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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

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.

Description

Salesforce Koa represents the company's inaugural CRM reasoning model tailored for Agentforce, developed using NVIDIA Nemotron and enhanced by 27 years of accumulated Salesforce CRM expertise to navigate intricate, multi-step tasks in enterprise environments. Rooted in nearly three decades of CRM application experience, it has undergone additional training on a unique synthetic dataset that reflects authentic business processes, workflows, and operational regulations. The scenarios employed during training are designed to replicate the reasoning, tool utilization, and decision-making processes that Agentforce agents engage in throughout the customer journey, which includes activities like lead generation, opportunity qualification, and service case resolution, applicable across over 14 different sectors. Koa is specifically crafted for precise CRM functions and is assessed using Salesforce CRM Bench, incorporating genuine workflows such as opportunity updates, case routing, and follow-up scheduling. According to Salesforce, Koa achieves an 11% increase in accuracy for selecting appropriate actions and recalls customer context with a reliability that is 2.1 times greater than previous models. This innovative approach not only enhances efficiency but also significantly improves the overall customer experience across the board.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Salesforce
CDS Visual
Collate
Gearset
Ledge
NVIDIA Nemotron
Propel
RenderDraw Journeys
RenderDraw TakeOff Automation
Salesforce Agentforce
Salesforce CPQ
Sculptor CPQ

Integrations

Salesforce
CDS Visual
Collate
Gearset
Ledge
NVIDIA Nemotron
Propel
RenderDraw Journeys
RenderDraw TakeOff Automation
Salesforce Agentforce
Salesforce CPQ
Sculptor CPQ

Pricing Details

$75 per user per month
Free Trial
Free Version

Pricing Details

No price information available.
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

Salesforce

Founded

1999

Country

United States

Website

www.salesforce.com/sales/cpq/

Vendor Details

Company Name

Salesforce

Founded

1999

Country

United States

Website

www.salesforce.com/agentforce/koa/

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

Product Features

Alternatives

Alternatives

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