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Windows show quote builder template and popouts for calculation breakdowns and Einstein AI to add sections to the quote.

Revenue Cloud

Automate revenue operations with Revenue Cloud. Deliver seamless buying and selling experiences anywhere transactions take place, and close deals faster with guided quoting and AI. Streamline the entire quote-to-cash process, from catalogs and pricing to CPQ, contract lifecycle management, orders, and billing – all on the #1 AI CRM.

How can businesses grow revenue with better revenue management?

Unify sales and finance teams on one revenue platform for efficient revenue lifecycle management.

Manage your complete revenue lifecycle.

Revenue Cloud for Revenue Lifecycle Management

Deliver seamless buying and selling experiences on any channel by automating the complete quote-to-cash process. Whether it’s through direct selling, indirect selling, or self-service, harness a unified product catalog, pricing engine, and advanced configurator to offer tailored, multi-channel buying journeys that keep customers coming back.

A shopping cart page gives checkout options like quantity and net unit price with discount applied from a promotion.

Empower sales reps with guided quoting and AI – including Contracts AI – to accelerate deals and improve decision-making throughout the revenue lifecycle. Ensure accuracy in products and pricing across all customer touchpoints, enabling trusted buying experiences. Rapidly respond to market conditions with new products, bundles, and promotions to optimise transactions in real time.

A window to draft document clauses with Contracts AI shows an AI prompt to draft a Force Majjeure clause

Support any monetisation model with flexibility — including one-time, subscription, consumption, or hybrid products and services. Unify collaboration across sales, finance, IT, and legal teams with an integrated solution for revenue management. Grow revenue and future-proof your revenue operations on a scalable platform that seamlessly fuses AI, data management, CRM capabilities, and trusted systems.

A window shows Pricing, Quote, Product, and Contract info with option to toggle between Salesforce products.
A shopping cart page gives checkout options like quantity and net unit price with discount applied from a promotion.
A window to draft document clauses with Contracts AI shows an AI prompt to draft a Force Majjeure clause
A window shows Pricing, Quote, Product, and Contract info with option to toggle between Salesforce products.

Configure, price, and quote straight from CRM.

Salesforce CPQ

Help sellers quote quickly and correctly with guided selling and configuration process flows. Accelerate user adoption and reduce system cost with a quoting solution built on CRM. Protect revenue with product bundling, exclusion rules, and dependency controls built into the quoting process. Increase deal size with recommendations for compatible upgrades and add-ons.

Windows show guided selling options pop outs show deal preferences and a button to add product to quote.

Simplify go-to-market operations with a unified product catalog accessible by all sellers and partners. Stop revenue leakage with embedded maximum and minimum pricing thresholds. Support pricing — in any currency — for one-time transactions, subscription or usage models, and milestone-based products.

A window gives an option to browse products with filters and a pop out shows a quote for a deal.

Provide customers flexibility to amend their contract and terms anytime. Accelerate upsells and cross-sells with quoting for amendments like add-ons, swaps, and upgrades. Reduce churn with automated customer communications like renewal quotes and midterm change notifications.

A window gives a contracts infro with terms, renewal info, and a chart for charge type and a pop out gives options to amend.
Windows show guided selling options pop outs show deal preferences and a button to add product to quote.
A window gives an option to browse products with filters and a pop out shows a quote for a deal.
A window gives a contracts infro with terms, renewal info, and a chart for charge type and a pop out gives options to amend.

Manage the entire contract lifecycle on CRM.

Salesforce Contracts

Go from opportunity to quote to contract more efficiently than ever. Speed up new sales and renewals by allowing reps to create and update contracts at any stage of the customer lifecycle. Enable legal teams to create contract templates and manage clause libraries that can be leveraged by sellers during the contracting process. Improve customer experience by unifying sales, finance, and legal teams with Contract Lifecycle Management on CRM.

A timeline gives the stage of a deal with details and contract lifecycle pop out with the option to generate a contract.

Simplify contract negotiations with automated processes across all business units. Ensure compliance by embedding approvals and contract change actions into sellers' workflow straight from CRM. Collaborate on contract terms with contract redlining. Speed up contract close with prebuilt clause templates, automated approval workflows, and e-signature integration.

A wondow shows a contract draft with suggestions to change, a compliance icon, and an option to send to approver.

Manage every contracting touchpoint — from initial sale to ongoing changes straight from CRM. Reduce system cost and improve data accuracy by unifying contract data. Empower reps to kick off review and approval workflows for renewals or contract changes straight from their opportunity. Ensure contract commitments are fulfilled with obligation management. Give visibility and tailor functional permissions to relevant business functions.

Windows show and option to send a contract for signature, add a recipient, and digitally sign by the customer.
A timeline gives the stage of a deal with details and contract lifecycle pop out with the option to generate a contract.
A wondow shows a contract draft with suggestions to change, a compliance icon, and an option to send to approver.
Windows show and option to send a contract for signature, add a recipient, and digitally sign by the customer.

Bill and collect for any revenue model.

Salesforce Billing

Eliminate point solutions and scale business operations by unifying billing for all sales channels on CRM. Increase revenue by offering customers the option to buy and pay for one-time, subscription, usage, or milestone-based products. Ensure charges are captured across every sales channel with consolidated invoicing. Automate billing for any frequency — monthly, quarterly, or annually — with a built-in invoice scheduler.

Windows show a product's options for pricing source, the amended price, and amendment quote.

Accept any payment method through any payment gateway. Use Salesforce’s native payment gateway or any partner gateway on the AppExchange. Automate electronic payments like ACH and credit cards. Make collections easy with automated customer notifications and dunning process flows.

A window shows an invoice with paid, credits, and balance info and payment center window with an option to pay now.

Offer customers flexibility to make midterm amendments and easily invoice them the prorated balance. Improve customer experiences by ensuring sales, service, and billing agents have access to accurate and up-to-date billing information on CRM at all times.

A window shows an amended invoice with new price, pop outs show the asset with pricing source and the amended quote.
Windows show a product's options for pricing source, the amended price, and amendment quote.
A window shows an invoice with paid, credits, and balance info and payment center window with an option to pay now.
A window shows an amended invoice with new price, pop outs show the asset with pricing source and the amended quote.

Get the most out of your revenue lifecycle management software with partner apps and experts.

Accelerate revenue growth with thousands of prebuilt and consultant offerings on AppExchange. Check them out today.

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Frequently Asked Questions

Revenue lifecycle management software is a tool that helps businesses launch flexible revenue models and manage dynamic customer relationships by automating tasks across the product-to-cash lifecycle on CRM.

The benefits of revenue lifecycle management software includes speed and agility to launch new revenue streams, optimise revenue streams, reduce operational costs, and drive automation at scale. All of these benefits work together to help deliver profitable growth.

To choose the right revenue lifecycle management software, organisations should consider factors such as functionality, ease of use, scalability, integration with other systems, and return on investment.

Revenue optimisation refers to the process of maximising revenue growth by analysing and optimising pricing strategies, sales tactics, and customer acquisition and retention efforts. It is important for businesses to ensure they are capturing the maximum value of their offerings and driving sustainable growth in revenue and profitability.

Revenue optimisation is critical for businesses because it helps them identify opportunities for growth and profitability while ensuring they are capturing the maximum value of their offerings. By optimising pricing strategies, sales tactics, and customer engagement, businesses can achieve sustainable revenue growth and improve their competitive position in the market.

RevOps (or “revenue operations’) is a B2B function that uses automation to help teams make decisions that grow the business. RevOps brings everyone together — from marketing, sales, service, customer success, and finance — around three shared goals: price for better conversion and margin, reduce revenue leakage, and use customer data to identify new revenue opportunities.

Recurring revenue refers to the expected income generated by a business from customers who make regular payments in exchange for continuous access to a product or service. This model is typical in subscription services, memberships, and contracts where payments are made on a periodic basis, like monthly or yearly and is integral to revenue lifecycle management, which involves strategies to maximise revenue throughout the customer relationship.