Turn Your Revenue Lifecycle
Into a Competitive Advantage
We help you configure products, price accurately, generate proposals, manage subscriptions, automate billing, and recognize revenue, all inside Salesforce.
Agentforce Revenue Management: Your Entire Revenue Lifecycle on One Platform
Agentforce Revenue Management is Salesforce’s platform for managing the full revenue lifecycle, from product configuration and quoting through billing, subscriptions, and revenue recognition. Built on the Einstein 1 Platform, it replaces legacy CPQ with a more flexible, modern foundation.
For companies with complex pricing and revenue models, gaps between sales, finance, and billing create errors, missed renewals, and lost revenue. Agentforce Revenue Management brings the entire process into one system to improve accuracy and control.
We bring deep expertise across Salesforce and NetSuite, helping you define where each part of the revenue lifecycle should live, connect both systems, and automate workflows so your team can focus on closing and retaining customers.
Companies Running Revenue Operations with Plative
The Full Revenue Platform
CONFIGURE ANY PRODUCT
Product Configurator (CPQ)
Manage complex product catalogs with bundles, rules, and guided selling.
CONTROL PRICING AT SCALE
Price Management
Automate pricing across models, segments, and channels with built-in rules.
CREATE QUOTES FAST
Quoting & Proposals
Generate accurate, branded proposals with automated pricing and approvals.
ENFORCE DEAL CONTROLS
Advanced Approvals
Route approvals automatically based on discounts, deal size, and terms.
Native CONTRAct control
Salesforce Contracts
Handle contract generation, redlining, and renewals all within Salesforce.
SCALE SUBSCRIPTION REVENUE
Subscription Management
Manage recurring billing, renewals, and mid-term changes in one system.
AUTOMATE BILLING
Revenue Cloud Billing
Streamline invoicing, payments, and collections across all channels.
ORCHESTRATE FULFILLMENT
Order Decomposition and Fulfillment
Break orders into components and route them across systems for execution.
CPQ or Agentforce Revenue Management? We’ll Help You Decide.
Agentforce Revenue Management is the better choice. It is built on Salesforce Core, receives the majority of product investment, and includes native contract, billing, and subscription capabilities.
Take a planned approach. CPQ will be supported, but innovation is focused on Agentforce Revenue Management, and early planning helps avoid costly migrations later.
If you purchased CPQ but never fully deployed it, consider whether the solution or implementation fell short. In many cases, starting fresh on Agentforce Revenue Management delivers better results and can run alongside CPQ during transition.
Evaluate what should remain there versus Salesforce. Agentforce Revenue Management can still handle CPQ and contracts, with integration connecting to your ERP for fulfillment and finance.
Revenue Management in Action
Customer Story
Dalet Cut Commission Reporting from Two Weeks to Just Hours with Agentforce Revenue Management
Customer Story
Scaling for Hypergrowth: How Hover Reinvented Its Sales Engine
Customer Story
Pathful: A Leader in Education Technology Providing College and Career Readiness to Students with Salesforce, CPQ, Boomi, and Oracle NetSuite
Revenue Management Connected to Your ERP
Connect Salesforce to NetSuite and other ERPs for seamless order-to-revenue workflows.
Migrate from CPQ to Agentforce Revenue Management with Confidence
For existing Salesforce CPQ customers planning their transition to Agentforce Revenue Management, we built a proprietary Migration Assistant that accelerates the process and reduces risk.
Pre-built object mappings between CPQ managed-package objects and Agentforce Revenue Management native objects. Automated data migration scripts for products, price books, discount schedules, approval chains, and historical quote data. Integration remapping for connections to ERP platforms, document management tools, and payment gateways.
On average, the Migration Assistant shaves 14 to 30 days off implementation timelines, enabling faster time to value and less downtime.
Agentforce Revenue Management can be installed in your existing org alongside CPQ temporarily while you migrate. You do not need to migrate to a new org.
Salesforce will continue to support CPQ indefinitely, but the majority of ongoing investment and product innovation is moving to Agentforce Revenue Management. Companies that proactively plan their transition will realize the benefits of the new platform sooner and avoid the pressure of an eventual forced migration.
Revenue Management for Your Industry
Technology
and SaaS
Manufacturing
Financial
Services
Business
Services
Telecom
and Media
Agentforce AI for Revenue Teams
Agentforce Revenue Management is built on the Einstein 1 Platform, which means AI capabilities are native to the revenue lifecycle:
PREDICT AND RETAIN
Renewal Forecasting
Identify churn risk and expansion opportunities before renewal with AI-driven insights.
SELL WITH INTELLIGENCE
Guided Selling
Get AI-powered product and pricing recommendations to accelerate deal velocity.
AUTOMATE CONTRACT REVIEW
Contract Parsing & Compliance
Extract key terms and obligations from contracts to save time and reduce risk.
SPEED UP DEALS
Deal Acceleration Agents
Automate routine deal tasks so your team can focus on high-value negotiations.
Ready to unify your revenue lifecycle on one platform?
Whether you’re implementing Agentforce Revenue Management for the first time, migrating from Salesforce CPQ, or connecting Salesforce revenue operations to NetSuite for billing and fulfillment, Plative brings the cross-cloud expertise, proprietary accelerators, and industry knowledge to get your revenue team operating with the speed, accuracy, and visibility they need.
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