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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.

Faça a configuração, a precificação e a cotação a partir do CRM.

Salesforce CPQ

Ajude os vendedores a prepararem cotações com rapidez e precisão por meio de fluxos de configuração de processos e vendas guiadas. Acelere a adoção dos usuários e reduza os custos do sistema com uma solução de cotação integrada a um CRM. Proteja sua receita por meio da combinação de produtos, das regras de exclusão e dos controles de dependência embutidos no processo de preparação de cotações. Aumente o porte dos negócios fechados com recomendações de upgrades e complementos compatíveis.

Janelas normais com opções de vendas guiadas e janelas pop-out com preferências de negócios e um botão de adicionar um produto a uma cotação.

Simplifique sua chegada ao mercado com um catálogo de produtos unificado disponível para todos os vendedores e parceiros. Impeça um desperdício de receita com limites mínimos e máximos para seus preços. Ofereça precificação, em qualquer moeda, para transações pontuais, modelos de assinatura e consumo, e produtos definidos por marcos.

As janelas normais trazem a opção de procurar os produtos com filtros, e as janelas pop-out exibem uma cotação para a negociação em questão.

Ofereça aos clientes a flexibilidade de alterarem seus contratos e condições a qualquer momento. Acelere o número de vendas incrementais e cruzadas com cotações de alteração que incluam complementos, trocas e upgrades. Reduza as taxas de abandono com mensagens automatizadas para o cliente, como notificações de mudanças intermediárias e cotações de renovação.

Uma janela normal exibirá as informações de cada contrato com suas condições, os detalhes de renovação e um gráfico para o tipo de cobrança, e uma janela pop-out mostra as opções de alteração.
Janelas normais com opções de vendas guiadas e janelas pop-out com preferências de negócios e um botão de adicionar um produto a uma cotação.
As janelas normais trazem a opção de procurar os produtos com filtros, e as janelas pop-out exibem uma cotação para a negociação em questão.
Uma janela normal exibirá as informações de cada contrato com suas condições, os detalhes de renovação e um gráfico para o tipo de cobrança, e uma janela pop-out mostra as opções de alteração.

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.

Enable self-service across all buying channels.

Salesforce Subscription Management

Launch self-service buying capabilities anywhere customers want to engage, whether it’s within applications, on a webstore, through partner sites, or chat portals. Offer subscriptions, add-on, or one-time sale products fast — with clicks, not code.

A window shows a a product page with subscription options like evergreen monthly, and term monthly.

Deliver consistent buying experiences across all sales channels. Make online shopping and checkout easier with consistent product and customer data surfaced across any customer touch point. Let customers add products to an app store shopping cart and check out on the website later. Unify product catalogs to minimize system cost and data duplication across sales channels.

A self-checkout screen allows multiple payment methods.

Activate fast and easy self-service options for customers to upgrade, add-on, and renew simple transactions on their terms. Free up reps’ time to focus on high-value customer conversations, relationship building, and complex deal cycles.

A window give chat options like a bot, slack, or another app. A message gives info on a sale with an option to buy now.
A window shows a a product page with subscription options like evergreen monthly, and term monthly.
A self-checkout screen allows multiple payment methods.
A window give chat options like a bot, slack, or another app. A message gives info on a sale with an option to buy now.

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.

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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, optimize 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, organizations should consider factors such as functionality, ease of use, scalability, integration with other systems, and return on investment.

Revenue optimization refers to the process of maximizing revenue growth by analyzing and optimizing 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 optimization 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 optimizing pricing strategies, sales tactics, and customer engagement, businesses can achieve sustainable revenue growth and improve their competitive position in the market.