Agentforce Revenue Management Partner — A5 Seamless CPQ-to-ARM Migrations with AI-Powered Quote-to-Cash Automation

A5 is your trusted Agentforce Revenue Management (formerly known as Revenue Cloud Advanced) partner for AI-driven quote-to-cash automation and seamless CPQ migrations. Maximize efficiency, compliance, and adoption while modernizing revenue operations.

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Download the Free CPQ-to-Agentforce Revenue Management Upgrade Guide

Why Choose A5 for Agentforce Revenue Management?

A5 is a premier Agentforce Revenue Management (ARM) partner staffed with certified Salesforce Revenue Cloud consultants and deep multi-cloud revenue operations expertise, focused exclusively on CPQ-to-ARM migrations and AI-powered quote-to-cash automation. Unlike generalist consultancies, we ensure:

✓ Minimal disruption to revenue during transitions

✓ Rapid adoption through AI agent-assisted workflows

✓ Measurable business impact and ROI

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Talk to an ARM EXPERT

Planning an upgrade from legacy Salesforce CPQ or Revenue Cloud? Whether you’re considering an upgrade from a legacy CPQ platform or a full Agentforce Revenue Management migration, read our CPQ-to-Agentforce Revenue Management Upgrade Guide Upgrade Guide for a step-by-step multi-cloud migration roadmap.

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What Sets A5 Apart

Deep Revenue Operations & Multi-Cloud Expertise

→ 20+ years architecting Lead-to-Cash transformations across Salesforce and multi-cloud ecosystems

→ Certified Agentforce Revenue Management implementation experts

→ Specialized in CPQ-to-Agentforce Revenue Management migrations from any legacy CPQ platform and multi-cloud environments

Proprietary Implementation Accelerators

Proprietary Implementation Accelerators

→ AgentIQ Framework: Pre-built AI agents for quoting, renewals, and billing

→ Agentforce Revenue Management Migration Toolkit: Purpose-built for CPQ transitions

→ Pre-configured ASC 606 / IFRS 15 compliance workflows

→ Achieve 40% faster implementation than standard approaches

Battle-Tested Migration Success

Battle-Tested Migration Success

→ Zero revenue disruption during transitions

→ 95%+ user adoption within 60 days

→ Full ROI typically realized within 18 months

See how a global enterprise modernized its revenue operations in our migration case study.

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Trusted by Revenue Leaders Worldwide

As a trusted Agentforce Revenue Management partner, A5 collaborates with 50+ enterprises on quote-to-cash transformations across Salesforce and multi-cloud environments, from any legacy CPQ modernization to full-scale Agentforce Revenue Management implementations.

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Why A5 Is the Agentforce Revenue Management Partner of Choice

When enterprises evaluate Agentforce Revenue Management partners, they choose  A5 for our specialized expertise, battle-tested migration frameworks, and commitment to zero-revenue-disruption implementations. 

Why A5 Is the Agentforce Revenue Management Partner of Choice

Core ARM Capabilities

Our comprehensive CPQ implementation services and Agentforce Revenue Management capabilities include:

Configure, Price, Quote (CPQ)

AI-assisted product configuration and dynamic pricing

Guided selling and automated approvals

Reduces quote generation time by 60%

Order
Orchestration

Multi-step workflow automation for renewals, amendments, and cross-system integration

Maintains continuity across Salesforce and multi-cloud systems

Billing & Subscription Management

Usage-based billing, subscription lifecycle management, and invoice automation

Reduces billing errors by 75%

Contract Lifecycle Management (CLM)

AI-assisted drafting, negotiation, approvals, and renewals

Reduces contract approval cycles by 40%

Revenue Recognition & Compliance

ASC 606 / IFRS 15-compliant engines

Multi-element arrangements and real-time forecasting

Accelerates revenue recognition by 30%

AI Agent
Layer

Autonomous agents for quoting, billing, renewals, customer service, and compliance monitoring

Supports multi-cloud workflows to improve operational efficiency

Analytics &
Insights

Agent performance dashboards, revenue leakage detection, predictive analytics

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CPQ to Agentforce Revenue Management Migration: Our Specialty

Legacy CPQ migrations are complex. Custom code, intricate pricing rules, and multiple integrations create risk. Whether you’re planning any legacy CPQ upgrade or a full Agentforce Revenue Management implementation, A5 has the expertise you need

Download the CPQ-to-Agentforce Revenue Management Upgrade Guide for step-by-step guidance.

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Revenue Impact

Run Salesforce CPQ and Agentforce Revenue Management simultaneously as a phased migration strategy to minimize revenue risk.

Audit CPQ and identify Agentforce Revenue Management equivalents

Preserve historical data while optimizing for Agentforce Revenue Management and multi-cloud environments

Role-based training to maintain productivity

Zero disruption to downstream systems

Timelines vary by complexity, but our phased methodology and proprietary accelerators enable faster-than-industry-standard enterprise migrations.

Proven Results

Operational Efficiency

  • 60% reduction in quote generation time
  • 75% decrease in billing errors
  • 30% faster revenue recognition processes
  • 40% reduction in contract approval cycles

Revenue Impact

  • 25% improvement in forecast accuracy
  • $2–5M annually in revenue leakage prevention
  • 20% faster order-to-cash cycles
  • 8–12% improvement in renewal rates

Migration Success Example:

Global technology manufacturer ($800M ARR) migrated from CPQ to Agentforce Revenue Management with zero revenue disruption:

  • 95% user adoption in 60 days
  • 40% faster quote-to-cash

Industry Solutions

SaaS & Subscription:

Usage billing, subscription lifecycle, revenue recognition, renewal automation

SaaS & Subscription:

Usage billing, subscription lifecycle, revenue recognition, renewal automation

Industry Solutions

High-Tech & Manufacturing:

Complex configuration and bundling, headless orchestration, channel partner management

Financial Services:

Compliance-first recognition, automated CLM, regulatory governance

All solutions optimized for multi-cloud Salesforce and enterprise ecosystems.

Implementation Methodology

Discovery & Assessment

Discovery & Assessment

Process mapping, data audits, ROI modeling, change readiness

Architecture & Design

Architecture & Design

Target-state design, AI agent roadmap, multi-cloud integration strategy

Build & Configure

Build & Configure

AgentIQ deployment, workflow configuration, revenue engine setup

Pilot & Validation

Pilot & Validation

Controlled testing, accuracy verification, user acceptance

Adoption & Change Management

Adoption & Change Management

Role-based training, governance policies, adoption tracking

Scale & Optimize

Scale & Optimize:

Agent expansion, automation refinement, ongoing value realization

ARM Security & Compliance

Security & Compliance

Why A5 Over Other Agentforce Revenue Management Partners?

  • Specialized Focus: Exclusive multi-cloud revenue operations practice across Salesforce and integrated enterprise platforms

  • Migration Expertise: Battle-tested CPQ-to-Agentforce Revenue Management upgrade frameworks

  • Proprietary Accelerators: Ready-to-deploy IP for faster ROI

  • Agile Delivery: Enterprise rigor with boutique agility

  • Long-Term Partnership: Ongoing optimization and strategic guidance

A5 — Your Elite Agentforce Revenue Management Partner

As the leading Agentforce Revenue Management partner for enterprise CPQ migrations, A5 delivers zero-disruption implementations with proven ROI. When your revenue operations transformation must be done right the first time, choose A5.

Schedule an Agentforce Revenue Management Strategy Session — Meet our experts to plan your Agentforce Revenue Management roadmap

Looking to optimize your Salesforce platform? Our experts can help.

Schedule a free consultation today.

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Satch Patel, Executive Vice President, MD, UK & EMEA

Satch brings 25+yrs of enterprise global solution experience having contributed to the growth of some of the worlds largest marquee software and hardware giants in the industry from Oracle Corporation, Sun Microsystems, Cisco/EMC, to Apttus & Salesforce.
 
Satch has helped many blue chip organisations realise their vision to modernize their systems from the front office to back office revenue operations to meet the demands of today’s radically transforming and digitally-driven business models, having worked with the likes of Linklaters, CliffordChance, Barclays, RELX Group, Microfocus, Novartis, Siemens, PayPal, Vista Equity Group Companies, London Stock Exchange, TPICAP and Princes Trust.
 
With his leadership approach, experience and passion for helping companies drive transformative change, Satch has a deep expertise in many industries, technologies and best practices across the lead to revenue lifecycle and how driving such digital transformation(s) can improve business growth and increase operational efficiencies  as well as preparing businesses for M&A activities.

Brion Schweers, Board Observer

Brion Schweers is a Senior Vice President of Product Management at Salesforce, currently managing the Revenue Cloud Solution Excellence team. During the past 30 years, Brion has assisted enterprises around the world in transforming their business by focusing on their Product-to-Cash processes. Prior to joining Salesforce Brion was VP & GM, CPQ at Apttus, VP, Sales & Success at A5 Consulting, served on the OAUG ConfigSIG Board and spent 15 years at Oracle in various roles related to their CX and CPQ products. Brion is also the executive Sponsor of Vetforce – Carolinas and is actively involved in the Salesforce Military program where he mentors Veterans and their spouses with actionable, personalized career advice.

Joseph Truhe, Board Member

Joseph Truhe has over 20 years of investing experience. Prior to joining Jefferson Capital in 2013 Joseph was a Portfolio Manager with Whitney Bank in New Orleans, Louisiana, where he oversaw the company’s Trust accounts and served as the Energy sector analyst for the Hancock Horizon Funds. Prior to Whitney, Joseph worked as an analyst and member of the investment committee at HFR Asset Management, a multi-billion dollar hedge fund platform in Chicago, Illinois. There, Joseph reviewed and maintained investment discretion over the firm’s Event Driven and Asia-focused hedge fund allocations. He was also responsible for the expansion of the firm’s Asia-focused fund offerings.  Joseph holds a BA in Economics from Yale University.

Steve Swartzman, Board Member

Steve Swartzman is a Principal and co-founder of CPC. Previously, as a co-founder of C3 Capital, he helped originate and manage over 35 investments, including national brands such as American Apparel, Traeger Grills, and Grunt Style. Steve’s chief focus remains consumer brands and e-commerce enablement businesses, and he currently serves on the boards of Grunt Style, Accel Clinical Research, Spoke Custom Products, Warne Scope Mounts, and New World Natural Brands.

Prior to C3, Steve structured and managed subordinated debt investments at KC Venture Group, and he spent 7 years as a Vice President with Citibank in New York, managing client relationships for emerging markets clients and structuring over $1 billion in complex trade financings. He is a past President of the Midwest chapter of the Small Business Investment Alliance, and he serves on the board of the International Center for Music at Park University in Kansas City.

Steve received a MBA from Columbia Business School and an AB in History and Literature from Harvard College.

He resides in Kansas City, where he was raised, with his wife Evelina and two sons, Harrison and Zandy. When he’s not working, his favorite activities are fishing, golfing, and eating.

Charles Scripps, Board Member

Chad has over ten years of experience investing in dynamic, growing businesses in diverse industries and geographies. His private equity experience includes HIG Capital, which has over $12B in capital under management, and AEA Investors, which manages over $3B of invested and committed capital. While at HIG and AEA, Chad led diligence, structuring, and financial analysis of potential and existing investments, and completed transactions in the industrial products and consumer services industries. Chad also has experience investing in the public equity markets, most notably as a Managing Director at Fox Point Capital, a $1B fund seeded by Julian Robertson of Tiger Management. He invested across a number of industries, including industrials, financials, technology, and consumer products, and led Fox Point’s international research. Prior to focusing his career on investing, Chad was a management consultant at McKinsey and Company, solving strategic problems for the world’s leading companies. Chad earned an MBA with Honors in Finance from the Wharton School at the University of Pennsylvania and a BS with Distinction in Chemical Engineering from the University of Wisconsin-Madison.

Lester F. Alexander II, Board Member

Les Alexander is a partner with Jefferson Capital Partners where he provides mezzanine and equity capital for growth and buyout transactions. Mr. Alexander is a member of the firm’s investment committee and serves on the board of directors of several portfolio companies where he is actively involved in strategic planning and corporate governance. Prior to joining Jefferson Capital, he worked at Advantage Capital Partners where he completed several portfolio company investments and served on the investment committee. Before becoming a private equity investor, Mr. Alexander served as president of Ferrara Fire Apparatus, Inc., a leading fire truck and emergency vehicle manufacturer. At Ferrara, he was responsible for managing a workforce of 450 employees producing over 300 vehicles annually for its domestic and international customers. As an investment banker for 15 years with such firms as Howard Weil, Southcoast Capital, and J.C. Bradford & Co., Mr. Alexander completed over 50 public offerings of debt and equity securities, private placements, and merger and acquisition transactions totaling more than $7 billion for public and private companies in a variety of industries. Mr. Alexander is an adjunct professor at Tulane University and Loyola University where he teaches graduate and undergraduate classes in investment banking, private equity & venture capital, advanced financial management, investments, and entrepreneurship. He is also the board president for Benjamin Franklin High School, a public charter school in New Orleans. Mr. Alexander is the former Chairman Finance of the Association for Corporate Growth (ACG) and served on the global Board of Directors. He is a founder of the Louisiana chapter of ACG and was a recipient of the ACG global Meritorious Service Award and the Louisiana chapter’s Outstanding Service Award. Mr. Alexander received his bachelor of science in Commerce from the University of Virginia in 1989 and his MBA from the University of North Carolina in 1993.

Patrick F. Healy, Board Member

Based in Kansas City, Mr. Healy is a co-founder of C3 Capital. He has been an active private equity investor since 1985 and was a co-founder of C3 Holdings in 1994. Prior to this time, he sponsored and structured equity investments in real estate. He gained extensive workout and restructuring experience as chair of the creditor’s committee of a $1 billion bankruptcy and from being called upon to rescue a publicly-traded company from a major fraud. Mr. Healy was a senior tax partner at Mayer Hoffman McCann, a regional CPA firm, for eleven years. He received a Bachelor of Science in Accounting from the University of Kansas.

Chris Waters, VP of Strategic Sales

As Vice President of Strategic Sales, Chris guides and influences all strategic sales activities at A5 , starting in presales activities, successful sales methodology, sales process, and continued revenue generation and expansion opportunities. Furthermore, he will provide oversight in strategic sales function for the company and develop strategic sales plans that will promote growth in sales and customer satisfaction. Chris has proven his commitment to sales leadership and organizational success through field leadership as National Sales Manager at Deluxe Corporation, Field Sales Manager within the Social / Analytics Cloud at Oracle, US Regional Manager for CPQ Major Accounts at Oracle and now as Vice President on Sr. Leadership Team at A5.

Keith Fox, GM Salesforce Canada

Keith Fox is a software and consulting veteran for the past 34 years. Keith started his career at EDS which was followed by 4-year stint offshore in Bermuda. Keith then returned to Canada where he held a number of progressive sales and technical positions with software companies such as Sybase, BEA, and Oracle. After his stint with Oracle, Keith founded Cloudware Connections, a premier Salesforce consulting partner. 11 years down the line, Cloudware was acquired by A5, and Keith joined as GM for Canada.

Tarun Sharma, Vice President Delivery

Tarun Sharma is Vice President Delivery at A5 and is responsible for customer success, project operations, recruitment, resource utilization, and sales operations functions for Oracle practice. As a business and technology leader Tarun helps businesses develop solution strategies to streamline the sales process and improve customer relations to drive revenues, profits, and build brand loyalty. Tarun has led customers through digital transformation journeys. He has commanded strategic and tactical initiatives to shorten sales cycles, increase deal values and productivity, improve brand awareness and help organizations become easier to do business with. He has helped customers modernize their sales enablement tools and present a single source of information to support an omni-channel sales approach. This includes global roll-out for multiple business units included multi-currency and multi-language. Tarun graduated from Texas A&M University with a Master’s degree in Industrial Engineering.

Adam Rosenfield, VP of Salesforce Practice

As Vice President of A5’s consulting practice – Adam is responsible for both strategic alliances with partners and expanded sales growth through the entire portfolio of A5 services. With over 20 years of Sr. level management consulting expertise – Adam has worn multiple hats in his career including practice development, sales, and client advisory. He has sold & delivered countless enterprise transformational initiatives creating a measurable competitive advantage for his customers. In addition to various technical software certifications, Adam holds an undergraduate and master’s degree in Accounting & Information Technology from the University of Texas at Austin and resides in El Paso Texas with his wife and 3 children.

PJ Alfrejd, CFO

As the CFO, PJ is responsible for all things financial at A5. With over 20 years of experience in financial leadership positions, PJ has worn all the hats required of a growing tech business. His extensive knowledge of the consulting industry, experience with M&A, and strength in operational finance is another catalyst to take A5 to the next level in its growth trajectory. PJ is a CPA with a BS in Accounting from the University of Illinois, Urbana-Champaign, and has held various finance leadership positions at Exodus/Savvis (acquired by Centurylink), Neohapsis (acquired by Cisco), and mFoundry (acquired by FIS).

Vinay Kruttiventi, President & CEO / Chairman of the Board

As the CEO of A5, Vinay plays an active role in all aspects of day-to-day business operations. He is also actively involved in establishing a strategy and vision for the company. As a true customer advocate with Salesforce and Oracle product development, Vinay is actively engaged in various industry user/special interest groups. Since founding the company in 2004, Vinay has grown the business into a leading Salesforce, and Oracle partner focused on multi-cloud transformations.

Vinay has successfully implemented and architected CPQ solutions and multi-cloud complex transformation projects for various Fortune 500 companies since 1996. He has a strong authority over industry, process, and technology in Configure-Price-Quote and ERP applications. Vinay graduated from Osmania University with a Bachelor of Engineering degree and JNTU (Jawaharlal Nehru Technical University) with a Master in Technology degree.