Salesforce Revenue Cloud
Automate quote-to-cash: pricing, quoting, contracts, billing and revenue recognition on one platform.
Salesforce consulting & implementation partner
Salesforce implementation for UK and European businesses
M40Tech designs, implements and supports Salesforce solutions that simplify operations, improve customer experiences and drive measurable growth, from quote-to-cash and unified data to AI agents.
- Salesforce-certified team
- London based, serving the UK & Europe
- Strategy to support
Organisations we have worked with Capgemini · Elsevier · Publicis Sapient · T-Systems · Veolia
What we do
M40Tech (M40TECH LTD) is a London-based Salesforce consulting and implementation partner. We help UK and European organisations plan, build, integrate and run Salesforce, specialising in Revenue Cloud, CPQ, Data Cloud, Agentforce, Education Cloud, Marketing Cloud and Headless 360, with flexible fixed-price, time-and-materials and dedicated-team engagement models.
Organisations we have worked with
Capgemini
Elsevier
Publicis Sapient
T-Systems
Veolia
Services
Salesforce expertise across the platform
Specialist consulting and delivery for the Salesforce products that drive revenue, customer engagement and AI.
Salesforce CPQ
Faster, accurate quotes: product bundles, pricing and discount rules, approvals and quote documents.
Salesforce Data Cloud (Data 360)
Unify customer data from every system into trusted, real-time profiles that power AI and personalisation.
Salesforce Agentforce
Design, build and govern AI agents that automate service, sales and operational work inside Salesforce.
Salesforce Education Cloud
One connected view of every learner, from enquiry and admissions to student success and alumni.
Salesforce Marketing Cloud
Personalised, automated journeys across email, mobile, web and advertising, connected to your CRM.
Salesforce Headless 360
Expose Salesforce data, workflows and logic to AI agents and any channel through APIs and MCP.
All Salesforce services
Consulting, custom development, integration, managed services, Lightning migration, training and more.
Diagnose
Where is your Salesforce holding you back?
Choose the challenge that sounds most familiar to see where we would usually start.
General guidance
Start with an integration review
Map the systems that hold customer, order and finance data, then connect Salesforce through secure, scalable APIs so information flows without re-keying.
General guidance
Review your product and pricing model
Salesforce CPQ or Revenue Cloud can guide reps to accurate quotes, apply pricing and discount rules and route approvals automatically.
General guidance
Unify your customer profiles
Bring data from every source into Data Cloud (Data 360) so teams act on one trusted, real-time view of each customer.
General guidance
Automate the repeatable work
Identify repetitive tasks and automate them with Flow, or with Agentforce agents that handle service, sales and operational work under clear governance.
Every organisation is different. A discovery call confirms the right approach for yours.
Integration
One connected business ecosystem
Salesforce works best when it shares data with the systems around it. We design integrations so customer, order, finance and service information reaches the people who need it.
Selected system
ERPOrders, products and inventory synchronised with Salesforce so quotes and fulfilment use the same data.
System categories are illustrative. Specific platforms are confirmed during discovery.
In action
Explore a solution in action
Step through three common Salesforce workflows. Each is an illustrative sequence, not a live system.
Business purposeTurn an approved opportunity into accurate quotes, contracts and invoices without re-keying.
- 01Configure the quote
The rep selects a bundle and price rules apply automatically.
- 02Route for approval
Discounts outside policy go to the right approver.
- 03Create contract and order
The accepted quote becomes a contract and an order.
- 04Invoice and recognise revenue
Billing schedules and revenue recognition follow on.
Step 1 of 4
Relevant expertiseRevenue Cloud · CPQ
Business purposeGive marketing, sales and service one trusted view of each customer and act on it in real time.
- 01Connect sources
CRM, web, commerce and service data are brought together.
- 02Resolve identities
Matching records are unified into a single profile.
- 03Build segments
Calculated insights define the audiences that matter.
- 04Activate
Segments flow to marketing journeys and service consoles.
Step 1 of 4
Relevant expertiseData Cloud (Data 360) · Marketing Cloud
Business purposeResolve routine enquiries quickly and give people more time for complex cases.
- 01Customer asks
An enquiry arrives through web chat or email.
- 02Agent understands
An Agentforce agent identifies intent using trusted CRM data.
- 03Action within guardrails
The agent completes routine steps, such as checking order status.
- 04Hand-off when needed
Complex cases route to a person with the full context.
Step 1 of 4
Relevant expertiseAgentforce · Data Cloud
Transformation
From complexity to clarity
An illustrative comparison of how everyday work changes when Salesforce is connected around your processes.
Before · disconnected tasks
- Quote built in a spreadsheet
- Approval chased by email
- Order re-keyed into ERP
- Customer details in three systems
- Service team cannot see orders
- Reports assembled by hand
After · connected workflows
- Quote configured in Salesforce
- Approval routed automatically
- Order synchronised with ERP
- One shared customer record
- Service sees the full history
- Dashboards update as work happens
Why M40Tech
A partner focused on outcomes
We combine technical mastery, strategic thinking and domain knowledge to implement Salesforce solutions that support growth, efficiency and long-term success.
- 01
Salesforce expertise
Certified Salesforce professionals experienced in consulting, implementation and integration.
- 02
Tailored solutions
Solutions designed around your processes to optimise efficiency, enhance performance and support your specific goals.
- 03
Seamless integration
Smooth integration with your existing systems, minimising disruption while maximising the value of your Salesforce investment.
- 04
Business-first approach
We align Salesforce with your business goals to improve efficiency, user adoption and measurable ROI, not just technology delivery.
- 05
Reliable support
Continuous assistance, maintenance and proactive monitoring to keep your org running smoothly after go-live.
- 06
Long-term partnership
Lasting results through strategic planning, continuous optimisation and clear, honest communication.
Industries
Built for your industry
We tailor Salesforce to industry-specific challenges, including dedicated Education Cloud expertise for universities and further education colleges.
Education
Recruitment, admissions, student success and alumni relations around one secure view of each learner.
Financial services
Client onboarding, relationship management, compliant communications and quote-to-cash.
Manufacturing
Complex product configuration, pricing and quoting, distributor relationships and after-sales service.
Retail
Unified customer profiles, personalised journeys and AI-assisted service across online and in-store channels.
Also healthcare, public sector, telecom, logistics, IT and media
Engagement models
Choose how we work together
Choose the approach that best fits your project scope, budget and timeline.
01
Fixed-price projects
A clearly scoped project with agreed deliverables.
- Suits
- A well-defined scope and outcome
- Commercials
- Agreed before work starts
02
Time and materials
Hourly or daily rates for evolving requirements.
- Suits
- Requirements that will change as you learn
- Commercials
- Based on time spent
03
Dedicated resources
Certified Salesforce specialists working as an extension of your team.
- Suits
- An ongoing roadmap that needs steady capacity
- Commercials
- Based on the team you need
04
Managed services
Ongoing support, enhancements and optimisation after go-live.
- Suits
- Keeping an established org healthy
- Commercials
- An ongoing support arrangement
Costs vary with scope, customisation and integration requirements. We provide a tailored estimate after a discovery call.
Discovery call
What happens after your discovery call?
A free, no-obligation conversation about your goals, current Salesforce set-up and options.
Insights
Practical Salesforce guidance
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Credentials
Certified Salesforce professionals
Our team is powered by Salesforce-certified professionals with deep platform knowledge and hands-on experience.
FAQs
Frequently asked questions
What does M40Tech do?
M40Tech is a Salesforce consulting and implementation partner for UK and European businesses. We design, implement, integrate and support Salesforce solutions including Revenue Cloud, CPQ, Data Cloud (Data 360), Agentforce, Education Cloud, Marketing Cloud and Headless 360.
How does M40Tech implement Salesforce for UK businesses?
We customise the platform to your specific business needs, integrate it with your existing systems and provide training and support. Our approach ensures smooth CRM adoption and improves sales, customer service and operational efficiency.
Do you offer support for existing Salesforce customers?
Yes. We support existing Salesforce customers with troubleshooting, system optimisation, customisation and ongoing maintenance to keep things running smoothly and efficiently.
How much does a Salesforce project cost?
Costs vary with project scope, customisation and integration requirements. We offer flexible pricing models to fit different budgets and provide a tailored estimate after a discovery call.
What engagement models do you offer?
We offer fixed-price, time-and-materials (hourly) and dedicated resource models, so you can choose the approach that fits your scope, budget and timeline.
How is data security ensured in Salesforce?
Salesforce provides role-based access control, field-level security, IP restrictions, multi-factor authentication and encryption options. We follow security best practices so sensitive data is accessible only to authorised users.
Do you work with organisations outside the UK?
Yes. We are based in London and work with organisations across the UK and Europe.
Ready to get more from Salesforce?
Tell us about your goals and we will suggest a practical next step. No obligation, no hard sell.