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What is Salesforce CPQ?

Speed up your quoting process, optimize pricing strategies, and close more deals with Salesforce CPQ. Tailored for the top CRM platform, Salesforce CPQ provides organizations with vital resources to simplify their sales processes from quoting through to cash flow management. This all-encompassing tool is offered in three unique editions, one of which features full Quote-to-Cash functionality that also supports billing and collections. By utilizing Salesforce CPQ, businesses can significantly boost their sales productivity and enhance revenue management practices. Ultimately, this innovative solution empowers companies to navigate the complexities of sales with greater ease and efficiency.

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.

Media

Media

Integrations Supported

Collate
Gearset
RenderDraw TakeOff Automation
Bigtincan
Canopy
Flosum
MTX SafeVax
Malbek
OnScreen
Provar
Salesforce Agentforce Revenue Management
Tavant Warranty
Threekit
Workato
Wufoo
Zilliant
dataimporter

Integrations Supported

Collate
Gearset
RenderDraw TakeOff Automation
Salesforce CPQ
Sculptor CPQ

API Availability

API Availability

Pricing Information

$75.00/month/user
CPQ - $75 per month per user
CPQ+ - $150 per user per month
CPQ+ with billing - price upon request
Free Trial Offered?

Pricing Information

$75 per user per month

Supported Platforms

SaaS
Android
iPhone
iPad

Supported Platforms

SaaS

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
Online Training
On-Site Training

Training Options

Documentation Hub

Company Facts

Organization Name

Salesforce

Date Founded

2006

Company Location

United States

Company Website

www.salesforce.com/products/quote-to-cash/overview/

Company Facts

Organization Name

Salesforce

Date Founded

1999

Company Location

United States

Company Website

www.salesforce.com/sales/cpq/

Categories and Features

CPQ

Approval Workflow
Guided Selling
Product Configurator
Proposal Generation
Quotes / Estimates
Renewal Management

Order-to-Cash

Not specified

Product Configurator

2D Drawing
3D Modeling
Analysis & Constraints
Custom Pricing Options
Inventory Management
Recommendation Engine
eCommerce

Quote-to-Cash

Not specified

Quoting

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

Sales Acceleration

Not specified

Categories and Features

CPQ

Not specified

Quote-to-Cash

Not specified

Revenue Operations

Not specified

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