Manage Sales Transactions in Agentforce Revenue Management

Empower sales reps to efficiently create and manage all types of sales—including initial, renewal, and amendment—while simplifying the subscription lifecycle. By integrating with tools for product configuration, pricing, and fulfillment, Transaction Management ensures accuracy and reduces manual effort. This results in a more efficient sales cycle, improved pricing accuracy, and an enhanced customer experience.

From a business perspective, the key benefit is the optimization of revenue operations. By automating the end-to-end quote-to-cash process, Transaction Management helps ensure revenue compliance and maximizes the potential of every deal. This creates a single, reliable source of truth for all sales transactions, giving businesses greater insight and control over their revenue streams.

• Begin Using Transaction Management
  Transaction Management simplifies subscription lifecycles while ensuring the integrity of all sales transactions. You can tailor the Agentforce Revenue Management experience by using permission sets and setup instructions to give each user precise access to the features they need.
• Transaction Management Features
  Manage common Transaction Management features across all sales transaction records for your business. Review these configurations to unify pricing, tax, and currency settings across your organization.
• Quotes and Orders in the Agentforce Revenue Management
  Quotes serve as preliminary offers to propose products, services, and their pricing to customers. Sales representatives and partners create and revise multiple quotes before finalizing an order. Orders establish a formal agreement between the business and the customer by detailing the specific products, services, and pricing.
• Ramp Deals in Agentforce Revenue Management
  Use ramp deals for groups to break down a long-term deal into smaller time-based segments, each with different products, quantities, discounts, and price uplifts. Ramp deals for groups make it easier to secure long-term commitments and provide customers with clear, upfront pricing for all terms.
• Sell Usage-Based Products
  Sell products that are billed based on the consumption. When you create quotes and orders, you can view, edit, and reprice the rates, commitments, and grants for resources included in the usage-based products to fit your deal.
• Contracts in Agentforce Revenue Management
  Use contracts in Agentforce Revenue Management to organize and manage customer assets, products, and services throughout their lifecycle.
• Manage Asset Lifecycle in Agentforce Revenue Management
  Track purchased products and services to provide excellent support and build your business relationships. Amend assets to meet changing customer needs, renew them for uninterrupted service, and cancel assets that you no longer require.