Agentforce Revenue Management

Say goodbye to the need for third party applications to handle your contract document generation, redlining, approval, and change management processes. Salesforce Contracts streamline these tasks seamlessly, leveraging the power of the Einstein 1 Platform.

Establish and automate processes for handling one-time and recurring subscription sales. Develop and organize product catalogs, incorporating product bundles. Handle pricing, quoting, invoicing, uplifts, co-terms, payment processing, refunds, credit memos, and monitoring customer purchases longitudinally.

Streamline your recurring billing process on Salesforce across all channels with Revenue Cloud Billing. Utilize the invoice scheduler for seamless scheduling at any frequency. Accept payments through various gateways, including Salesforce’s native option or any partner on the AppExchange.

Effortlessly manage complex order processes at scale, from fulfillment to billing. Use an intuitive design canvas to transform commercial orders into precise technical fulfillment tasks. Create dynamic orchestration plans that adapt in real time, ensuring seamless integration with downstream systems and enhancing overall efficiency.

Streamline your operations and enhance scalability by unifying billing across all sales channels within your CRM. With a built-in invoice scheduler, effortlessly handle invoices for any billing cycle—monthly, quarterly, or annually. Consolidate charges from every sales channel into a single, seamless invoice for improved efficiency. Additionally, optimize the storage and retrieval of invoice and credit memo lines for a more organized and effective billing process.