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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Transforming the landscape of technology procurement and financial solutions, this innovative platform integrates payments, predictive pricing, financing, and a streamlined quote-to-cash process into a cohesive system. It offers flexible payment alternatives designed to expedite deal closures, seamlessly embedded within the sales process. By leveraging existing recurring revenues, businesses can secure immediate funding, allowing them to receive payments promptly even if their customers opt for delayed payment. This approach aligns payment structures with customer payment schedules, enabling organizations to unlock growth capital from their own assets without incurring debt or equity dilution. Unlike traditional venture debt or revenue-based financing, Ratio requires no monthly payments, providing further financial relief. Businesses can selectively choose which contracts to monetize based on their cash flow requirements. The Ratio team comprises seasoned professionals from the SaaS and finance sectors, alongside serial entrepreneurs and innovators. Equity remains a vital component for company growth and team compensation, and engaging with Ratio for strategic capital ensures there is no equity dilution or warrant issuance. This unique model empowers businesses to thrive while maintaining ownership and control.

Description

Salesforce Agentforce Revenue Management is a powerful CPQ and revenue optimization platform designed to streamline the entire quote-to-cash lifecycle. It connects product catalogs, pricing, contracts, orders, and billing within a single, AI-powered environment. Sales teams can generate accurate quotes instantly using a familiar, spreadsheet-like interface that improves usability and speed. Guided selling flows ensure compliance with pricing policies and discount thresholds. Automated approvals and configurable rules help minimize revenue leakage and operational risk. The unified product catalog reduces SKU complexity while supporting multi-channel sales strategies. Self-service and API-first capabilities enable seamless integration with ecommerce and partner sales channels. AI-driven deal management enhances collaboration while maintaining secure, role-based access. Real-time data insights support better forecasting and revenue planning. Agentforce Revenue Management empowers businesses to scale revenue operations efficiently and close more opportunities with confidence.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

CDS Visual
Chargebee
Clear Books
FreeAgent
Gearset
KashFlow
Ledge
Maxio
NetSuite
Plaid
Propel
QuickBooks Desktop Pro
QuickBooks Online
Recurly
RenderDraw Journeys
RenderDraw TakeOff Automation
Sage 50
Salesforce
Salesforce CPQ
Sculptor CPQ

Integrations

CDS Visual
Chargebee
Clear Books
FreeAgent
Gearset
KashFlow
Ledge
Maxio
NetSuite
Plaid
Propel
QuickBooks Desktop Pro
QuickBooks Online
Recurly
RenderDraw Journeys
RenderDraw TakeOff Automation
Sage 50
Salesforce
Salesforce CPQ
Sculptor CPQ

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$75 per user per month
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Ratio

Founded

2021

Country

United States

Website

www.ratiotech.com

Vendor Details

Company Name

Salesforce

Founded

1999

Country

United States

Website

www.salesforce.com/sales/cpq/

Product Features

CPQ

2D Drawing
3D Modeling
Approval Workflow
Guided Selling
Product Configurator
Proposal Generation
Quotes / Estimates
Renewal Management
Self Service Portal
eCommerce

Revenue Operations

AI Insights
Account Health Dashboard
Automatic CRM Updates
Contact / Activity Tracking
RevOps Automation
Revenue Dashboard
Revenue Intelligence / Reporting
Sales Analytics
Sales Forecasting
Third-Party Data Aggregation

Alternatives

Alternatives

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