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AMROAR Technologies

Nexara Capital · Revenue Cloud Implementation — Amroar Technologies
Enterprise Salesforce Revenue Cloud CPQ Financial Services Multi-Currency

Replacing a broken
quoting process for a
3,000-user fintech firm.

Nexara Capital ran revenue operations across 11 countries on spreadsheets and a patchwork of legacy tools. Deal cycles were 40+ days. Revenue recognition was manual. We implemented Salesforce Revenue Cloud end-to-end in 14 weeks.

All Enterprise Cases
Engagement at a glance
14wk
Full implementation timeline
3k
Users live at go-live
11
Countries configured
62%
Reduction in deal cycle time
Client
Nexara Capital (Fictional)
Industry
Financial Services · B2B Fintech
Platform
Salesforce Revenue Cloud + CPQ
Scope
CPQ · Billing · Revenue Recognition
Delivered
14 weeks · 3,000 users live
The Engagement

A quoting process that worked in 2014
and broke everything after that.

Nexara Capital provides financial infrastructure software — think treasury management, FX hedging tools, and payment orchestration — sold on multi-year subscription contracts to mid-market and enterprise banks. By 2025, they were operating across 11 countries with sales teams in London, Singapore, New York, and Dubai. The quoting process was still spreadsheets and email chains.

The average deal involved 4–6 rounds of manual quote revisions, a finance sign-off cycle that added 8–12 days to every close, and revenue recognition calculated in Excel after contracts were signed. Month-end close took 11 days. Auditors flagged revenue reporting risk two quarters in a row.

Amroar was brought in to implement Salesforce Revenue Cloud end-to-end — CPQ configuration, Billing, Contract Lifecycle Management, and automated revenue recognition against ASC 606. Every workflow rebuilt. Every market configured. 3,000 users live in 14 weeks.

Client
Nexara Capital
Sector
Financial Services / B2B SaaS
Markets
US · UK · Singapore · UAE · 7 more
Users
3,000 across Sales, Finance, Legal
Platform
Salesforce Revenue Cloud
Modules
CPQ · Billing · CLM · Rev Rec
Timeline
14 weeks to go-live
Compliance
ASC 606 · IFRS 15
What We Walked Into

Six problems. All of them expensive.

When Nexara's CFO brought us in, the problems weren't hidden. They were just accepted as normal. They shouldn't have been.

01
No single source of truth for pricing
Pricing lived in 14 versions of an Excel file. Sales reps quoted from whichever version they had. Finance reconciled discrepancies after the deal closed — sometimes after revenue was already recognised.
02
Multi-currency quoting was entirely manual
With 11 active markets and real-time FX exposure, every quote required a manual currency conversion, a finance sign-off, and a legal review. Cross-border deals averaged 47 days to close.
03
Contract terms weren't connected to billing
Contracts were managed in one system, billing in another, and revenue schedules in Excel. A contract amendment would require updates in three places — and they frequently diverged.
04
Revenue recognition was non-compliant
ASC 606 requires performance obligation tracking at the contract level. Nexara's manual process couldn't do that. Two consecutive audit reports flagged revenue recognition risk — an existential issue for a listed entity.
05
Month-end close took 11 days
Finance couldn't close the books in under 11 days because revenue schedules were manually assembled from contract PDFs. Investors were getting numbers that were 2 weeks old before they were published.
06
Approval workflows had no audit trail
Deal approvals happened in email. Discount authorisations lived in inboxes. When auditors asked for approval records, the team had to reconstruct timelines from email threads — a process that took weeks.
System Architecture

How the Revenue Cloud stack fits together.

The full architecture connects CRM data, CPQ configuration, billing, contract management, and automated revenue recognition into a single system of record.

DATA LAYER CPQ LAYER BILLING LAYER REPORTING LAYER Salesforce CRM Accounts · Contacts Opportunities · Activities SAP ERP General Ledger Accounts Receivable Salesforce Data Cloud Unified customer record Live FX Rate Service (API) 11 currency pairs · real-time DocuSign CLM Contract Lifecycle e-Signatures · Amendments Revenue Cloud CPQ Product Catalogue · Pricing Rules Discount Schedules · Bundles Approval Engine Multi-tier routing Full audit trail · SLA tracking Quote Generation Branded PDF output Multi-currency · localised CLM Bridge Quote → Contract auto-gen DocuSign push · term mapping Revenue Cloud Billing Subscription schedules Usage-based · milestone billing Revenue Recognition ASC 606 · IFRS 15 compliant Performance obligation tracking SAP GL Sync Automated journal entries Real-time AR posting Dunning & Collections Automated AR follow-up Revenue Analytics Dashboard CFO Close Report (3 days) Audit Trail & Compliance Log FX Exposure Report Board Pack
Process Flow

From opportunity to recognised revenue. Automated.

The entire quote-to-cash cycle is now a connected workflow — no manual steps, no email sign-offs, no spreadsheet exports.

01 Opportunity Won in CRM Data Cloud enriched 02 CPQ Quote Auto-priced · FX-adjusted Bundle + discount applied 03 Approval Engine Routed by deal size Audit trail generated 04 Contract Auto-Gen CLM Bridge → DocuSign e-Signature · terms locked 05 Billing Triggered Subscription schedule Invoice generated 06 Revenue Recognised ASC 606 · performance obligations SAP GL posted · board pack ready DEAL WON REVENUE BOOKED — ZERO MANUAL STEPS
How We Delivered It

14 weeks. What we actually did.

⚙️
CPQ Configuration
Rebuilt the entire product catalogue in Revenue Cloud CPQ — 340 SKUs, 6 subscription tiers, 11 currency configurations, bundle rules, and 4-tier discount approval routing.
🌍
Multi-Country Setup
Configured market-specific pricing, tax rules, and legal entity mapping for 11 countries. Live FX rate API integrated — quotes auto-convert and freeze the rate at approval.
📄
CLM + DocuSign Bridge
Built the automated contract generation pipeline — approved quote triggers contract creation in CLM, pre-populated with all deal terms, routed to DocuSign without manual intervention.
📊
ASC 606 Revenue Recognition
Configured performance obligation tracking, variable consideration rules, and standalone selling price allocation across all contract types. Month-end close cut from 11 days to 3.
What Changed

The numbers after 90 days live.

62%
Reduction in average deal cycle time — 47 days down to 18
3d
Month-end close — down from 11 days. Finance calls it the biggest change in 6 years.
0
Audit exceptions in the first post-go-live quarter. Revenue recognition fully compliant.
91%
CRM adoption at 90 days post go-live — across 3,000 users in 11 countries

"We had two audit flags in a row over revenue recognition. After Amroar's implementation, our first post-go-live quarter was clean. Zero exceptions. The Revenue Cloud build gave us something we hadn't had in years — actual confidence in our numbers."

Chief Financial Officer
Nexara Capital · Global Head of Finance
Work With Amroar

Revenue Cloud done right.
Ask us what that actually means.

Most Revenue Cloud implementations go wrong at CPQ configuration or revenue recognition. We've seen both. We know exactly where the landmines are — and how to avoid them from week one.

Senior solution architects on every call. No junior consultants. No pitch decks.

200+
Enterprise clients across US, UK, Australia and the Middle East
90+
Certified Salesforce and HubSpot developers on our bench
25+
Years combined experience across Salesforce, HubSpot, AI and enterprise CRM
0
Failed builds across every enterprise engagement we've taken on