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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 ConnectWise CPQ?

ConnectWise CPQ, which was previously known as ConnectWise Sell, streamlines the creation of professional quotes and proposals for IT solution providers, making the entire process more efficient. This powerful toolset allows IT providers to not only save significant time but also enhance the value they deliver to their clients. Among its standout features are customizable proposal and quote templates, a comprehensive product catalog, automated sourcing capabilities, insightful sales reports, and integrations with industry-leading software such as Cisco, Dell, and HP. Crafting intricate sales quotes can be a labor-intensive task that may consume hundreds of hours weekly for your sales team. By utilizing ConnectWise CPQ™, the complex task of assembling detailed quotes and proposals is simplified through the use of tailored templates, automated sourcing, and smooth integration with professional services automation (PSA) systems, ultimately transforming how IT solution providers operate. This advancement not only boosts productivity but also allows sales teams to focus more on building relationships with clients.

Media

Media

Integrations Supported

Salesforce
Asio by ConnectWise
AtcomCloud
Autotask PSA
Avalara
CDS Visual
Collate
ConnectWise PSA
Datto RMM
FAT FINGER
Formstack
Gearset
GfK Etilize
Ledge
NetSuite
Propel
Salesforce CPQ
Sculptor CPQ
T-Max Phone Systems
Wise-Pay

Integrations Supported

Salesforce
Asio by ConnectWise
AtcomCloud
Autotask PSA
Avalara
CDS Visual
Collate
ConnectWise PSA
Datto RMM
FAT FINGER
Formstack
Gearset
GfK Etilize
Ledge
NetSuite
Propel
Salesforce CPQ
Sculptor CPQ
T-Max Phone Systems
Wise-Pay

API Availability

Has API

API Availability

Has API

Pricing Information

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

Pricing Information

Pricing not provided.
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

ConnectWise

Date Founded

1982

Company Location

United States

Company Website

www.connectwise.com/platform/business-management/cpq

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

Proposal Management

Automatic Formatting
Calendar Management
Collaboration
Contact Management
Content Repository
Document Management
Electronic Signature
Knowledge Library
Pipeline Management
RFP Management
Requirements Management
Revision Management
Task Management
Templates
Version Control

Quoting

Automated Quoting
Catalog Management
Client Portal
Contact Management
Customer Accounts
Customizable Branding
Discount Management
Forms Creation
Pricing Management
Product Configurator
Proposal Management

Sales Enablement

Collaboration
Contact Management
Content Management
Document Management
Goals / Quota Management
Lead Management
Meeting Management
Performance Management
Presentation Management
Proposal Management
Territory Management
Training Management

Sales Force Automation

Call Management
Campaign Management
Channel Management
Commission Management
Contact Management
Contract Management
Customer Database
Email Marketing
Field Sales Management
Lead Management
Opportunity Management
Performance Metrics
Proposal Generation
Referral Tracking
Sales Forecasting
Territory Management

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