Canopy Consulting Group is a boutique Salesforce firm specializing in Agentforce Revenue Management (ARM), CPQ migration, and pre-sales scoping for enterprise revenue teams.
Focused Salesforce consulting across the revenue lifecycle — from early-stage scoping through production deployment and CPQ-to-ARM migration.
Salesforce solution architecture and technical scoping for ARM engagements. We build SOWs, define deliverables, and estimate ROM so deals close with clarity and confidence.
End-to-end Salesforce Agentforce Revenue Management configuration — product catalogs, pricing models, quoting workflows, and billing integration on the Salesforce platform.
Structured migration from Salesforce CPQ to Agentforce Revenue Management. Data mapping, config translation, gap analysis, and parallel validation for clean transitions.
Canopy Consulting Group is a Salesforce consulting firm founded by David Janke, PMP. We specialize in revenue operations on the Salesforce platform — the intersection of quoting, billing, and revenue management.
Our deep focus is Agentforce Revenue Management (ARM), Salesforce's next-generation revenue platform (formerly Revenue Cloud Advanced). From pre-sales scoping through hands-on implementation and CPQ migration, we bring the technical depth that enterprise Salesforce projects demand.
16x Certified Salesforce Application Architect with deep expertise across the Salesforce revenue operations stack. Formerly a Technical Solutions Architect at Zaelab, Senior Director of Pre-Sales at Argano, and a Senior Solutions Engineer at Simplus (6+ years).
David brings a rare combination of pre-sales scoping skill and hands-on delivery experience — from ROM estimation and SOW creation to full ARM implementation and CPQ migration.
Canopy was founded on the belief that Salesforce revenue projects deserve senior-level expertise from day one — not a revolving door of junior consultants learning on your org.
With over a decade of experience across the Salesforce ecosystem, David has scoped, estimated, and delivered ARM (formerly RCA) and CPQ implementations for enterprise customers nationwide.
Whether you need a seasoned Salesforce architect for a week of scoping or a dedicated implementation partner for a full ARM rollout, Canopy delivers — with precision and transparency.
Specialized Salesforce consulting across the full ARM platform and adjacent revenue technologies.
End-to-end Agentforce Revenue Management setup and deployment
Attribute-based product design and pricing architecture on Salesforce
Discount schedules, pricing rules, and approval workflows
Multi-account quote builder and approval configuration
Multi-year subscription structures and variable pricing models
Strategy and execution for Salesforce CPQ to ARM transitions
API architecture and third-party integration planning
Accurate pre-sales scoping and delivery planning
A proven four-phase approach to Salesforce revenue operations projects — built for transparency, accuracy, and production-ready results.
Deep-dive into your Salesforce org, revenue workflows, and integration landscape. We map what exists and what needs to change.
Detailed estimates with task breakdowns, risk identification, and timeline projections grounded in real Salesforce implementation data.
Hands-on Salesforce ARM configuration in sprints. Product catalog, pricing rules, approval workflows — validated at every milestone.
Rigorous UAT, data validation, knowledge transfer, and production deployment. Your Salesforce team inherits a clean implementation.
Ready to scope an ARM implementation, plan a CPQ migration, or explore how Salesforce can power your revenue operations? Reach out.