Why it Matters
When your sales and finance teams are in sync, revenue flows faster, customers get a smoother experience, and leadership gets the clarity to make better decisions.
Create a revenue engine that’s connected, accurate, and built to scale. Stop settling for silos. Start driving results with true sales and finance alignment.
Streamline Sales and Finance
Get aligned, eliminate chaos, and unlock real-time revenue clarity.
Unlock True Sales and Marketing Aligned with Finance
1 | Quote-to-Renewals in One Platform
Eliminate handoffs and manual re-entry. SAASTEPS connects every step: from quoting to billing to collections. 100% built with Salesforce objects; 100% Salesforce native.
2 | Finance Ready Quotes
Ensure that what’s sold is what’s billed. Automated rules and templates eliminate surprises downstream.
3 | Real-Time Revenue Visibility
Marketing sees pipeline health. Sales sees billing status. Finance sees forecasted pipeline. Executives get clear, confident reports without chasing spreadsheets.
4 | Fewer Errors, Faster Payments
When quoting, pricing, discounting, and billing all live in one system, you minimize risk and get paid faster.
Scaleup Express Bundle
- Quoting + Subscription Management
- Invoicing Management
- Auto-Billing
- Includes 5 licenses
For SMBs ready to Scale, the Startup Express Bundle gives you everything you need to automate quoting, billing, and payments, 100% native to Salesforce . Designed for growing teams who are serious about automating their revenue operations.
Scaleup QuickStart Services
- Fully Deployable Managed Package
- Single Initial Fee
- Migration Starter Package (optional)
This QuickStart Services is designed for teams who need documented change management, stakeholder alignment, or integration planning. Over 2 – 4 weeks, we’ll configure your Quoting, Billing, Invoicing, Payment, and Auto-Billing + Invoicing all in Salesforce, documenting every step for long-term scalability.
Case Study | Billing + Invoicing
Smart Billing + Invoicing Starts Here
This startup replaced costly consultants and scattered tools with a flexible, end-to-end billing and invoicing solution that is built fully within Salesforce.
Industry:
Software/Technology
Company size:
Startup
products implemented:
RLM Priority Plus Bundle (Full Suite)
Pain Point / Challenge:
Out of the box, Salesforce couldn’t handle this startup’s growing billing + invoicing needs. The finance team needed more structure, automation, and visibility, but the cost of hiring consultants to build a custom solution was out of reach. Exploring other tools led to a new problem: juggling multiple platforms just to send invoices, track payments, and keep revenue data in sync. Every step took too long and required too much cleanup.
Action plan + process:
We began with a Rev Tech Stack Assessment, identifying where process breakdowns and tool overload were costing the team time and money. Rather than over-engineering a solution, we implemented SAASTEPS Commerce and Payments solutions first, giving them the essentials to sell and get paid, seamlessly. With that foundation in place, the rest of the billing infrastructure naturally followed. Everything stayed native to Salesforce, creating a single system that scaled with them.
Solution:
SAASTEPS Billing + Invoicing gave the team an end-to-end solution inside Salesforce, without the need for expensive custom dev work or multiple logins.
Highlights included:
• Automated invoice creation and delivery
• Real-time sync among sales, billing, and payments
• Role-based access so finance users could operate with Platform Salesforce licenses
• Centralized and AI-ready data for faster reporting and fewer errors
Results:
The result was a smooth, streamlined process that both the sales and finance teams could trust, without overcomplicating their tech stack. This lean team now manages billing and invoicing with ease. Processes that once required heavy workarounds are now handled effortlessly within a unified environment. By simplifying how they operate, they’ve freed up 80% of their resources to focus on what matters most: growing the business.
Reclaim 80% of Your Resources
Turn billing & team alignment into your competitive advantage.
Discover more
What We Solve
From quoting to renewals, discover how we identify and eliminate revenue road blocks to get your revenue process running flawlessly.
Why SAASTEPS
Gain full visibility, and align your entire revenue team. One Dashboard in Salesforce to manage your revenue lifecycle efficiently.
Expert Insight (Blog)
Discover SaaS insights about revenue management, growth, and automation. Hear from our Cofounders, revenue lifecycle veterans.
Technology Partners
We've redefined RLM & are seeking other impactful SaaS disrupters and innovators to join us.
Support Services
Optimize your Salesforce investment with comprehensive support to accelerate growth.
Explore Demos
View demos to learn about how your business can automate renewals and revenue lifecycle.
For Startups
Your blueprint to automating + scaling revenue operations. Empowering startups to shift from billing + renewal chaos into investor-ready systems.
For Enterprises
Get the tools and insights to automate quote to renewals. Gain clarity and revenue confidence. Start with a free RevTech Stack Assessment.