Salesforce Revenue Cloud Features
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Catalog Management Centralized product and service catalog with attributes, bundles, and versions to ensure consistent selling across teams. -
Pricing Management Rule-based pricing, volume discounts, and approvals ensure accurate, compliant pricing across all sales channels. -
Configure Price & Quote (CPQ) Guided selling tools help reps configure complex products and generate accurate quotes faster with fewer errors. -
Quote Management Create, revise, and track customer quotes with version control, approvals, and real-time pricing validation. -
Contract Lifecycle Management Automates contract creation, negotiation, approvals, renewals, and storage within a single CRM workflow. -
Order Management Converts approved quotes into orders while managing fulfillment, amendments, cancellations, and order tracking. -
Subscription Management Supports recurring, usage-based, and hybrid billing models with upgrades, downgrades, and renewals. -
Billing & Invoicing Automates invoice generation, billing schedules, and proration to reduce manual effort and billing errors. -
Revenue Recognition Support Provides structured revenue data to support compliance with accounting standards like ASC 606 and IFRS. -
Amendments & Renewals Handles mid-term contract changes, renewals, and expansions while maintaining accurate revenue records. -
Workflow Automation Configurable approval flows for pricing, discounts, and contracts ensure governance without slowing deals. -
Sales Analysis Dashboards and reports track ARR, pipeline health, billing status, and revenue performance in real time. -
AI-Assisted Selling AI agents assist with quoting, renewals, and invoice explanations to improve speed and sales productivity. -
CRM & ERP Integrations Native integrations connect sales, finance, and operations systems to ensure a single source of revenue truth. -
Role-Based Access Control (RBAC) Granular permissions ensure users see and manage only relevant revenue, pricing, and contract data.