Automate revenue operations on an integrated platform. Deliver seamless buying and selling experiences anywhere transactions take place, and close deals faster with guided quoting and AI. Streamline the quote-to-cash process, from catalogs and pricing to CPQ, contract lifecycle management, orders, and billing – all on the #1 AI CRM.
Create quotes and orders on one revenue platform. Power agent-first quoting, AI-assisted contracts, efficient fulfillment, and accurate billing — across any channel, with any revenue model.
Help sellers create accurate quotes quickly — on any channel — with guided tools and clear workflows. Instantly generate or update a quote with an AI sales agent. Protect revenue with intelligent product bundling and rules that ensure correct pricing. Boost sales with suggestions for upgrades and add-ons.
Streamline your entire sales process with a unified product catalog that all sellers and partners can access. Increase revenue with simplified pricing. Make it easy for everyone to understand with a pricing waterfall. Ensure pricing is accurate and compliant using contracts with derived and contract pricing.
Support quoting for any monetization model — whether it’s one-time, subscription, usage-based, or a mix of models. Improve collaboration between sales and finance teams with accurate quote and order data. Convert more quotes to orders with an integrated revenue platform.
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.
Simplify contract negotiations with automated processes across all business units. Maintain compliance with preapproved templates and save time with AI-powered clause generation and redlining. Speed up contract close with prebuilt clause templates, automated approval workflows, and e-signature integration.
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.
Manage complex order processes at scale, from fulfillment to billing. Orchestrate orders with an intuitive design canvas to break down commercial orders into technical fulfillment orders. Configure orchestration plans that adapt to changes in real time and support seamless integration across downstream systems.
Keep sales order management and finance teams aligned and responsive to save time on manual interventions, and deliver products faster. Meet service level agreements with the right visibility into the order, dependencies, and fulfillment.
Automate tasks for fulfillment, compensation, revenue recognition, and billing. Set up workflows that respond in real time to events or exceptions. Put in place execution and enrichment rules to customize plans for handling each part of an order accurately.
Eliminate point solutions and scale business operations by unifying billing for all sales channels on CRM. Ensure invoices are calculated for any frequency — monthly, quarterly, or annually — with a built-in invoice scheduler. Capture charges across every sales channel with consolidated invoicing. Optimize data storage and retrieval processes for invoice lines and credit memo lines.
Seamlessly manage metered usage products — from product selection through to post-purchase adjustments — with a flexible subscription manager. Provide for adjustable allowances, flexible rate tiers, and tailored usage terms. Empower customers to easily adjust allowances or cancel services through any channel.
Accept any payment method through a preferred payment gateway. Automate electronic payments like ACH and credit cards. Make collections easy with automated customer notifications and dunning process flows. Support financial reconciliation with a streamlined Salesforce/ERP interface.
Find the right Revenue Cloud edition for your business needs.
We want to keep the sales process advancing, and our reps are seeing the benefit. They see Salesforce as their assistant, and they’re leveraging it throughout the entire sales process.
Adolfo CarrenoSVP, Digital Technologies & Enterprise Architect, PTC
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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.
RevOps (or "revenue operations") is a B2B function that uses sales 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.
The benefits of Revenue Lifecycle Management software includes speed and agility to launch new revenue streams, optimize revenue streams, reduce operational costs, and drive automation at scale. All of these benefits work together to help deliver profitable growth.
Revenue recognition is the process of recording revenue in the accounting records when it's earned, not necessarily when cash is collected. Learn more about the basics of the revenue recognition principle.
To choose the right Revenue Lifecycle Management software, organizations should consider factors such as functionality, ease of use, scalability, integration with other systems, and return on investment.
Revenue optimization refers to the process of maximizing revenue growth by analyzing and optimizing 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 optimization 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 optimizing pricing strategies, sales tactics, and customer engagement, businesses can achieve sustainable revenue growth and improve their competitive position in the market.
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 maximize revenue throughout the customer relationship.
Contract lifecycle management (CLM) is how a company manages a contract from creation to execution and renewal. The goal of CLM is to make sure that contracts are efficient, compliant, and well-managed throughout their entire lifecycle. This process simplifies the handling of agreements from start to finish and helps you maintain better customer relationships.
