Salesforce Revenue Cloud
Salesforce Revenue Cloud
About Salesforce Revenue Cloud
Automate quotes with Salesforce CPQ. Configure products, price orders, and generate quotes, all with simple clicks. Utilize Guided Selling help sales reps identify the best matched solution to customer needs. Use the Product Configurator to define product bundles, dependencies and exclusions. Identify cross-sell and up-sell opportunities and utilize your Salesforce Product Catalog within Salesforce.
With Salesforce CPQ you can build quotes, proposals, and contracts to meet the requirements of any number of situations—set your terms and conditions to static or dynamic, attach datasheets, add a partner to a sale, show or hide component pricing, or group products by family. All quote documents are created in PDF format so they can be attached to emails with the click of a button. Quotes can also be produced in Microsoft Word and Salesforce CPQ will automatically convert them. All documents you create are stored and tracked for audit logs.
Furthermore, Salesforce CPQ automatically generates renewal quotes based on original quotes and add-on quotes. All renewals are automated from within the Salesforce platform, ensuring you never miss a renewal. The software also provides reporting and dashboards to garner further insight into your CPQ process.
Salesforce CPQ is fully native to the Salesforce platform. Unlike other CPQ apps built on Salesforce, we largely use standard objects and offer a plethora of prebuilt features, ensuring easy scale as your sales processes evolve.
Key benefits of Salesforce Revenue Cloud
• Multiple pricing options - Ensure pricing consistency by setting rules and discounts. Salesforce CPQ can handle volume discounts, percent-of-total subscriptions, pre-negotiated contract pricing, and channel and partner pricing.
• Native app on Salesforce - Built on the Salesforce platform, including the same look, feel, and features as your Salesforce instance; leveraging standard objects and prebuilt features so the solution scales as your business does as opposed to highly customized, hard coded solutions.
• Create volume discount schedules - The software automatically calculates the amount of discount to meet the product quantity.
• Audit trail - The system automatically keeps a log of who sent what and when for auditing, tracking, and compliance.
• Create branded documents - Quote templates are fully customizable and come with a multitude of options.
• Export quotes - Export your quote from Salesforce CPQ in PDF format and attach to emails. Or produce them in Microsoft Word.
• Electronic signature - The software offers easy integration with a number of e-signature partners.
• Automatic order renewal - Renewal opportunities and quotes are automatically generated based on previously validated data.
• Reports and dashboards - Salesforce offers reporting in all generated quotes, follow-up quotes, and expired quotes.
Images
Not sure about Salesforce Revenue Cloud?
Compare with a popular alternative
Starting Price
Pricing Options
Features
Integrations
Ease of Use
Value for Money
Customer Service
Alternatives
Zoho CRM
Pipedrive
Zuora
Moodle
Reviews
Already have Salesforce Revenue Cloud?
Software buyers need your help! Product reviews help the rest of us make great decisions.
- Industry: Chemicals
- Company size: 5,001–10,000 Employees
- Used Weekly for 6-12 months
-
Review Source
Overall rating
- Ease of Use
- Likelihood to recommend 10.0 /10
Salesforce CPQ for managing invoicing process
Reviewed on 2022/10/02
Absolutely delightful - I fully recommend it.
Absolutely delightful - I fully recommend it.
Pros
Salesforce CPQ is absolutely fantastic software to manage the whole invoicing process. The time spent on the invoices management has gone down drastically when using Salesforce CPQ and it is very easy to use. It is used in order to automate Billing and Invoicing, Recurring Payments, Discounts and Order Management. I recommend it to anyone working at the company with complicated invoicing processes. Also the documentation and courses in Trailhead are great!
Cons
The configuration might be quite hard at times, but it is rather because of the fact that the businesses processes are very complex and they are hard to model.
- Industry: Consumer Services
- Company size: 51–200 Employees
- Used Daily for 2+ years
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 6.0 /10
Better for Simpler Pricing Modules
Reviewed on 2021/03/12
Overall its easy to maintain and allows for native SF features which makes it a great add on for...
Overall its easy to maintain and allows for native SF features which makes it a great add on for customers already using Sales Cloud.
Pros
Since this is obviously an SF platform- the ease of implementation is great as well as the fact that there is not a huge learning curve- it operates just as other SF objects.
Cons
It can be very complicated to implement a pricing structure if you do not have a "simple" pricing module. We have tried 3 separate times (& used certified experts and contractors) to try and implement our pricing module and it did not work- I will say our pricing structure is much more complicated than it should be but its still been a huge issue.
- Industry: Pharmaceuticals
- Company size: 51–200 Employees
- Used Daily for 1+ year
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 1.0 /10
Executive Director
Reviewed on 2017/08/18
Ultimately we received no benefit
Ultimately we received no benefit
Pros
Lots of customization options and flexibility. Native to the SalesForce environment. Pricing on a per user basis.
Cons
We spent over 9 months planning and working with a Systems Integration Partner (SIP) recommended by SalesForce. The project involved an Executive sponsor, various team members from different departments, a Project Leader, and our SalesForce Admin. We carefully planned the design of the system and each step of the way worked closely with the SIP but we couldn't get it to work. To many options, rules, settings, etc. We were promised that it wouldn't be hard. WRONG!!!!
WE WASTED VALUABLE STAFF RESOURCES FOR NOTHING! We advised SalesForce of this and they still won't let us out of our 3 year contract even after paying for 1 year of development that netting bupkis. This Software is lots of promises with no ROI.
- Industry: Marketing & Advertising
- Company size: 1,001–5,000 Employees
- Used Daily for 2+ years
-
Review Source
Overall rating
- Ease of Use
- Likelihood to recommend 10.0 /10
Salesforce Revenue Cloud is Top of the Line!
Reviewed on 2024/12/19
Pros
Team oriented software that saves all of the company's info, great software.
Cons
Nothing, everything is great about this service.
- Industry: Civic & Social Organization
- Company size: 11–50 Employees
- Used Daily for 6-12 months
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Salesforce Winner!
Reviewed on 2025/01/08
Fantastic!
Helps me keep on top of my own and my teams quotes and sales to ensure I don't miss...
Fantastic!
Helps me keep on top of my own and my teams quotes and sales to ensure I don't miss oppurtunities
Pros
Allows to manage my own pipeline
Gives an overall view of all sales colleagues activity
Easily transferrable from CRM system (Sage)
Great reporting tools
Allows to track and chase quotes easily
Cons
No prompting or calendar to track sales/quotes
Slightly overpriced
Salesforce Revenue Cloud FAQs
Below are some frequently asked questions for Salesforce Revenue Cloud.Q. What type of pricing plans does Salesforce Revenue Cloud offer?
Salesforce Revenue Cloud offers the following pricing plans:
- Starting from: US$75.00/month
- Pricing model: Free Version, Subscription
- Free Trial: Available
Please contact Salesforce directly for pricing details.
Q. Who are the typical users of Salesforce Revenue Cloud?
Salesforce Revenue Cloud has the following typical customers:
Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000
Q. What languages does Salesforce Revenue Cloud support?
Salesforce Revenue Cloud supports the following languages:
English
Q. Does Salesforce Revenue Cloud support mobile devices?
Salesforce Revenue Cloud supports the following devices:
Q. What other apps does Salesforce Revenue Cloud integrate with?
We do not have any information about what integrations Salesforce Revenue Cloud has
Q. What level of support does Salesforce Revenue Cloud offer?
Salesforce Revenue Cloud offers the following support options:
Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, 24/7 (Live rep), Chat
Related categories
See all software categories found for Salesforce Revenue Cloud.
Contract Management Software
