Streamline your Revenue Lifecycle from Lead-to-Ledger

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Optimising your Revenue Operations from Lead-to-Ledger

Learn More
Get Started

Advisory Services

We work with you to assess and align your revenue model and finance operations with your future business ambitions. Your SI partner for Salesforce to deliver best practice advice and a roadmap for change.

Technology & Implementation

Our technical architects build solutions that integrate with your existing ERP platform. Ensure cross-team alignment and configure interfaces to meet specific user needs.

Managed Services

Tap into our Salesforce-certified expertise as a natural extension of your existing resources. Includes ongoing technical guidance, internal service projects and product optimisation.

Modern Revenue for your Business

With a deep understanding of Finance Operations from Lead-to-Ledger, PhiX is uniquely positioned to help you leverage the Salesforce platform. 

  1. Unified Systems: Drive end-to-end visibility with Salesforce Revenue Cloud, we design and deploy Lead-to-Ledger systems that are efficient and connected. 
  2. Holistic Customer Insights: Understand and report with a 360-degree view of your customers to build incredible customer experiences.
  3. Agile Revenue Operations: Prepare for the future with flexibility and adaptability. New revenue model or new market? We craft scalable solutions as your partner.
  • Lead-to-Ledger
  • Lead-to-Invoice
  • Lead-to-Payment
  • Contract Lifecycle Management (CLM)
  • Configure Price Quote (CPQ)
  • Billing
  • Quote-to-Cash
  • B2B Commerce
  • Salesforce Optimisation

PhiX Featured Partners

Trusted Consulting and Implementation Partner

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avalara (1)
asperato (1)
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Continuous Technologies logo
RevVana
RightRev logo
PDF Butler logo-PhiX partner
FinDock. Payments on Salesforce
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Insights from our Blog

From technical insights in revenue operations to industry news on finance transformation, our blog has you covered.

Heather Fletcher joins PhiX Technologies as Chief Revenue Officer

Welcome Heather Fletcher as Chief Revenue Officer at PhiX Technologies

woman cfo with financial controller at a board meeting

Lead-to-Ledger Automation: Increasing Operational Efficiency

Wayne Crewe, Delivery Director at PhiX Technologies

Welcome Wayne Crewe: Your New Delivery Director at PhiX Technologies

Subscription Management: Profitable Growth with Integrated Self-Service on CRM

PhiX Welcomes Wojciech Maczkowsk Lead-to-Ledger Expertise

Introducing Wojciech Maczkowski: Strengthening Lead-to-Ledger Expertise at PhiX Technologies

Salesforce Tower NYC

Slack GPT and Einstein GPT: Powering-up Productivity with Salesforce

PhiX Technologies joins the Salesforce Revenue Cloud Partner Advisory Board

How to Standardise Revenue Operations

Is your Salesforce project roll-out experiencing these horrors?

Subscription Management: Deliver Exceptional B2B Buying Experiences Every Time

The Rise of B2B Subscriptions

Lead-to-Ledger Transformation: Watch How to Automate Revenue Operations for Rapid Scale-up

Case studies

Voneus Broadband: Scaling Fast with New Billing Efficiency Capability

Lonza Supports Proposal Managers to Deliver Quotes Faster

Hi-Tech Healthcare Platform

Lifen Transforms Quote-to-Cash to Accelerate Growth

Case Studies

Intro text for the case studies

Cybersecurity

Utimaco: Empowering Customers with Self-Service Subscription Management

Discover how Utimaco, a global cybersecurity leader, partnered with PhiX Technologies to transform their subscription management process and create a self-service platform for their Trust as a Service offering.

Voneus Broadband: Scaling Fast with New Billing Efficiency Capability

With steep growth ambitions and to ensure compliance with all regulatory requirements, Voneus Broadband needed to address their communication and billing systems.
Hi-Tech Healthcare Platform

Lifen Transforms Quote-to-Cash to Accelerate Growth

Lifen, an E-health platform that develops tools to facilitate cooperation between stakeholders in the healthcare system, faced obstacles in scaling its operations due to limitations in its legacy billing system and complex pricing books.

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