Drive growth with airtight Revenue Lifecycle Management (RLM). Our automated solution runs on a single-data model, seamlessly unifying every stage of the revenue process, no custom code, no integrations, no leakage.
Revenue Lifecycle Management (RLM) is a customer-focused, end-to-end approach to managing how a company prices, sells, bills, collects, and renews revenue encapsulated in a shared system to ensure consistent data, streamlined operations, and scalable growth.
By managing every stage of the customer journey in one unified process, RLM helps businesses drive efficiency and long-term value.
SAASTEPS unifies the entire revenue lifecycle—from quote to renewal—on a single Salesforce-native platform. By removing data silos and integration challenges that typically plague revenue operations, SAASTEPS ensures consistent customer experiences and accurate revenue recognition across all products, channels, and pricing models.
SAASTEPS uses a single-data model to give real-time visibility across the entire revenue journey, enabling proactive decisions and continuous optimization. By replacing fragmented systems with one unified solution, SAASTEPS boosts revenue velocity, cuts complexity, and helps businesses scale with confidence and control.
THE RESULT: Faster revenue velocity, lower operational complexity, and scalable growth with full control.
“A few years ago we looked at CPQ and decided against it. – complexity, price confusion, the need for 3rd party integrator. Even the sales cycle was confusing. We opted for SAASTEPS as it is fully native to Salesforce, handled the uniqueness of our SaaS pricing plans, billing, payments and renewals. Worth a look.”
No matter where you are on your growth journey, choose only what you need when you need it. Then, scale seamlessly as you go. Your tailored revenue lifecycle management, all on one unified RLM platform.
Case Study | Revenue Lifecycle Management
This expanding team streamlined their entire revenue lifecycle with SAASTEPS and reduced their DSO from 30 days down to just 2 days.
Industry:
Software/Technology
Company size:
Scaleup/SMB
products implemented:
Renewals VIP Bundle
As this company scaled, its lean operations team struggled to keep up with the complexity of managing quotes, billing, payments, and renewals across disconnected systems. Manual tasks were amassed, and approvals slowed. With no unified process or real-time visibility, the burden on a growing team was unsustainable, and cash flow was suffering.
We started off with a full Rev Tech Stack Assessment, identifying where disjointed tools and manual processes were slowing things down. From quoting and invoicing to collections and renewals, each handoff was a bottleneck. Our goal was to unify the entire revenue lifecycle by standardizing workflows, automating key processes, and eliminating data silos, all within Salesforce.
SAASTEPS deployed its full Revenue Lifecycle Management suite, giving this team everything they needed to manage revenue from quote to cash to renewals, all on a single-data model.
Key capabilities included:
• Seamless quoting
• Automated invoicing and billing
• Integrated payment processing (SAASPAY®)
• Renewal forecasting and contract visibility
• Real-time dashboards to track revenue metrics
With one platform for the entire revenue lifecycle, teams could now collaborate instantaneously, no spreadsheets, no duplicate entry, no confusion.
By bringing every revenue function into a single data model, the company saw immediate results. DSO dropped from 30 days to just 2 days, significantly improving cash flow and accelerating growth. Operational workload was cut dramatically, and leadership gained real-time visibility into revenue performance without waiting on reports or reconciliation.
RLM Priority Plus Bundle
Built for organizations that are ready to scale autonomously, this package provides the ultimate suite of tools to streamline everything from B2B Commerce to Renewals Lifecycle Management.
RLM Priority Plus Quick Start Services
This quick start package will get you up and running rapidly. Over 4 – 8 weeks, we’ll configure and deploy quoting, subscriptions, billing, payments, renewals, and Frictionless B2B Buyer Journey that runs autonomously.
To provide the best experiences, we use technologies like cookies to store and/or access device information. Consenting to these technologies will allow us to process data such as browsing behavior or unique IDs on this site. Not consenting or withdrawing consent, may adversely affect certain features and functions. Read more in our Privacy Policy.
From quoting to billing to renewals, discover the 100% Salesforce-native suite built to scale your revenue operations.
Thank you for your inquiry!
You're one step closer to streamlining your revenue processes for growth and profitability. One of our industry experts will be in contact to understand your business's unique pain points and goals.