Coming soon to Salesforce Contracts: Use Einstein to generate contract clauses you can use, edit, or regenerate.

Learn more
Revenue lifecycle management windows show products, quote preview, and bundle configuration information.

Revenue Lifecycle Management

Drive profitable growth with Revenue Cloud. Automate everything from product to cash, including product catalogs, pricing, configuration, quoting, order management, fulfillment, billing, and contracts. Grow quickly with flexible revenue models and speed to market. Reduce operational costs by automating policies, controls, and processes at scale. Unify sales, finance, and legal on the #1 AI CRM.

How can businesses grow revenue with agility and efficient operations?

Unify all your teams on one platform for more efficient revenue lifecycle management.

Configure, price, and quote straight from CRM.

Salesforce CPQ

Help sellers quote quickly and correctly with guided selling and configuration process flows. Accelerate user adoption and reduce system cost with a quoting solution built on CRM. Protect revenue with product bundling, exclusion rules, and dependency controls built into the quoting process. Increase deal size with recommendations for compatible upgrades and add-ons.

Windows show guided selling options pop outs show deal preferences and a button to add product to quote.

Simplify go-to-market operations with a unified product catalog accessible by all sellers and partners. Stop revenue leakage with embedded maximum and minimum pricing thresholds. Support pricing — in any currency — for one-time transactions, subscription or usage models, and milestone-based products.

A window gives an option to browse products with filters and a pop out shows a quote for a deal.

Provide customers flexibility to amend their contract and terms anytime. Accelerate upsells and cross-sells with quoting for amendments like add-ons, swaps, and upgrades. Reduce churn with automated customer communications like renewal quotes and midterm change notifications.

A window gives a contracts infro with terms, renewal info, and a chart for charge type and a pop out gives options to amend.
Windows show guided selling options pop outs show deal preferences and a button to add product to quote.
A window gives an option to browse products with filters and a pop out shows a quote for a deal.
A window gives a contracts infro with terms, renewal info, and a chart for charge type and a pop out gives options to amend.

Manage the entire contract lifecycle on CRM.

Salesforce Contracts

Go from opportunity to quote to contract more efficiently than ever. Speed up new sales and renewals by allowing reps to create and update contracts at any stage of the customer lifecycle. Enable legal teams to create contract templates and manage clause libraries that can be leveraged by sellers during the contracting process. Improve customer experience by unifying sales, finance, and legal teams with Contract Lifecycle Management on CRM.

A timeline gives the stage of a deal with details and contract lifecycle pop out with the option to generate a contract.

Simplify contract negotiations with automated processes across all business units. Ensure compliance by embedding approvals and contract change actions into sellers' workflow straight from CRM. Collaborate on contract terms with contract redlining. Speed up contract close with prebuilt clause templates, automated approval workflows, and e-signature integration.

A wondow shows a contract draft with suggestions to change, a compliance icon, and an option to send to approver.

Manage every contracting touchpoint — from initial sale to ongoing changes straight from CRM. Reduce system cost and improve data accuracy by unifying contract data. Empower reps to kick off review and approval workflows for renewals or contract changes straight from their opportunity. Ensure contract commitments are fulfilled with obligation management. Give visibility and tailor functional permissions to relevant business functions.

Windows show and option to send a contract for signature, add a recipient, and digitally sign by the customer.
A timeline gives the stage of a deal with details and contract lifecycle pop out with the option to generate a contract.
A wondow shows a contract draft with suggestions to change, a compliance icon, and an option to send to approver.
Windows show and option to send a contract for signature, add a recipient, and digitally sign by the customer.

Bill and collect for any revenue model.

Salesforce Billing

Eliminate point solutions and scale business operations by unifying billing for all sales channels on CRM. Increase revenue by offering customers the option to buy and pay for one-time, subscription, usage, or milestone-based products. Ensure charges are captured across every sales channel with consolidated invoicing. Automate billing for any frequency — monthly, quarterly, or annually — with a built-in invoice scheduler.

Windows show a product's options for pricing source, the amended price, and amendment quote.

Accept any payment method through any payment gateway. Use Salesforce’s native payment gateway or any partner gateway on the AppExchange. Automate electronic payments like ACH and credit cards. Make collections easy with automated customer notifications and dunning process flows.

A window shows an invoice with paid, credits, and balance info and payment center window with an option to pay now.

Offer customers flexibility to make midterm amendments and easily invoice them the prorated balance. Improve customer experiences by ensuring sales, service, and billing agents have access to accurate and up-to-date billing information on CRM at all times.

A window shows an amended invoice with new price, pop outs show the asset with pricing source and the amended quote.
Windows show a product's options for pricing source, the amended price, and amendment quote.
A window shows an invoice with paid, credits, and balance info and payment center window with an option to pay now.
A window shows an amended invoice with new price, pop outs show the asset with pricing source and the amended quote.

Automate the product-to-cash lifecycle.

Revenue Lifecycle Management

Leverage a flexible data foundation and composable features to automate product-to-cash, starting with the most pressing business needs. For instance, implement quoting and transaction management for accelerated sales processes. Or, rapidly respond to market conditions with new products, bundles, and promotions.

A shopping cart page gives checkout options like quantity and net unit price with discount applied from a promotion.

Sell intelligently on any channel with any service model. Decrease time and risk for new pricing rollouts with prelaunch simulations, and deploy pricing waterfalls for complex pricing calculations. Create and update contracts at any stage, managing every customer touchpoint with CRM. Quickly create clauses to speed up deal cycles and improve compliance with generative AI, all while working smarter with full lifecycle analytics and insights.

A window to draft document clauses with Contracts AI shows an AI prompt to draft a Force Majjeure clause

Built natively on Einstein 1, Revenue Lifecycle Management unifies data across an enterprise, regardless of how that data is structured, by seamlessly mapping it to the Salesforce metadata framework. Empower easy expansion with API-first logic, and harness common capabilities, such as the product catalog, on any distribution channel, with any user interface.

A window shows Pricing, Quote, Product, and Contract info with option to toggle between Salesforce products.
A shopping cart page gives checkout options like quantity and net unit price with discount applied from a promotion.
A window to draft document clauses with Contracts AI shows an AI prompt to draft a Force Majjeure clause
A window shows Pricing, Quote, Product, and Contract info with option to toggle between Salesforce products.

Get the most out of your revenue lifecycle management software with partner apps and experts.

Accelerate revenue growth with thousands of prebuilt and consultant offerings on AppExchange. Check them out today.

Conquer logo
PWC logo
OSF Digital logo
Prolifiq logo
Neocol logo
Salesblazers George and Carol pictured with Zig

Join the Salesblazer Community.

Looking to meet and learn from fellow sales professionals? Our Salesblazer Community is the place for you.

Learn how to use revenue optimisation tools with free, guided learning on Trailhead.

Frequently Asked Questions

Revenue lifecycle management software is a tool that helps businesses launch flexible revenue models and manage dynamic customer relationships by automating tasks across the product-to-cash lifecycle on CRM.

The benefits of revenue lifecycle management software includes speed and agility to launch new revenue streams, optimise revenue streams, reduce operational costs, and drive automation at scale. All of these benefits work together to help deliver profitable growth.

To choose the right revenue lifecycle management software, organisations should consider factors such as functionality, ease of use, scalability, integration with other systems, and return on investment.

Revenue optimisation refers to the process of maximising revenue growth by analysing and optimising pricing strategies, sales tactics, and customer acquisition and retention efforts. It is important for businesses to ensure they are capturing the maximum value of their offerings and driving sustainable growth in revenue and profitability.

Revenue optimisation is critical for businesses because it helps them identify opportunities for growth and profitability while ensuring they are capturing the maximum value of their offerings. By optimising pricing strategies, sales tactics, and customer engagement, businesses can achieve sustainable revenue growth and improve their competitive position in the market.