Goal: Close & Renew Deals
Transform the buying experience by making it easier and faster to quote, close, bill, and renew.
TIME TO CLOSE THE DEAL!
You’ve put in a ton of hard work and the customer is ready to buy. Don’t leave Salesforce to mess with spreadsheets and drawing up a quote by hand. With Revenue Cloud, you can quote, bill, and renew on the same platform where you sell.
Let’s dive in… click “New Quote.”
A NEW WAY TO QUOTE
Go from hunting information down to having it served up. Salesforce Revenue Cloud pre-populates the customer data you need to start a quote.
Click “Save” to start configuring and pricing products.
EASILY NAVIGATE YOUR PRODUCT CATALOG TO CONFIGURE
Guided selling asks you targeted business questions about the customer, and brings you relevant products and services that match.
Click “Suggest” to continue creating the quote.
QUICKLY COMBINE PRODUCTS & SERVICES FOR QUOTE
Move fast without breaking anything. Guardrails let you bundle and price according to company rules — eliminating errors, driving upsells, and saving time.
SALESFORCE REVENUE CLOUD FOR PRICING
Revenue Cloud makes discounting easy for even the most complex packages. Here, the quote amount ($46,255) exceeds the customer’s budget ($43,000).
To add discounts, type “43,000” into the Customer Target Amount field and hit “Enter.”
QUOTING WITH REVENUE CLOUD
Discounts are added evenly across products to meet your customer’s budget, so you can get going on approvals. The Approval column shows which discounts can be applied automatically and which discounts need approval. Once the quote is saved, alerts are sent out to the right people for approval.
SALESFORCE REVENUE CLOUD: BILLING
Avoid errors with automated invoicing that is accurate and fast, no matter what you’re selling. When invoices are accurate, customers are more likely to pay on time.
Let’s have a look at the customer experience. Click “Pay Invoice.”
SALESFORCE REVENU CLOUD: INVOICE
Revenue Cloud helps customers make procurement faster and easier on them to help sales reps sell. Go beyond direct selling and open up new paths to revenue, like setting up products for self-service.
SALESFORCE REVENU CLOUD: ACCOUNTING
Bring clean customer data into your ERP. We integrate with accounting systems, so you can continue to work in them to use better data. The data collected in the sales process is so complete, structured, and accurate that it can be recognized as revenue (no manual intervention) by the time it hits ERP.
CUSTOMER RELATIONSHIP MANAGEMENT (CRM)
Understand your customer’s purchase history. Recurring revenue is valuable but notoriously hard to track. Customer Asset Lifecycle Management gives you one view of everything the customer has bought and what they own (or owe) that instant. A full and up-to-date picture lets you better manage ongoing relationships for subscriptions.
