Compare Agentforce Revenue Management (formerly Salesforce Revenue Cloud) and Planhat 
At a Glance
Market Segments
Mid-Market (45.6% of reviews)
Mid-Market (61.1% of reviews)
Entry-Level Pricing
No pricing available
Custom
Agentforce Revenue Management (formerly Salesforce Revenue Cloud)
Star Rating
(1,498)4.2 out of 5
Market Segments
Mid-Market (45.6% of reviews)
Pros & Cons
Entry-Level Pricing
No pricing available
Learn more about Agentforce Revenue Management (formerly Salesforce Revenue Cloud)Planhat
Star Rating
(887)4.5 out of 5
Market Segments
Mid-Market (61.1% of reviews)
Pros & Cons
Entry-Level Pricing
Custom
Learn more about PlanhatAgentforce Revenue Management (formerly Salesforce Revenue Cloud) vs Planhat
When assessing the two solutions, reviewers found Planhat easier to use, administer, and do business with overall. However, reviewers preferred the ease of set up with Agentforce Revenue Management (formerly Salesforce Revenue Cloud).
- Agentforce Revenue Management (formerly Salesforce Revenue Cloud) and Planhat both meet the requirements of our reviewers at a comparable rate.
- When comparing quality of ongoing product support, reviewers felt that Planhat is the preferred option.
- For feature updates and roadmaps, our reviewers preferred the direction of Planhat over Agentforce Revenue Management (formerly Salesforce Revenue Cloud).
Pricing
Entry-Level Pricing
Agentforce Revenue Management (formerly Salesforce Revenue Cloud)
No pricing availablePlanhat
From Start-up to Enterprise
Custom
Planhat is priced to fit your company size. You can view details here: https://www.planhat.com/pricing/
Free Trial
Agentforce Revenue Management (formerly Salesforce Revenue Cloud)
No trial information availablePlanhat
No trial information availableRatings
Meets Requirements
8.6
969
8.6
736
Ease of Use
8.0
1,069
8.3
744
Ease of Setup
7.6
546
7.5
501
Ease of Admin
7.9
378
8.2
446
Quality of Support
8.3
884
9.2
715
Has the product been a good partner in doing business?
8.6
375
9.3
442
Product Direction (% positive)
7.9
947
9.2
686
Features by Category
Sales Force Automation
Not enough data
8.4
28
Not enough data
7.5
25
Not enough data
7.4
24
Not enough data
8.2
28
Not enough data
6.7
24
Not enough data
8.6
25
Not enough data
7.0
23
Not enough data
6.2
24
Not enough data
6.5
25
Marketing Automation
Not enough data
7.3
27
Not enough data
6.7
26
Not enough data
5.9
25
Not enough data
5.3
25
Customer Support
Not enough data
7.2
27
Not enough data
7.0
28
Not enough data
7.4
28
Not enough data
5.8
24
Not enough data
6.3
24
Reporting & Analytics
Not enough data
7.6
29
Not enough data
7.4
29
Not enough data
7.0
26
Mobile & Social
Not enough data
6.2
24
Not enough data
5.6
23
Not enough data
5.0
23
Platform
Not enough data
8.7
52
Not enough data
8.2
51
Not enough data
8.6
51
Not enough data
7.4
48
Not enough data
5.6
44
Not enough data
6.7
46
Not enough data
8.2
49
Not enough data
7.1
46
Integration
Not enough data
7.7
40
Not enough data
7.8
40
Not enough data
7.4
38
Generative AI
Not enough data
7.0
18
Agentic AI - CRM
Not enough data
6.1
17
Not enough data
6.4
17
Not enough data
6.5
17
Not enough data
5.9
17
Not enough data
6.5
16
Not enough data
6.1
16
Not enough data
6.0
16
Configuration - cpq
8.4
550
|
Verified
Not enough data
8.2
489
|
Verified
Not enough data
8.1
552
|
Verified
Not enough data
8.3
574
|
Verified
Not enough data
8.1
570
Not enough data
Pricing
7.9
552
|
Verified
Not enough data
7.8
553
|
Verified
Not enough data
8.0
467
|
Verified
Not enough data
8.3
519
|
Verified
Not enough data
8.3
557
|
Verified
Not enough data
8.3
490
|
Verified
Not enough data
Quoting
8.3
543
|
Verified
Not enough data
8.0
487
|
Verified
Not enough data
8.2
567
|
Verified
Not enough data
8.3
481
|
Verified
Not enough data
8.2
522
|
Verified
Not enough data
Admin
7.7
304
|
Verified
Not enough data
7.9
289
|
Verified
Not enough data
7.9
284
|
Verified
Not enough data
7.8
285
|
Verified
Not enough data
Channels
7.8
415
|
Verified
Not enough data
8.0
393
|
Verified
Not enough data
8.1
370
Not enough data
Platform
8.7
291
|
Verified
Not enough data
8.4
235
|
Verified
Not enough data
8.2
226
|
Verified
Not enough data
8.4
280
|
Verified
Not enough data
8.5
270
|
Verified
Not enough data
8.7
24
Not enough data
Generative AI - cpq
7.8
30
Not enough data
8.7
30
Not enough data
8.5
29
Not enough data
Customer Information
Not enough data
8.6
556
|
Verified
Not enough data
8.8
549
|
Verified
Not enough data
8.8
560
|
Verified
Not enough data
8.2
545
|
Verified
Not enough data
8.5
513
|
Verified
Not enough data
8.0
489
|
Verified
Not enough data
7.2
420
|
Verified
Predictions
Not enough data
7.9
494
|
Verified
Not enough data
7.4
431
|
Verified
Not enough data
8.3
493
|
Verified
Not enough data
6.6
348
|
Verified
Platform
Not enough data
8.3
545
|
Verified
Not enough data
8.1
517
|
Verified
Not enough data
8.2
489
|
Verified
Not enough data
8.5
496
|
Verified
Not enough data
8.2
521
|
Verified
Not enough data
8.6
518
|
Verified
Not enough data
8.8
508
|
Verified
Not enough data
8.9
475
|
Verified
Not enough data
8.5
518
|
Verified
Not enough data
8.8
521
|
Verified
Generative AI
Not enough data
6.1
170
Not enough data
6.2
173
Agentic AI - Customer Success
Not enough data
6.3
98
Not enough data
6.7
98
Not enough data
6.8
101
Not enough data
6.5
97
Not enough data
6.2
98
Contract Management Platform Features
8.7
13
Not enough data
8.8
12
Not enough data
8.2
12
Not enough data
8.9
12
Not enough data
8.9
12
Not enough data
8.3
12
Not enough data
9.0
12
Not enough data
8.9
12
Not enough data
8.8
12
Not enough data
9.2
12
Not enough data
Generative AI
8.0
11
Not enough data
7.4
11
Not enough data
Agentic AI - Contract Management
9.0
5
Not enough data
Billing and Payments
8.0
22
7.9
80
8.1
21
7.6
68
8.3
22
7.5
74
Revenue Recognition
8.8
22
8.2
97
7.9
22
7.0
69
8.0
21
7.5
74
Revenue Optimization
7.8
23
8.1
103
7.7
22
7.4
78
8.1
22
8.2
106
8.3
22
7.8
92
Billing
8.7
88
|
Verified
Not enough data
8.5
89
|
Verified
Not enough data
8.2
84
|
Verified
Not enough data
Feature Not Available
Not enough data
Dunning
8.3
77
|
Verified
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Not enough data
Performance
8.3
86
|
Verified
Not enough data
8.5
90
|
Verified
Not enough data
8.3
89
|
Verified
Not enough data
Reporting
8.4
35
|
Verified
Not enough data
8.7
35
|
Verified
Not enough data
9.1
35
|
Verified
Not enough data
Agentic AI - Subscription Billing
8.6
6
Not enough data
8.6
6
Not enough data
8.9
6
Not enough data
8.3
6
Not enough data
Revenue Recognition
8.5
67
Not enough data
8.5
64
Not enough data
8.2
62
Not enough data
8.4
62
Not enough data
8.6
64
Not enough data
Revenue Performance
8.7
66
Not enough data
8.7
65
Not enough data
8.5
63
Not enough data
8.6
65
Not enough data
8.6
64
Not enough data
Revenue Optimization
8.7
65
Not enough data
8.2
64
Not enough data
8.3
62
Not enough data
8.3
60
Not enough data
Integration
8.4
61
Not enough data
8.9
63
Not enough data
8.6
65
Not enough data
8.3
62
Not enough data
Product Analytics
Not enough data
8.6
81
Not enough data
8.2
81
Not enough data
8.9
77
Not enough data
7.7
66
Not enough data
8.4
79
Not enough data
8.3
67
Not enough data
8.3
75
Not enough data
8.5
81
Agentic AI - Product Analytics
Not enough data
6.5
19
Not enough data
7.0
18
Not enough data
6.2
17
Not enough data
6.6
18
Behavioral Analytics - Product Analytics
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Platform Infrastructure - Product Analytics
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
AI driven optimization - Product Analytics
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Customer Requirements
8.6
104
Not enough data
8.4
98
Not enough data
8.4
100
Not enough data
Contracts
8.5
98
Not enough data
8.5
93
Not enough data
8.3
98
Not enough data
Revenue
8.7
103
Not enough data
8.4
103
Not enough data
8.4
102
Not enough data
Data Sourcing
Not enough data
8.2
181
Not enough data
8.4
175
Not enough data
6.4
139
Not enough data
7.3
141
Intelligence
Not enough data
6.3
121
Not enough data
6.5
129
Not enough data
6.5
124
Sales Team
Not enough data
7.7
89
Not enough data
7.3
88
Not enough data
8.0
108
Intelligence
Not enough data
7.6
99
Not enough data
7.4
89
Not enough data
7.2
86
Mapping
Not enough data
6.9
84
Not enough data
8.2
99
Agentic AI - Customer Revenue Optimization
Not enough data
7.0
28
Not enough data
7.3
28
Not enough data
7.0
28
Not enough data
7.3
28
Not enough data
6.7
27
Not enough data
7.2
29
Platform Basics
Not enough data
8.0
166
Not enough data
7.9
151
Not enough data
8.2
146
Not enough data
7.7
132
Not enough data
7.8
137
Agentic AI - Customer Journey Mapping
Not enough data
6.4
36
Content
Not enough data
7.2
122
Not enough data
6.8
102
Not enough data
5.7
97
Not enough data
6.2
93
Not enough data
7.1
108
Collaboration
Not enough data
6.5
103
Not enough data
6.3
100
Not enough data
8.0
124
Not enough data
8.0
139
Not enough data
7.3
104
Not enough data
4.7
85
Platform Basics
8.7
9
Not enough data
8.8
8
Not enough data
Artificial Intelligence Capabilities
8.1
8
Not enough data
9.2
8
Not enough data
9.0
8
Not enough data
Contract Data
8.9
9
Not enough data
8.7
9
Not enough data
8.3
9
Not enough data
8.5
9
Not enough data
Generative AI
8.3
8
Not enough data
Contract Creation & Management
8.3
52
Not enough data
8.4
51
Not enough data
8.3
50
Not enough data
8.5
50
Not enough data
Collaboration
8.2
49
Not enough data
8.7
51
Not enough data
Other Platform Features
8.3
51
Not enough data
8.0
50
Not enough data
8.3
49
Not enough data
8.2
49
Not enough data
8.7
49
Not enough data
Contract Data
8.3
51
Not enough data
8.1
50
Not enough data
Generative AI
7.9
29
Not enough data
8.1
28
Not enough data
Agentic AI - Contract Lifecycle Management (CLM)
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Bill Generation
8.6
79
Not enough data
8.7
81
Not enough data
8.6
82
Not enough data
Bill Processing
8.4
80
Not enough data
8.5
80
Not enough data
8.5
80
Not enough data
Integration
8.5
80
Not enough data
8.4
81
Not enough data
8.3
80
Not enough data
Agentic AI - Billing
8.3
14
Not enough data
Order Management
8.7
35
Not enough data
8.7
36
Not enough data
8.2
35
Not enough data
8.6
36
Not enough data
Products & Plans
8.3
33
Not enough data
8.3
35
Not enough data
8.2
34
Not enough data
8.7
34
Not enough data
Pricing
8.6
35
Not enough data
8.9
34
Not enough data
8.4
34
Not enough data
Revenue Management
8.7
35
Not enough data
8.5
35
Not enough data
8.3
34
Not enough data
8.2
35
Not enough data
Integration
8.5
35
Not enough data
8.9
34
Not enough data
9.0
35
Not enough data
Agentic AI - Subscription Management
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Onboarding Setup
Not enough data
8.6
252
Not enough data
8.1
256
Not enough data
8.6
258
Project Tracking
Not enough data
8.2
235
Not enough data
7.7
201
Not enough data
8.0
211
Not enough data
8.4
254
Not enough data
7.9
208
Customer Engagement
Not enough data
7.8
229
Not enough data
8.0
224
Not enough data
7.4
213
Not enough data
8.3
229
Not enough data
8.1
233
Data Management
8.5
8
Not enough data
8.3
8
Not enough data
8.8
8
Not enough data
Analysis
8.8
7
Not enough data
9.4
8
Not enough data
8.8
7
Not enough data
8.8
7
Not enough data
Agentic AI - Subscription Analytics
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Customization - AI Agent Builders
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Functionality - AI Agent Builders
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Data and Analytics - AI Agent Builders
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Integration - AI Agent Builders
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Platform - Pricing
7.3
10
Not enough data
7.0
10
Not enough data
7.3
10
Not enough data
7.8
10
Not enough data
7.3
10
Not enough data
8.2
10
Not enough data
7.3
10
Not enough data
7.2
9
Not enough data
Integration - Pricing
7.0
10
Not enough data
7.0
10
Not enough data
6.5
10
Not enough data
Artificial Intelligence - Pricing
7.5
10
Not enough data
7.3
10
Not enough data
7.9
11
Not enough data
Agentic AI - Pricing
7.0
10
Not enough data
7.3
10
Not enough data
7.2
10
Not enough data
6.5
10
Not enough data
Agentic AI - Accounting & Finance
Not enough data
Not enough data
Functionality
Not enough data
7.6
54
Not enough data
7.4
50
Not enough data
7.5
46
Not enough data
7.2
49
Not enough data
7.2
54
Management
Not enough data
8.1
61
Not enough data
8.3
61
Not enough data
7.2
48
Not enough data
8.2
63
Not enough data
8.1
49
Generative AI
Not enough data
6.4
31
Not enough data
6.6
31
Categories
Categories
Shared Categories
Agentforce Revenue Management (formerly Salesforce Revenue Cloud) and Planhat are categorized as Subscription Revenue Management
Unique Categories
Agentforce Revenue Management (formerly Salesforce Revenue Cloud) is categorized as Contract Lifecycle Management (CLM), Contract Analytics, Quote-to-Cash, Subscription Billing, Revenue Management, Subscription Analytics, Billing, Subscription Management, Pricing, CPQ, and Contract Management
Planhat is categorized as Client Portal, Customer Journey Mapping, Customer Revenue Optimization, Product Analytics, Customer Data Platform (CDP), Customer Success, CRM, Data Quality, AI Agent Builders, and Client Onboarding
Reviews
Reviewers' Company Size
Agentforce Revenue Management (formerly Salesforce Revenue Cloud)
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Planhat
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Small-Business
(50 or fewer emp.)
Mid-Market
(51-1000 emp.)
Enterprise
(> 1000 emp.)
Reviewers' Industry
Computer Software
16.3%
Information Technology and Services
15.1%
Retail
3.1%
Financial Services
3.0%
Telecommunications
2.9%
Other
59.5%
Computer Software
37.7%
Information Technology and Services
18.3%
Marketing and Advertising
7.9%
Education Management
2.5%
E-Learning
2.2%
Other
31.3%
Discussions
How to check how many cpq license in saleforce?
2 Comments
JL
1. Go to Setup | Installed Packages
2. Scroll to the Salesforce CPQ Link
3. Next to the link, there is a link titled "Manage Licenses"
4. Click on that...Read more
Can approvals be completed via email?
2 Comments
JK
Beth, I think it is different for every vendor, so good question. With CallidusCloud CPQ Yes, you can add an “approve” or “reject” link embedded in the email...Read more
How technical does someone need to be to administer SteelBrick CPQ?
2 Comments
Official Response from Agentforce Revenue Management (formerly Salesforce Revenue Cloud)
Since SteelBrick is 100% Native on Salesforce, if you have someone that can administer Salesforce, that person can easily administer SteelBrick CPQ. Read more
How long did it take to implement?
2 Comments
Official Response from Planhat
Comment deleted by user.Read more
It shouldbe good if we can export the changes etc on Playbooks or have a clear idea on NPS score expectations.
1 Comment
Official Response from Planhat
Hi Martha,
Thanks for your question!
We'd love to understand a bit deeper what you are trying to solve so please feel free to reach out to your CSM...Read more
How can I, launch two simultaneos NPScampaings
1 Comment
Official Response from Planhat
Hi Matheus, your CSM will be in touch shortly and help you to set it up :)
Read more
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