Salesforce Revenue Cloud Features

Based on 549 Salesforce Revenue Cloud reviews and verified by the G2 Product R&D team. Allows users to search, filter, sort and select items to be added to quote

Based on 489 Salesforce Revenue Cloud reviews and verified by the G2 Product R&D team. Based on answering questions about customers the configurator automatically selects the best fit products

Based on 551 Salesforce Revenue Cloud reviews and verified by the G2 Product R&D team. Rules ensure that users select only compatible options and that all required items are included

Based on 572 Salesforce Revenue Cloud reviews and verified by the G2 Product R&D team. Pricing is displayed during configuration process so that users can quickly see how configuration changes impact the price

Images can be displayed of options to enable users to visualize product options as it is being configured This feature was mentioned in 569 Salesforce Revenue Cloud reviews.

Based on 551 Salesforce Revenue Cloud reviews and verified by the G2 Product R&D team. Ability to support multiple pricing models for one-time, recurring, and other items

Based on 552 Salesforce Revenue Cloud reviews and verified by the G2 Product R&D team. Ability to manage discounts at quote and line level; ability manage discounts based on volume and customer agreements

Based on 466 Salesforce Revenue Cloud reviews and verified by the G2 Product R&D team. Allows rules to be written in commercial process so that users don't make errors in pricing, terms, and other commercial considerations

Based on 518 Salesforce Revenue Cloud reviews and verified by the G2 Product R&D team. Ensure that users automatically include the right terms based on items being quoted

Based on 556 Salesforce Revenue Cloud reviews and verified by the G2 Product R&D team. Users can submit quotes, contracts, etc for approval and obtain appropriate approvals quickly

Based on 489 Salesforce Revenue Cloud reviews and verified by the G2 Product R&D team. Allows users to renew existing contracts based on contracted pricing and existing assets already owned

Based on 35 Salesforce Revenue Cloud reviews. Assign standard monthly and yearly prices to products, plans, and packages

Based on 34 Salesforce Revenue Cloud reviews. Define standard and custom discounts that can be applied to one or more products and plans

Analyze pricing data to identify opportunities to improve prices. 34 reviewers of Salesforce Revenue Cloud have provided feedback on this feature.

Based on 542 Salesforce Revenue Cloud reviews and verified by the G2 Product R&D team. Ability to easily group items on quotes; apply and manage discounts and pricing by group

Based on 486 Salesforce Revenue Cloud reviews and verified by the G2 Product R&D team. Provides abilty for versions to expire, allows users to create new versions, revert to old versions and track changes from version to version

Based on 566 Salesforce Revenue Cloud reviews and verified by the G2 Product R&D team. Generate professional proposals with desired branding, product descriptions, pricing, terms, and visuals in desired format (pdf, xls, word)

Based on 480 Salesforce Revenue Cloud reviews and verified by the G2 Product R&D team. Enables users to seemlessly convert quotes to orders with appropriate validations, workflow, and integration

Based on 521 Salesforce Revenue Cloud reviews and verified by the G2 Product R&D team. Ability to convert accepted quotes into contracts; set up of required assets and contracts

Based on 304 Salesforce Revenue Cloud reviews and verified by the G2 Product R&D team. Easily build and maintain configurator; flexibility to easily embed all desired business logic

Based on 289 Salesforce Revenue Cloud reviews and verified by the G2 Product R&D team. Can easily build and maintain pricing logic required by business

Based on 284 Salesforce Revenue Cloud reviews and verified by the G2 Product R&D team. Easily build and maintain workflows, misc commercial fields, commercial rules

Based on 285 Salesforce Revenue Cloud reviews and verified by the G2 Product R&D team. Ability to easily build, update, customize, and maintain quotes, contracts, and other document outputs

Based on 414 Salesforce Revenue Cloud reviews and verified by the G2 Product R&D team. Supports users working on a mobile devide (phone and/or tablet)

Based on 392 Salesforce Revenue Cloud reviews and verified by the G2 Product R&D team. Provides functionality for channel partners to configure, price, quote and buy products in a self service environment

Based on 369 Salesforce Revenue Cloud reviews. End customer users can configure, price, and buy products in a self service environment online

Based on 289 Salesforce Revenue Cloud reviews and verified by the G2 Product R&D team. CRM integration is flexible and easy to maintain

Based on 235 Salesforce Revenue Cloud reviews and verified by the G2 Product R&D team. System provides API's that can be used to easily integrate to financial and other 3rd party systems

Based on 226 Salesforce Revenue Cloud reviews and verified by the G2 Product R&D team. System support multiple currencies and languages to enable business in multiple countries

Based on 280 Salesforce Revenue Cloud reviews and verified by the G2 Product R&D team. Provides ability for very large quotes, number of products, users, rules, required by enterprise level customers

Based on 269 Salesforce Revenue Cloud reviews and verified by the G2 Product R&D team. Easily generate desired reports and dashboard on configurations, pricing, and quoting

ERP integration is flexible and easy to maintain This feature was mentioned in 24 Salesforce Revenue Cloud reviews.

Users can create new contracts within the platform using built-in document creation features. 12 reviewers of Salesforce Revenue Cloud have provided feedback on this feature.

Create and access templates with to streamline contract creation, taking advantage of pre-written contract clauses and fields. This feature was mentioned in 12 Salesforce Revenue Cloud reviews.

Relevant contract stakeholders can edit, compare, and revise multiple versions of contracts. 12 reviewers of Salesforce Revenue Cloud have provided feedback on this feature.

As reported in 12 Salesforce Revenue Cloud reviews. Additional information, such as images, memos, and invoices, can be attached to contracts as supplemental resources.

As reported in 12 Salesforce Revenue Cloud reviews. Internal and external users are able to collaborate on contracts through a shared web portal with messaging features.

Contract approvals processes can be streamlined, so that departmental workflows are integrated logically into the system. This feature was mentioned in 12 Salesforce Revenue Cloud reviews.

Receive notifications and schedule reminders with alerts according to contract milestones. This feature was mentioned in 12 Salesforce Revenue Cloud reviews.

As reported in 12 Salesforce Revenue Cloud reviews. Contracts can be stored in a central online repository with built in search capabilities.

As reported in 12 Salesforce Revenue Cloud reviews. 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.

Enable standard and ad hoc reports of contract statuses and timelines, and access live overviews of contract activities. This feature was mentioned in 12 Salesforce Revenue Cloud reviews.

Identify customers that are more likely to cancel their subscriptions 23 reviewers of Salesforce Revenue Cloud have provided feedback on this feature.

Optimize product offerings and packages to increase customer loyalty 22 reviewers of Salesforce Revenue Cloud have provided feedback on this feature.

As reported in 22 Salesforce Revenue Cloud reviews. Address customer churn by identifying the causes of cancellations

Estimate future changes in revenues per product type or customer category This feature was mentioned in 22 Salesforce Revenue Cloud reviews.

Based on 22 Salesforce Revenue Cloud reviews. Track usage per company, custom time period, or contract

Based on 22 Salesforce Revenue Cloud reviews. Track payments received for products that haven't be delivered yet

As reported in 21 Salesforce Revenue Cloud reviews. Recognition rules to accrue revenue on a daily or monthly basis

As reported in 67 Salesforce Revenue Cloud reviews. Support multiple types of revenues, such as recurring and transaction based

Allows users to allocate revenues to various business entities or departments 64 reviewers of Salesforce Revenue Cloud have provided feedback on this feature.

Revenue can be reclassified from one category to another, such as from deferred to earned This feature was mentioned in 62 Salesforce Revenue Cloud reviews.

Provide compliance with accounting standards for revenue recognition such as ASC 605, 606 and IFRS 15 62 reviewers of Salesforce Revenue Cloud have provided feedback on this feature.

Based on 64 Salesforce Revenue Cloud reviews. Automatic scheduling to ensure that revenue is recognized at the proper time

Provide multiple payment terms per customer or contract This feature was mentioned in 22 Salesforce Revenue Cloud reviews.

Based on 21 Salesforce Revenue Cloud reviews. Different types of billing such as: recurring, one time changes, based on number of seats or usage

Manage customer specific pricing as well as coupons, discounts, and gift plans 22 reviewers of Salesforce Revenue Cloud have provided feedback on this feature.

Based on 88 Salesforce Revenue Cloud reviews and verified by the G2 Product R&D team. Ability to create and send invoices automatically at predefined or custom frequencies.

Based on 89 Salesforce Revenue Cloud reviews and verified by the G2 Product R&D team. Consolidate invoices so customers can make one payment for multiple bills.

Based on 84 Salesforce Revenue Cloud reviews and verified by the G2 Product R&D team. Adjust invoices to handle exceptions and correct errors.

Based on 77 Salesforce Revenue Cloud reviews and verified by the G2 Product R&D team. Assists users in collecting payments for unpaid invoices.

Based on 86 Salesforce Revenue Cloud reviews and verified by the G2 Product R&D team. Track the financial performance of various types of packages.

Based on 90 Salesforce Revenue Cloud reviews and verified by the G2 Product R&D team. Identify the impact of special pricing and discounts on revenue.

Based on 89 Salesforce Revenue Cloud reviews and verified by the G2 Product R&D team. Monitor plan changes such as upgrades and downgrades, or cancellations.

Track revenue performance by customer, customer groups, or demographics This feature was mentioned in 66 Salesforce Revenue Cloud reviews.

Monitor revenues per contract, contract types, or groups of contracts 65 reviewers of Salesforce Revenue Cloud have provided feedback on this feature.

Provide revenue KPIs such as Customer Lifetime Value or Net Customer Worth This feature was mentioned in 63 Salesforce Revenue Cloud reviews.

Based on 65 Salesforce Revenue Cloud reviews. Analyse the impact of special pricing and discounts on revenue

Track the performance of bundles, special offers, and other sales incentives 64 reviewers of Salesforce Revenue Cloud have provided feedback on this feature.

Based on 65 Salesforce Revenue Cloud reviews. Create forecasts to estimate future revenues

Ability to define promotions to increase revenues 64 reviewers of Salesforce Revenue Cloud have provided feedback on this feature.

Adjust prices to attract more customers and to improve revenues 62 reviewers of Salesforce Revenue Cloud have provided feedback on this feature.

Based on 60 Salesforce Revenue Cloud reviews. Revenue optimization activities can be evaluated on a regular basis

Standard integration with accounting and ERP software 61 reviewers of Salesforce Revenue Cloud have provided feedback on this feature.

Based on 63 Salesforce Revenue Cloud reviews. Standard integration with sales and marketing software

Standard integration with Quote-to-Cash systems 65 reviewers of Salesforce Revenue Cloud have provided feedback on this feature.

As reported in 62 Salesforce Revenue Cloud reviews. Out of the box APIs to integrate with any type of software

Based on 80 Salesforce Revenue Cloud reviews. Provide integration with accounting and financial management software

Integrates with other payments software 81 reviewers of Salesforce Revenue Cloud have provided feedback on this feature.

As reported in 80 Salesforce Revenue Cloud reviews. Deliver integrations with accounting modules of ERP systems

Based on 35 Salesforce Revenue Cloud reviews. Integrate with payment processing software and payment gateways.

Integrate with financial management systems such as accounting and ERP. 34 reviewers of Salesforce Revenue Cloud have provided feedback on this feature.

As reported in 35 Salesforce Revenue Cloud reviews. Integrate with software that manages customers, sales, and marekting.

Based on 103 Salesforce Revenue Cloud reviews. Ability to create custom quotes based on customer requirements.

Allows users to configure products and revise quotes accordingly. This feature was mentioned in 98 Salesforce Revenue Cloud reviews.

Provide standard pricing options that can be customized by customer. This feature was mentioned in 100 Salesforce Revenue Cloud reviews.

Based on 98 Salesforce Revenue Cloud reviews. Deliver standard contract templates that can be modified by users.

Track contract changes made by all parties during negotiation. 93 reviewers of Salesforce Revenue Cloud have provided feedback on this feature.

Based on 98 Salesforce Revenue Cloud reviews. Implement the final version of the contract, including SLAs.

Monitor invoices and payments per product, customer, or contract. This feature was mentioned in 103 Salesforce Revenue Cloud reviews.

As reported in 103 Salesforce Revenue Cloud reviews. Match invoices with sales orders, quotes, and contracts.

Perform revenue recognition to ensure that pricing or payment terms are accurate. This feature was mentioned in 102 Salesforce Revenue Cloud reviews.

Based on 35 Salesforce Revenue Cloud reviews and verified by the G2 Product R&D team. Reports revenue based on various dimensions, such as subscription segments, geographies, or discounts

Based on 35 Salesforce Revenue Cloud reviews and verified by the G2 Product R&D team. Tracks revenue for goods or services that have yet to be collected

Based on 35 Salesforce Revenue Cloud reviews and verified by the G2 Product R&D team. Accurately determines and reports the accounting period when revenues are recognized

Ability to auto-extract all key contract metadata and clause language.

Provides document parsing, redlining, and auto-tagging for clause comparisons.

Ability to analyze text within contracts by using pattern recognition.

Provides the ability to understand and process human language/s within contracts.

Provides OCR capabilities to convert images into digital text (i.e PDFs, TIFFS, etc.).

Ability to import contracts into a centralized repository.

Provides the ability to export contract data into other systems.

Ability to create reports and dashboards with contract data to provide strategic insights.

Identifies and classifies paragraphs through AI-driven clause template matching and learning algorithms.

Based on 51 Salesforce Revenue Cloud reviews. Enable standard and ad hoc reports of contract statuses and timelines, and access live overviews of contract activities.

Provides advanced, AI-driven contract analytics to optimize all aspects of contract management. 50 reviewers of Salesforce Revenue Cloud have provided feedback on this feature.

Users can create new contracts within the platform using built-in document creation features. This feature was mentioned in 52 Salesforce Revenue Cloud reviews.

Based on 51 Salesforce Revenue Cloud reviews. Create and access templates with to streamline contract creation, taking advantage of pre-written contract clauses and fields.

Based on 50 Salesforce Revenue Cloud reviews. Relevant contract stakeholders can edit, compare, and revise multiple versions of contracts.

Additional information, such as images, memos, and invoices, can be attached to contracts as supplemental resources. 50 reviewers of Salesforce Revenue Cloud have provided feedback on this feature.

As reported in 49 Salesforce Revenue Cloud reviews. Internal and external users are able to collaborate on contracts through a shared web portal with messaging features.

As reported in 51 Salesforce Revenue Cloud reviews. Contract approvals processes can be streamlined, so that departmental workflows are integrated logically into the system.

Based on 51 Salesforce Revenue Cloud reviews. Receive notifications and schedule reminders with alerts according to contract milestones.

Based on 50 Salesforce Revenue Cloud reviews. Contracts can be stored in a central online repository with built in search capabilities.

Identify, assess, and manage all contract risks and ensure the fulfillment of contractual obligations This feature was mentioned in 49 Salesforce Revenue Cloud reviews.

Based on 49 Salesforce Revenue Cloud reviews. 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.

Ability to e-sign legally-binding contracts within the same platform. 49 reviewers of Salesforce Revenue Cloud have provided feedback on this feature.

As reported in 79 Salesforce Revenue Cloud reviews. Provide standard invoice templates that can be customized by users

Ability to convert invoices to digital formats such as PDF 81 reviewers of Salesforce Revenue Cloud have provided feedback on this feature.

As reported in 82 Salesforce Revenue Cloud reviews. Automatically generates invoices at pre-defined time intervals

Allow users to consolidate multiple invoices into one 80 reviewers of Salesforce Revenue Cloud have provided feedback on this feature.

As reported in 80 Salesforce Revenue Cloud reviews. Ability to create multiple types of invoices

As reported in 80 Salesforce Revenue Cloud reviews. Manage invoicing for different types of products or services

Manage open opportunities for new or existing customers. This feature was mentioned in 35 Salesforce Revenue Cloud reviews.

Based on 36 Salesforce Revenue Cloud reviews. Track all open and closed orders by customer, or by product and plan.

Identify opportunities to upsell and cross sell based on product usage. 35 reviewers of Salesforce Revenue Cloud have provided feedback on this feature.

As reported in 36 Salesforce Revenue Cloud reviews. Plans can be renewed automatically or manually, when changes are required.

Based on 33 Salesforce Revenue Cloud reviews. Track the financial performance of various types of packages.

Create deals that combine multiple products and plans, with differrent pricing This feature was mentioned in 35 Salesforce Revenue Cloud reviews.

As reported in 34 Salesforce Revenue Cloud reviews. Monitor plan changes such as upgrades and downgrades, or cancellations.

Ability to group standard plans and products to create bundles This feature was mentioned in 34 Salesforce Revenue Cloud reviews.

Ability to create and send invoices automatically at predefined or custom frequencies. This feature was mentioned in 35 Salesforce Revenue Cloud reviews.

As reported in 35 Salesforce Revenue Cloud reviews. Consolidate invoices so customers can make one payment for multiple bills.

Based on 34 Salesforce Revenue Cloud reviews. Adjust invoices to handle exceptions and correct errors.

As reported in 35 Salesforce Revenue Cloud reviews. Provide the option to combine recurring, one-time, and usage based billing

Condenses long documents or text into a brief summary.

Allows users to generate text based on a text prompt. 29 reviewers of Salesforce Revenue Cloud have provided feedback on this feature.

Condenses long documents or text into a brief summary. 28 reviewers of Salesforce Revenue Cloud have provided feedback on this feature.

As reported in 11 Salesforce Revenue Cloud reviews. Allows users to generate text based on a text prompt.

Condenses long documents or text into a brief summary. 11 reviewers of Salesforce Revenue Cloud have provided feedback on this feature.

Updates subscription data automatically at predefined time periods that can be customized by users

Processes and cleans subscription data from multiple sources, automatically or on demand

Provides integration with subscription billing, subscription management, and other solutions to capture subscription data

Includes standard KPIs such as monthly recurring revenue (MRR) or customer lifetime value (CLTV)

Dlivers standard dashboards for subscription analysis that can be customized by users

Allows users to analyze subscription data by product, time period, type of contract, etc.

Provides insights that can be used to improve sales and revenue

Generate personalized quotes and proposals that corresponds with each customer's tailored preferences and buying behavior 30 reviewers of Salesforce Revenue Cloud have provided feedback on this feature.

Based on 30 Salesforce Revenue Cloud reviews. Analyzes data to suggest price adjustments instantly based on competitor pricing, demand, market prices, production costs, and other factors

Enhances guided selling by learning customer preferences and suggesting the most suitable products and services based on their individual needs This feature was mentioned in 29 Salesforce Revenue Cloud reviews.

Allows flexibility for automatically adjusting prices of products or services based on real-time market conditions, competition, demand, or other factors. 10 reviewers of Salesforce Revenue Cloud have provided feedback on this feature.

As reported in 10 Salesforce Revenue Cloud reviews. Differentiates pricing by customer type, geography, products, services or sales channel.

Performs complex price calculations and delivers prices directly into front-end sales and commerce systems, such as CPQ tools, CRMs, ERPs, and eCommerce platforms. 10 reviewers of Salesforce Revenue Cloud have provided feedback on this feature.

As reported in 10 Salesforce Revenue Cloud reviews. Sets prices for new products, updates existing price lists or matrix pricing, and customer-specific pricing including discounts, rebates, and promotions.

Monitors price strategy of competitors to make informed pricing decisions. This feature was mentioned in 10 Salesforce Revenue Cloud reviews.

Implements role-based controls and streamlines workflows automatically for approving price changes or exceptions. 10 reviewers of Salesforce Revenue Cloud have provided feedback on this feature.

Provides visualized reports or dashboards to analyze data of current pricing performance, trends, and opportunities. This feature was mentioned in 10 Salesforce Revenue Cloud reviews.

Manages price lists to synchronize consistency across multi-channels, products, services, regions, and customer segments.

Based on 10 Salesforce Revenue Cloud reviews. Allows ERP integration, and is flexible and easy to maintain.

Based on 10 Salesforce Revenue Cloud reviews. Provides API's that can be used to easily integrate to other third party systems or software applications.

As reported in 10 Salesforce Revenue Cloud reviews. Allows CRM integration, and is flexible and easy to maintain.

As reported in 10 Salesforce Revenue Cloud reviews. Optimizes prices automatically from adapting to market changes, analyzing historical data, and predicting outcomes of various pricing scenarios for maximizing revenue.

Based on 10 Salesforce Revenue Cloud reviews. Offers personalized prices and promotions to different customer segments based on their individual preferences, behavior, or purchase history.

Provides intelligent pricing insights and analysis with data-driven recommendations. This feature was mentioned in 10 Salesforce Revenue Cloud reviews.

Capability to perform complex tasks without constant human input

Works across multiple software systems or databases

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Makes informed choices based on available data and objectives

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Improves performance based on feedback and experience

Makes informed choices based on available data and objectives

Capability to perform complex tasks without constant human input

As reported in 10 Salesforce Revenue Cloud reviews. Capability to perform complex tasks without constant human input

Works across multiple software systems or databases This feature was mentioned in 10 Salesforce Revenue Cloud reviews.

Improves performance based on feedback and experience 10 reviewers of Salesforce Revenue Cloud have provided feedback on this feature.

Engages in human-like conversation for task delegation 10 reviewers of Salesforce Revenue Cloud have provided feedback on this feature.

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Improves performance based on feedback and experience

Capability to perform complex tasks without constant human input

Works across multiple software systems or databases

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Capability to perform complex tasks without constant human input This feature was mentioned in 14 Salesforce Revenue Cloud reviews.