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What is Agentforce Revenue Management?

Agentforce Revenue Management is the evolution of Salesforce Advanced Revenue Cloud. It brings together product configuration, pricing, orders, subscriptions, billing and revenue operations into a single connected lifecycle – all native to Salesforce. It allows organisations to manage the full revenue journey in one platform:

Lead → Opportunity → Quote → Order → Contract → Invoice → Revenue → Renewal

Where it differs from traditional CPQ and billing solutions is control and visibility. Rather than handing work between disconnected teams and systems, revenue processes are orchestrated end-to-end within Salesforce – and now supported by Agentforce AI agents that help teams progress, monitor and resolve revenue work.

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Quote instantly and collect cash faster with Agentforce Revenue Management.

Automatic Quoting with Agentforce

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.

Asset Lifecycle Management

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 accurate revenue reporting metrics like ARR and NRR. Reduce churn with automated customer notifications anytime a change is made.

Contract Creation and Updates

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.

Order Automation

Manage complex order processes at scale, from fulfilment to billing. Orchestrate orders with an intuitive design canvas to break down commercial orders into technical fulfilment orders. Configure orchestration plans that adapt to changes in real time and support seamless integration across downstream systems.

Pricing Analytics

Optimise 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.

Business Improvements Using ARM

+

25

%

Faster time-to-invoice

30

%

Reduction in billing queries

+

15

%

Improvement in renewal processing speed

*Based on Salesforce AI and automation customer benchmarks

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How Xenogenix helps

Implementing revenue lifecycle management is not just a system change — it is an operational change. Our focus is aligning your processes before we configure the platform.

Our approach typically includes:

  • Reviewing your existing CPQ, billing and finance processes
  • Identifying revenue leakage and operational friction
  • Designing the target revenue lifecycle
  • Map existing functionality to Agentforce Revenue Management
  • Support adoption across Sales, Operations and Finance

We also support organisations transitioning from Salesforce CPQ, legacy billing platforms, or hybrid ERP processes.

Ready to explore Agentforce Revenue Management?

If you’re considering Agentforce or you just want more information, we’re happy to answer all your questions and get you set up. Simply fill out the form, or for immediate assistance, call us on 08456 525 625

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