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AMX Germany accelerates its growth with Salesforce Revenue Cloud

Agile Management Experts (AMX) – The first Smartsheet Platinum Solution Partner in Europe

Revenue Cloud – click and learn more  I  AMX Success Story



  • lack of a scalable, growth-enabling business tool
  • too many new customers at the same time (lack of automations to handle them easily)
  • no bookkeeping system - invoices were generated manually
  • a long time from quoting to invoicing
  • difficulties in calculating tax with changing tax rate (due to the Covid-19 pandemic, Germany reduced the VAT rate)
  • revenue leakage - there was no dunning process to collect late payments
  • no discount policy - sales representatives were unable to apply any discount for a customer without the manager’s approval

Project scope

    1. The Quote to Cash solution
    2. Salesforce Revenue Cloud (CPQ & Billing)
    3. Sales process automations
    4. Dunning process for overdue invoices
    5. Opportunities forecasting
    6. Discount policy - approval process and contracted
    7. Prices


  • 100% invoices & contracts created with Salesforce
  • 400 historic invoices migrated to Salesforce
  • Less time spent on administrative work
  • Business opps renewed automatically
  • Streamlined accounting and financial processes
  • No revenue leakage anymore
  • CPQ used in live negotiations with customers
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Technology Industy  I  Avrios Success Story


  • waste of time on preparing offers,
  • e-signature tool not integrated with the sales process,
  • inconsistent SaaS metrics,
  • frequent human errors during quote preparation,
  • quote templates stored as Word documents (manual updates necessary),
  • limitations on available pricing methods,
  • no standard place to track the Quotes history,
  • time-consuming review of agreement details (products/terms…),
  • lack of streamlined process for subscription management (e.g. upsell, cross sell),
  • no automatically triggered renewal process – obstructed revenue forecasting.

Project scope

  • The implementation of:
    1. CPQ for New Business as well as Amendment and Renewal processes:
      1. Quote Approval Process configured,
      2. Product Catalog configuration for recurring business,
      3. Opportunity and Quoting process automations,
      4. Order / Contract process automations,
      5. Amendment / Renewal process automations,
      6. SaaS metrics calculation.
    2. Easily configurable CPQ Quote Templates and integration with DocuSign e-signature solution for sending the Quote PDF.
  • The project also included:
    1. The calculation of CPQ Contracts and Subscriptions for legacy Contracts migration from FinancialForce,
    2. Support in integrating NetSuite with Salesforce.


  • Full financial picture of the Company,
  • Accurate contractual data,
  • Reduced manual work,
  • Facilitated monitoring of sales deals,
  • Easily customizable reports,
  • SaaS metrics (ARR, Churn) calculated accurately,
  • Many automations built – everyday work is now easier.

Sebastian Paasch

Managing Director

What does our client say?

Very good partner, recommended to us by Salesforce. Cloudity consultants were very professional and fast. They adapted remarkably well to our unique working style and requirements!