Agentforce Revenue Management

Score8.6 out of 10

253 Reviews and Ratings

What is Agentforce Revenue Management?

Salesforce Revenue Cloud (formerly Salesforce CPQ or SteelBrick) is built and delivered on the Salesforce Platform and Salesforce1 Mobile App which enables users to create accurate sales quotes quickly and submit error-free orders on the fly from any device.

Categories & Use Cases

Media

Screenshot of Configure. Price. Quote. Anytime, anywhere, on any device.

Attachments to quotes
PDFs, contracts, videos, etc can be attached to quotes and/or proposals.
Category average: 8.9
Order capturing
Allows the capture of orders of complex services and across multiple customer interaction channels such as - direct sales, contact center, point-of-sales, resellers, and customer self-service.
Category average: 8.8
Quote sharing/sending
Salespeople can share quotes and quote details with customers, via email, a customer portal, a personalized URL, or some other means.
Category average: 8.9

Guided selling/Sales portal
Provides salespeople with tips, recommendations, or question sequences to help with product configuration and quoting, and/or to assist with cross-sell and upsell.
Category average: 8.5
Configuration options
Supports a robust, comprehensive level of detail around configuration options, including product features, services, quantity, etc. Options take into account availability and compatibility of selections.
Category average: 9.1
Price adjustment
Sales users can adjust or override prices, based on coupons, discounts, markups, etc.
Category average: 8.8

#1 most frequent

Professional, Scientific, and Technical Services

30.0%

209 installations of 697

#2 most frequent

Information

29.1%

203 installations of 697

#3 most frequent

Manufacturing

12.1%

84 installations of 697

Pros

Maintains precise and robust data for financial visibility
Streamlines flexible and criteria-based approval functionalities
Offers native integration with Salesforce CRM

Cons

Complexity in quote generation and approval processes
Administrative burden due to limited documentation and reliance on tribal knowledge
Challenges with integration to Microsoft products and native financial ERP systems

Raj Shrivastwa

Salesforce Data Analyst in Quality Assurance at Arcserve (501-1000 employees employees)

Use Cases and Deployment Scope

We currently use Salesforce ecosystem products in our organisation. Since migration to enterprise edition we added Mulesoft, Salesforce Agentforce Revenue Management and slack from Salesforce suite of products. At current new salesforce agentic era, Salesforce Agentforce Revenue Management does a critical job in revenue management through automating operational tasks and creating visibility required for any CRM system. Since my company manages a high volume of product subscription renewals - it helps revenue forecasting accuracy across renewals and pipeline

Pros

It helps by improving the visibility into accounts aging, renewals, and customer lifecycle metrics.
Not to mention how good it is in Opportunity and renewal management workflows.
It helps in better integration support for finance teams of ERP and CRM reconciliation reporting
The most important factor is data accuracy and it helps in pivoting to correct MRO data

Cons

Integration management could also be smoother. During ERP and CRM alignment projects, maintaining consistent field mapping, sync reliability, and data normalisation across systems required a lot of manual oversight.
Some automation capabilities still require custom flows, validation logic, or Apex support to fully align with internal business processes
Salesforce at current requires a major improvement in navigation performance of UI

Return on Investment

The biggest positive’s surely by renewal reminder automation, and more accurate billing schedules configuration getting setup for products.
Due to automation, our manual efforts have gotten reduced when comes to reporting building, specifically in case of quote to revenue metrics. This gives us a better ideas during pipeline tracking.
There are not any negatives, only challenge could be cost related

Usability

Other Software Used

Microsoft Power BI, Jitterbit, Azure SQL Database

Affan Khan View profile

AR Lead in Finance and Accounting at arcserve (201-500 employees employees)

Pros

Credit Memo and RMA Coordination: It auto approves the credit memo for a certain amount.
Customer Financial Visibility: Records all the transaction visibility
Reporting and Revenue Analytics: Helps in creating quick reports related to revenue intelligence like time dilation
ERP & CRM Mapping: Less data quality issues between the reconciliation of ERP & CRM

Cons

Integration Complexity with microsofts products. making logics formulas for pricing analaysis can be complicated which can impact report workflow.
It tends to create too many steps for simpler tasks & it can cause time management issues.
Lacks Audit trail visibility and tough intercompany reporting.

Return on Investment

Better integration capability with salesforce suite products and less development time.
Much better collaboration with internal teams like sales, marketing etc
Reduction in the level of customer service.
Pricing is on the expensive side.

Usability

Other Software Used

Microsoft Power BI, NetSuite ERP, Microsoft Dynamics 365 Business Central, MuleSoft Anypoint Platform, Outreach

Verified User

Executive in Sales (201-500 employees employees)

Use Cases and Deployment Scope

We have been using SF for past 2 years and believe me i cant thank more to the team who decided to buy and implement it in our organisation. We used to draft proposals by hand and then send it over ot customers for signatures manually and now all of its done with the click of a button. Now we dont go over the Revenue pipleine using excel but SF pipeline reports. And the export feature is so amazing that it automatically creates an excel file in case we have to share it with our Resellers and Sales partners.

Pros

Single click Proposals
System generated Contracts
Business pipeline reports

Cons

We experienced issues while integrating it with Zoho CRM
System generated Quotes and contracts show wrong information

Return on Investment

We saved a lot of annual allocated budget that was just used for MS Office every year especially for Excel.
It saves almost 4 hours of a Sales and CS resource every week that was spent on drafting Sales and Renewal proposals.
Pipeline reports and Customer health Score tracking is very helpful
Support cases and escalations are tracked through SF now.

Usability

Other Software Used

Gainsight CS, Slack, Atlassian Confluence, Jellyfish, Zoho CRM

Verified User

Team Lead in Sales (501-1000 employees employees)

Use Cases and Deployment Scope

Me being a part of Customer success, I have used Salesforce Agentforce Revenue Management for Quote drafting and billing purposes. I have been using this tool since early 2023 and trust me it has made our lives easier. Before we implemented Salesforce Agentforce Revenue Management, we used to manually draft quotes and bills of our customers in MS Word which was hell of a job. Because a small mistake in the Font size or in the paragraphs would re-organise the complete format of the document.

Pros

Automatic quote drafting
Complete revenue operations
Revenue pipeline management
Renewal Dashboards and Reports

Cons

Sometimes it gets very tricky to add a specific amount of discount percentage on the quote and our Renewals team has to reach out to the admin team to get it done. Because the number we want on the quote doesn't show up even after calculating the right amount in the calculators.
Missing information in the new Opportunities and new Quotes.
Facing issues while cloning the quotes.
Wrong information present in the system generated quotes despite having the accurate information present in the previous renewal quote.

Return on Investment

It has reduced 120+ hours of work in a year for every single Revenue generating team's resource, this is our biggest ROI from it.
Now we dont save docuements and MOU's anywhere but on Salesforce in the N&A section on account level instead of saving it in multiple Google drives.

Usability

Alternatives Considered

Oracle CPQ

Other Software Used

Gainsight CS, Highspot, Zendesk Suite, Tableau Cloud, 1Password, Atlassian Confluence

Verified User

Director in Product Management (10,001+ employees employees)

Use Cases and Deployment Scope

Salesforce ARM supports Revenue Operations, allowing us to quote complex subscriptions and product packages, generate those quotes, then initiate electronic signature requests on contracts. Combined with RCB, we are able to then invoice with ease. Combined with Agentforce, we're able to quickly and easily approve deal discounting or escalate to a human when needed but still reduce the number of human interactions to optimize our business.

Pros

Configure, Price, and Quote subscription and product bundles
Built-in Automation with Agentforce
Native integration with Salesforce CRM

Cons

Upgrade path from Salesforce CPQ can be a heavy lift
Better native integration with Financial ERP systems
Performance/speed with heavy usage

Return on Investment

It has had a positive impact and saved roughly 30% of our time in terms of discounting interactions
It has also, when combined with RCB reduced delinquent payments by 20%
It also reduced our maintenance/operating costs (licensing excluded) by about 40%

Agentforce Revenue Management

What is Agentforce Revenue Management?

Categories & Use Cases

Media