Average Ratings 0 Ratings

Total
ease
features
design
support

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

Write a Review

Average Ratings 0 Ratings

Total
ease
features
design
support

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

Write a Review

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.

Description

Salesforce Koa represents the company's inaugural CRM reasoning model tailored for Agentforce, developed using NVIDIA Nemotron and enhanced by 27 years of accumulated Salesforce CRM expertise to navigate intricate, multi-step tasks in enterprise environments. Rooted in nearly three decades of CRM application experience, it has undergone additional training on a unique synthetic dataset that reflects authentic business processes, workflows, and operational regulations. The scenarios employed during training are designed to replicate the reasoning, tool utilization, and decision-making processes that Agentforce agents engage in throughout the customer journey, which includes activities like lead generation, opportunity qualification, and service case resolution, applicable across over 14 different sectors. Koa is specifically crafted for precise CRM functions and is assessed using Salesforce CRM Bench, incorporating genuine workflows such as opportunity updates, case routing, and follow-up scheduling. According to Salesforce, Koa achieves an 11% increase in accuracy for selecting appropriate actions and recalls customer context with a reliability that is 2.1 times greater than previous models. This innovative approach not only enhances efficiency but also significantly improves the overall customer experience across the board.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Salesforce Yes 
CDS Visual Yes 
Collate Yes 
Gearset Yes 
Ledge Yes 
NVIDIA Nemotron No 
Propel Yes 
RenderDraw Journeys Yes 
RenderDraw TakeOff Automation Yes 
Salesforce Agentforce No 
Salesforce CPQ Yes 
Sculptor CPQ Yes 

Integrations

Salesforce Yes 
CDS Visual No 
Collate No 
Gearset No 
Ledge No 
NVIDIA Nemotron Yes 
Propel No 
RenderDraw Journeys No 
RenderDraw TakeOff Automation No 
Salesforce Agentforce Yes 
Salesforce CPQ No 
Sculptor CPQ No 

Pricing Details

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

Pricing Details

No price information available.
Free Trial Yes 
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 Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

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

Types of Training

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

Vendor Details

Company Name

Salesforce

Founded

1999

Country

United States

Website

www.salesforce.com/sales/cpq/

Vendor Details

Company Name

Salesforce

Founded

1999

Country

United States

Website

www.salesforce.com/agentforce/koa/

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 

Product Features

Alternatives

Alternatives

Salesforce CPQ Reviews

Salesforce CPQ

Salesforce
Nemotron 3 Reviews

Nemotron 3

NVIDIA