Software Salesforce Differently
The #1 RevOps Suite for Salesforce
The software you always wished existed is finally here. Feel the relief as CEOs gain real-time growth visibility, CFOs secure accurate forecasting, and RevOps teams unlock automated workflows. Finally, every executive decision rests on structured and federated revenue data.
Get your RevOps suite for Salesforce live in under 24 hours.
Explore our modules and discover the specific challenges they solve
Uncover the pain points we help relieve for our customers.
Organizations can now process high-volume bundles in minutes.
“We have been able to achieve YoY double-digit growth since we went live in 2016.”
- Matt C | VP of Operations, Education
Reclaim sales momentum with intelligent CPQ automation that delivers accurate, branded proposals in seconds, turning administrators into closers.
“[SAASTEPS is] Better than Salesforce CPQ by a mile.”
- Beto C. | Sales Operations Manager, Software/Technology
Automate lifecycle workflows to synchronize provisioning, billing, and renewals in real time, driving retention and predictable revenue.
“It is crazy to me how perfect SAASTEPS solution has been built for Salesforce customers.”
- Dave V. | CEO, Software/Technology
Unify your revenue engine with automated quote-to-cash billing, eliminating manual entry, accelerating payments, and ensuring 100% accuracy.
“We manage subscription with many different charge types, partnering with SAASTEPS I feel confident in automating all our billing and invoicing processing.”
- Jeff S. | CEO, Software/Technology
Embed a unified, Salesforce-native payment gateway to eliminate checkout drop-offs and auto-sync transactions for effortless reconciliation.
“[SAASTEPS] It allows for the acceptance of credit card payments against Opportunities in SFDC with an object model that is easy to bolt additional custom functionality onto.”
- Andy H. | Sr. Salesforce Developer, Software/Technology
Automate lifecycle workflows to proactively manage renewals, eliminate churn risks, and transform your customer base into a predictable growth engine.
“Our business processes a large number of renewals, under a variety of contract types, and we have never faced a problem with SAASTEPS.”
- Nathan S. | Business Systems Developer, Financial Institution
End revenue silos. The preconfigured revenue operation layer for CEOs, CFOs, and RevOps
Transform your revenue lifecycle with a comprehensive pre-configured data model for quoting, subscriptions, billing, invoicing, payments and renewals native to Salesforce.
DAILY NIGHTMARE: We are scaling based on cash flow, but I can't accurately forecast our expansion metrics because our customer lifecycle data is completely fractured across different platforms. →
Predictable capital. Get absolute clarity on your revenue. Automate ramp deals, co-terming, and upgrades natively so you never leave cash on the table or surprise a customer with an incorrect bill.
DAILY NIGHTMARE: Closing the books at the end of the month is a nightmare. Invoices don't match what sales promised in the initial quote, leaving us vulnerable to audits and revenue leakage. →
Flawless financial reconciliation. Bridge the gap between sales & cash. Quotes flow seamlessly into automated, native invoices right inside Salesforce. No manual data manipulation required.
THE DAILY NIGHTMARE: We are losing accounts at the contract finish line simply because the renewal process is too manual, too high-friction, or we forgot to follow up until it was too late. →
Autonomous renewals. Put retention on autopilot. SAASTEPS proactively tracks upcoming contract ends, handles complex adjustments, and captures renewals before churn has a chance to happen.
THE DAILY NIGHTMARE: I am completely buried under brittle middleware, broken API integrations, and the terrifying cost of trying to stand up enterprise Revenue Cloud. →
Zero middleware. A 100% Salesforce-native, declarative platform. If your team can manage standard Salesforce objects, they can configure SAASTEPS without writing a single line of custom code.
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Enterprise power without the enterprise price tag: SAASTEPS vs. Salesforce Revenue Cloud Advanced
A transparent cost and feature comparison of SAASTEPS RevOps Suite for Salesfroce against Revenue Cloud Advanced, Dealhub, Conga, Maxio, and Chargebee.
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Case Studies
Winning RevOps teams use SAASTEPS to grow
Case study | Quoting (CPQ Alternative)
From Spreadsheets to Speed
How this VAR replaced manual quoting with SAASTEPS: cutting their quote turnaround from 4 days to under 1 hour.
Case study | Renewals
From Manual to Remarkable
How a high-growth tech company scaled renewals without scaling headcount
Case study | Billing + Invoicing
Smart Billing + Invoicing Starts Here