How TaskRay Supercharges Salesforce Revenue Cloud Advanced

Closing a deal feels like a win, but in reality, it’s just the beginning. The true test of success lies in how quickly your customer experiences value. Time to value isn’t just a metric; it’s the difference between earning long-term loyalty or watching customers churn.

That’s where Salesforce Revenue Cloud Advanced (RCA) comes in. RCA helps companies accelerate quoting, contracting, and billing so revenue can flow faster. But there’s still one piece many organizations overlook: delivery. Without a structured, automated way to hand off from sales to onboarding, projects stall, milestones get missed, and revenue recognition is delayed.

This is exactly where TaskRay shines. As a 100% Salesforce-native project delivery platform, TaskRay complements RCA by ensuring every deal sold can be delivered, onboarded, and recognized on time. Together, TaskRay and RCA connect the dots between Sales, Revenue, and Service Clouds, turning quote-to-cash into quote-to-customer-success.

The Challenge: Closing Is Easy, Delivering Is Hard

Think about your last “big win.” The sales team worked tirelessly to land the deal, and the customer signed on the dotted line. But what happened next?

For too many businesses, the story looks like this:

• Messy handoffs between sales and delivery
• Manual project creation (if projects get created at all)
• Disconnected tools that silo customer information
• Bottlenecks in onboarding, leaving customers waiting
• Revenue recognition delays tied to missed milestones
  

It’s not that teams aren’t working hard; it’s that the systems aren’t connected. RCA helps speed up contracts and billing, but without a delivery engine like TaskRay, companies struggle to scale that efficiency across the customer lifecycle.

The Solution: TaskRay + Salesforce Revenue Cloud Advanced

TaskRay fills the critical gap between a closed deal and a happy, paying customer. When paired with RCA, TaskRay ensures that every order automatically triggers a well-orchestrated delivery process, all without leaving Salesforce.

But the partnership between TaskRay and Salesforce Revenue Cloud Advanced isn’t just about cutting out manual work—it’s about creating momentum. Every step that happens after the deal closes contributes directly to customer satisfaction and revenue realization. Without a consistent, automated process, teams end up scrambling, customers wait longer to see value, and finance teams are left chasing down milestones. 

By aligning RCA’s powerful quoting, contracting, and billing capabilities with TaskRay’s delivery engine, organizations gain a clear path from sales commitment to customer success. The payoff is faster onboarding, predictable revenue recognition, and a seamless customer experience that scales with your business.

Here’s how the two work together to streamline quote-to-cash:

• Automatic Project Launch: With RCA and TaskRay working together, orders don’t get lost in transition. As soon an Opportunity is Closed Won, TaskRay automatically spins up a project, ensuring delivery begins immediately and without extra admin work.
• Standardized Delivery: Customizable project plan templates tied to products or services guarantee a consistent delivery process every time. This standardization removes guesswork, reduces errors, and keeps projects compliant with both internal standards and external regulations.
• Forecasting & Capacity Planning: Delivery teams gain visibility into upcoming work before a deal even closes, helping them prepare resources in advance.
• Connected Teams: Sales, delivery, and service no longer operate in silos. Everyone works from the same Salesforce record, with a single source of truth for project status, customer progress, and upcoming milestones.
• Accelerated Revenue: By linking billing to delivery milestones, finance teams can recognize revenue as soon as project work is complete. No more waiting for delayed updates or chasing down status reports.
• Shorter CAC Payback: Customers experience value faster, which reduces time to adoption and lowers the risk of churn. That means your investment in acquiring new customers pays off sooner and more predictably.
  

The result? Faster onboarding, quicker revenue realization, better customer experiences, and smoother collaboration across the entire organization.

Customer Story: Scaling Delivery Without Slowing Revenue

One global technology firm learned the hard way that great sales alone won’t fuel growth. They were closing deals at record speed, but onboarding lagged behind. Manual processes and disconnected systems led to:

• Departmental silos, where sales, delivery, and service lacked visibility into each other’s work
• Revenue delays, with onboarding bottlenecks holding up billing and recognition
• Compliance risks, since no standardized process existed
• Zero scalability, as every new customer created more manual work
  

The Solution

By implementing TaskRay alongside RCA, the company centralized its entire quote-to-cash workflow inside Salesforce. That meant:

• Instant project creation using standardized templates
• Automated handoffs across sales, delivery, and service
• Complete visibility into every customer project with real-time dashboards
  

The Impact

The business quickly saw measurable improvements:

• Faster time-to-value: Customers onboarded in record time with higher accuracy
• Accelerated revenue: Bottlenecks disappeared, unlocking faster recognition
• Compliance + scalability: A Salesforce-native framework enabled growth without the risk

“By connecting TaskRay to RCA, we gained real-time visibility into every revenue milestone, delivery timeline improvement, and accelerated revenue recognition. It’s not just operational clarity—it’s a direct path to faster cash and scalable growth.” – Director of Finance

Turning Promise into Revenue: Unlocking RCA’s Full Potential with TaskRay

Salesforce has taken CPQ (Configure, Price, Quote) to the next level with Revenue Cloud Advanced, delivering a unified revenue platform that covers quoting, contracting, billing, and recognition. But let’s be real: closing faster doesn’t matter if customers don’t see value quickly.

That’s why TaskRay is so important. It bridges the gap between Sales and Delivery to ensure the deal your team worked so hard to close actually turns into value for the customer and revenue for your business. In other words, it operationalizes the promise of RCA.

If your business is investing in Salesforce Revenue Cloud Advanced, TaskRay is the missing link to unlock its full potential. Together, they form a complete quote-to-cash engine that not only closes deals faster but delivers them right, the first time.

Ready to discover how TaskRay powers advanced project management inside Salesforce RCA? See it in action now.