One path, from the first quoteto money in the bank.
Quote-to-Revenue is how a business gets paid properly for what it sells. Quoting, contracts, billing, invoices, and getting the revenue onto the books. It is not a product you buy. It is the route a deal takes through five or six systems, and it breaks where they meet. We design that route, we build it, and we move it when the platform is wrong. We build it for the people who have to sign off on the numbers at the end.
01 — What we do
0602 — The work, in detail
What we actually doQuoting and pricing
CPQ is the software a salesperson uses to build a quote. Before it is a software job it is a thinking job. We write down every product you sell, every price, every discount you are willing to give, and who has to approve what. Then the system will only let a quote be built in a shape the company actually agreed to sell. That includes the awkward shapes: prices that step up each year, changes made mid-contract, two contracts lined up to end on the same date. Most projects hand those to a spreadsheet. We do not.
Billing for subscriptions and usage
Billing is where the promises made in the quote get tested. We set up the engine that works out what to charge, and the feed of usage data behind it. If a customer joins halfway through a month, the invoice still shows the number your finance team would have written by hand. That is the test.
Getting revenue onto the books
The US accounting rule for recognising revenue (ASC 606) has five steps. Every one of them is a decision your systems have to make. The step nobody budgets for is what happens when a contract changes half way through. And the system has to give the same answer twice. If you run it again and get a different number, you do not have a system. You have an opinion.
Deciding how the systems fit together
Someone has to decide which system is in charge of the customer, the price, the order, the subscription and the revenue. And what happens when two of them disagree. We map what you have today, design what it should be, and write down exactly what each system is meant to hand the next one.
Moving to a new platform
Migrations fail on whatever is already in mid-air: contracts part way through, invoices not yet paid, revenue not yet earned. We map the data, move it in waves, and run the old and new systems side by side until every difference has an explanation. Not a tolerance. An explanation.
A part-time team for your revenue systems
The build ends. The system keeps changing. We stay on and run it: releases, settings, help when you close the books each month, and someone to call when it breaks. Some people call this fractional RevOps. It is simpler than that. It is a team you do not have to hire.
03 — How we work with you
Four ways| What it is | What you get |
|---|---|
| Systems review | We follow a deal through your systems, find where it breaks, and hand you a list of what to fix, in order, with costs. |
| Build it | We set it up on the platform you have chosen, connect it to your other systems, test it with your team, and take it live. |
| Move platform | We move the data, run the old and new systems side by side until they agree, then switch the old one off. |
| Ongoing support | We own the queue of changes to your revenue systems, help you close the books each month, and pick up the phone when something breaks. |
04 — Platforms we implement
All platforms →Revenue Cloud
Sales Cloud
RevPro
Workflow
Usage
Invoicing
CPQ
Document Gen
SuiteBilling
GL
Platform names are trademarks of their respective owners. Their appearance here does not imply affiliation with, or endorsement by, those vendors.
05 — Start here
solutions@jinix.co.inTell us where the
numbers stop agreeing.
A systems review takes two to three weeks. It ends with a written report, and the report is yours whether or not you hire us to do the fixing. If your systems are fine and the real problem is how people work, the report will say so.
Or write to solutions@jinix.co.in