Automate Quote & Revenue Operations with Agentforce -Revenue

Agentforce Revenue: Automating Quoting and Revenue Operations

In the fast-evolving B2B landscape, companies can no longer afford fragmented sales and billing systems. Agentforce Revenue—part of Salesforce’s next-generation Agentforce platform—brings together quoting, contracting, pricing, and billing into a single, intelligent experience. For business seeking speed, accuracy, and automation, Lakebridge helps you unlock Agentforce’s full potential to drive revenue growth and customer satisfaction.

Unified Product Catalogue and Pricing

A disconnected catalog often slows down quoting and selling. Agentforce solves this with a single, attribute-based catalog that harmonizes all products, bundles, and price lists across your channels.

Key benefits:

Centralize and expose your entire product range across every channel.
Reduce SKU proliferation with unified product attributes.
Seamlessly integrate your PIM, PLM, and ERP systems for synchronized updates.
Launch new products and pricing changes faster with a configurable pricing engine.

Product Configurator

Complex B2B quoting often causes errors and delays. With Agentforce’s Constraint Builder, sellers can easily configure products while adhering to your business rules.

Key features:

Define configuration constraints that prevent invalid product combinations.
Guide sales reps with smart recommendations during quote creation.
Ensure pricing and discounts are consistent across regions.
Enable real-time validation, reducing approval cycles.

Asset Lifecycle Management

Every customer interaction creates assets that need ongoing attention—products, services, entitlements, renewals. Agentforce Revenue provides 360° visibility into all assets owned by customers throughout their lifecycle.

Capabilities:

Manage products and services post-sale in one view.
Allow reps to amend, renew, or cancel directly from CRM.
Maintain accurate asset hierarchies and entitlement data.
Empower service teams with real-time asset insights.

Amendments, Renewals & Cancellations

Revenue continuity depends on flexibility. Agentforce gives sales teams a clear view of all customer holdings—quantities, prices, contracts—and enables easy changes mid-contract.

Value highlights:

Amend live deals seamlessly without re-creating quotes.
Handle renewals proactively with automation triggers.
Streamline cancellations with approval logic.
Maintain a complete audit trail for compliance.

Subscription Management

The future of B2B commerce is subscription-driven. Agentforce gives you real-time visibility into MRR, ARR, renewals, and customer health metrics.

You can:

Track revenue and usage trends at asset level.
Monitor churn and renewals proactively.
Integrate with finance systems for seamless billing.
Predict revenue growth with built-in AI analytics.

Contract Creation and Updates

Reduce time from opportunity to contract. Agentforce simplifies this process by letting sales reps create, edit, and renew contracts right from CRM.

Key benefits:

Auto-generate contracts from approved quotes.
Keep contract data in sync across departments.
Track contract changes with version control.
Accelerate deal closures and renewals.

Accelerated Contract Redlining & Changes

Manual redlining often delays deal closures. Agentforce automates the review and approval workflow across legal and sales teams.

Capabilities:

Centralize contract negotiations in one system.
Automate document versioning and clause approvals.
Ensure consistent compliance language.
Save time across business units.

Streamlined Contract Processes

Agentforce unifies all contract touchpoints—from initial sale to amendments—directly within CRM.

Results:

Fewer errors from data duplication.
Lower system maintenance costs.
Improved data accuracy and audit readiness.
Shorter contract-to-cash cycles.

Order Automation

Handle complex order fulfillment with ease. Agentforce orchestrates order processes from sales to billing while maintaining real-time alignment with finance.

Benefits:

Automate order generation and fulfillment workflows.
Ensure consistency between sales, inventory, and invoicing.
Reduce manual intervention and order fallout.
Speed up delivery and revenue recognition.

Revenue Analytics and Insights

With pricing, billing, and subscription data unified, you can now turn insight into growth.

Analytics modules include:

Pricing Analytics: Track margins, discount impact, and cost benchmarks.
Subscription Analytics: View renewal rates, customer health, and retention.
Billing Analytics: Improve accuracy in revenue recognition and invoice handling.

Business Value:
Drive margin improvement, identify cross-sell opportunities, and predict churn using actionable insights.

Why Lakebridge + Agentforce

Lakebridge helps B2B enterprises in the USA adopt and optimize Agentforce Revenue to align sales, finance, and service around one unified source of truth.

We deliver:

Expert implementation and integration with ERP, CPQ, and PLM systems.
ROI tracking through process automation.
Continuous support and optimization for revenue teams.

Book a free consultation to see how Agentforce Revenue can streamline your quoting, contracts, and billing.

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Why Lakebridge

18+ Years of Global IT Consulting in Salesforce, SAP CRM, and Middleware

When you work with Lakebridge, you're not hiring a beginner or a reseller — you're working with a global IT leader who's spent nearly two decades stabilizing, integrating, and scaling mission-critical SAP and Salesforce systems across the globe.

🌐 A Global Delivery Legacy You Can Trust

Our founder has delivered SAP CRM and Salesforce solutions for top-tier enterprises in USA, UK, Europe, China, Japan, Australia, Denmark, Germany and Canada, earning a reputation for deep domain expertise, flawless execution, and lasting client trust.