Agentforce Revenue Management

“CPQ allows us to address certain business issues such as: Allows for consistent pricing throughout our organization; avoid the need to utilize third party software or Excel pricing sheets; allows for... … Well suited when dealing with different price books, multiple vertical pricing, and multiple products a client might be looking at.”

“It helps to configurable quotes with approval rules that is exactly as per finance pricing and discount structures.2) It is helpful in SaaS & medium B2B organizations where data can be unstructured by creating a workflow for contract billing for their products.3) This tool can help us to automate billing schedules, renewal reminders & Revenue forecasting.4) Cross-Department Collaboration gets better between sales, finance & marketing.5) This platform is very effective if you have salesforce suite products like service cloud, CPQ, Revenue Cloud. … Pricing is on the expensive side.”

“Overall it helps my company who have multiple subscription based products by creating automated flow of subscription renewal reminders, billing schedules etc. Overall it is best suited if you are...”

“Process for Amendments - Not very streamlined process for creating amendment quotes, Not well thought in the context of integration with Billing system Several products that are common in... … But it also serves as the foundation for the products that can be supported by the company for pricing and billing.”

“Configure, Price, and Quote subscription and product bundles Built-in Automation with Agentforce Native integration with Salesforce CRM. … Overall, Salesforce Agentforce Revenue Management is super user-friendly and really use to use day-to-day for RevOps and also Billing functions.”

“So like tiered pricing when you're selling a product has tiered pricing.”

“CPQ was implemented to solve for complex pricing configurations, to increase speed and accuracy, and create workflows to maintain pricing integrity.”

“The ability to manage multiple Price Books based on a master list of products and price is particularly useful in our busienss. … The solution is a good fit for our needs, which includes: multiple versions of an online price book for different customer segments, the Quote builder and proposal document generator, including...”

“Quoting Pricing Payment Proposals.”

“Would like to see advanced approvals included as part of the package without an extra cost.”

“Quote slow to load at times Order form generation can get a bit tricky with multi-year agreements with annual increases in subscription, ramped subscribers, exceptions to standard contract terms Once...”