex document or finding the right information before taking action.

Megnity can bring together Headless 360 and Claudeforce to support these experiences.

Headless 360 A

Connect Salesforce with the experiences people already use

Headless 360 supports digital experiences such as customer portals, partner applications and internal workspaces that use Salesforce data and workflows behind the scenes.

For revenue processes, this could include customer requests, quote-related information, order updates or other activities that need to connect with Salesforce.

The experience is designed around the user while Salesforce remains part of the underlying business process.

Claudeforce B

Bring Claude into information-heavy workflows

Claudeforce brings Claude together with relevant Salesforce information and enterprise workflows.

For revenue processes, Claude can help authorized users find information, summarize documents, prepare material for review or work through defined tasks.

We design these use cases around the information required, the actions allowed and where human review or approval is needed.

The stack

Connect the technology behind the process

Revenue workflows may involve Salesforce, enterprise applications, data platforms and AI. Depending on the business need, our work can bring together:

We select the combination based on the business process and the systems already in place.

Salesforce Revenue Cloud
Sales Cloud
Data 360
Databricks
MuleSoft and APIs
Claude
Custom portals and applications

Controls

Keep control over important decisions

Pricing, contracts and financial processes need appropriate checks and approvals.

We consider permissions, business rules, data access and traceability when designing connected revenue workflows. Where AI is involved, we define the tasks it can support and where people remain responsible for decisions.

How we deliver

From disconnected activities to a connected revenue process

Understand

Map the existing revenue process, teams and systems.

Design

Define the workflows, information and business rules required.

Configure

Set up the relevant Salesforce capabilities.

Connect

Integrate supporting systems and digital experiences.

Test

Check calculations, approvals, permissions and handoffs.

Launch

Introduce the solution into everyday operations.

Improve

Refine the process as business needs change.

Contact

Looking to simplify your revenue operations?

Tell us where pricing, quoting, contracts or downstream activities are creating delays.

We’ll help you explore how Salesforce, connected data and AI can support a more consistent process.