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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 RevOps?

Streamline your closing processes by implementing standardized quotes, efficient approval workflows, and clear pricing policies to empower teams and boost sales representatives' effectiveness. Create personalized agreement templates that have received prior approval, ensuring your sales teams can utilize them seamlessly. Instantly adjust to shifting business needs and requirements without any lag time. Eliminate the lengthy implementation periods of the past; with RevOps, your team can be up and running in just hours or days, compared to the weeks or months it previously took. Provide your sales representatives with the necessary flexibility while maintaining crucial structure in the deal-making process. Establishing approval workflows will promote teamwork and save your team precious time. Effortlessly distribute documents to anyone around the globe, enhancing your sales operations’ ability to flourish in the current remote and digital marketplace. By adopting this strategy, you not only increase efficiency but also ensure that your teams stay adaptable in an ever-evolving market landscape. This adaptability is key to not just survival but thriving in a competitive environment.

Media

Media

Integrations Supported

Salesforce
CDS Visual
Collate
Gearset
Ledge
Propel
RenderDraw Journeys
RenderDraw TakeOff Automation
Salesforce CPQ
Sculptor CPQ

Integrations Supported

Salesforce
5X
Docusign
HubSpot CRM
HubSpot Customer Platform
HubSpot Sales Hub
Slack
Stripe

API Availability

API Availability

Has API

Pricing Information

$75 per user per month

Pricing Information

$50 per user per month

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Web-Based Support

Training Options

Documentation Hub

Training Options

Documentation Hub
Online Training

Company Facts

Organization Name

Salesforce

Date Founded

1999

Company Location

United States

Company Website

www.salesforce.com/sales/cpq/

Company Facts

Organization Name

RevOps

Date Founded

2018

Company Location

United States

Company Website

www.revops.io

Categories and Features

CPQ

Not specified

Quote-to-Cash

Not specified

Revenue Operations

Not specified

Categories and Features

CPQ

Not specified

Proposal Management

Not specified

Quote-to-Cash

Not specified

Revenue Operations

Not specified

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