ATG Implements Salesforce Revenue Cloud to Enable Seamless Omni-Channel Selling Experience

case study

ATG Implements Salesforce Revenue Cloud to Enable Seamless Omni-Channel Selling


The client provides products and services to law enforcement communities in the US and internationally.

Industry: Technology
Services: Law Enforcement Services & Products


  • The client engaged ATG to design and enhance their existing Salesforce CPQ solution and implement Salesforce Billing integrated with B2B Commerce.
  • The client needed to fully utilize Salesforce for quoting and billing operations while being seamlessly integrated with D365 & Revstream for downstream accounting functions.
  • They had extreme challenges regarding selling and billing as a result of a non-optimal CPQ solution, complex invoice plans, and annual budget selling strategies.


  • The client was able to provide proper due diligence and realizable business case to leadership and key stakeholders to enable proper decision making and selection of the Billing solution.
  • They were able to mitigate risk and have a more in-depth and detailed project plan due to the output of the assessment and more robust understanding of key risks and complexities.
  • The client moved quickly into implementation mode and with continuity of resources and an accelerated design because of the requirements and design work completed during the assessment.


  • ATG optimized and enhanced Salesforce CPQ.
  • ATG integrated Salesforce CPQ with B2B Commerce (CloudCraze) to support omni-channel selling for hardware and warranty products.
  • ATG implemented Salesforce Billing to support orders and invoicing.
  • ATG enabled Invoice Plans to support new selling model for Annual Budgetary-Based Selling.
  • Consulted and designed a new integration framework to support enhanced integration to RevStream for revenue recognition.