Streamline product-to-cash. Simplify CPQ. Accelerate revenue.

Revenue Cloud should be your growth engine—not a bottleneck. At ideaHelix, we help businesses modernize their product-to-cash lifecycle with scalable, AI-ready solutions. Whether you’re migrating from Salesforce CPQ, refactoring legacy customizations, or looking to deploy Revenue Cloud Advanced in a new org, we’ve got the tools and expertise to move fast—and do it right.

Laptop data, discussion and business people teamwork on stats analysis, accounting or finance research. Pointing gesture, cooperation and top view of accountant team working on chart analytics review

Common Challenges We Solve

Over-customized CPQ orgs with high maintenance costs
Slow and manual quoting processes that limit sales velocity
SKU complexity and inconsistent pricing models
Disconnected approval workflows and manual renewals
Limited visibility across sales, finance, and operations

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How We help Organizations.

Our Revenue Cloud solutions are designed to reduce risk, cut costs, and unlock value fast:

Refactor and streamline the entire lifecycle—from guided selling to billing

Eliminate technical debt and align with Salesforce best practices

Accelerate your transition with automation tools and expert-led design

Automate recurring revenue flows and align quoting with billing

Simplify product structures, reduce SKU sprawl, and improve deal accuracy

How We Work

We combine domain expertise with purpose-built automation tools to deliver smarter, faster outcomes:

400+ Salesforce certifications
Accelerators for data migration, testing, and best-practice assurance
Global delivery team with deep Revenue Cloud experience
Partnership-led engagement with Salesforce product teams and GTM experts

What does Salesforce Think

ideaHelix is a trusted Revenue Cloud partner —combining automation tools, proven expertise, and a deep understanding of the platform to deliver faster, smarter implementations.

Meredith Schmidt EVP, Revenue Cloud, Salesforce

ideaHelix has been a true partner in our Salesforce journey—deeply invested in our success, embedded in our teams, and committed to delivering real business impact. They didn’t just help us scale—they helped us lead

Suriya Gurumurthy Sr. Director, CRM, Sunrun

Our partners.