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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 Dextara CPQ?

Dextara CPQ Software, developed by Dextara Digital, a premier Salesforce consulting and implementation partner located in the United States, provides a robust solution fully integrated with Salesforce to cater to the unique requirements of businesses and their clientele, featuring advanced hyper-personalization capabilities for configuration, pricing, and quoting. With the rising expectations of customers for customized and individualized products or services, it has become essential for companies to adopt solutions that facilitate such personalization while gaining a comprehensive grasp of how to establish rules governing the configuration, pricing, and quoting processes of their offerings. Consequently, the adept management of these rules within the system's engine is vital for achieving the optimal customer experience and ensuring satisfaction. By focusing on these aspects, businesses can better align their strategies with customer preferences and enhance their overall service delivery.

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

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

Dextara Digital

Date Founded

2019

Company Location

United States

Company Website

www.dextara.com/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

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