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What is Salesforce Agentforce Revenue Management?

Agentforce Revenue Management is Salesforce’s AI-first CPQ and revenue management platform designed to optimize the entire revenue lifecycle. Previously known as Revenue Cloud, it integrates configuration, pricing, quoting, contracting, ordering, and billing into one connected system. Sales teams can rapidly create, adjust, and finalize personalized quotes using real-time CRM and transaction data. Guided workflows and automated approval processes reduce risk while ensuring pricing consistency. A centralized, attribute-based product catalog eliminates duplication and simplifies product management across channels. The configurable pricing engine supports complex pricing models, subscriptions, and custom adjustments. AI-powered deal management accelerates negotiations and improves collaboration among stakeholders. Self-service capabilities allow customers and partners to configure and purchase products through digital channels. API-first architecture ensures interoperability with ecommerce, billing, and third-party systems. Real-time dashboards improve visibility into revenue performance and pipeline health. Automation reduces manual errors and shortens sales cycles. Agentforce Revenue Management enables organizations to sell smarter, scale faster, and maximize revenue growth.

What is CPQLite?

CPQLite serves as a powerful Configure, Price, Quote (CPQ) solution that is seamlessly integrated within Salesforce, designed to enhance the sales processes for organizations managing complex product offerings. A key aspect of this tool is its ability to facilitate: Product Configuration: This feature empowers sales teams to customize products or services based on customer requirements while ensuring compliance with predefined business rules and technical constraints. Accurate Pricing: CPQLite efficiently enforces pricing strategies, oversees discount authorizations, and implements volume-based pricing, which enhances both consistency and profitability in sales operations. Quote Generation: The platform enables the rapid creation of precise quotes that can be easily shared with clients through customizable templates, ensuring professionalism in communications. Salesforce Integration: CPQLite works smoothly with Salesforce entities such as Opportunities, Accounts, and Products, making data management more straightforward for users. Guided Selling: By offering insightful recommendations, CPQLite aids sales representatives in identifying the best product configurations and pricing options. This holistic approach not only accelerates the sales cycle but also positions companies to better meet customer demands, ultimately driving higher satisfaction and loyalty. Moreover, the combination of these features makes CPQLite an indispensable tool for sales teams looking to optimize their efficiency and effectiveness.

Media

Media

No images available

Integrations Supported

CDS Visual
Collate
Gearset
Journeys
Ledge
Propel
Salesforce
Salesforce CPQ
Sculptor CPQ

Integrations Supported

CDS Visual
Collate
Gearset
Journeys
Ledge
Propel
Salesforce
Salesforce CPQ
Sculptor CPQ

API Availability

Has API

API Availability

Has API

Pricing Information

$75 per user per month
Free Trial Offered?
Free Version

Pricing Information

$25 USD/user/month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Salesforce

Date Founded

1999

Company Location

United States

Company Website

www.salesforce.com/sales/cpq/

Company Facts

Organization Name

Solunus Technologies

Date Founded

2014

Company Location

United States

Company Website

solunus.com

Categories and Features

CPQ

2D Drawing
3D Modeling
Approval Workflow
Guided Selling
Product Configurator
Proposal Generation
Quotes / Estimates
Renewal Management
Self Service Portal
eCommerce

Revenue Operations

AI Insights
Account Health Dashboard
Automatic CRM Updates
Contact / Activity Tracking
RevOps Automation
Revenue Dashboard
Revenue Intelligence / Reporting
Sales Analytics
Sales Forecasting
Third-Party Data Aggregation

Categories and Features

CPQ

2D Drawing
3D Modeling
Approval Workflow
Guided Selling
Product Configurator
Proposal Generation
Quotes / Estimates
Renewal Management
Self Service Portal
eCommerce

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