Salesforce · Revenue Cloud · DealForge

Software and services for teams that sell on Revenue Cloud.

Clerisoft builds DealForge, a suite of 100% Salesforce-native apps, and helps companies design, implement and run Salesforce Revenue Cloud.

See DealForge → Talk to us
100% Salesforce-native Built for Revenue Cloud

01The DealForge app suite

Simplify revenue operations. Accelerate growth.

Native apps that run inside your Salesforce org and streamline Revenue Management operations, simplify quoting and help your business scale faster.

Discover

CD Hub

Bring clarity to your revenue data.

Centralize visibility into Revenue Cloud context definitions and data.

  • Design Structures & Manage Mappings
  • Simulate Transactions & Visualize Data
  • Create & Map Cross-Object Twin Fields
Optimize

PCM Hub

Simplify product catalog management.

Manage and navigate your entire product catalog from one intuitive workspace.

  • Manage Your Catalog in One View
  • Configure Details from a Smart Card
  • Clone Products & Bundles Faster
Accelerate

Deal Packages

Turn complex quotes into one-click deals.

Build reusable deal templates and accelerate quote creation.

  • Reusable templates for standard deals
  • Preselect Products & Discounts
  • Apply to any quote, build instantly
More apps are on the way.The DealForge suite keeps growing. New apps will join the flow.

DealForge is currently in Salesforce Security Review and undergoing certification for listing on AppExchange. The beta is available to install today.

Install the beta → Read the docs

02Services

Salesforce and Revenue Cloud, end to end.

From product catalog to billing, our team helps you get more from Revenue Cloud and the Salesforce platform around it.

Revenue Cloud
  1. 01

    Product Catalog & Pricing

    Model products, bundles, attributes, selling models and pricebooks so the catalog stays clear as it grows.

  2. 02

    CPQ: Configure, Price, Quote

    Guide sellers from configuration to an accurate quote, with pricing rules that follow how you sell.

  3. 03

    Contract Management

    Capture terms, track renewals and keep contracts connected to the quotes and orders they came from.

  4. 04

    Order Management

    Turn accepted quotes into orders and keep fulfillment moving with fewer manual hand-offs.

  5. 05

    Asset Management

    Keep a clear record of what each customer owns, so renewals and amendments start from the facts.

  6. 06

    Billing Management

    Bill accurately for one-time and recurring products, straight from the order.

Salesforce platform
  1. 07

    Development and integrations

    Custom Lightning components, Apex and integrations that fit the way your business already runs on Salesforce.

  2. 08

    Managed support

    Ongoing care for your org: fixes, enhancements and release readiness handled by people who know your setup.

  3. 09

    Training and enablement

    Hands-on sessions and clear guides so your admins and sellers use the new tools with confidence.

03About Clerisoft

Innovation through simplification.

Clerisoft builds Salesforce-native software and delivers Revenue Cloud services around one belief: revenue operations should be simple.

Every app in the DealForge suite and every project we deliver aims to remove steps, bring related information together and give your team a clear way to get work done.

Native to Salesforce

Our apps run inside your org on the platform you already use and trust.

Simple by design

Fewer clicks, clearer screens and related records in one place.

Focused on Revenue Cloud

Built around how Revenue Cloud works, from product catalog to billing.

04How we work

A clear path from idea to live in production.

Discover

We learn how you sell today, review your Salesforce setup and agree on what success looks like.

Design

We shape the catalog, pricing, data model and flows, and confirm the plan with your team before building.

Deliver

We build, test and launch in stages, then train your users and stay on hand after go-live.

05Contact us

Let's talk about your revenue stack.

Tell us what you are working on. Whether it is DealForge, a Revenue Cloud project or something on the wider Salesforce platform, we will get back to you.

DealForge documentation
docs.clerisoft.com
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