How IRONSCALES Deployed Agentforce Revenue Management in just Six Weeks

Challenges

IRONSCALES, whose AI-powered email security protects over 17,000 organizations worldwide, had outgrown its quote-to-cash tooling:

• Leads lived in Salesforce, quotes were in DealHub, two systems and constant headaches
• Manual renewals, with no support for in-flight amendments or upsells
• Approval processes that forced reps to duplicate and re-submit quotes
• Hard-to-maintain custom automations and partner discount rules that kept growing
• Messy co-terminations and license tracking in a custom-built asset model
• Limited visibility across quotes, contracts and active assets
• MSP partners needed full visibility of assets and negotiated rates

IRONSCALES wanted to replace DealHub with ARM, automating quote-to-cash on one API-driven platform and laying the foundation for AI agents.

Solution

IRONSCALES partnered with ideaHelix, following a recommendation from Salesforce, to deliver a fast-track implementation of Agentforce Revenue Management, live in six weeks.

What changed?

• Quoting, approvals, contracts, amendments and renewals using out-of-the-box ARM
• Native Product Catalog Management capabilities replaced custom discount logic
• MSP partner rate negotiation moved onto standard ARM rate cards
• Flexible, threshold-based approvals replaced rigid linear chains
• Asset-based lifecycle management enabled amendments, package swaps and renewals 
• AI-native delivery with ideaHelix: 6 weeks versus 20+ for traditional SI delivery
• Downstream NetSuite, Snowflake and fulfillment integrations stayed untouched