Salesforce Agentforce Revenue Management Reviews and Ratings

Use Cases and Deployment Scope

We use a revenue cloud product to track everything from leads to opportunities to contract generation and order generation in Salesforce. And then just keeping that data in the system for reference.

Likelihood to Recommend

A scenario where it's well suited is if we want to be able to track the generation of an order from start to end from when we first procure the opportunity. It's easy for us to track what products are associated to the opportunity along with the dollar amount associated to it, and then also any approvals and any steps regarding it after it becomes closed when it's Salesforce. And then I think Room for Improvement or some areas that it can improve is just simplicity and making it easier to use for some users who haven't been in Salesforce before.

Use Cases and Deployment Scope

It's our quoting tool, so sales reps use it to configure sales quotes to sell products, and then it also is our DocGen tool and we use it for approvals too.

Likelihood to Recommend

It does a good job of selling subscription based products. We sell software subscription and it does a good job building and representing that data.

Use Cases and Deployment Scope

Proposal doc generation and product attributes and other

Likelihood to Recommend

Doc gen and omni studio capabilities

Use Cases and Deployment Scope

As sales managers, we have to ensure the leads are managed and nurtured in an effective manner, and Salesforce CPQ comes in handy for that. We get timely notifications via email when a new lead is generated and also when it passes through the different stages of a sales life-cycle. You easily can get a small snapshot of the customer's requirements in the notification you receive and can follow-up accordingly. We have an internal mechanism where we need to make sure we approve only the opportunities we deem fit either through CSMs or the SDRs and the process is smooth and seamless. It also helps you keep up to date with the accounts by giving you notifications of the user/contact that is just added to Salesforce CPQ to ensure they have a smooth onboarding process. It also helps us run some great marketing campaigns and pulling out reports is also intuitive.

Likelihood to Recommend

It is well suited for sales and marketing environments like ours. Helps in effectively running and managing marketing campaigns and doing the dull automation. It can be easily integrated with Salesforce CPQ, and the notifications given are timely. Since I come from sales, it helps me better nurture the leads and make sure my AEs are productive. Helps me keep a better control of all the new leads that are coming in and checking the pre and post stage life cycle of a sale.

Use Cases and Deployment Scope

It is a very good app for storing customer data; we use it to store information within our company and with clients too. We are also working on different modules of this app to be used in our organization. It helps us to ease out our work. We would like to recommend this software to everyone.

Likelihood to Recommend

There are so many times when you just want to store the information with other clients securely and do not want to share the secure data; here, Salesforce works best as it connects with APIs to complete your communication in a very secure manner. This is the best software to establish a secure connection.

Use Cases and Deployment Scope

With Salesforce products you're getting a platform to build upon. We had to invest a considerable amount of money to meet our needs. it's an in-depth Salesforce internal resources and support system for our business needs. Salesforce CPQ automates quoting, contracting, and ordering processes. The solution improves sales productivity and helps you close more deals without ever leaving Salesforce.

Likelihood to Recommend

What I like best is the ease of use to be able to track all opportunities and quotes in my daily sales tracker I also like the fact that you can reorganize the view for your opportunities. For instance, it is very similar to a spreadsheet where you can filter them by date, dollar amount, name, and several other ways. I found this to be less appropriate when we have to do multiple roles while assigning one task to multiple users. Column resizing within the Quote Line Editor is not supported in the Salesforce mobile app.

Use Cases and Deployment Scope

CPQ helps us speed up the pricing and approval process. It also ensures our data is accurate and aligned from the quote to the opportunity, making for better data and more insights/visibility on discounting for leadership. We require CPQ to be used for new/upsell and renewals so our whole customer-facing team is using CPQ.

Likelihood to Recommend

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.

Use Cases and Deployment Scope

I've used Salesforce Revenue Cloud for the past 4 years and had a good experience with it. It is relativity easy to learn and makes sending out contracts and creating proposals much easier than having to do it manually.

Likelihood to Recommend

Great for a fast-growing sales organization that sends out a lot of contracts.

Use Cases and Deployment Scope

We have allowed our customers to jump across various distribution channels efficiently with direct sales, partners, and online retailers. With the help of Salesforce Revenue Cloud, consumers will complete their shopping basket with a specific product or services configuration and approach the sales and customer service to ask a question or ask for a discount.

Likelihood to Recommend

We have used Salesforce Revenue Cloud to create accounts and quotes much faster and efficiently for leads. We have also used a middleware system that was supported by the Salesforce Revenue Cloud service to eliminate double quoting problems. Thus quotes were approved much faster.

Use Cases and Deployment Scope

Salesforce Revenue Cloud is the essential tool for us as a sales person because we manage all the stages of our deals in the platform. It helps you track every deal and how it is progressing. Since we deal with a lot of clients, sometimes it is difficult to keep track on every case but thanks to salesforce, you can understand how the deal is progressing

Likelihood to Recommend

The best scenario that I can present is the fact that without this tool, it could be very hard to keep track on every deal that we are trying to close. Also you can create a whole profile from the account to contacts and the deals that have been signed so when you see a profile of an account, it has every thing you need to keep the relationship with the client.

The worst scenario that I can present is that sometimes it is very hard to progress on the deal when you have a lot of things to fill before a deal is done.