Revenue management projects rarely fail because of the technology. They fail because nobody asked the right questions early enough.

Revenue Management, Demystified is a practical guide for business analysts, project managers and consultants working on Revenue Cloud-type programmes. It doesn’t teach you one product. It explains the business architecture that every quote-to-cash platform is built to support: product catalogues, pricing, discounting, approvals, contracts, amendments, renewals, orders, billing and revenue.

The concepts are mapped across Salesforce Revenue Cloud Advanced, Salesforce CPQ, Oracle CPQ, Conga (Apttus) CPQ and DealHub, so you can join any project and understand it, whatever the platform.

Inside you’ll find:

Clear, vendor-neutral explanations of the core concepts
Sample requirements-gathering questions, so you can run workshops with confidence and catch gaps before they become change requests
The business context behind the requirements
Knowledge that carries across platforms and migrations

Whether it’s your first revenue project or your tenth, this book will help you ask better questions, write clearer requirements and earn the business’s trust sooner.

Written by Bam Dikwal, founder of DKloud Consulting and a Salesforce Revenue Cloud and CPQ architect with around 20 years’ experience.