[ Agentfo... Reviews ](https://www.g2.com/products/agentforce-revenue-management-formerly-salesforce-revenue-cloud/reviews) [ Agentfo... Reviews ](https://www.g2.com/products/agentforce-revenue-management-formerly-salesforce-revenue-cloud/reviews) # Agentforce Revenue Management (formerly Salesforce Revenue Cloud) Features ##### ## Configuration - cpq (5) Product Catalog Allows users to search, filter, sort and select items to be added to quote Guided Selling Based on answering questions about customers the configurator automatically selects the best fit products Configuration Rules Rules ensure that users select only compatible options and that all required items are included Price Configuration Pricing is displayed during configuration process so that users can quickly see how configuration changes impact the price Visual Configuration Images can be displayed of options to enable users to visualize product options as it is being configured Show More ##### ## Pricing (9) Pricing Flexibility Ability to support multiple pricing models for one-time, recurring, and other items Discounting Ability to manage discounts at quote and line level; ability manage discounts based on volume and customer agreements Commerical Rules Allows rules to be written in commercial process so that users don't make errors in pricing, terms, and other commercial considerations Terms and Conditions Ensure that users automatically include the right terms based on items being quoted Approval Workflow Users can submit quotes, contracts, etc for approval and obtain appropriate approvals quickly Renewals Allows users to renew existing contracts based on contracted pricing and existing assets already owned Standard Price Assign standard monthly and yearly prices to products, plans, and packages Discounts Define standard and custom discounts that can be applied to one or more products and plans Optimization Analyze pricing data to identify opportunities to improve prices. Show More ##### ## Quoting (6) Grouping Ability to easily group items on quotes; apply and manage discounts and pricing by group Version Control Provides abilty for versions to expire, allows users to create new versions, revert to old versions and track changes from version to version Quote Document Generation Generate professional proposals with desired branding, product descriptions, pricing, terms, and visuals in desired format (pdf, xls, word) Ordering Enables users to seemlessly convert quotes to orders with appropriate validations, workflow, and integration Contracts Ability to convert accepted quotes into contracts; set up of required assets and contracts Approval Process Control Manage the process of evaluating documents or requests submitted for approval Show More ##### ## Admin (11) Configuration Ease of Admin Easily build and maintain configurator; flexibility to easily embed all desired business logic Pricing Administration Can easily build and maintain pricing logic required by business Workflow Management Easily build and maintain workflows, misc commercial fields, commercial rules Document Management Ability to easily build, update, customize, and maintain quotes, contracts, and other document outputs Contact Management Manage, organize, and store contact information Discount Management Track products that are for sale at a reduced price or part of coupon promotions Catalog Management Create and manage digital catalog of products/services with their details, specifications, and price Contract/License Management Track, store, and access client contracts or licenses Renewal Management Manage and track the renewal process for various services, subscriptions, contracts, or licenses Price/Margin Management Track and manage the profit margin between the cost of a product and its selling price. Order Management Manage and track customer orders for goods, investments, or any other purchases Show More ##### ## Channels (3) Mobile User Support Supports users working on a mobile devide (phone and/or tablet) Channel Partner Support Provides functionality for channel partners to configure, price, quote and buy products in a self service environment eCommerce End customer users can configure, price, and buy products in a self service environment online Show More ##### ## Platform (8) CRM Integration CRM integration is flexible and easy to maintain Integration API System provides API's that can be used to easily integrate to financial and other 3rd party systems Internationalization System support multiple currencies and languages to enable business in multiple countries Scalability Provides ability for very large quotes, number of products, users, rules, required by enterprise level customers Reporting and Dashboards Easily generate desired reports and dashboard on configurations, pricing, and quoting ERP Integration ERP integration is flexible and easy to maintain Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Third-Party Integrations Set up connections to third-party platforms to improve business processes Show More ##### ## Contract Management Platform Features (14) Contract Creation Users can create new contracts within the platform using built-in document creation features. Customizable Templates Pre-designed layouts that can be customized to match preferences and requirements Contract Editing Relevant contract stakeholders can edit, compare, and revise multiple versions of contracts. Contract Attachments Additional information, such as images, memos, and invoices, can be attached to contracts as supplemental resources. Contract Collaboration Internal and external users are able to collaborate on contracts through a shared web portal with messaging features. Approval Process Contract approvals processes can be streamlined, so that departmental workflows are integrated logically into the system. Notifications & Reminders Receive notifications and schedule reminders with alerts according to contract milestones. Contract Database Contracts can be stored in a central online repository with built in search capabilities. 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. Reporting & Dashboards Enable standard and ad hoc reports of contract statuses and timelines, and access live overviews of contract activities. Government Contracts Contracts specific to government agencies or organizations who deal with government agencies Specialty Contracts An agreement that's only valid if signed by all involved parties, sealed, and delivered Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Third-Party Integrations Set up connections to third-party platforms to improve business processes Show More ##### ## Revenue Optimization (4) At-Risk Customers Identify customers that are more likely to cancel their subscriptions Offer Optimization Optimize product offerings and packages to increase customer loyalty Customer Churn Address customer churn by identifying the causes of cancellations Revenue Forecasting Estimate future changes in revenues per product type or customer category Show More ##### ## Revenue Recognition (9) Usage Tracking Track usage per company, custom time period, or contract Deferred Revenue Track payments received for products that haven't be delivered yet Revenue Accrual Recognition rules to accrue revenue on a daily or monthly basis Revenue Types Support multiple types of revenues, such as recurring and transaction based Revenue Allocation Allows users to allocate revenues to various business entities or departments Reclassification Revenue can be reclassified from one category to another, such as from deferred to earned Compliance Provide compliance with accounting standards for revenue recognition such as ASC 605, 606 and IFRS 15 Scheduling Automatic scheduling to ensure that revenue is recognized at the proper time Revenue Recognition An accounting principle that identifies the specific conditions in which revenue is recognized and determines how to account for it. Show More ##### ## Billing and Payments (3) Payment Terms Provide multiple payment terms per customer or contract Personalized Billing Different types of billing such as: recurring, one time changes, based on number of seats or usage Custom Pricing Manage customer specific pricing as well as coupons, discounts, and gift plans Show More ##### ## Billing (3) Automation Ability to create and send invoices automatically at predefined or custom frequencies. Consolidation Consolidate invoices so customers can make one payment for multiple bills. Adjustments Adjust invoices to handle exceptions and correct errors. Show More ##### ## Dunning (1) Collections Assists users in collecting payments for unpaid invoices. Show More ##### ## Performance (3) Packages Track the financial performance of various types of packages. Discounts Identify the impact of special pricing and discounts on revenue. Plan Changes Monitor plan changes such as upgrades and downgrades, or cancellations. Show More ##### ## Revenue Performance (6) Customer Performance Track revenue performance by customer, customer groups, or demographics Contract Performance Monitor revenues per contract, contract types, or groups of contracts Revenue KPIs Provide revenue KPIs such as Customer Lifetime Value or Net Customer Worth Pricing & Discounting Analyse the impact of special pricing and discounts on revenue Offering Track the performance of bundles, special offers, and other sales incentives Dynamic Pricing Real-time price adjustment for a product or service to reflect changing market conditions, geolocation, customer behavior, etc. Show More ##### ## Revenue Optimization (5) Forecasting Create forecasts to estimate future revenues Promotion Programs Ability to define promotions to increase revenues Pricing Optimization Adjust prices to attract more customers and to improve revenues Re-evaluation Revenue optimization activities can be evaluated on a regular basis Demand Forecasting Forecast customer demand using historical insights and simulations Show More ##### ## Integration (13) ERP and Accounting Standard integration with accounting and ERP software Sales and Marketing Standard integration with sales and marketing software Quote-to-Cash Standard integration with Quote-to-Cash systems APIs Out of the box APIs to integrate with any type of software Accrual Accounting Recognizing income when earned and expenses when incurred regardless of when cash is received or disbursed. Accounting Provide integration with accounting and financial management software Payments Integrates with other payments software ERP Deliver integrations with accounting modules of ERP systems Mobile Payments Clients can submit payments via mobile devices CRM Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system Payments Integrate with payment processing software and payment gateways. Accounting Integrate with financial management systems such as accounting and ERP. CRM & Sales Integrate with software that manages customers, sales, and marekting. Show More ##### ## Customer Requirements (3) Quoting Ability to create custom quotes based on customer requirements. Configuration Allows users to configure products and revise quotes accordingly. Pricing Provide standard pricing options that can be customized by customer. Show More ##### ## Contracts (3) Creation Deliver standard contract templates that can be modified by users. Negotiation Track contract changes made by all parties during negotiation. Execution Implement the final version of the contract, including SLAs. Show More ##### ## Revenue (3) Invoicing Monitor invoices and payments per product, customer, or contract. Matching Match invoices with sales orders, quotes, and contracts. Recognition Perform revenue recognition to ensure that pricing or payment terms are accurate. Show More ##### ## Reporting (3) Dimensions Reports revenue based on various dimensions, such as subscription segments, geographies, or discounts Deferred Revenue Tracks revenue for goods or services that have yet to be collected Revenue Recognition Accurately determines and reports the accounting period when revenues are recognized Show More ##### ## Platform Basics (2) Data Extraction Ability to auto-extract all key contract metadata and clause language. Contract Comparisons Provides document parsing, redlining, and auto-tagging for clause comparisons. Show More ##### ## Artificial Intelligence Capabilities (3) Text Analytics Ability to analyze text within contracts by using pattern recognition. NLP Provides the ability to understand and process human language/s within contracts. OCR Provides OCR capabilities to convert images into digital text (i.e PDFs, TIFFS, etc.). Show More ##### ## Contract Data (6) Data Import Ability to import contracts into a centralized repository. Data Export Provides the ability to export contract data into other systems. Custom Reporting Ability to create reports and dashboards with contract data to provide strategic insights. Clause Identification and Mapping Identifies and classifies paragraphs through AI-driven clause template matching and learning algorithms. Reporting & Dashboards Enable standard and ad hoc reports of contract statuses and timelines, and access live overviews of contract activities. Advanced Contract Analytics Provides advanced, AI-driven contract analytics to optimize all aspects of contract management. Show More ##### ## Contract Creation & Management (4) Contract Creation Users can create new contracts within the platform using built-in document creation features. Contract Templates Create and access templates with to streamline contract creation, taking advantage of pre-written contract clauses and fields. Contract Editing Relevant contract stakeholders can edit, compare, and revise multiple versions of contracts. Contract Attachments Additional information, such as images, memos, and invoices, can be attached to contracts as supplemental resources. Show More ##### ## Collaboration (2) Contract Collaboration Internal and external users are able to collaborate on contracts through a shared web portal with messaging features. Approval Process Contract approvals processes can be streamlined, so that departmental workflows are integrated logically into the system. Show More ##### ## Other Platform Features (5) Notifications & Reminders Receive notifications and schedule reminders with alerts according to contract milestones. Contract Database Contracts can be stored in a central online repository with built in search capabilities. Contract Compliance Identify, assess, and manage all contract risks and ensure the fulfillment of contractual obligations 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. E-Signature Ability to e-sign legally-binding contracts within the same platform. Show More ##### ## Bill Generation (9) Templates Provide standard invoice templates that can be customized by users Digital Billing Ability to convert invoices to digital formats such as PDF Recurring Billing Automatically generates invoices at pre-defined time intervals Hourly Billing Business model that charges based on the amount of time spent on an hourly basis Contingency Billing Business model where clients pay their lawyer a fee only if the case is won/settled successfully Project Billing Business model that bills clients an amount based on the project/task/job performed Multi-Period Recurring Billing Set rebilling periods, charging customers one rate annually or semi-annually, then a better rate afterward, as a subscriber benefit Recurring/Subscription Billing Automated process of charging customers at regular intervals for repeated access or use of a product or service Deferred Billing Buyer isn't billed until the period is up without any interest charges Show More ##### ## Bill Processing (16) Consolidation Allow users to consolidate multiple invoices into one Batch Invoicing Ability to create multiple types of invoices Management Manage invoicing for different types of products or services Compliance Management Track and manage adherence to policies for any service, product, process, or supplier Purchase Order Management Create, send, and track purchase orders and their statuses Document Management Store, manage, and track all electronic documents in a centralized location Email Management Manage, store and organize emails within the system or via third-party apps Client Management Manage contact details and communication with clients Dunning Management Process of automatically notifying clients when payments fail to ensure invoices are paid Master Data Management Verify, organize, manage & store enterprise data assets in a centralized repository Refund Management Oversee the process of issuing refunds Discount Management Track products that are for sale at a reduced price or part of coupon promotions Sales Tax Management Calculation of consumption tax imposed on the sale of goods/services Subscription Management Process of managing customer subscription lifecycle for a recurring service or a product Recurring Invoicing Generate recurring invoices Billing & Invoicing Create, manage, and send invoices or bills to customers Show More ##### ## Order Management (4) Opportunities Manage open opportunities for new or existing customers. Order History Track all open and closed orders by customer, or by product and plan. Upsell & Cross-sell Identify opportunities to upsell and cross sell based on product usage. Renewals Plans can be renewed automatically or manually, when changes are required. Show More ##### ## Products & Plans (7) Packages Track the financial performance of various types of packages. Multi-part Deals Create deals that combine multiple products and plans, with differrent pricing Plan Changes Monitor plan changes such as upgrades and downgrades, or cancellations. Bundles Ability to group standard plans and products to create bundles Sales Tax Management Calculation of consumption tax imposed on the sale of goods/services Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Customizable Reports Alter the layout and content of reports Show More ##### ## Revenue Management (5) Automation Ability to create and send invoices automatically at predefined or custom frequencies. Consolidation Consolidate invoices so customers can make one payment for multiple bills. Adjustments Adjust invoices to handle exceptions and correct errors. Billing Types Provide the option to combine recurring, one-time, and usage based billing Recurring/Subscription Billing Automated process of charging customers at regular intervals for repeated access or use of a product or service Show More ##### ## Generative AI (6) AI Text Summarization Condenses long documents or text into a brief summary. AI Text Generation Allows users to generate text based on a text prompt. AI Text Summarization Condenses long documents or text into a brief summary. AI Text Generation Allows users to generate text based on a text prompt. AI Text Summarization Condenses long documents or text into a brief summary. Generative AI Use AI to generate content in the form of text, images, videos, etc. Show More ##### ## Data Management (3) Updating Updates subscription data automatically at predefined time periods that can be customized by users Data cleansing Processes and cleans subscription data from multiple sources, automatically or on demand Integration Provides integration with subscription billing, subscription management, and other solutions to capture subscription data Show More ##### ## Analysis (4) KPIs Includes standard KPIs such as monthly recurring revenue (MRR) or customer lifetime value (CLTV) Dashboards Dlivers standard dashboards for subscription analysis that can be customized by users Segmentation Allows users to analyze subscription data by product, time period, type of contract, etc. Revenue Optimization Provides insights that can be used to improve sales and revenue Show More ##### ## Generative AI - cpq (3) Dynamic Quoting Generate personalized quotes and proposals that corresponds with each customer's tailored preferences and buying behavior Dynamic Pricing Analyzes data to suggest price adjustments instantly based on competitor pricing, demand, market prices, production costs, and other factors Personalized Sale Recommendations Enhances guided selling by learning customer preferences and suggesting the most suitable products and services based on their individual needs Show More ##### ## Platform - Pricing (19) Dynamic Pricing Allows flexibility for automatically adjusting prices of products or services based on real-time market conditions, competition, demand, or other factors. Customer Segmentation Differentiates pricing by customer type, geography, products, services or sales channel. 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. Price Management Sets prices for new products, updates existing price lists or matrix pricing, and customer-specific pricing including discounts, rebates, and promotions. Price Monitoring Monitors price strategy of competitors to make informed pricing decisions. Approved Workflows Implements role-based controls and streamlines workflows automatically for approving price changes or exceptions. Pricing Analytics Provides visualized reports or dashboards to analyze data of current pricing performance, trends, and opportunities. Omnichannel Pricing Manages price lists to synchronize consistency across multi-channels, products, services, regions, and customer segments. Elasticity-based pricing Calculate the price elasticity of demand by analyzing pricing and market data to find the most optimal price points eCommerce Management Has a built-in eCommerce system or integrates with third-party systems to manage online sale of products Inventory Management Track and manage inventory levels to maintain proper supply Price/Margin Management Track and manage the profit margin between the cost of a product and its selling price. Promotions Management Design, communicate, and distribute incentives to perform a specific action Product Data Management Capture, organize and track product-specific data and information in a centralized location Real-Time Monitoring Active monitoring of systems, applications, or networks Visual Analytics Interact with data visualization elements, such as charts and graphs, to drill down into data Predictive Analytics Predict future data based on historical data sets Real-Time Analytics Analyze and gain insights into data in real-time Reporting/Analytics View and track pertinent metrics to find patterns and gain insights from data Show More ##### ## Integration - Pricing (3) ERP Integration Allows ERP integration, and is flexible and easy to maintain. Integration API Provides API's that can be used to easily integrate to other third party systems or software applications. CRM Integration Allows CRM integration, and is flexible and easy to maintain. Show More ##### ## Artificial Intelligence - Pricing (4) Price Optimization Optimizes prices automatically from adapting to market changes, analyzing historical data, and predicting outcomes of various pricing scenarios for maximizing revenue. Personalized Pricing Offers personalized prices and promotions to different customer segments based on their individual preferences, behavior, or purchase history. Real-time Insights Provides intelligent pricing insights and analysis with data-driven recommendations. Promotion Optimization Assess and optimize pricing markdowns, special offers, or other promos Show More ##### ## Agentic AI - Subscription Management (8) Autonomous Task Execution Capability to perform complex tasks without constant human input Cross-system Integration Works across multiple software systems or databases Adaptive Learning Improves performance based on feedback and experience Natural Language Interaction Engages in human-like conversation for task delegation Decision Making Makes informed choices based on available data and objectives Accounting Integration Integrate with a third-party accounting system Third-Party Integrations Set up connections to third-party platforms to improve business processes Multi-Language Manage and support multiple languages Show More ##### ## Agentic AI - Subscription Analytics (5) Autonomous Task Execution Capability to perform complex tasks without constant human input Multi-step Planning Ability to break down and plan multi-step processes Cross-system Integration Works across multiple software systems or databases Adaptive Learning Improves performance based on feedback and experience Decision Making Makes informed choices based on available data and objectives Show More ##### ## Agentic AI - Contract Management (1) Autonomous Task Execution Capability to perform complex tasks without constant human input Show More ##### ## Agentic AI - Pricing (6) Autonomous Task Execution Capability to perform complex tasks without constant human input Cross-system Integration Works across multiple software systems or databases Adaptive Learning Improves performance based on feedback and experience Natural Language Interaction Engages in human-like conversation for task delegation Machine Learning Enable businesses to implement machine learning algorithms on business data such as sales and revenue Third-Party Integrations Set up connections to third-party platforms to improve business processes Show More ##### ## Agentic AI - Subscription Billing (6) Autonomous Task Execution Capability to perform complex tasks without constant human input Multi-step Planning Ability to break down and plan multi-step processes Cross-system Integration Works across multiple software systems or databases Adaptive Learning Improves performance based on feedback and experience Third-Party Integrations Set up connections to third-party platforms to improve business processes Accounting Integration Integrate with a third-party accounting system Show More ##### ## Agentic AI - Contract Lifecycle Management (CLM) (6) Autonomous Task Execution Capability to perform complex tasks without constant human input Cross-system Integration Works across multiple software systems or databases Adaptive Learning Improves performance based on feedback and experience Natural Language Interaction Engages in human-like conversation for task delegation Proactive Assistance Anticipates needs and offers suggestions without prompting Decision Making Makes informed choices based on available data and objectives Show More ##### ## Agentic AI - Billing (1) Autonomous Task Execution Capability to perform complex tasks without constant human input Show More ##### ## Additional Functionality (286) File Encryption Encrypts data within the file, which can only be decrypted using a password or encryption key Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Contact Database Centralized database of stakeholders and their contact information such as names, address, phone number etc. Third-Party Integrations Set up connections to third-party platforms to improve business processes AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users File Sharing Public or private sharing of digital files such as documents, audio/video, images, and more Purchasing & Receiving Workflows that help acquire inventory, issue purchase orders and receive and store items in required quantity Multi-Language Manage and support multiple languages Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Customizable Invoices Invoices that can be tailored according to company's branding, payment terms and personalized information Real-Time Reporting Active reporting of data and metrics Credit Card Processing Accept and process credit card transactions Quotes/Estimates Generate quotes or estimates for customers Fraud Detection Identify and prevent suspicious activity Real-Time Data Receive data and information in real time Generative AI Use AI to generate content in the form of text, images, videos, etc. Dynamic Pricing Real-time price adjustment for a product or service to reflect changing market conditions, geolocation, customer behavior, etc. Credit Note Legal document used by sellers & buyers to adjust invoice values in case of wrong billing, damaged goods etc. Duplicate Detection Compare new data with existing records to detect duplicate entries Invoice History Store and view prior invoices for each account/client Reminders Timed notification for any upcoming task, deadline, appointment, or activity Billing Portal Gateway through which end users can view past bills and pay current invoices Accounting Integration Integrate with a third-party accounting system Backup and Recovery Create backups and provide methods to recover deleted/lost data Customizable Branding Add customized logos and colors to align with company branding Bulk Send Process of sending a large number of documents, messages or emails to multiple recipients at once Invoice Creation Create invoices from scratch or have recurring invoices Time & Expense Tracking Log and record hours worked and costs spent to assist in billing and invoicing API Application programming interface that allows for integration with other systems/databases Customizable Reports Alter the layout and content of reports Projections Estimate or forecast of a future scenario based on the study of present trends Multi-Currency Manage and handle various international currencies Event Logs A chronological record of actions or occurrences within a network, software, or process Invoice Processing Creation, processing, verification, and execution of invoices till the payment is made Automated Receipt Matching Match digital receipt images or data with corresponding expense entries Tax Calculation Calculate tax and make deductions on gross income from sources like wages, investments or self-employment Payment Processing Accept, record, and reconcile financial transactions Data Import/Export Import and export data to and from software applications Real-Time Analytics Analyze and gain insights into data in real-time Client Portal Private online space that lets businesses securely share documents and provide information access to clients Email Reminders Reminders sent via email Mobile Access Access software remotely via mobile devices Bank Reconciliation Compare and match accounting/financial records with corresponding bank statements Transaction History Record of all transactions such as purchases, deposits, withdrawals and transfers within a specific period Customer Accounts Record customer information, purchase history, and other notes Customizable Fields Customize data fields to support various needs and use cases PCI Compliance Store, process, and transmit cardholder data in compliance with the Payment Card Industry Data Security Standard (PCI DSS) Audit Trail A record of all activities within the system, including user access, changes made, etc. Multiple Payment Options Process payments via multiple modes directly through the application Self Service Portal Online portal through which end users can access the system, manage tasks, or obtain information ACH Payment Processing Accept electronic bank-to-bank transfers using a network called the Automated Clearing House (ACH) Third-Party Integration Addition of necessary external data, applications, tools, or features Payment Tracking Track sent and received payments, invoices, and bills. Batch Processing Software's ability to perform similar action on multiple similar files simultaneously Approval Workflow Route documents and other data through one or more stakeholders for review and approval For Small Businesses Designed for small businesses Tax Compliance Track tax-related transactions, tax remittance and tax reporting for various groups of employees and contractors Workflow Automation Streamlining repetitive tasks and activities through automated and predefined workflows For Telecommunications Industry Specifically for telecommunications industry Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Customer History Access previous interactions or concerns to maintain customer relationships Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Service Provisioning Allocate necessary resources such as equipment, wiring, and transmission available in a carrier's network. Multi-Currency Manage and handle various international currencies Self Service Portal Online portal through which end users can access the system, manage tasks, or obtain information Pre-Paid Service Services paid in advance before the end of the monthly billing cycle. Product Catalog Present a catalog of inventory that customers can view Generative AI Use AI to generate content in the form of text, images, videos, etc. Configurable Workflow Configure existing workflows to meet your organization's needs Payment Processing Accept, record, and reconcile financial transactions Call Data Records(CDR) Records or detailed document of call data produced by a telephone exchange over telecommunications equipment. API Application programming interface that allows for integration with other systems/databases Flexible Rate Tables Control and set flexible rates that depend on multiple variables and enable rate automation and calculation Audit Trail A record of all activities within the system, including user access, changes made, etc. Customer Accounts Record customer information, purchase history, and other notes CRM Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users For Internet Service Providers (ISP) Companies that provide access to the internet and its related services. Post-Paid Service Services paid in real-time or end of the monthly billing cycle. ACH Payment Processing Accept electronic bank-to-bank transfers using a network called the Automated Clearing House (ACH) Data Import/Export Import and export data to and from software applications Real-Time Analytics Analyze and gain insights into data in real-time Client Portal Private online space that lets businesses securely share documents and provide information access to clients Email Reminders Reminders sent via email Customizable Branding Add customized logos and colors to align with company branding Mobile Access Access software remotely via mobile devices Tax Calculation Calculate tax and make deductions on gross income from sources like wages, investments or self-employment Bank Reconciliation Compare and match accounting/financial records with corresponding bank statements Transaction History Record of all transactions such as purchases, deposits, withdrawals and transfers within a specific period Contact Database Centralized database of stakeholders and their contact information such as names, address, phone number etc. Credit Card Processing Accept and process credit card transactions Customizable Fields Customize data fields to support various needs and use cases Real-Time Data Receive data and information in real time Invoice Processing Creation, processing, verification, and execution of invoices till the payment is made PCI Compliance Store, process, and transmit cardholder data in compliance with the Payment Card Industry Data Security Standard (PCI DSS) Multiple Payment Options Process payments via multiple modes directly through the application Productivity Tools Tools to facilitate the production of information and promote efficiency Point of Sale (POS) Accept and process customer payments for products or services using hardware and software Revenue Management Monitor sales and make necessary adjustment in order to increase demand and revenue Cash Flow Management Monitoring, analysis, and projection of the movement of cash into and out of a business over a specific period Multiple Data Sources Allows users to manage data from a number of sources Recommendations Algorithmically generated suggestions based on user behaviors, preferences, or data patterns to enhance UX, productivity, or engagement Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Billing Rate Management Setting up the amount/charge for per hour of work by a company or professional KPI Monitoring Tracking the status of previously identified performance measurements Inventory Control Monitor product stock levels Billing & Invoicing Create, manage, and send invoices or bills to customers Inventory Management Track and manage inventory levels to maintain proper supply Self Service Portal Online portal through which end users can access the system, manage tasks, or obtain information Behavior Tracking Track visitors'/audience's responses across web pages and other optimized content Status Tracking Track the status over time for a request, process, asset, or transaction Generative AI Use AI to generate content in the form of text, images, videos, etc. Drag & Drop Assemble applications and processes by dragging over and arranging pre-built components Booking Management Create, update, and manage bookings, itineraries, and reservations Multi-Channel Management Manage inventory, communication, marketing, orders & more across warehouses, stores and online channels Financial Management Plan, manage, and track the financial activities of an individual or organization Electronic Payments Electronically collect payments for goods or services Performance Metrics A set of indicators that tracks the performance of networks, applications, systems, teams, etc. Promotions Management Design, communicate, and distribute incentives to perform a specific action Price/Margin Management Track and manage the profit margin between the cost of a product and its selling price. Real-Time Updates Receive system updates as soon as any changes are made Trend Analysis Review data from past periods to reveal recurring tendencies and predict future performance For Airlines Created for use in the aviation and air transportation industry Visual Analytics Interact with data visualization elements, such as charts and graphs, to drill down into data Purchasing & Receiving Workflows that help acquire inventory, issue purchase orders and receive and store items in required quantity Reporting/Analytics View and track pertinent metrics to find patterns and gain insights from data Multi-Currency Manage and handle various international currencies Order Management Manage and track customer orders for goods, investments, or any other purchases Sales Reports Reports specific to sales analysis for trends and strategies Financial Analysis Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk Quotes/Estimates Generate quotes or estimates for customers Third-Party Integration Addition of necessary external data, applications, tools, or features For Hospitality Industry To be used by the hospitality industry Competitive Analysis Evaluating strengths and weaknesses of companies with the same target audience Dashboard Assembly of graphs and charts for visualizing and tracking statistics/metrics Historical Trend Analysis Review data from past periods to reveal recurring tendencies Discount Management Track products that are for sale at a reduced price or part of coupon promotions Inventory Tracking Track and monitor inventory items, such as raw materials, unfinished goods, and ready-to-sell items Customer Management Store and organize information about customers and previous interactions Yield Management Compliance Management Track and manage adherence to policies for any service, product, process, or supplier Invoice Management Captures invoice data and maintains comprehensive records for auditing and reporting purposes AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Recurring/Subscription Billing Automated process of charging customers at regular intervals for repeated access or use of a product or service User Management Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks Price and Cost Calculations Calculate rule-based prices for a product/service Financial Reporting Generate reports to assess the financial performance of an organization Contract/License Management Track, store, and access client contracts or licenses Customizable Rules Rules followed by the software/AI can be configured by users to suit their specific needs Transaction Monitoring Monitor or audit historical and current transactions to analyze customer account activities Cost Tracking Process to track, record, and analyze expenses that occurred over the entire duration of a given project Workflow Management Create, design and manage workflows for repetitive tasks Transaction History Record of all transactions such as purchases, deposits, withdrawals and transfers within a specific period Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Expense Tracking Monitor and record expenses such as purchases or charges incurred Billing & Invoicing Create, manage, and send invoices or bills to customers Data Visualization Graphical representation of data Customizable Fields Customize data fields to support various needs and use cases Revenue Recognition An accounting principle that identifies the specific conditions in which revenue is recognized and determines how to account for it. Cancellation Management Allow customers to cancel their subscription remotely. Real-Time Data Receive data and information in real time Search/Filter Search and filter data across systems to locate required information by entering keywords or certain criteria Summary Reports Contact Database Centralized database of stakeholders and their contact information such as names, address, phone number etc. CRM Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system Customer Profiles Record customer information, purchase history, and other notes Generative AI Use AI to generate content in the form of text, images, videos, etc. Client Portal Private online space that lets businesses securely share documents and provide information access to clients API Application programming interface that allows for integration with other systems/databases Customer Database A collection of customer information such as contact details, demographics, previous interactions, etc. Access Controls/Permissions Define levels of authorization for access to specific files or systems Tax Management Implementation of various strategies to manage tax obligations via planning and maintaining compliance ACH Payment Processing Accept electronic bank-to-bank transfers using a network called the Automated Clearing House (ACH) Usage Tracking/Analytics Track and interpret metrics on the usage of company resources Data Import/Export Import and export data to and from software applications Product Catalog Present a catalog of inventory that customers can view Discount Management Track products that are for sale at a reduced price or part of coupon promotions Revenue Management Monitor sales and make necessary adjustment in order to increase demand and revenue Invoice Management Captures invoice data and maintains comprehensive records for auditing and reporting purposes Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Customizable Branding Add customized logos and colors to align with company branding Billing Rate Management Setting up the amount/charge for per hour of work by a company or professional Customizable Templates Pre-designed layouts that can be customized to match preferences and requirements AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Real-Time Analytics Analyze and gain insights into data in real-time Multi-Currency Manage and handle various international currencies Invoice Processing Creation, processing, verification, and execution of invoices till the payment is made Self Service Portal Online portal through which end users can access the system, manage tasks, or obtain information Subscription Plan Management Manage the subscription plans of all active members Order Management Manage and track customer orders for goods, investments, or any other purchases Customer Accounts Record customer information, purchase history, and other notes Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Real-Time Reporting Active reporting of data and metrics Credit Card Processing Accept and process credit card transactions Reminders Timed notification for any upcoming task, deadline, appointment, or activity Dunning Management Process of automatically notifying clients when payments fail to ensure invoices are paid Subscription Management Process of managing customer subscription lifecycle for a recurring service or a product Enrollments/Onboarding Manage the enrollment and onboarding of all new members and accepted applications Reporting/Analytics View and track pertinent metrics to find patterns and gain insights from data Electronic Signature Digitally sign online documents Full Text Search Search for specific words or phrases within a document or database Data Import/Export Import and export data to and from software applications CRM Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system Audit Management Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws Digital Signature Electronic signing method that validates the authenticity and integrity of a digital document Contract Drafting Create, edit, and revise contracts/written agreements Activity Tracking Track and document all activities across devices, networks, and other systems Customizable Reports Alter the layout and content of reports Sell Side (Customers) An agreement between a buyer and a seller for the sale and delivery of goods or services Task Management Create, manage and track all task activities and progression Renewal Management Manage and track the renewal process for various services, subscriptions, contracts, or licenses Annotations Highlight content and/or make notations about parts of content Workflow Management Create, design and manage workflows for repetitive tasks Data Extraction Automatically retrieve and pull information from documents, websites, images, data sets, and other sources Audit Trail A record of all activities within the system, including user access, changes made, etc. Contract Negotiation Dialogue between two or more parties to resolve points of difference and agree on a set of legally binding terms Drag & Drop Assemble applications and processes by dragging over and arranging pre-built components Document Storage Store and organize documents in a centralized system Customizable Fields Customize data fields to support various needs and use cases AI Redlining The use of AI to automate the process of reviewing, identifying and marking changes in contracts Version Control Track revisions and updates made to files and navigate between different versions Completion Tracking Track the current status and completion of activities, tasks, goals or deliverables via progress indicators Contact Management Manage, organize, and store contact information Access Controls/Permissions Define levels of authorization for access to specific files or systems AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Document Review Review and analyze existing information across documents Customizable Branding Add customized logos and colors to align with company branding Configurable Workflow Configure existing workflows to meet your organization's needs Document Management Store, manage, and track all electronic documents in a centralized location Compliance Tracking Track and report regulatory data to either internal management or external stakeholders Buy Side (Suppliers) An agreement between a business and an external supplier for the delivery of a set of products or services Payment Processing Accept, record, and reconcile financial transactions Price and Cost Calculations Calculate rule-based prices for a product/service Data Visualization Graphical representation of data Rules Engine It is a logic or a condition that executes business rules in a runtime production environment Real-Time Data Receive data and information in real time Quotes/Estimates Generate quotes or estimates for customers Audit Trail A record of all activities within the system, including user access, changes made, etc. Drag & Drop Assemble applications and processes by dragging over and arranging pre-built components Access Controls/Permissions Define levels of authorization for access to specific files or systems Sales Automation Automate processes to manage leads, contacts, opportunities and sales activities Document Storage Store and organize documents in a centralized system AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users CRM Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system Customizable Templates Pre-designed layouts that can be customized to match preferences and requirements Product Configurator Customize the specifications of a finished product to meet the particular needs of a customer Self Service Portal Online portal through which end users can access the system, manage tasks, or obtain information Forecasting Form predictions based on past and present data/trends Bills of Material Material list of manufacturing parts and associated costs Multi-Currency Manage and handle various international currencies Generative AI Use AI to generate content in the form of text, images, videos, etc. Customizable Branding Add customized logos and colors to align with company branding Electronic Signature Digitally sign online documents Document Templates Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Benchmarking Compare key metrics for the business against prominent players in the industry Behavior Tracking Track visitors'/audience's responses across web pages and other optimized content Profitability Analysis Evaluate the degree to which business operations bring monetary gains Real-Time Data Receive data and information in real time Trend Analysis Review data from past periods to reveal recurring tendencies and predict future performance Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Customer Profiles Record customer information, purchase history, and other notes Repricing engine AI-driven algorithms that allow for automatic repricing in real-time Predictive Pricing Models Use simulation models and scenario planning to predict and compare strategy outcomes for prices and promotions Sales Reports Reports specific to sales analysis for trends and strategies AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Sales Trend Analysis Analyze the current state of sales data to accurately understand trends and forecast future sales numbers. Forecasting Form predictions based on past and present data/trends Market Data Analysis Collect & analyze data from multiple sources to get insights into competing products, customer behavior, pricing & marketing strategies Custom Pricing Rules Create custom predefined rules for prices for products and services Multi-Currency Manage and handle various international currencies Product Catalog Present a catalog of inventory that customers can view Competitor Price Tracking Monitor and compare prices for competing products Data Import/Export Import and export data to and from software applications Sales Forecasting Estimate of expected sales revenue within a specific time frame, such as quarterly, monthly or yearly based on past trends and reports. Generative AI Use AI to generate content in the form of text, images, videos, etc. Strategic Planning At a high level, visualize a preferred outcome, define goals and identify specific steps to achieve them Search/Filter Search and filter data across systems to locate required information by entering keywords or certain criteria Cost Analysis Analyze and calculate business costs Scenario Planning Develop potential scenarios to identify risks and opportunities Price Forecasting Form predictions for optimal prices based on past and present data (market data, competitor products, special events, weather, etc.) Price differentiation Create unique pricing based on product, store, geography, or customer segmentation Multi-Store Manage multiple teams and operations from a central location Customizable Reports Alter the layout and content of reports Show More ## Top-Rated Alternatives [ ![DealHub AI](https://images.g2crowd.com/uploads/product/hd_favicon/f0c1d987d9d32ecbd53566c2e7d12dbc/dealhub-ai.svg "DealHub AI") DealHub AI 4.7/5(865) ](https://www.g2.com/products/dealhub-ai/reviews) [ ![Zuora](https://images.g2crowd.com/uploads/product/hd_favicon/579fc4e49b3d3960f93e1bada3a42bc6/zuora-zuora.svg "Zuora") Zuora 3.9/5(311) ](https://www.g2.com/products/zuora-zuora/reviews) [ ![Chargebee](https://images.g2crowd.com/uploads/product/hd_favicon/0a8b20f6346c3def7cb0be7c2fbd8a50/chargebee.svg "Chargebee") Chargebee 4.4/5(990) ](https://www.g2.com/products/chargebee/reviews) [ View All Alternatives ](https://www.g2.com/products/agentforce-revenue-management-formerly-salesforce-revenue-cloud/competitors/alternatives) ## Technology Glossary Features View full feature definition View definitions of the features and discover new technology terms. 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