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 with better revenue lifecycle management?
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
Enhance your revenue lifecycle management software with products from across the Customer 360.
Sales Cloud
Partner Relationship Management
Drive channel sales and partner performance by easily managing resellers, distributors, brokers and more.
Salesforce Maps
Sales Engagement
Accelerate sales with engagement built directly into your CRM. Connect with buyers and drive action.
Sales Cloud Pricing
Revenue Cloud products are compatible with Sales Cloud or Service Cloud. Select your Sales Cloud edition below, and you can easily add the Revenue Cloud products you need.
Starter Suite
- Simplified Setup and Onboarding
- Lead, Account, Contact, and Opportunity Management
- Email Integration and Automated Activity Capture
Professional
- Forecast Management
- Customizable Reports and Dashboards
- Quoting and Contracting
Enterprise
- Everything in Professional plus Advanced Pipeline Management & Deal Insights
- Territory Management and Planning
- Workflow and Approvals Automation
Unlimited
- Everything in Enterprise plus Predictive AI
- Conversation Intelligence and Sales Engagement
- Premier Success Plan and Full Sandbox
Einstein 1 Sales
- Everything in Unlimited plus Einstein Copilot powered by Generative AI
- Performance Management, Sales Programs, and Team Collaboration with Slack
- Connect and Unify All Data with Data Cloud and Revenue Intelligence
This page is provided for information purposes only and subject to change. Contact a sales representative for detailed pricing information.
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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.