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Average Ratings 0 Ratings

Total
ease
features
design
support

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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 Partner Cloud serves as a comprehensive platform for managing the entire partner ecosystem, leveraging the capabilities of Salesforce CRM and Agentforce to facilitate all aspects of partner engagement from a single interface. This solution allows teams to seamlessly market, sell, service, quote, recruit, onboard, enable, support, and reward their partners via a customizable digital hub that integrates directly with CRM data and automation features. With user-friendly drag-and-drop templates, businesses can create tailored experiences for various partner types, while functionalities like secure deal registration, lead routing, real-time pipeline monitoring, AI-driven deal scoring, and Partner Connect enhance the ease of co-selling across different CRMs. Partners benefit from easy access to a wealth of approved marketing materials, campaigns, case studies, knowledge bases, product information, and sales resources, along with automated processes for Marketing Development Fund requests and approvals to minimize administrative burdens. Additionally, tools such as Partner Tracks, in-app guidance, training materials, and recommendations from Agentforce empower partners to enhance their skills and concentrate on productive activities that contribute to business growth. Overall, this platform not only streamlines partner management but also fosters deeper collaboration and efficiency among all stakeholders involved.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Agentforce 360 for Financial Services No 
CDS Visual Yes 
Collate Yes 
Gearset Yes 
IBM Cloud No 
Ledge Yes 
Propel Yes 
RenderDraw Journeys Yes 
RenderDraw TakeOff Automation Yes 
Salesforce Yes 
Salesforce CPQ Yes 
Sculptor CPQ Yes 
Slack No 

Integrations

Agentforce 360 for Financial Services Yes 
CDS Visual No 
Collate No 
Gearset No 
IBM Cloud Yes 
Ledge No 
Propel No 
RenderDraw Journeys No 
RenderDraw TakeOff Automation No 
Salesforce No 
Salesforce CPQ No 
Sculptor CPQ No 
Slack Yes 

Pricing Details

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

Pricing Details

$25 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 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/sales/partner-cloud/

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

Partner Relationship Management (PRM)

Asset Management No 
Business Plans No 
Channel Marketing Automation No 
Collaboration Tools No 
Compliance Management No 
Deal Management No 
Deal Registration No 
Lead Generation No 
Lead Sharing No 
Partner Onboarding No 
Partner Portal No 
Performance Metrics No 
Rewards Programs No 
Workflow Management No 

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