Improve Your Cash Flow In 2023 With Salesforce

The foundation of any successful business is its cash flow. This is especially crucial in the current business climate, energy crisis and looming recession. Given that cash flow is the bedrock of any business, it’s more important than ever to keep a close eye on your finances. But, all too often, do businesses only assess cash-flow when the problems have already started. This way of thinking is often paired with manual approaches to its delivery, lack of financial oversight and an inability to use technology to make hard work easy with automation.

Common cashflow problems

  • Manual cashflow processes
    In most cases, spreadsheets containing cash flow forecasts, future income, and future expenditures are prepared in monthly portions. The major drawback of this technique is that because the forecast is created using past data, it will be outdated by the time it is generated. In addition, businesses sometimes store their data on multiple third party platforms, and because the data isn’t readily available for forecasting, additional delays take place when exporting, importing, and cleaning the data to match your spreadsheet format. To overcome this problem, finance teams must be able to access real-time departmental revenue and cashflow data, so that they may construct an accurate and real-time view of the financial health of the business.

  • Multiple models for earnings
    Since businesses typically handle both product and service-based earnings, cashflow forecasts need to be able to handle a wide range of information in any form. This can get tricky when businesses have different payment terms that each revenue stream can have. For businesses to gain a full understanding of their earnings, they need a flexible solution that can cater to all forms of earnings.

  • Lack of financial oversight and revenue forecasting
    Businesses need to have full visibility into the performance of their cash flow to make sound decisions. This is only possible if a centralised system is in place where all the relevant data can be gathered and analysed. Businesses often lack this level of financial freedom and find themselves hovering between different systems and spreadsheets. This can mean that data is siloed and crucial financial insights are lost.

How Salesforce helps cashflow

If you’ve experienced any of these problems and are looking to improve your business’s cash flow in 2024, then Salesforce is the solution for you.

Salesforce caters to all of these issues by providing you with an easy-to-use, intelligent platform that businesses can use to not only automate your lead-to-cash process, but also get real-time insights into your payments, forecasts and revenue. This empowers you to become proactive about your cashflow – helping you to avoid any potential issue before it becomes a real problem.

With Salesforce, you can take control of your cash flow and ensure you always have the money you need to keep things running smoothly. It delivers accurate forecasting to ensure your business can run sustainably with smarter decision-making about capital. With Salesforce, you can reduce the danger of inaccurate predictions, so your businesses doesn’t miss out on possibilities or, at worst, suffer bankruptcy as a result of overreaching.

How to improve business cash flow? | Pracedo | Platinum (Summit) Salesforce Partner

What cashflow solutions does Salesforce have?

Salesforce Revenue Cloud allows companies to be more agile in their purchasing processes, develop new revenue streams faster, and improve revenue efficiency. It does this by helping businesses automate their quote-to-cash process – making it easier to keep track of payments and sales. Salesforce Revenue Cloud offers you several solutions that can help you manage your cash flow:



Salesforce Revenue Cloud unifies CPQ and Billing, Partner Relationship Management and B2B Commerce to help businesses to control their revenue growth across all channels. These solutions help businesses to link their sales, partner, operations, and finance teams to establish a single source of truth for revenue and customer transactions from purchase to renewal to revenue recognition – since it’s a part of the Salesforce Customer 360 Platform.


Today, we’ll explore Salesforce CPQ and Billing, since these are most relevant to improving cash flow across different business types. However, if you are interested in learning about CPQ for Partner Communities, CPQ for Customer Communities or the CPQ B2B Commerce Connector, then please reach out to our Certified Salesforce Consultants in London, who will be happy to happy to explore if these might be the right solution for you.

What is Salesforce CPQ and Billing and how do the products intersect?

Salesforce CPQ streamlines and automates the complex pricing processes that businesses often have to deal with. With it, you can calculate and configure pricing for your products and services, apply discounts that match discounting rules set up by your business, and create personalised quotes for each customer. These features help you quickly generate accurate quotes so you can close deals faster and improve your cash flow.

Salesforce Billing is a recurring revenue management platform that helps you automate your billing and invoicing processes. Salesforce Billing makes it easy to manage subscription-based billing, usage-based billing, and one-time charges. With Salesforce Billing, you can easily track payments, send invoices, and receive payments.

Salesforce Subscription Management is a new product that optimises subscription delivery with automation and shared data. By driving better customer experiences across the buying journey, it helps increase adoption, renewals, retention, and growth.

Hungry to learn more? Read all about Salesforce’s flexible purchasing and billing solutions here.

How to improve business cash flow? | Pracedo | Platinum Salesforce Partner

How Salesforce CPQ and Billing can help you with your 2023 cash flow

If you’re looking to streamline your finances so that you have a more accurate view of your cash flow in 2023, then keep reading.

Salesforce CPQ and Billing work in tandem together to give you real-time insights into your payments, forecasts and revenue. This empowers you to become proactive about your payments and cash flow, helping you to synchronise both sales and finance for a cohesive overview of the business’s performance and revenue generation. This makes it easy to work across the quote-to-cash process by configuring products, calculating prices or discounts, creating quotes, realising cash, pending revenue, and forecasted money.

With Salesforce Revenue cloud, you can:


  • Increase efficiency by automating complex pricing processes
    Salesforce CPQ automates the complex pricing processes that businesses often have to deal with, such as configuring products, calculating prices and discounts, and creating quotes.

  • Save time by automating your recurring billing and invoicing processes.
    Salesforce Billing saves you time by automating your recurring billing and invoicing processes – helping free up time, so you can concentrate on what matters.


  • Get paid faster with apps If you’re looking to get paid faster, Salesforce provides a number of payment apps that can help you do just that. The Salesforce AppExchange offers businesses a way to streamline their payment processing, so you can receive payments faster and improve your cash flow.

    Since Salesforce integrates with a variety of third-party CRM and payment solutions, such as Conga, Sage, Netsuite, and others, you can look for an existing connection on the AppExchange, or ask our Certified Salesforce Developers to create your own if you can’t find it or have an in-house solution.

  • Get a complete view of the lead-to-cash process
    If you already have Salesforce Sales Cloud, then with Salesforce CPQ and Billing, you’ll get a complete view of your customer from first contact through to purchase. This will help you to optimise the way you manage your payments and get paid faster. Salesforce CPQ and Billing solutions automate and streamline the process from lead to cash. Even if you’re not using Salesforce Sales Cloud, you can still use Salesforce CPQ and Billing to improve your cash flow, stay on top of your finances, and ensure nothing falls through the cracks.

  • Increase the accuracy of your cash flow projections
    By using Salesforce CPQ and Billing, you can get a complete and accurate view of your finances so that you can make more informed decisions about your cash flow. Salesforce gives you a complete view of your pricing and billing, allowing you to see your quote-to-cash processes in one place and greater visibility over your revenue.
How to improve business cash flow? | Pracedo | Platinum Summit Salesforce Partner

Improve your cashflow in 2023

Pracedo are a leading CPQ and Billing partner, with more than a decade in helping companies like you to streamline their quote-to-cash process. Our Salesforce CPQ and Billing experts can help you get the most out of Salesforce Revenue Cloud and make sure that you can take control of your cash flow.

By working with us to tailor your Salesforce Revenue Cloud to your specific needs, you can:

  • Ensure that you benefit from best practices and scalable methods.
  • Streamline your cash flow processes from the get-go with an effective quote-to-cash process that can save you time and resources.
  • Remove the pressure from your staff to adapt the platform to their particular requirements without having the required technical expertise or training.
  • Investing in custom training for your teams, so they have a fast adoption and success rate.
  • Save time by fast-tracking your implementation, to ensure that it launches when you need it to.

So what are you waiting for? Get started with Salesforce Revenue Cloud today and take control of your cash flow in 2023. To find out how Pracedo can help with Salesforce CPQ, get in touch today by clicking here to schedule a call with our Consultants.


Pracedo is an award-winning Summit (Platinum) Salesforce Consulting Partner that delivers innovative Salesforce implementations to forward-thinking customers.

With over a decade of experience focused on Salesforce, we work with our customers to unlock the platform’s power through tailored implementations that facilitate achieving business goals and ambitions. Our talented team of over 80 Salesforce professionals globally means that Pracedo offers a boutique consultancy experience, delivered locally to you, with the breadth and depth of knowledge earned from delivering over 1000 projects across our locations.

Pracedo specialises in Digital Transformation and Change Management. Implementations and customisations include: Salesforce Sales Cloud, Salesforce Service Cloud, Salesforce Marketing Cloud, Salesforce Marketing Cloud Account Engagement, Salesforce Revenue Cloud, Salesforce Experience Cloud and Salesforce Nonprofit Cloud.

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