From Quote to Project: The Blueprint for Modern Services Delivery
Salesforce Agentforce Revenue Management & Rocketlane PSA — see how Forsys bridges the services handoff between sales and delivery, turning a fragmented quote-to-project process into one connected revenue engine.
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Session Flow
Two acts, then a live demo
A conversation in two parts, followed by a live demo and Q&A.
Act 1
The Disconnect
Where sales-side quoting and delivery-side execution fall apart today — and why margin leaks through the gap.
Act 2
The Unified Engine
How Agentforce Revenue Management and Rocketlane PSA close the loop from quote to project to P&L.
Live
Demo & Q&A
Watch quote-to-project happen in real time, then bring your questions.
What You'll Learn
A real architecture, not just a pitch deck
Three things you'll walk away with.
Where the classic model breaks
The chasm between sales-side quoting and delivery-side execution: siloed teams, manual SOW generation, and the margin leakage it causes.
How ARM + Rocketlane close the gap
The governance-enforced handoff that turns an approved quote directly into a staffed, tracked project — with no manual re-entry.
What Forsys's own numbers prove
The real efficiency gains Forsys sees running its own quote-to-cash operation on this exact Agentforce and Rocketlane stack.
The Classic Services Disconnect
One deal, two disconnected worlds
Deal structuring and quoting happen on one side. Project execution, staffing, and revenue recognition happen on the other — connected by nothing but manual handoffs.
Siloed teams manually passing data between sales and delivery
Manual SOW generation creates immense friction before a project ever starts
Disconnected skill and resource matching slows every handoff
The result: severe margin leakage between quote and delivery
The Unified Revenue Engine
One engine, from quote to cash
How Agentforce Revenue Management and Rocketlane PSA turn two disconnected systems into a single governed loop.
- Opportunity and services quote configured, priced, and approved directly in Agentforce Revenue Management (ARM).
- Approved quote automatically executes the SOW — no re-keying, no separate systems.
- Executed SOW instantly creates a staffed project in Rocketlane PSA, with roles and effort carried straight from the quote.
- Delivery, timesheets, and budget are tracked in real time against the original scope.
- Project closure syncs actuals back to ERP for accurate AR/AP — closing the loop from quote to cash.
Impact of Forsys's Own Customer Zero
Forsys runs its own quoting, billing, and delivery on this exact Agentforce + Rocketlane stack — these are our own numbers, not a hypothetical.
Built-In Governance
Margin protection, enforced by the platform
Governance lives in the architecture, not a policy document — so nothing moves to delivery without an approved, signed quote.
- An approved quote in Agentforce Revenue Management is the single system of record for every deal.
- The platform physically halts progression until a digital signature is captured — no project starts on an unsigned SOW.
- Only then does Rocketlane PSA create the project and begin resource staffing.
- Shared capabilities — approval workflows, revenue recognition, AI-powered analytics — sit across both platforms, not duplicated in either.
Forsys, By the Numbers
Why Attend
Built for people planning their own revenue engine
See the interlock, not just the pitch
Watch exactly where Agentforce Revenue Management ends and Rocketlane PSA begins — and what's shared between them.
Watch it happen live
A real quote-to-project demo, from services quote to a staffed, tracked delivery.
Steal Forsys's own playbook
The same architecture Forsys runs its own services business on, running live as Customer Zero.
Speakers
Hear directly from the people building it
Leaders from Salesforce, Rocketlane, and Forsys, talking through what it actually takes to connect quote to cash.
Ready to connect quote to cash?
Seats are limited — reserve yours for September 9, 2026 and bring your questions for the live demo.
Register Now