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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Prelay's team selling software enhances collaboration among your revenue team and internal stakeholders, fostering a more efficient work environment. By utilizing Prelay, deal coordination is streamlined within a single, dedicated platform that integrates with essential software, eliminating the chaos of multiple disparate collaboration tools that lack centralized tracking and oversight. The software's primary functions provide clear visibility and ensure alignment throughout the entire deal execution cycle. Utilizing Plays for managing processes and Assists for overseeing resources and deliverables, Prelay allows teams to engage any individual or group for quick clarifications or comprehensive deliverables from virtually anywhere. You can efficiently manage and monitor the full lifecycle of deliverables while having access to complete historical data. The platform also facilitates the initiation, management, tracking, and testing processes to discover scalable success across proof of concepts (POCs). Furthermore, it encourages the involvement of all teams, promoting overall alignment and providing guidance throughout the process, ensuring that everyone is on the same page. This comprehensive approach not only enhances productivity but also drives better outcomes for your business.

Description

Salesforce Agentforce Revenue Management is a powerful CPQ and revenue optimization platform designed to streamline the entire quote-to-cash lifecycle. It connects product catalogs, pricing, contracts, orders, and billing within a single, AI-powered environment. Sales teams can generate accurate quotes instantly using a familiar, spreadsheet-like interface that improves usability and speed. Guided selling flows ensure compliance with pricing policies and discount thresholds. Automated approvals and configurable rules help minimize revenue leakage and operational risk. The unified product catalog reduces SKU complexity while supporting multi-channel sales strategies. Self-service and API-first capabilities enable seamless integration with ecommerce and partner sales channels. AI-driven deal management enhances collaboration while maintaining secure, role-based access. Real-time data insights support better forecasting and revenue planning. Agentforce Revenue Management empowers businesses to scale revenue operations efficiently and close more opportunities with confidence.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Salesforce Yes 
Airtable Yes 
Box Yes 
CDS Visual No 
Docusign Yes 
Gearset No 
Heap Yes 
HubSpot CRM Yes 
HubSpot Customer Platform Yes 
Jira Yes 
Ledge No 
Microsoft Teams Yes 
Nextdoor Yes 
Outreach Yes 
RenderDraw Journeys No 
RenderDraw TakeOff Automation No 
SAP Cloud Platform Yes 
Salesforce CPQ No 
Sculptor CPQ No 
Slack Yes 

Integrations

Salesforce Yes 
Airtable No 
Box No 
CDS Visual Yes 
Docusign No 
Gearset Yes 
Heap No 
HubSpot CRM No 
HubSpot Customer Platform No 
Jira No 
Ledge Yes 
Microsoft Teams No 
Nextdoor No 
Outreach No 
RenderDraw Journeys Yes 
RenderDraw TakeOff Automation Yes 
SAP Cloud Platform No 
Salesforce CPQ Yes 
Sculptor CPQ Yes 
Slack No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$75 per user per month
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Prelay

Founded

2019

Country

United States

Website

www.prelay.com

Vendor Details

Company Name

Salesforce

Founded

1999

Country

United States

Website

www.salesforce.com/sales/cpq/

Product Features

Revenue Operations

AI Insights No 
Account Health Dashboard No 
Automatic CRM Updates No 
Contact / Activity Tracking No 
RevOps Automation No 
Revenue Dashboard No 
Revenue Intelligence / Reporting No 
Sales Analytics No 
Sales Forecasting No 
Third-Party Data Aggregation No 

Product Features

CPQ

2D Drawing No 
3D Modeling No 
Approval Workflow No 
Guided Selling No 
Product Configurator No 
Proposal Generation No 
Quotes / Estimates No 
Renewal Management No 
Self Service Portal No 
eCommerce No 

Revenue Operations

AI Insights No 
Account Health Dashboard No 
Automatic CRM Updates No 
Contact / Activity Tracking No 
RevOps Automation No 
Revenue Dashboard No 
Revenue Intelligence / Reporting No 
Sales Analytics No 
Sales Forecasting No 
Third-Party Data Aggregation No 

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