Let’s be honest — this global enterprise was killing it on the revenue front. Growth targets? Crushed. New customers? Pouring in. But behind the scenes? Their revenue operations team was drowning in manual processes that made a Revenue Cloud Advanced migration absolutely critical.
Every Monday morning started the same way: billing teams staring at screens full of Stripe data that needed matching to Salesforce records. Sales leaders pulling numbers from three different systems just to answer “How’s our ARR looking?” And don’t even get started on commission calculations — those took so long that reps were constantly asking when they’d actually see their money.
The company was using Salesforce CPQ, but honestly? It felt more like they were fighting it than using it. Thousands of quotes, endless manual workarounds, and a nagging feeling that they were one bad quarter away from the whole thing falling apart.
Something had to give. They needed revenue operations that actually worked at their scale, not against it. After evaluating their options, they knew a Revenue Cloud Advanced migration was the answer — and partnered with A5 to make it happen without disrupting their growth momentum.
The Challenges
When Success Becomes Your Biggest Problem
Here’s the thing about rapid growth — it has a way of exposing every weakness in your systems. And this company had weaknesses everywhere:
Billing was eating everyone alive. Picture Sarah from the billing team spending her entire Tuesday afternoon cross-referencing Stripe payments with Salesforce opportunities. Every. Single. Week. What should take minutes was taking hours because nothing talked to anything else.
Nobody could answer basic questions. “What’s our actual churn rate?” “Which upsells are working?” “How much are we really making per customer?” These should be easy answers, but getting them meant pulling data from multiple places and hoping your Excel formulas were right.
The commission drama was real. Complex clawback rules meant every commission period turned into a negotiation. Reps would come to Finance asking why their numbers looked wrong, and Finance would spend days figuring it out. Everyone was frustrated.
Quotes took forever to become actual deals. A rep would nail a discovery call, send a quote, then wait. And wait. Because approvals meant forwarding emails, pricing meant checking spreadsheets, and configuring complex products meant praying you didn’t miss something important.
The worst part? Everyone knew they were working way too hard for results that should have been automatic.
The Solution
Revenue Cloud Advanced
A5 came in with a different approach. Instead of just swapping out technology, we sat down with their RevOps team and figured out what they actually needed to stop fighting fires every day.
Quote generation that doesn’t stall. We set up Advanced Configurator so reps couldn’t accidentally quote impossible product combinations. Product bundles meant complex deals became point-and-click simple. What used to take half an hour now happens while you’re still on the phone with the prospect.
Approvals that actually move fast. Inline previews mean managers can review quotes without opening seventeen different tabs. Smart workflows route deals to the right people automatically. No more “Did you see my email?” conversations clogging up Slack.
Contracts that handle themselves. Auto-renewals take care of routine extensions without anyone having to remember dates. Amendment processes that used to need legal review now flow through automated workflows. Less back-and-forth, faster signatures.
Billing that makes sense. OmniStudio talks directly to Stripe, so those Tuesday afternoon reconciliation sessions are history. Revenue recognition happens automatically. When billing disputes come up, all the information is right there instead of scattered across five different systems.
Reports that leaders actually trust. Revenue Pillars show real-time performance across new business, churn, and expansion. Opportunity splits reveal which activities actually drive results. No more waiting until month-end to understand what’s working.
The Results
Six months later, here’s what changed:
12,800 contracts and 4,000 quotes moved over without losing a single piece of data or messing up a single deal in progress.
Quote turnaround dropped from hours to minutes. Reps started closing deals faster because they weren’t waiting on approvals or fixing pricing errors.
Billing cycles went from nightmare to routine. The Stripe integration handles most transactions automatically, flagging only the weird stuff for human attention.
Leadership meetings got shorter. When you can pull accurate revenue reports in real-time, you spend less time arguing about numbers and more time talking about strategy.
Sales cycles compressed because quotes move through approvals quickly and contracts get signed without legal bottlenecks slowing everything down.
“ The migration to Revenue Cloud Advanced has transformed how we run revenue operations. From quoting to billing, A5’s expertise gave us the accuracy, efficiency, and scalability we needed.”
— Revenue Operations Lead
Why It Actually Worked
Beyond the Technology
Most migrations fail because companies focus on the tech and forget about the people. A5’s 5A Framework makes sure both work together:
- Audit: We spent time understanding exactly where things were breaking down. Not just “billing is slow” but “Sarah spends 6 hours every Tuesday doing manual reconciliation.”
- Advise: Our recommendations addressed real problems, not theoretical ones. Every solution had to make someone’s job easier or we didn’t suggest it.
- Align: New processes had to connect to actual business goals. If it didn’t help close deals faster or reduce manual work, it didn’t make the cut.
- Attain: The migration happened while people kept working. No “sorry, the system’s down for three weeks” announcements.
- Assist: Post-launch meant training, troubleshooting, and fine-tuning until everything clicked.
The result? A system change that felt more like an upgrade than an overhaul.
What's Coming Next
Building Momentum
Now that their revenue operations run smoothly, this company is thinking bigger:
- Predictive forecasting to help leadership spot trends before they become problems.
- AI automation to eliminate even more manual tasks — because why should humans do work that computers can handle better?
- Multi-cloud integration connecting sales, service, and finance so customer data flows seamlessly everywhere it’s needed.
With A5 handling the technical heavy lifting after a successful Revenue Cloud Advanced migration, they can focus on what they do best: growing the business.
Tired of revenue operations that work against you instead of for you? Let’s talk about making your systems as ambitious as your growth plans — straight talk, practical solutions, real results.
