As organizations seek to modernize revenue operations and improve customer experiences, digital transformation initiatives increasingly rely on integrated data, automation, and scalable commerce platforms. OSF Digital has announced the successful modernization of Bluebeam's lead-to-cash operations and digital foundation using Salesforce technologies, helping the company streamline revenue processes and support future growth.
OSF Digital modernized Bluebeam's lead-to-cash operations using Salesforce technologies.
The transformation focused on revenue management, customer experience, and data modernization.
Bluebeam implemented Data 360 to establish a unified customer view across teams.
The company migrated from CPQ to Agentforce Revenue Management for streamlined quoting and billing.
Agentforce Commerce replaced CloudCraze to support a scalable digital buying experience.
Integration with NetSuite through MuleSoft improved revenue orchestration, governance, and billing accuracy.
Bluebeam partnered with OSF Digital to modernize its commercial operations and strengthen its digital infrastructure through Salesforce. The initiative was designed to improve revenue processes, enhance customer engagement, and create a scalable foundation capable of supporting global business growth.
By leveraging Salesforce's latest capabilities, Bluebeam has established a more connected ecosystem for managing customer interactions, revenue operations, and fulfillment activities.
"We're focused on evolving how Bluebeam serves customers and grows globally," said Eric Zajac, Vice President, Revenue & Operations Enablement at Bluebeam. "OSF Digital brought the program leadership, advisory expertise, and best-practice approach we needed to move with confidence. Their guidance helped us build a foundation that strengthens how we work today and supports the long-term vision for Bluebeam."
A key component of the modernization effort involved implementing Data 360 to create a centralized and trusted customer data environment. This unified customer view enables teams to access more meaningful insights and improve collaboration across departments.
The enhanced data structure provides a stronger foundation for customer engagement strategies while helping teams make more informed business decisions through improved visibility into customer relationships and operational performance.
As part of the transformation, Bluebeam migrated from CPQ to Agentforce Revenue Management to simplify quoting and billing processes. The move is intended to improve operational efficiency while supporting more scalable revenue management practices.
The company also introduced Agentforce Commerce, replacing CloudCraze to deliver a modern and scalable online purchasing experience. Together, these solutions create a more seamless environment for managing customer demand, sales transactions, and fulfillment workflows.
To further optimize operations, OSF Digital integrated Agentforce Revenue Management with NetSuite through MuleSoft. The integration helps improve coordination between revenue and financial operations by reducing manual handoffs and strengthening governance controls.
The connected framework enhances billing accuracy while enabling more efficient management of revenue processes across systems. By aligning financial and operational workflows, Bluebeam is better positioned to support growth and operational consistency.
By combining Data 360, Agentforce Revenue Management, Agentforce Commerce, MuleSoft, and NetSuite, Bluebeam now operates on a unified Salesforce-based foundation designed to support long-term scalability.
The implementation also marks what OSF Digital describes as the first known integration of Agentforce Revenue Management with Agentforce Commerce, creating a more connected approach to managing demand generation, revenue operations, and fulfillment activities.
"We're proud to have supported Bluebeam as they built the foundation for scalable, long-term growth," said David Northington, CEO of OSF Digital. "Embracing the first known integration of Agentforce Revenue Management with Agentforce Commerce is a bold step that positions them as an industry leader and sets a new benchmark for what a modern commercial model can deliver. Our team is honored to have helped bring this vision to life."
The successful modernization demonstrates how organizations can leverage Salesforce technologies to unify customer data, streamline revenue operations, and create scalable digital commerce experiences. As businesses continue to invest in operational efficiency and customer-centric transformation, integrated platforms and connected workflows are becoming critical drivers of long-term growth.
OSF Digital is a Salesforce-first consulting partner helping organizations turn AI, data, and trust into measurable business impact. With 20 years of hands-on Salesforce experience and deep platform (multi-cloud) expertise, OSF guides clients from strategy to implementation to managed services across industries.
We get our customers to value, faster—whether by modernizing legacy systems, unlocking Customer 360 with data, or creating the digital workforce with Agentforce. Known for our award-winning delivery and distinctive partnership mindset, we act as an expert extension of our clients' teams to deliver lasting impact and measurable results. With regional hubs across North America, LATAM, EMEA, and APAC, we combine global reach with personal, high-touch delivery. For more information about OSF Digital, visit osf.digital.
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