Salesforce Agentforce Revenue Management vs. TransactionCloud

CPQ is great if you can devote the time to it to make it perfect for your sales team. It requires a lot of time and energy to build it out and customize, but once that's done it is one of the most powerful tools you will have. Having an expert in CPQ is really helpful as well.

Incentivized

Transactioncloud is well suited when it comes to Invoicing & billing, Analytics is another good part to keep a track of subscriptions. pay as you go feature is well suited us as we can easily determine our budget.

Incentivized

• It does a lot of pricing models really well. So like tiered pricing when you're selling a product has tiered pricing.
• The out of the box approval functionalities is really good. It can trigger approvals based on a ton of different custom criteria.
• The data it creates and tracks is really accurate and robust.

Incentivized

• Recurring billing feature is working really well for us
• The integration part is impressive as well as its super quick
• Helping us in fraud protection

Incentivized

• Our Salesforce is very messy, which tells me it's not super easy to clean up.
• I always have a really hard time removing a contacts from an account - it seems like you can't simply remove the relationship so we have lots of people named DO NOT CONTACT or things of that nature.
• Sometimes when saving it doesn't seem like things actually save.

Incentivized

• Video training should be available
• Data import & export lags sometime
• Discount Management is confusing sometimes

Incentivized

The company is very easy to work with and is growing by leaps and bounds. We do not anticipate switching vendors anytime in the near future

Because it looked almost impossible to integrate it with Zoho CRM while our Sales Operations team was working on it. But thankfully it worked at last but at the expense of a month's time. However, it has made every possible Revenue operations task simpler now. And that has ultimately made our team more efficient in terms of work hours spent on manual work.

Incentivized

There have been some issues with multi-year pricing of certain products and services which we have been assured will be resolved but I guess are still underway, the support team apart from this has not been needed much and in the rare scenarios, it has been needed the resolutions of conflicts has been prompt and quick, so the overall support would have my high regards for being so helpful and customer-oriented so as to assure good performance of their toolset and customer satisfaction.

Incentivized

This has better product capabilities like Manage Order, Mobile, pricing module, select product offers service channel. What I like best is the integration with Salesforce, the ability to create and connect opportunities and there is a lot of flexibility in this tool. It has a very user-friendly platform & navigation across pages is the best Also I like how fast I can create quotes. I also like how detailed you can get with reporting. Any possible metric we can think of can be tracked, measured, and integrated.

Mainly Pay as you go feature made us decide to stack up.

Incentivized

• Easy access to reporting on closed-won, closed-lost, and open quotes.
• Accuracy in data referenced in a quote - it's typically accurate as it is pulled directly from opportunity, looking up to associated subscription start/end dates, etc..
• We lose valuable time in creating quotes ourselves. Quotes were requested and created through sales ops previously, sales did not have access to the excel templates used to generate quotes.

Incentivized

• Very positive impact on our billing (recurring)
• Protection from fraud increased
• The multuple currencies, wallet payments & major credit cards support increasing the business growth

Incentivized