Salesforce Revenue Cloud Features
What are the features of Salesforce Revenue Cloud?
Configuration - cpq
- Product Catalog
- Guided Selling
- Configuration Rules
- Price Configuration
- Visual Configuration
Pricing
- Pricing Flexibility
- Discounting
- Terms and Conditions
- Approval Workflow
- Renewals
Quoting
- Grouping
- Version Control
- Quote Document Generation
- Ordering
- Contracts
Technology Glossary Features
View definitions of the features and discover new technology terms.
Salesforce Revenue Cloud Categories on G2
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Configuration - cpq
Product Catalog | Based on 517 Salesforce Revenue Cloud reviews and verified by the G2 Product R&D team. Allows users to search, filter, sort and select items to be added to quote | 84% (Based on 517 reviews) | |
Guided Selling | Based on 456 Salesforce Revenue Cloud reviews and verified by the G2 Product R&D team. Based on answering questions about customers the configurator automatically selects the best fit products | 82% (Based on 456 reviews) | |
Configuration Rules | Based on 520 Salesforce Revenue Cloud reviews and verified by the G2 Product R&D team. Rules ensure that users select only compatible options and that all required items are included | 81% (Based on 520 reviews) | |
Price Configuration | Based on 539 Salesforce Revenue Cloud reviews and verified by the G2 Product R&D team. Pricing is displayed during configuration process so that users can quickly see how configuration changes impact the price | 82% (Based on 539 reviews) | |
Visual Configuration | Images can be displayed of options to enable users to visualize product options as it is being configured This feature was mentioned in 538 Salesforce Revenue Cloud reviews. | 81% (Based on 538 reviews) |
Pricing
Pricing Flexibility | Based on 518 Salesforce Revenue Cloud reviews and verified by the G2 Product R&D team. Ability to support multiple pricing models for one-time, recurring, and other items | 79% (Based on 518 reviews) | |
Discounting | Based on 520 Salesforce Revenue Cloud reviews and verified by the G2 Product R&D team. Ability to manage discounts at quote and line level; ability manage discounts based on volume and customer agreements | 78% (Based on 520 reviews) | |
Commerical Rules | Based on 436 Salesforce Revenue Cloud reviews and verified by the G2 Product R&D team. Allows rules to be written in commercial process so that users don't make errors in pricing, terms, and other commercial considerations | 79% (Based on 436 reviews) | |
Terms and Conditions | Based on 488 Salesforce Revenue Cloud reviews and verified by the G2 Product R&D team. Ensure that users automatically include the right terms based on items being quoted | 83% (Based on 488 reviews) | |
Approval Workflow | See feature definition | Based on 524 Salesforce Revenue Cloud reviews and verified by the G2 Product R&D team. Users can submit quotes, contracts, etc for approval and obtain appropriate approvals quickly | 83% (Based on 524 reviews) |
Renewals | Based on 458 Salesforce Revenue Cloud reviews and verified by the G2 Product R&D team. Allows users to renew existing contracts based on contracted pricing and existing assets already owned | 82% (Based on 458 reviews) | |
Standard Price | Assign standard monthly and yearly prices to products, plans, and packages 32 reviewers of Salesforce Revenue Cloud have provided feedback on this feature. | 86% (Based on 32 reviews) | |
Discounts | Define standard and custom discounts that can be applied to one or more products and plans 32 reviewers of Salesforce Revenue Cloud have provided feedback on this feature. | 89% (Based on 32 reviews) | |
Optimization | Analyze pricing data to identify opportunities to improve prices. This feature was mentioned in 31 Salesforce Revenue Cloud reviews. | 84% (Based on 31 reviews) |
Quoting
Grouping | Based on 511 Salesforce Revenue Cloud reviews and verified by the G2 Product R&D team. Ability to easily group items on quotes; apply and manage discounts and pricing by group | 82% (Based on 511 reviews) | |
Version Control | Based on 455 Salesforce Revenue Cloud reviews and verified by the G2 Product R&D team. Provides abilty for versions to expire, allows users to create new versions, revert to old versions and track changes from version to version | 80% (Based on 455 reviews) | |
Quote Document Generation | Based on 534 Salesforce Revenue Cloud reviews and verified by the G2 Product R&D team. Generate professional proposals with desired branding, product descriptions, pricing, terms, and visuals in desired format (pdf, xls, word) | 81% (Based on 534 reviews) | |
Ordering | Based on 451 Salesforce Revenue Cloud reviews and verified by the G2 Product R&D team. Enables users to seemlessly convert quotes to orders with appropriate validations, workflow, and integration | 83% (Based on 451 reviews) | |
Contracts | Based on 490 Salesforce Revenue Cloud reviews and verified by the G2 Product R&D team. Ability to convert accepted quotes into contracts; set up of required assets and contracts | 82% (Based on 490 reviews) |
Admin
Configuration Ease of Admin | Based on 282 Salesforce Revenue Cloud reviews and verified by the G2 Product R&D team. Easily build and maintain configurator; flexibility to easily embed all desired business logic | 77% (Based on 282 reviews) | |
Pricing Administration | Based on 268 Salesforce Revenue Cloud reviews and verified by the G2 Product R&D team. Can easily build and maintain pricing logic required by business | 78% (Based on 268 reviews) | |
Workflow Management | Based on 263 Salesforce Revenue Cloud reviews and verified by the G2 Product R&D team. Easily build and maintain workflows, misc commercial fields, commercial rules | 79% (Based on 263 reviews) | |
Document Management | Based on 265 Salesforce Revenue Cloud reviews and verified by the G2 Product R&D team. Ability to easily build, update, customize, and maintain quotes, contracts, and other document outputs | 78% (Based on 265 reviews) |
Channels
Mobile User Support | Based on 386 Salesforce Revenue Cloud reviews and verified by the G2 Product R&D team. Supports users working on a mobile devide (phone and/or tablet) | 78% (Based on 386 reviews) | |
Channel Partner Support | Based on 364 Salesforce Revenue Cloud reviews and verified by the G2 Product R&D team. Provides functionality for channel partners to configure, price, quote and buy products in a self service environment | 80% (Based on 364 reviews) | |
eCommerce | End customer users can configure, price, and buy products in a self service environment online This feature was mentioned in 341 Salesforce Revenue Cloud reviews. | 81% (Based on 341 reviews) |
Platform
CRM Integration | Based on 268 Salesforce Revenue Cloud reviews and verified by the G2 Product R&D team. CRM integration is flexible and easy to maintain | 87% (Based on 268 reviews) | |
Integration API | Based on 214 Salesforce Revenue Cloud reviews and verified by the G2 Product R&D team. System provides API's that can be used to easily integrate to financial and other 3rd party systems | 84% (Based on 214 reviews) | |
Internationalization | Based on 206 Salesforce Revenue Cloud reviews and verified by the G2 Product R&D team. System support multiple currencies and languages to enable business in multiple countries | 83% (Based on 206 reviews) | |
Scalability | Based on 260 Salesforce Revenue Cloud reviews and verified by the G2 Product R&D team. Provides ability for very large quotes, number of products, users, rules, required by enterprise level customers | 84% (Based on 260 reviews) | |
Reporting and Dashboards | Based on 248 Salesforce Revenue Cloud reviews and verified by the G2 Product R&D team. Easily generate desired reports and dashboard on configurations, pricing, and quoting | 85% (Based on 248 reviews) | |
ERP Integration | ERP integration is flexible and easy to maintain | Not enough data |
Contract Management Platform Features
Contract Creation | Users can create new contracts within the platform using built-in document creation features. | Not enough data | |
Contract Templates | Create and access templates with to streamline contract creation, taking advantage of pre-written contract clauses and fields. | Not enough data | |
Contract Editing | Relevant contract stakeholders can edit, compare, and revise multiple versions of contracts. | Not enough data | |
Contract Attachments | Additional information, such as images, memos, and invoices, can be attached to contracts as supplemental resources. | Not enough data | |
Contract Collaboration | Internal and external users are able to collaborate on contracts through a shared web portal with messaging features. | Not enough data | |
Approval Process | Contract approvals processes can be streamlined, so that departmental workflows are integrated logically into the system. | Not enough data | |
Notifications & Reminders | Receive notifications and schedule reminders with alerts according to contract milestones. | Not enough data | |
Contract Database | Contracts can be stored in a central online repository with built in search capabilities. | Not enough data | |
Integrations / APIs | The contract management platform can integrate with CRM software to associate contracts with customer records, and with CPQ software to feed calculated quote details into the contract. | Not enough data | |
Reporting & Dashboards | Enable standard and ad hoc reports of contract statuses and timelines, and access live overviews of contract activities. | Not enough data |
Revenue Optimization
At-Risk Customers | Based on 19 Salesforce Revenue Cloud reviews. Identify customers that are more likely to cancel their subscriptions | 77% (Based on 19 reviews) | |
Offer Optimization | Optimize product offerings and packages to increase customer loyalty This feature was mentioned in 19 Salesforce Revenue Cloud reviews. | 77% (Based on 19 reviews) | |
Customer Churn | As reported in 19 Salesforce Revenue Cloud reviews. Address customer churn by identifying the causes of cancellations | 81% (Based on 19 reviews) | |
Revenue Forecasting | Estimate future changes in revenues per product type or customer category 19 reviewers of Salesforce Revenue Cloud have provided feedback on this feature. | 83% (Based on 19 reviews) |
Revenue Recognition
Usage Tracking | Track usage per company, custom time period, or contract 19 reviewers of Salesforce Revenue Cloud have provided feedback on this feature. | 89% (Based on 19 reviews) | |
Deferred Revenue | As reported in 19 Salesforce Revenue Cloud reviews. Track payments received for products that haven't be delivered yet | 79% (Based on 19 reviews) | |
Revenue Accrual | Recognition rules to accrue revenue on a daily or monthly basis This feature was mentioned in 18 Salesforce Revenue Cloud reviews. | 81% (Based on 18 reviews) | |
Revenue Types | As reported in 59 Salesforce Revenue Cloud reviews. Support multiple types of revenues, such as recurring and transaction based | 85% (Based on 59 reviews) | |
Revenue Allocation | As reported in 56 Salesforce Revenue Cloud reviews. Allows users to allocate revenues to various business entities or departments | 85% (Based on 56 reviews) | |
Reclassification | Based on 55 Salesforce Revenue Cloud reviews. Revenue can be reclassified from one category to another, such as from deferred to earned | 82% (Based on 55 reviews) | |
Compliance | Provide compliance with accounting standards for revenue recognition such as ASC 605, 606 and IFRS 15 55 reviewers of Salesforce Revenue Cloud have provided feedback on this feature. | 84% (Based on 55 reviews) | |
Scheduling | Automatic scheduling to ensure that revenue is recognized at the proper time This feature was mentioned in 57 Salesforce Revenue Cloud reviews. | 85% (Based on 57 reviews) |
Billing and Payments
Payment Terms | Provide multiple payment terms per customer or contract This feature was mentioned in 19 Salesforce Revenue Cloud reviews. | 80% (Based on 19 reviews) | |
Personalized Billing | Based on 18 Salesforce Revenue Cloud reviews. Different types of billing such as: recurring, one time changes, based on number of seats or usage | 80% (Based on 18 reviews) | |
Custom Pricing | Manage customer specific pricing as well as coupons, discounts, and gift plans This feature was mentioned in 19 Salesforce Revenue Cloud reviews. | 82% (Based on 19 reviews) |
Billing
Automation | Based on 81 Salesforce Revenue Cloud reviews and verified by the G2 Product R&D team. Ability to create and send invoices automatically at predefined or custom frequencies. | 86% (Based on 81 reviews) | |
Consolidation | Based on 83 Salesforce Revenue Cloud reviews and verified by the G2 Product R&D team. Consolidate invoices so customers can make one payment for multiple bills. | 85% (Based on 83 reviews) | |
Adjustments | Based on 77 Salesforce Revenue Cloud reviews and verified by the G2 Product R&D team. Adjust invoices to handle exceptions and correct errors. | 81% (Based on 77 reviews) |
Dunning
Collections | Based on 70 Salesforce Revenue Cloud reviews and verified by the G2 Product R&D team. Assists users in collecting payments for unpaid invoices. | 83% (Based on 70 reviews) |
Performance
Packages | Based on 79 Salesforce Revenue Cloud reviews and verified by the G2 Product R&D team. Track the financial performance of various types of packages. | 83% (Based on 79 reviews) | |
Discounts | Based on 84 Salesforce Revenue Cloud reviews and verified by the G2 Product R&D team. Identify the impact of special pricing and discounts on revenue. | 84% (Based on 84 reviews) | |
Plan Changes | Based on 83 Salesforce Revenue Cloud reviews and verified by the G2 Product R&D team. Monitor plan changes such as upgrades and downgrades, or cancellations. | 83% (Based on 83 reviews) |
Revenue Performance
Customer Performance | Based on 58 Salesforce Revenue Cloud reviews. Track revenue performance by customer, customer groups, or demographics | 88% (Based on 58 reviews) | |
Contract Performance | Monitor revenues per contract, contract types, or groups of contracts 57 reviewers of Salesforce Revenue Cloud have provided feedback on this feature. | 86% (Based on 57 reviews) | |
Revenue KPIs | As reported in 55 Salesforce Revenue Cloud reviews. Provide revenue KPIs such as Customer Lifetime Value or Net Customer Worth | 84% (Based on 55 reviews) | |
Pricing & Discounting | Analyse the impact of special pricing and discounts on revenue This feature was mentioned in 57 Salesforce Revenue Cloud reviews. | 86% (Based on 57 reviews) | |
Offering | Track the performance of bundles, special offers, and other sales incentives 57 reviewers of Salesforce Revenue Cloud have provided feedback on this feature. | 87% (Based on 57 reviews) |
Revenue Optimization
Forecasting | Create forecasts to estimate future revenues 57 reviewers of Salesforce Revenue Cloud have provided feedback on this feature. | 87% (Based on 57 reviews) | |
Promotion Programs | As reported in 57 Salesforce Revenue Cloud reviews. Ability to define promotions to increase revenues | 82% (Based on 57 reviews) | |
Pricing Optimization | Adjust prices to attract more customers and to improve revenues 55 reviewers of Salesforce Revenue Cloud have provided feedback on this feature. | 83% (Based on 55 reviews) | |
Re-evaluation | Based on 53 Salesforce Revenue Cloud reviews. Revenue optimization activities can be evaluated on a regular basis | 83% (Based on 53 reviews) |
Integration
ERP and Accounting | Standard integration with accounting and ERP software 54 reviewers of Salesforce Revenue Cloud have provided feedback on this feature. | 84% (Based on 54 reviews) | |
Sales and Marketing | Standard integration with sales and marketing software 55 reviewers of Salesforce Revenue Cloud have provided feedback on this feature. | 89% (Based on 55 reviews) | |
Quote-to-Cash | Based on 57 Salesforce Revenue Cloud reviews. Standard integration with Quote-to-Cash systems | 86% (Based on 57 reviews) | |
APIs | Out of the box APIs to integrate with any type of software 55 reviewers of Salesforce Revenue Cloud have provided feedback on this feature. | 82% (Based on 55 reviews) | |
Accounting | Provide integration with accounting and financial management software This feature was mentioned in 66 Salesforce Revenue Cloud reviews. | 85% (Based on 66 reviews) | |
Payments | As reported in 68 Salesforce Revenue Cloud reviews. Integrates with other payments software | 83% (Based on 68 reviews) | |
ERP | As reported in 66 Salesforce Revenue Cloud reviews. Deliver integrations with accounting modules of ERP systems | 83% (Based on 66 reviews) | |
Payments | As reported in 32 Salesforce Revenue Cloud reviews. Integrate with payment processing software and payment gateways. | 85% (Based on 32 reviews) | |
Accounting | Integrate with financial management systems such as accounting and ERP. 31 reviewers of Salesforce Revenue Cloud have provided feedback on this feature. | 89% (Based on 31 reviews) | |
CRM & Sales | As reported in 32 Salesforce Revenue Cloud reviews. Integrate with software that manages customers, sales, and marekting. | 91% (Based on 32 reviews) |
Customer Requirements
Quoting | Ability to create custom quotes based on customer requirements. 96 reviewers of Salesforce Revenue Cloud have provided feedback on this feature. | 86% (Based on 96 reviews) | |
Configuration | Allows users to configure products and revise quotes accordingly. 91 reviewers of Salesforce Revenue Cloud have provided feedback on this feature. | 84% (Based on 91 reviews) | |
Pricing | As reported in 93 Salesforce Revenue Cloud reviews. Provide standard pricing options that can be customized by customer. | 83% (Based on 93 reviews) |
Contracts
Creation | Deliver standard contract templates that can be modified by users. This feature was mentioned in 91 Salesforce Revenue Cloud reviews. | 85% (Based on 91 reviews) | |
Negotiation | Based on 86 Salesforce Revenue Cloud reviews. Track contract changes made by all parties during negotiation. | 85% (Based on 86 reviews) | |
Execution | As reported in 91 Salesforce Revenue Cloud reviews. Implement the final version of the contract, including SLAs. | 83% (Based on 91 reviews) |
Revenue
Invoicing | Based on 96 Salesforce Revenue Cloud reviews. Monitor invoices and payments per product, customer, or contract. | 87% (Based on 96 reviews) | |
Matching | Match invoices with sales orders, quotes, and contracts. 96 reviewers of Salesforce Revenue Cloud have provided feedback on this feature. | 83% (Based on 96 reviews) | |
Recognition | Perform revenue recognition to ensure that pricing or payment terms are accurate. This feature was mentioned in 95 Salesforce Revenue Cloud reviews. | 84% (Based on 95 reviews) |
Reporting
Dimensions | Based on 29 Salesforce Revenue Cloud reviews and verified by the G2 Product R&D team. Reports revenue based on various dimensions, such as subscription segments, geographies, or discounts | 82% (Based on 29 reviews) | |
Deferred Revenue | Based on 29 Salesforce Revenue Cloud reviews and verified by the G2 Product R&D team. Tracks revenue for goods or services that have yet to be collected | 86% (Based on 29 reviews) | |
Revenue Recognition | Based on 30 Salesforce Revenue Cloud reviews and verified by the G2 Product R&D team. Accurately determines and reports the accounting period when revenues are recognized | 90% (Based on 30 reviews) |
Platform Basics
Data Extraction | Ability to auto-extract all key contract metadata and clause language. | Not enough data | |
Contract Comparisons | Provides document parsing, redlining, and auto-tagging for clause comparisons. | Not enough data |
Artificial Intelligence Capabilities
Text Analytics | Ability to analyze text within contracts by using pattern recognition. | Not enough data | |
NLP | Provides the ability to understand and process human language/s within contracts. | Not enough data | |
OCR | Provides OCR capabilities to convert images into digital text (i.e PDFs, TIFFS, etc.). | Not enough data |
Contract Data
Data Import | Ability to import contracts into a centralized repository. | Not enough data | |
Data Export | See feature definition | Provides the ability to export contract data into other systems. | Not enough data |
Custom Reporting | Ability to create reports and dashboards with contract data to provide strategic insights. | Not enough data | |
Clause Identification and Mapping | Identifies and classifies paragraphs through AI-driven clause template matching and learning algorithms. | Not enough data | |
Reporting & Dashboards | Enable standard and ad hoc reports of contract statuses and timelines, and access live overviews of contract activities. 48 reviewers of Salesforce Revenue Cloud have provided feedback on this feature. | 82% (Based on 48 reviews) | |
Advanced Contract Analytics | Provides advanced, AI-driven contract analytics to optimize all aspects of contract management. 47 reviewers of Salesforce Revenue Cloud have provided feedback on this feature. | 80% (Based on 47 reviews) |
Contract Creation & Management
Contract Creation | Users can create new contracts within the platform using built-in document creation features. This feature was mentioned in 49 Salesforce Revenue Cloud reviews. | 83% (Based on 49 reviews) | |
Contract Templates | Based on 48 Salesforce Revenue Cloud reviews. Create and access templates with to streamline contract creation, taking advantage of pre-written contract clauses and fields. | 83% (Based on 48 reviews) | |
Contract Editing | Based on 47 Salesforce Revenue Cloud reviews. Relevant contract stakeholders can edit, compare, and revise multiple versions of contracts. | 83% (Based on 47 reviews) | |
Contract Attachments | Based on 47 Salesforce Revenue Cloud reviews. Additional information, such as images, memos, and invoices, can be attached to contracts as supplemental resources. | 84% (Based on 47 reviews) |
Collaboration
Contract Collaboration | As reported in 46 Salesforce Revenue Cloud reviews. Internal and external users are able to collaborate on contracts through a shared web portal with messaging features. | 81% (Based on 46 reviews) | |
Approval Process | Contract approvals processes can be streamlined, so that departmental workflows are integrated logically into the system. This feature was mentioned in 48 Salesforce Revenue Cloud reviews. | 86% (Based on 48 reviews) |
Other Platform Features
Notifications & Reminders | As reported in 48 Salesforce Revenue Cloud reviews. Receive notifications and schedule reminders with alerts according to contract milestones. | 83% (Based on 48 reviews) | |
Contract Database | Contracts can be stored in a central online repository with built in search capabilities. 47 reviewers of Salesforce Revenue Cloud have provided feedback on this feature. | 80% (Based on 47 reviews) | |
Contract Compliance | Identify, assess, and manage all contract risks and ensure the fulfillment of contractual obligations This feature was mentioned in 46 Salesforce Revenue Cloud reviews. | 83% (Based on 46 reviews) | |
Integrations / APIs | As reported in 46 Salesforce Revenue Cloud reviews. The contract management platform can integrate with CRM software to associate contracts with customer records, and with CPQ software to feed calculated quote details into the contract. | 81% (Based on 46 reviews) | |
E-Signature | Ability to e-sign legally-binding contracts within the same platform. This feature was mentioned in 47 Salesforce Revenue Cloud reviews. | 86% (Based on 47 reviews) |
Bill Generation
Templates | As reported in 65 Salesforce Revenue Cloud reviews. Provide standard invoice templates that can be customized by users | 85% (Based on 65 reviews) | |
Digital Billing | Ability to convert invoices to digital formats such as PDF This feature was mentioned in 67 Salesforce Revenue Cloud reviews. | 86% (Based on 67 reviews) | |
Recurring Billing | As reported in 68 Salesforce Revenue Cloud reviews. Automatically generates invoices at pre-defined time intervals | 85% (Based on 68 reviews) |
Bill Processing
Consolidation | Allow users to consolidate multiple invoices into one This feature was mentioned in 66 Salesforce Revenue Cloud reviews. | 83% (Based on 66 reviews) | |
Batch Invoicing | As reported in 66 Salesforce Revenue Cloud reviews. Ability to create multiple types of invoices | 85% (Based on 66 reviews) | |
Management | Manage invoicing for different types of products or services 66 reviewers of Salesforce Revenue Cloud have provided feedback on this feature. | 84% (Based on 66 reviews) |
Order Management
Opportunities | Manage open opportunities for new or existing customers. 32 reviewers of Salesforce Revenue Cloud have provided feedback on this feature. | 88% (Based on 32 reviews) | |
Order History | Track all open and closed orders by customer, or by product and plan. This feature was mentioned in 33 Salesforce Revenue Cloud reviews. | 86% (Based on 33 reviews) | |
Upsell & Cross-sell | Based on 32 Salesforce Revenue Cloud reviews. Identify opportunities to upsell and cross sell based on product usage. | 83% (Based on 32 reviews) | |
Renewals | Plans can be renewed automatically or manually, when changes are required. This feature was mentioned in 33 Salesforce Revenue Cloud reviews. | 85% (Based on 33 reviews) |
Products & Plans
Packages | As reported in 30 Salesforce Revenue Cloud reviews. Track the financial performance of various types of packages. | 83% (Based on 30 reviews) | |
Multi-part Deals | Based on 32 Salesforce Revenue Cloud reviews. Create deals that combine multiple products and plans, with differrent pricing | 83% (Based on 32 reviews) | |
Plan Changes | As reported in 31 Salesforce Revenue Cloud reviews. Monitor plan changes such as upgrades and downgrades, or cancellations. | 82% (Based on 31 reviews) | |
Bundles | Ability to group standard plans and products to create bundles This feature was mentioned in 31 Salesforce Revenue Cloud reviews. | 88% (Based on 31 reviews) |
Revenue Management
Automation | Ability to create and send invoices automatically at predefined or custom frequencies. This feature was mentioned in 32 Salesforce Revenue Cloud reviews. | 86% (Based on 32 reviews) | |
Consolidation | Based on 32 Salesforce Revenue Cloud reviews. Consolidate invoices so customers can make one payment for multiple bills. | 85% (Based on 32 reviews) | |
Adjustments | As reported in 31 Salesforce Revenue Cloud reviews. Adjust invoices to handle exceptions and correct errors. | 83% (Based on 31 reviews) | |
Billing Types | As reported in 32 Salesforce Revenue Cloud reviews. Provide the option to combine recurring, one-time, and usage based billing | 81% (Based on 32 reviews) |
Generative AI
AI Text Summarization | Condenses long documents or text into a brief summary. | Not enough data | |
AI Text Generation | As reported in 27 Salesforce Revenue Cloud reviews. Allows users to generate text based on a text prompt. | 79% (Based on 27 reviews) | |
AI Text Summarization | Based on 26 Salesforce Revenue Cloud reviews. Condenses long documents or text into a brief summary. | 81% (Based on 26 reviews) | |
AI Text Generation | Allows users to generate text based on a text prompt. | Not enough data | |
AI Text Summarization | Condenses long documents or text into a brief summary. | Not enough data |
Data Management
Updating | Updates subscription data automatically at predefined time periods that can be customized by users | Not enough data | |
Data cleansing | Processes and cleans subscription data from multiple sources, automatically or on demand | Not enough data | |
Integration | Provides integration with subscription billing, subscription management, and other solutions to capture subscription data | Not enough data |
Analysis
KPIs | Includes standard KPIs such as monthly recurring revenue (MRR) or customer lifetime value (CLTV) | Not enough data | |
Dashboards | Dlivers standard dashboards for subscription analysis that can be customized by users | Not enough data | |
Segmentation | Allows users to analyze subscription data by product, time period, type of contract, etc. | Not enough data | |
Revenue Optimization | Provides insights that can be used to improve sales and revenue | Not enough data |
Generative AI - cpq
Dynamic Quoting | Generate personalized quotes and proposals that corresponds with each customer's tailored preferences and buying behavior | Not enough data | |
Dynamic Pricing | Analyzes data to suggest price adjustments instantly based on competitor pricing, demand, market prices, production costs, and other factors | Not enough data | |
Personalized Sale Recommendations | Enhances guided selling by learning customer preferences and suggesting the most suitable products and services based on their individual needs | Not enough data |
Platform - Pricing
Dynamic Pricing | Allows flexibility for automatically adjusting prices of products or services based on real-time market conditions, competition, demand, or other factors. | Not enough data | |
Customer Segmentation | Differentiates pricing by customer type, geography, products, services or sales channel. | Not enough data | |
Price Execution | Performs complex price calculations and delivers prices directly into front-end sales and commerce systems, such as CPQ tools, CRMs, ERPs, and eCommerce platforms. | Not enough data | |
Price Management | Sets prices for new products, updates existing price lists or matrix pricing, and customer-specific pricing including discounts, rebates, and promotions. | Not enough data | |
Price Monitoring | Monitors price strategy of competitors to make informed pricing decisions. | Not enough data | |
Approved Workflows | Implements role-based controls and streamlines workflows automatically for approving price changes or exceptions. | Not enough data | |
Pricing Analytics | Provides visualized reports or dashboards to analyze data of current pricing performance, trends, and opportunities. | Not enough data | |
Omnichannel Pricing | Manages price lists to synchronize consistency across multi-channels, products, services, regions, and customer segments. | Not enough data |
Integration - Pricing
ERP Integration | Allows ERP integration, and is flexible and easy to maintain. | Not enough data | |
Integration API | Provides API's that can be used to easily integrate to other third party systems or software applications. | Not enough data | |
CRM Integration | Allows CRM integration, and is flexible and easy to maintain. | Not enough data |
Artificial Intelligence - Pricing
Price Optimization | Optimizes prices automatically from adapting to market changes, analyzing historical data, and predicting outcomes of various pricing scenarios for maximizing revenue. | Not enough data | |
Personalized Pricing | Offers personalized prices and promotions to different customer segments based on their individual preferences, behavior, or purchase history. | Not enough data | |
Real-time Insights | Provides intelligent pricing insights and analysis with data-driven recommendations. | Not enough data |
Agentic AI - Subscription Management
Autonomous Task Execution | Capability to perform complex tasks without constant human input | Not enough data | |
Cross-system Integration | Works across multiple software systems or databases | Not enough data | |
Adaptive Learning | Improves performance based on feedback and experience | Not enough data | |
Natural Language Interaction | Engages in human-like conversation for task delegation | Not enough data | |
Decision Making | Makes informed choices based on available data and objectives | Not enough data |
Agentic AI - Subscription Analytics
Autonomous Task Execution | Capability to perform complex tasks without constant human input | Not enough data | |
Multi-step Planning | Ability to break down and plan multi-step processes | Not enough data | |
Cross-system Integration | Works across multiple software systems or databases | Not enough data | |
Adaptive Learning | Improves performance based on feedback and experience | Not enough data | |
Decision Making | Makes informed choices based on available data and objectives | Not enough data |
Agentic AI - Contract Management
Autonomous Task Execution | Capability to perform complex tasks without constant human input | Not enough data |
Agentic AI - Pricing
Autonomous Task Execution | Capability to perform complex tasks without constant human input | Not enough data | |
Cross-system Integration | Works across multiple software systems or databases | Not enough data | |
Adaptive Learning | Improves performance based on feedback and experience | Not enough data | |
Natural Language Interaction | Engages in human-like conversation for task delegation | Not enough data |
Agentic AI - Subscription Billing
Autonomous Task Execution | Capability to perform complex tasks without constant human input | Not enough data | |
Multi-step Planning | Ability to break down and plan multi-step processes | Not enough data | |
Cross-system Integration | Works across multiple software systems or databases | Not enough data | |
Adaptive Learning | Improves performance based on feedback and experience | Not enough data |
Agentic AI - Contract Lifecycle Management (CLM)
Autonomous Task Execution | Capability to perform complex tasks without constant human input | Not enough data | |
Cross-system Integration | Works across multiple software systems or databases | Not enough data | |
Adaptive Learning | Improves performance based on feedback and experience | Not enough data | |
Natural Language Interaction | Engages in human-like conversation for task delegation | Not enough data | |
Proactive Assistance | Anticipates needs and offers suggestions without prompting | Not enough data | |
Decision Making | Makes informed choices based on available data and objectives | Not enough data |
Agentic AI - Billing
Autonomous Task Execution | Capability to perform complex tasks without constant human input | Not enough data |
