Salesforce-native RLM

Stop juggling
7 revenue tools.
Use one.

SAASTEPS consolidates quoting, billing, subscriptions, renewals, commerce, payments, and dashboards into a single platform — 100% inside Salesforce.

26x productivity
96% faster quotes
10x ROI

Start your free trial

No credit card. 14 days. All modules.

The problem and the fix

Your revenue stack is broken.
Here's what a unified one looks like.

Before SAASTEPS

Quoting takes 4 days

Manual spreadsheets, formatting, approvals.

12-28% of ARR leaks through billing errors

Siloed systems, data gaps, numbers nobody trusts.

7 tools, 7 logins, zero visibility

Commerce, billing, renewals — all disconnected.

Data isn't AI-ready

Fragmented data blocks Agentforce and stalls growth.

After SAASTEPS

Quotes in under 1 hour

96% faster. Automated pricing, approvals, eSignature.

Unified billing, zero leakage

One data model. One source of truth. All in Salesforce.

One platform, one login, full lifecycle

Commerce through renewals. No integrations needed.

Structured data for Agentforce

AI-ready architecture. CODEN concierge included.

Start your free trial →

14 days free. All 7 modules. No credit card.

Included in your trial

7 modules. One Salesforce install.

B2B Commerce

Self-service buyer portal with checkout.

Quoting (CPQ)

Configure, price, quote with automated approvals.

Payments

Global processing with financial automation.

Subscriptions

Lifecycle automation — upgrades, downgrades, cancellations.

Billing

Invoices, reminders, multi-payment options.

Renewals

Automated renewals with churn analytics.

Dashboards

Real-time revenue visibility and forecasting.

Results

Teams that switched aren't going back.

"Better than Salesforce CPQ by a mile. Simply a joy to implement."

Beto C., Sales Operations Manager

"YoY double-digit growth since we went live in 2016."

Matt C., VP of Operations

"Fully native to Salesforce — that's why we chose it."

Jeff S., CEO
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Salesforce orgs
0
x average ROI
0
% faster quotes
0
% lower TCO
Case study

Quote turnaround: 4 days → 47 minutes

A VAR company moved from manual Excel to automated quotes with instant PDF creation and in-system approvals.

Featured

How SAASTEPS automates sales processes

Ron Costa joins Keith from Demo Podcast to talk about selling in the American market and building a revenue lifecycle platform inside Salesforce.

Ron Costa Lab · Demo Podcast
Try SAASTEPS free for 14 days →

Install in minutes. Cancel anytime.

FAQ

Common questions

Yes. 14 days, all 7 modules, no credit card. If you don't want to continue, just don't.
Yes. 100% native. Installs as a managed package on any Salesforce edition.
Full deployment: 4-8 weeks. Trial: minutes.
CPQ only handles quoting. SAASTEPS covers the entire revenue lifecycle — and Salesforce is sunsetting CPQ.
Yes. No-code, declarative. Any admin can run it.

Ready to consolidate your revenue stack?

14 days free. All modules. No credit card.

Or call +1 650 759 0508