Is Your Quote-to-Cash Process Holding You Back?

Introduction

Manual quoting. Disconnected systems. Inconsistent pricing. These aren’t just operational headaches—they’re revenue killers. If your teams are still relying on spreadsheets, waiting on approvals, or working around siloed tools, the impact on customer experience and margin can be significant.

It’s time to rethink revenue management.

Join our upcoming expert-led webinar to learn how Salesforce Revenue Cloud Advanced (RCA) can transform your quote-to-cash operations—reducing complexity, increasing speed, and unlocking scalable growth.

What You’ll Learn

This session is designed for businesses looking to modernize and streamline their revenue processes. You’ll discover:

• Where traditional CPQ tools fall short—and what fast-growing businesses really need
• Common roadblocks that RCA removes across sales, finance, and fulfillment
• How to migrate with confidence using proven best practices and automation
• A live demo of ideaHelix tools that identify inefficiencies and automate migrations

If you are thinking of migrating from Salesforce CPQ to take advantage of all that RCA has to offer, this webinar will show you how to do it right—faster, smarter, and with less risk.

Why Attend?

You’ll gain insights from three industry leaders:

• Coastal – the #1 ranked Salesforce Revenue Cloud consultancy
• Salesforce – the team behind the platform’s latest innovations
• ideaHelix – Revenue Cloud consulting partner and tools developer 

Together, they’ll share real-world strategies, success stories, and practical steps to help your team get more value from Salesforce.

Featured Speakers

• Eric Williamson – Associate Director, Revenue Practice, Coastal
• Dharsunn Gunaseelan – Senior Director, Revenue Cloud Solutions, Salesforce
• Rinoy Varkey – Chief Success Officer, ideaHelix
• Higinio Lobato – Vice President, Sales Engineering, ideaHelix