One firm, two ways we help revenue teams move faster.
Senior-level Agentforce Revenue Management implementation, CPQ migration, and pre-sales scoping for enterprise revenue teams.
Quotes, branded proposals, SOWs, bundles, pricing rules, and renewals — one simple platform a growing team can run itself.
Focused Salesforce consulting across the revenue lifecycle — scoping, implementation, and migration.
Solution architecture, SOWs, and ROM estimates so deals close with clarity.
End-to-end Agentforce Revenue Management — catalog, pricing, quoting, billing.
Data mapping, config translation, and parallel validation for clean transitions.
End-to-end Agentforce Revenue Management setup.
Attribute-based product and pricing design.
Discount schedules, rules, and approvals.
Multi-account quoting and approval flows.
Multi-year subscription and variable pricing.
Strategy and execution for CPQ to ARM.
API architecture and integration planning.
Accurate pre-sales scoping and planning.
Configure, price, quote — then close. Billable turns a messy quote-to-cash process into one branded, AI-assisted flow, from first quote to signed proposal, SOW, and renewal.
We map your org, revenue workflows, and integrations — what exists and what changes.
Task breakdowns, risks, and timelines grounded in real implementation data.
Hands-on ARM config in sprints, validated at every milestone.
UAT, knowledge transfer, and a clean production deployment.
16x Certified Salesforce Application Architect. Formerly Technical Solutions Architect at Zaelab, Senior Director of Pre-Sales at Argano, and Senior Solutions Engineer at Simplus.
A rare mix of pre-sales scoping and hands-on delivery — the same experience that shapes Billable CPQ.
Canopy was founded on a simple belief: Salesforce revenue projects deserve senior expertise from day one — not a revolving door of junior consultants learning on your org.
That same hands-on experience is exactly why we built Billable CPQ — software shaped by real quote-to-cash, not a whiteboard.
Scope an ARM implementation, plan a CPQ migration, or see Billable CPQ in action. We respond within one business day.