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Agentforce Revenue Management (Formerly Revenue Cloud)
Grow revenue on any channel, with any revenue model.
What is Agentforce Revenue Management?
Agentforce Revenue Management (formerly Revenue Cloud) brings together pricing, quoting, contracts, orders and billing on the Salesforce platform, helping businesses manage the entire revenue lifecycle.
From the first quote through to invoicing, renewals and ongoing customer relationships, it connects the teams and processes involved in generating revenue.
Quote → Contract → Order → Invoice → Renewal
For organisations managing complex pricing, subscriptions or multiple revenue streams, this means fewer manual handovers, better visibility and greater control over the customer lifecycle.
Agentforce AI capabilities can also help teams create and update quotes, identify issues and move work forward, with appropriate permissions and oversight.
Quote instantly and collect cash faster with Agentforce Revenue Management.
Automatic Quoting with Agentforce
Help sales teams create accurate quotes without getting caught up in manual calculations and complicated pricing rules. Agentforce can assist with creating and updating quotes, while product configuration, pricing rules and approval processes help keep deals accurate and consistent.
Asset Lifecycle Management
Keep track of the products, services and subscriptions your customers have purchased. Manage amendments, renewals and cancellations, with better visibility of recurring revenue and opportunities to grow existing customer relationships.
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
Find out more about ARM
How Xenogenix helps
Getting revenue management right involves more than implementing new software. Your sales, operations and finance processes need to work together, and that’s where we start.
We help organisations:
- Review existing Salesforce CPQ, billing and finance processes
- Identify manual work, disconnected systems and potential revenue leakage
- Design a more connected quote-to-cash process
- Assess existing functionality and plan a transition to Agentforce Revenue Management
- Configure the platform around business requirements
- Support adoption across sales, operations and finance
Whether you’re starting from scratch or considering a move from Salesforce CPQ or another billing solution, we’ll help you understand the options and plan the right approach.
Ready to explore Agentforce Revenue Management?
Whether you’re reviewing your existing Salesforce CPQ setup, considering Agentforce Revenue Management or simply trying to make your quoting and billing processes work better together, we’re happy to help. Complete the form below or call us on 08456 525 625.