DELIVER SUCCESS WITH SHIFTLOGIC.IO SERVICES

You + Shiftlogic.io =

success delivered!

Ready to transform your revenue? Shiftlogic is your expert partner for a complete Salesforce ARM implementation.

From blueprint to a flawless go-live and beyond, we build the exact team you need to scale faster, quote smarter, and create a frictionless buying experience for your customers.

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TOTAL INSTITUTIONAL TRUST
Shiftlogic.io is independently verified and enterprise-ready on every audit.

TECHNOLOGIES AND COMPETENCIES WE COVER

Engineering your end-to-end agentic edge , on Salesforce!

Yes, our core competency is Agentforce Revenue Management, but you cannot deliver A.R.M. or any revenue solution without understanding the platform upon which it sits.

At Shiftlogic.io we appreciate the importance of specialisation without falling into a niche. Managing your revenue lifecycle doesn’t stop at CPQ or Billing, it encompasses everything you do!

With our Implementation Methodology driving project success, Shiftlogic is your trusted partner when transforming the technology you use to acquire and retain your customers.

Core Competency
Agentforce Revenue Management (Revenue Cloud) is a comprehensive revenue lifecycle machine built on the core Salesforce platform!
Ex-Salesforce Revenue Cloud professionals built Shiftlogic. A.R.M. was built for us!
The machine includes:
Product Catalogue Management
Salesforce Pricing
Advanced Configuration
Advanced Approvals
Document Generation
Salesforce Contracts
Order Management
Billing
…and more!

Core Clouds
You cannot deliver A.R.M. or any revenue solution without a solid understanding of the platform upon which it sits.
With over 300 certificates distributed across more than 60 Salesforce professionals, we have you covered.
We support:
Agentforce Sales (Sales Cloud)
Agentforce Service (Service Cloud)
Agenforce Manufacturing (Manufacturing Cloud)
Integration Cloud (Mulesoft)
Experience Cloud
…and more!

…and Beyond
Both on and off the Salesforce Platform, the Shiftlogic team has 15+ years of deep domain experience.
The list includes:
Legacy Salesforce CPQ & Billing (Steelbrick & InvoiceIT)
Logik.io (Service Now)
Oracle CPQ (formerly BigMachines).
But it doesn’t stop there:
Adjacent Tech: Conga Doc Gen; eSignature; Deal Room; PSA; Tax; Consumption; ERP, Inventory Management, and of course...
Revenue Recognition: Shiftlogic’s own-built rev rec solution, ARMOR.

15+ years

60+ experts

300+ certs

100+ go-lives

IMPLEMENTATION SERVICES

We design it, build it, prove it, then hand you the keys !!

Most Revenue Management transformation programmes do not fail at the build. They fail in the gaps between sales, design, build, validate and go-live, the moments where ownership quietly moves from one team to another and nobody notices the dream is slipping away.

We close those gaps with one framework, S.I.M. the Shiftlogic Implementation Methodology, our non-negotiatable, governance framework, from the first conversation through hypercare.

The result is the only metric that matters: programmes that finish.

01
Project Governance
Steer-co cadence, decision logs, RAID register, comms plan, formal phase gates with go/no-go.
—

02
Design Authority
One senior architect owns the target state and signs off every deviation in writing.
—

03
Business Consulting
Revenue lifecycle redesign, not just system configuration. We marry processes and technology.
—

04
Revenue Operations
Roles, permissions, enablement, change-management workstream running in parallel.
—

05
Developer Operations
Sandbox strategy, CI/CD, release management, source control discipline from sprint one.
—

06
Quality Assurance
SIT, UAT, defect triage against a test plan written during Discovery, not invented at the end.
—

HOW WE DO IT

Shiftlogic’s Implementation Methodology , SIM.

Six phases. Design first. Iterative sprints. Steer-co at every gate.

SIM is an adaptive methodology that uses a design-first approach in the early phases, then iterative two-week sprints once the architecture is locked.

The six phases below are not a slide; they are how every Shiftlogic project actually runs. Steer-co convenes at the end of each phase, signs off the deliverables, and approves entry to the next.

Strong project governance ensures we stay on course. CSAT surveys are run at the end of Discovery + Design and again at the end of Delivery. You measure our success and tell us the score.

Phase 01
Plan + Prepare
Project Onboarding: Product Training; Team Alignment, Scheduling & Kick-off.
What’s Delivered: PID, RAID Log, Comms Plan, Resource Plan, Baseline Metrics & Success Criteria.
Duration: 2 - 4 weeks
—

Phase 02
Discovery + Design
Build the Vision: current v future state; requirements deep dive; epics & user stories.
What’s Delivered: HLD, JIRA Backlog, Gap Analysis, Test Plan, Data Migration Plan, Deployment Plan. CSAT #1.
Duration: 4 - 6 weeks
—

Phase 03
Construct
Deliver the Solution: review → build → test → repeat.
What’s Delivered: Configured solution, CI/CD pipeline, unit + functional test results, code review logs, sprint review documentation.
Duration: 8–12 weeks
—

Phase 04
Validate
Test & Check: UAT & SIT, test, fix, test.
What’s Delivered: SIT results, UAT sign-off, Regression Results, Defect Log, Updated Test Cases.
Duration: 2 - 4 weeks
—

Phase 05
Deploy
Ready 2 launch: production deploy, final data migration, go/no-go.
What’s Delivered: Go/No-Go decision, deployment checklist, final data migration report, backup confirmation, CSAT #2.
Duration: 1 - 2 weeks
—

Phase 06
Hypercare
Stabilisation: Post-go-live support, then handover to Salesforce + customer support.
What’s Delivered: Post-go-live monitoring reports, incident log, knowledge transfer, stabilisation report, final handover package.
Duration: 1 - 2 weeks
—

ACCELERATORS; PRODUCTISED IMPLEMENTATIONS

When you need to be live ,
not bespoke, Accelerate !!

Sixty to seventy per cent of an Agendforce Revenue Management build is the same across customers: Quote, price, approve, contract, bill; the patterns repeat.

We have packaged the repeatable parts into three accelerators so that companies who want a working platform fast can get there without paying to reinvent the design.

Each Accelerator is a fixed-scope, fixed-duration engagement on the same SIM backbone. The conversation about price happens once we have agreed the right tier.

TIER 01

A.R.M. Starter

For companies moving off spreadsheets or legacy CPQ who want live, fast.

Get your most-sold product line live on Salesforce Revenue Cloud in 3–4 weeks.

SCOPE

Catalog: 1 product family; top 10–15 SKUs.
Pricing model: List + standard discounting.
Approvals: Basic discount-threshold.

DURATION: 4 - 5 Weeks

DAY ONE CAPABILITY

Accurate quotes in Salesforce. Manual pricing errors eliminated. Basic pricing governance enforced.

TIER 02

A.R.M. Professional

For companies with multiple sales motions or regional pricing.

Standardise pricing and approvals across your core products in under six weeks.

SCOPE (EVERYTHING IN STARTER, PLUS)

Catalog: 2 - 3 product families.
Pricing model: Tiered or volume-based
Approvals: Multi-level
Includes 1 seat of Shiftlogic RCA Instructor-Led Training.

DURATION: 5 - 6 Weeks

DAY ONE CAPABILITY

Consistent pricing across sales teams. Reduced approval bottlenecks. Faster quote turnaround.

TIER 03

A.R.M. Scale

For customers who have proven value and want broader adoption.

Scale Revenue Cloud across products, regions and sales teams with confidence.

SCOPE (EVERYTHING IN PRO, PLUS)

Catalog: Complete product catalog.
Pricing model: Complex pricing logic.
Approvals: Automated with advanced reporting.
Includes 1 seat of Shiftlogic RCA Instructor-Led Training.

DURATION: Phased Roll-out

DAY ONE CAPABILITY

Complex sales scenarios at scale. Cross-region, cross-team consistency.

WHAT OUR CUSTOMERS SAY

Evidence beats opinion.

Our work is reviewed, scored, and published on the Salesforce AppExchange, independently moderated, attributed to named clients. Our running aggregate is 4.8 out of 5.0. The three voices below are drawn from that record.

★★★★★

“The team demonstrated exceptional flexibility and problem-solving skills, handling last-minute changes and technical complexities with ease while maintaining a smooth & efficient delivery process.”

- High-tech customer,
France

★★★★★

“Shiftlogic.io team demonstrated strong understanding of complex business scenarios and effectively implemented custom solutions by adhering to Salesforce CPQ and Billing best practices.”

- Engineering & construction customer, Ireland

★★★★★

“What truly sets Shiftlogic apart is their dual strength in both technical implementation and strategic advisory. They don’t just execute on requirements, they take the time to guide us...”