Agents embedded in revenue workflows enforce the rules behind every deal - so what you sell is exactly what you invoice. Agents handle the busy work. Humans make the decisions.
A complete revenue platform that runs pricing, quoting, contracting, and billing across every channel - so teams and agents can act on what customers buy, use, and renew with built-in control.
Help sellers create accurate quotes quickly with guided tools and clear workflows. Instantly generate, update, and send a quote to prospects with Agentforce. Protect revenue with intelligent product bundling and rules that ensure correct pricing. Boost sales with suggestions for upgrades and add-ons.
Reduce SKU proliferation and expose products across all channels with a single, attribute-based catalog. Enable easy integration with your PIM, PLM, and ERP. Go to market swiftly with a configurable pricing engine. Invoke this engine at any part of your business process and use available pre-built pricing structure frameworks. Systematically adjust and manage pricing sequences. Allow for full control and visibility into the calculation process and needed adjustments.
Reimagine product configuration with Constraint Builder, which allows you to define the rules and constraints that help sellers build accurate quotes for even the most complex products. Use point-and-click tools or code to customize the configuration experience. Streamline complex deals with a configurator that gives reps confidence that they're building accurate products and can get quotes out the door fast.
Unlock easy management of all products, services, and entitlements your customers own throughout the entire customer lifecycle. Provide sellers the flexibility to amend, renew, or cancel customer contracts anytime. Improve company health metrics and track accuracte revenue reporting metrics like ARR and NRR. Reduce churn with automated customer notifications anytime a change is made.
Empower sales reps with a clear view of each customer and everything they own. See product details, quantities, and pricing at a glance. Easily amend live deals by adjusting quantities, discounts, bundles, or price uplifts, all while keeping a single source of truth across the customer lifecycle.
Get real-time visibility into monthly recurring revenue, quantities, and asset-level changes for every account. Forecast with confidence, spot churn risks before they happen, and identify upsell potential for every account.
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 the customer experience by unifying sales, finance, and legal teams with Contract Lifecycle Management on CRM.
Simplify contract negotiations with automated processes across all business units. Maintain compliance with preapproved templates and save time with AI-powered clause generation and redlining. Speed up contract close with prebuilt clause templates, automated approval workflows, and e-signature integration
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.
Manage complex order processes at scale, from fulfillment to billing. Orchestrate orders with an intuitive design canvas to break down commercial orders into technical fulfillment orders. Configure orchestration plans that adapt to changes in real time and support seamless integration across downstream systems.
Keep sales order management and finance teams aligned and responsive to save time on manual interventions and deliver products faster. Meet service-level agreements with the right visibility into the order, dependencies, and fulfillment.
Initiate tasks for fulfillment, compensation, revenue recognition, and billing. Set up workflows that respond in real time to events or exceptions. Put in place execution and enrichment rules to customize plans for handling each part of an order accurately.
Optimize pricing strategies and drive revenue and margin growth. Monitor revenue, cost, margin, and margin percentage with visibility into pricing performance, customer and product profitability, and margin trends.
Get a comprehensive view of recurring revenue metrics like MRR, ARR, and renewal retention. Forecast revenue, track customer health, and identify growth opportunities.
Minimize order fallouts and delays and optimize order management by identifying task delays, mitigating order risks, and ensuring timely fulfillment across individual orders and overall operations.
Uncover revenue opportunities, mitigate financial risks, and ensure accurate financial reporting with revenue recognition, Days Sales Outstanding, and invoice health analysis.
Find the right Revenue Cloud edition for your business needs.
Salesforce Revenue Cloud is transforming the way we do business. We're currently piloting the new quoting agent, and we expect it to cut manual work, accelerate deal cycles, and get quotes to clients faster than ever. 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 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.
Revenue Lifecycle Management (RLM) platforms usually offer quote-to-cash integrations, analytics and reporting tools, automation and workflow management features, and contact lifecycle management capabilities. The software also offers configure, price, quote (CPQ) capabilities that connect to your existing tools. More advanced platforms also use AI to handle repetitive and manual tasks to help businesses save time and improve accuracy.
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.
RLM software is used to bring together sales, finance, legal, and operations teams on a single platform. This creates a single source of truth for the entire business and allows greater visibility into data, which ultimately improves decision-making and communication between teams. When powered by AI, businesses can speed up data collection and optimize reporting with less manual work.
RLM software is designed to help reduce revenue leakage by integrating processes on one platform. It automates many time-consuming tasks like billing and invoicing to reduce inaccuracies in billing and contract management. This helps businesses ensure they are not leaving money on the table.
RevOps (or "revenue operations") is a B2B function that uses sales automation to help teams make decisions that grow the business. RevOps brings everyone together — from marketing, sales, service, customer success, and finance — around three shared goals: price for better conversion and margin, reduce revenue leakage, and use customer data to identify new revenue opportunities.
Revenue recognition is the process of recording revenue in the accounting records when it's earned, not necessarily when cash is collected. Learn more about the basics of the revenue recognition principle.
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.
Recurring revenue refers to the expected income generated by a business from customers who make regular payments in exchange for continuous access to a product or service. This model is typical in subscription services, memberships, and contracts where payments are made on a periodic basis, like monthly or yearly and is integral to Revenue Lifecycle Management, which involves strategies to maximize revenue throughout the customer relationship.
Contract lifecycle management (CLM) is how a company manages a contract from creation to execution and renewal. The goal of CLM is to make sure that contracts are efficient, compliant, and well-managed throughout their entire lifecycle. This process simplifies the handling of agreements from start to finish and helps you maintain better customer relationships.
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