Revenue Transformation on Salesforce

Turn revenue complexity into growth.

PhiX builds one trusted revenue foundation on Salesforce for scalable growth, stronger forecasts and AI-ready operations.

Agentforce Revenue Management
Partner Advisory Board
Global delivery across
US, UKI and EMEA
Billing & monetization
specialists
The revenue operating model

One connected revenue engine, from first signal to renewal.

Revenue has become the most fragmented function in the enterprise. Every acquisition, pricing model, market and ERP adds complexity, and revenue escapes at the seams. Toggle the engine from fragmented to connected, then hover or tap a seam to see what leaks and what PhiX recovers.

Act · Revenue Intelligence Agents & AI Trust Trusted Data
Connected, Agents & AI work every stage of the loop
The leak

Hover or tap a seam

Nine seams close the loop. Each is a place where fragmented tools let revenue, speed or accuracy escape between stages.

What PhiX recovers
Trust · Connect · Act
the PhiX revenue operating model

Trusted data at the core, agents working the loop, and intelligence reading the whole cycle so it compounds.

Trust. Connect. Act.

A progressive operating model, not three products.

The engine above runs on three layers, and each one makes the next possible. Trusted data earns the right to connect the lifecycle, and a connected lifecycle produces the signal that intelligence and agents act on.

01
Trust the data

A governed revenue foundation everyone can rely on

Create one trusted foundation that leaders, teams and intelligent systems can build on with confidence.

Common data definitionsProduct & pricing governanceRevenue quality & visibilityData & AI readiness
02
Connect the revenue lifecycle

People, process and platform on one flow

Connect the whole lifecycle, from the first signal through quoting, contracting, billing, payment and renewal.

Lead-to-Cash process designSalesforce & ERP integrationConsistent approvals & handoversCross-functional operating models
03
Act on revenue intelligence

Trusted signals become decisions, forecasts and agentic action

Turn trusted revenue signals into faster decisions, better forecasts, automation and agentic workflows.

Executive revenue visibilityForecasting & performance insightWorkflow automationAI-enabled recommendations & actions
Executive outcomes

One revenue program. Outcomes across the organization.

Chief Executive Officer

Growth you can defend

Board-ready revenue reporting, stronger operational control and faster returns from technology investment.

Proof

Proof, not promises.

Revenue transformation that shows up in the numbers, and in the stories behind them.

Intrado

Speed became growth.

PhiX replaced fragmented quoting and disconnected revenue processes with one governed foundation across the business. Sales, Finance, Operations and Support now share a single basis for forecasting, handovers and revenue modeling.

"PhiX were willing to challenge our assumptions, not yes-men. We continue to work with them post-go-live to support our evolution."

Ken Perz · Intrado
88%
reduction in time-to-revenue
Start here

Where is revenue complexity holding back growth?

Find the data gaps, process friction and platform constraints affecting revenue performance, and leave with a prioritized roadmap for what to fix first.