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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
5X
CDS Visual
Collate
Docusign
Gearset
HubSpot CRM
HubSpot Customer Platform
HubSpot Sales Hub
Journeys
Ledge
Propel
Salesforce CPQ
Sculptor CPQ
Slack
Stripe

Integrations Supported

Salesforce
5X
CDS Visual
Collate
Docusign
Gearset
HubSpot CRM
HubSpot Customer Platform
HubSpot Sales Hub
Journeys
Ledge
Propel
Salesforce CPQ
Sculptor CPQ
Slack
Stripe

API Availability

Has API

API Availability

Has API

Pricing Information

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

Pricing Information

$50 per user per 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

RevOps

Date Founded

2018

Company Location

United States

Company Website

www.revops.io

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

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

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