Agentforce Revenue Management. Engineered for your business.
Agentforce Revenue Management (formerly Salesforce Revenue Cloud) is the unified platform for quote, contract, subscribe, bill, and recognize — with AI agents on every workflow. We design it, ship it, and migrate you off legacy CPQ.
The full revenue lifecycle, on one platform.
Quote-to-cash
CPQ, contracts, orders, billing — unified.
Asset Lifecycle Management
Amendments, renewals, cancellations.
Contract Lifecycle Management
AI redlining, clause libraries, e-sign.
Revenue analytics
Tableau Next: pricing, ARR, orders, billing.
What we ship.
Every time.
Every Agentforce Revenue Management engagement delivers a working revenue system — designed for how your business actually sells, prices, and bills. Documented and handed off so your team can own it.
Automatic quoting
Guided quoting with Agentforce. Suggestions for upgrades and add-ons. Intelligent product bundling. Pricing rules that protect margin.
Product catalogue
Single attribute-based catalogue across all channels. PIM, PLM, and ERP integration. Configurable pricing engine with pre-built frameworks.
Product configurator
Constraint Builder for complex configurations. Point-and-click or code. Reps build accurate products and get quotes out fast.
Asset lifecycle
Manage every product, service, entitlement your customers own. Amend, renew, cancel anytime. Track ARR and NRR accurately.
Contract lifecycle
CLM on CRM. AI-powered clause generation, redlining, pre-approved templates, e-signature, automated approvals. Sales, finance, and legal aligned.
Subscription management
Real-time MRR, ARR, and asset-level visibility. Forecast confidently, spot churn before it happens, identify upsell.
Order orchestration
Break commercial orders into technical fulfillment. Adapt in real time. Integrate with downstream systems. Reduce order fallout.
Revenue analytics
Tableau Next dashboards for pricing, subscription revenue, orders, and billing. Revenue recognition, DSO, invoice health.
Revenue Cloud never lands alone.
A Revenue Management program touches the rest of your Salesforce estate — lead-to-quote handoff, post-sale service, customer self-serve, unified data. Where discovery shows that adjacent Salesforce work is required for the revenue system to actually go live, we scope it into the same fixed-fee engagement — so you're not coordinating a second partner mid-build.
Lead-to-quote hygiene
Opportunity stages, product-to-quote handoff, sales process redesign, forecast alignment — the upstream surface Revenue Cloud depends on.
Post-sale handoff
Case routing, entitlements, asset-driven service. The downstream surface that turns a signed contract into a supportable customer.
Customer & partner portals
Self-serve quoting, renewals, contract access, channel partner pricing — the front-end on top of the revenue system you just built.
Unified customer data
Customer 360 across CRM, billing, product usage, and finance. Powers Agentforce decisions and clean revenue analytics.
Automation & integrations
Approval workflows, ERP / billing / tax / e-sign integrations, custom Apex where native won't carry the weight. Built lean, documented to leave.
Permissions, roles & governance
Sharing model, profiles, permission sets, sandbox & deployment hygiene — the boring work that keeps a complex revenue org healthy after we leave.
// Not a generalist menu. We won't sell you a Service Cloud rollout or a Marketing Cloud campaign as standalone work. Supporting Salesforce capabilities are scoped only when discovery proves they're on the critical path to revenue go-live.
Legacy CPQ →
Agentforce
Revenue Management.
Salesforce CPQ is end-of-sale. We replatform existing orgs without breaking the quarter — pricing, contracts, amendments, and integrations carried over with a tested cutover plan and zero data loss.
Plan your migration →Three shapes.
All fixed-fee.
Every engagement starts with a discovery call. We won't quote until we understand the problem — and we'll tell you up-front if we're not the right partner.
Revenue assessment
A structured audit of your current state — current CPQ setup, billing flow, contract process, data quality. Delivers a written findings report and implementation roadmap.
Net-new build
Full Agentforce Revenue Management implementation: catalogue, pricing, CPQ, contracts, subscriptions, billing setup, analytics, training, and 30-day hypercare.
Legacy CPQ migration
Replatform your existing Salesforce CPQ org to Agentforce Revenue Management. Tested cutover, preserved integrations, zero data loss, parallel-run validation.
Book the
assessment.
Thirty minutes. We look at your current setup, identify what's working, what isn't, and tell you exactly how we'd approach the rebuild — at no cost.