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Average Ratings 0 Ratings

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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

The Symphony billing system empowers businesses to swiftly and effortlessly launch new products or applications within their current operational frameworks. You can choose to integrate only the necessary modules or adopt a comprehensive end-to-end solution, allowing our flexible and scalable platform to expand alongside your needs. With Symphony’s real-time data transaction management and mediation, you gain insights into your customers’ accounts, enabling you to manage these relationships more profitably. Revolutionize your journey from quote to cash and secure more sales while gaining a competitive edge through tools and insights that facilitate a rapid transition from proposal to payment. Create tailored quotes and specify products easily, as customer approval initiates workflows based on the selected products. Final quotes can be issued complete with automatically generated cover letters and product brochures, while you also benefit from detailed reporting on quotes issued and orders by region or agent. This comprehensive approach ensures seamless business process automation and management throughout your operations. Ultimately, Symphony not only enhances efficiency but also fosters deeper connections with your clients.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Authorize.Net No 
Avalara No 
CDS Visual Yes 
Collate Yes 
Gearset Yes 
Ledge Yes 
Propel Yes 
RenderDraw Journeys Yes 
RenderDraw TakeOff Automation Yes 
Salesforce Yes 
Salesforce CPQ Yes 
Sculptor CPQ Yes 

Integrations

Authorize.Net Yes 
Avalara Yes 
CDS Visual No 
Collate No 
Gearset No 
Ledge No 
Propel No 
RenderDraw Journeys No 
RenderDraw TakeOff Automation No 
Salesforce No 
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 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 No 
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 No 
Webinars No 
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

Integra Touch

Founded

2002

Country

United States

Website

symphonybilling.com

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

Billing and Invoicing

Billing Portal Yes 
Contact Database Yes 
Contingency Billing No 
Customer Portal No 
Customizable Invoices Yes 
Dunning Management Yes 
Hourly Billing Yes 
Invoice History No 
Mobile Payments Yes 
Multi-Currency Yes 
Online Invoicing Yes 
Online Payments Yes 
Payment Processing Yes 
Project Billing Yes 
Recurring/Subscription Billing Yes 
Service Ticket Billing No 
Tax Calculator Yes 

CRM

Calendar/Reminder System No 
Call Logging No 
Document Storage No 
Email Marketing No 
Internal Chat Integration No 
Lead Scoring No 
Marketing Automation Integration No 
Mobile Access No 
Quotes / Proposals No 
Segmentation No 
Social Media Integration No 
Task Management No 
Territory Management No 

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