
From CPQ to Revenue Cloud: Why Banking, Financial Services, and Insurance Leaders Must Rethink Revenue Operations
Introduction For decades, financial institutions relied on manual, paper-heavy processes to move from quote to approval. Even as Salesforce CPQ (Configure, Price, Quote) brought automation to sales and policy quoting, the cycle still ended prematurely. Billing, renewals, compliance, and revenue recognition often lived in separate systems — creating inefficiencies that drained margins. Today, this fragmented […]