Sell faster and boost sales productivity with a powerful, flexible CPQ solution built on Salesforce. Generate quotes quickly and accurately from anywhere and on any channel with a familiar spreadsheet-like UI. Mitigate business risk with guided selling flows, automated approvals, and discounting rules built into the quoting process.
Ready to reimagine your complete revenue process? Streamline the quote-to-cash process, from catalogs and pricing to CPQ, contracts, orders, and billing.
Close deals faster by instantly generating personalized customer quotes, leveraging unified transaction data and CRM. Create, modify, and summarize quotes with Agentforce while maintaining role-based access permissions, ensuring seamless and secure collaboration.
Equip sellers with flexible discounting negotiation levers, and drive buyer incentive with volume-based, compound, and proportional discount strategies. Protect margins with automated, cross-functional approval chains that ensure compliance and help close complex deals. Design approval processes tailored to your business by setting rules and conditions such as approval triggers, user groups, user permissions, and sequences.
Unlock easy management and full visibility into all products, services, and entitlements that customers own throughout the entire lifecycle. Enable asset-driven revenue, where every product sold becomes a dynamic, trackable asset natively in Salesforce. Provide sellers the flexibility to amend, renew, or cancel customer contracts at any time. Accurately report ARR, NRR, and more.
Reduce SKU proliferation and expose products across all channels with a single, attribute-based catalog. Go to market faster with a configurable pricing engine. Implement it into any business process, utilize pre-built frameworks, and easily manage all your price adjustments while maintaining full control and transparency over how prices are calculated.
Streamline complex deals with a configurator that gives reps confidence they’re building accurate products and helps them get quotes out the door fast. Support both rules-based and constraint-based configuration to provide ultimate flexibility. Use intuitive point-and-click tools or code to tailor the configuration experience.
Assign product classifications that make product data uniform. Launch new products faster by using tools like the visual builder and bundle structures to create reusable templates, ensuring consistency across all selling channels and allowing you to quickly grow your product catalog.
Connect all product, pricing, and revenue operations data to fuel product-led growth on any self-service channel. Deploy and administer data for self-service channels without complex development with API-first design. Support complete interoperability with B2B Commerce Cloud for advanced configuration and subscriptions on ecommerce channels.
Accelerate partner sales by making it easy for partners to give customers accurate quotes for products and services. Create personalized products and price books for each partner level and control discounting with automated approvals. Gain a 360 degree customer view and get channel and forecast pipeline visibility with reports and dashboards.
Empower service technicians to drive growth. Generate accurate work order quotes in the field using the unified product catalog and pricing engine. Create the PDF estimate, secure customer approval, and generate the final order — all on-site — to increase aftermarket sales and deliver sustained revenue.
Agentforce Revenue Management is transforming the way we do business... It's not just about efficiency. It's about unlocking more closed-won opportunities and scaling smarter.
Bill FrancyPresident of Client Services, AdMed, Inc.
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Revenue management is the process of optimizing every business activity in the quote-to-cash cycle for speed and accuracy. This includes everything from setting pricing and packaging to quote configuration, contract drafting, order fulfillment, invoicing, billing, and reporting. The most efficient revenue management processes include automation and AI that streamline time-consuming manual work.
A revenue management platform is designed to help business manage their entire revenue lifecycle — from setting prices and purchasing channels, to tracking sales, generating quotes, and managing billing. Effective revenue management platforms streamline revenue tracking while maximizing revenue growth via the right channels and strategies.
Revenue management platforms streamline order, quoting, and billing processes; allow companies to set and manage complex pricing structures; gauge customer demand; and when powered by AI and automation, handle tedious manual work and data analysis that frees sales teams and business leaders to focus on strategic work. The best platforms also ensure that data collection and analysis happens in real-time, giving leaders the information they need to maximize revenue.
Revenue management platforms generally offer tools for setting and tracking prices and pricing models, managing orders and product inventory, generating quotes for deals, billing, and revenue reporting/forecasting. More advanced platforms also use AI and automation to handle repetitive, manual, or time-consuming tasks, like data analysis, that can give business leaders real-time guidance on strategic decisions.
Revenue management platforms are used in any industry that tracks revenue — all of them, basically. They are particularly common in industries where physical goods and/or variable demand are the centerpiece of business. This includes manufacturing, hospitality, travel, telecom, and media.
Sales automation and sales AI can improve revenue management by automating manual tasks for better efficiency. They also optimize elements of the sales, fulfillment, and billing process to ensure deal accuracy, customer satisfaction, and on-time payments.
Sales forecasting helps improve revenue management by providing accurate sales projections leaders can use to adjust strategy, allocate resources, and update business plans to ensure growth.
CPQ is a sales tool for companies to quickly and accurately generate quotes for orders. CPQ applications often work in tandem with CRM platforms, ERP programs, and other business technology, which helps ensure integrated data and accuracy.
CRM stands for Customer Relationship Management, a software solution that manages every touchpoint in the sales process, from early prospecting to deal close. CPQ stands for Configure, Price, Quote. CPQ solutions help teams manage the latter part of a sales process before a contract is signed. Salesforce CPQ is one example of a CPQ solution, helping businesses automate the configuration, pricing, and quoting of products and services.
CPQ stands for Configure, Price, Quote. A CPQ solution is a tool that helps businesses automate the configuration, pricing, and quoting of their products and services. This makes the sales process more efficient, improves compliance, and accelerates deal cycles. Learn about the benefits of cloud CPQ software.
Incentive compensation management software streamlines the process of designing, implementing, and managing sales commission and variable pay plans. It often includes automation and AI to reduce manual work for sales leaders, and offers reps visibility into their pay based on performance.
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