Agentforce Revenue Management

Introducing Agentforce Revenue Management – the next generation of Salesforce Revenue Cloud.

Built to unify the entire revenue lifecycle, Agentforce Revenue Management connects your product catalog, pricing, quoting, contracting, ordering, asset lifecycle, billing, collections and compliance workflows in one trusted revenue platform.

It transforms how your teams sell, price, fulfil and bill – with intelligent automation running across every stage.

Agentforce Revenue Management makes B2B buying fast, simple and flexible for customers and dramatically more efficient for your teams.

Sales

  • Accelerate deal cycles with accurate configurations and automated approvals.

  • Improve customer interactions using real-time insights and guided selling across functions.

  • Generate consistent, compliant quotes, contracts and invoices across every channel with automated flows.

RevOps

  • Connect catalog, quoting, contracts, orders, assets and billing on one model.

  • Automate lifecycle handoffs to reduce fallout and improve data accuracy.

  • Strengthen forecasting with real-time visibility and AI-driven intelligence.

Finance

  • Support flexible monetisation and automate complex billing from one source.

  • Reduce errors and accelerate collections with structured, connected data.

  • Maintain compliance and improve cash flow with full revenue visibility.

Your Revenue Engine

Agentforce Revenue Management brings together:

  • Product Catalog and Pricing Management
  • Configure, Price, Quote and Propose technology
  • Contract Lifecycle Management
  • Order Management and Dynamic Revenue Orchestration
  • Invoice, Bill and Collect functionality
  • For subscriptions, usage and consumption-based models.

With each component boosting your revenue lifecycle, you can crawl, walk and then run your revenue all on the Salesforce Core Platform. 

We’ll help you select the ideal implementation approach for your needs.

How does Salesforce CPQ & Billing work?

How does Agentforce Revenue Management work?

Key benefits

How does Agentforce Revenue Management fit into your tech stack?

As the first end-to-end solution that connects sales, operations and finance, a review of your current architecture is needed to evaluate what the trade-off is between what you have and what your business strategy requires.

About PhiX Technologies

PhiX is your Product-to-Cash partner with a difference. We combine commercial excellence, financial fluency and technical precision to deliver a unified revenue architecture that connects cross-functional teams for customer success.

You cannot copy content of this page