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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

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

Swchix turns revenue, finance, and operations pressure into one evidence-backed business case with clear economics, accountable ownership, and an approval-ready next action. Swchix sits on top of the systems you already run; it doesn't replace them. It reads the pressure building across revenue, finance, procurement, and supply chain, puts a dollar figure on it, and names who owns it. Then it carries the case to a next action that is ready for approval, with a record your leaders can come back to. It's built for revenue strategy and ERP operations leaders. Anything material waits for the approval your team configures. Swchix is not an ERP, a CRM, a BI tool, a data platform, or a copilot that acts on its own.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Salesforce Yes 
Amplitude No 
CDS Visual Yes 
Collate Yes 
Gearset Yes 
Ledge Yes 
Propel Yes 
QuickBooks Enterprise No 
RenderDraw Journeys Yes 
RenderDraw TakeOff Automation Yes 
Salesforce CPQ Yes 
Sculptor CPQ Yes 

Integrations

Salesforce Yes 
Amplitude Yes 
CDS Visual No 
Collate No 
Gearset No 
Ledge No 
Propel No 
QuickBooks Enterprise Yes 
RenderDraw Journeys No 
RenderDraw TakeOff Automation No 
Salesforce CPQ No 
Sculptor CPQ No 

Pricing Details

$75 per user per month
Free Trial No 
Free Version No 

Pricing Details

Pricing is tailored to company size, operating scope, and pilot goals so teams only pay for the workflows and governance they need. Pilot access includes implementation guidance, tenant-aware controls, and governed AI support, with full pricing shared during qualification.
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Salesforce

Founded

1999

Country

United States

Website

www.salesforce.com/sales/cpq/

Vendor Details

Company Name

Swchix

Founded

2026

Country

United States

Website

swchix.com/what-is-swchix

Product Features

CPQ

2D Drawing No 
3D Modeling No 
Approval Workflow No 
Guided Selling No 
Product Configurator No 
Proposal Generation No 
Quotes / Estimates No 
Renewal Management No 
Self Service Portal No 
eCommerce No 

Revenue Operations

AI Insights No 
Account Health Dashboard No 
Automatic CRM Updates No 
Contact / Activity Tracking No 
RevOps Automation No 
Revenue Dashboard No 
Revenue Intelligence / Reporting No 
Sales Analytics No 
Sales Forecasting No 
Third-Party Data Aggregation No 

Product Features

Revenue Operations

AI Insights No 
Account Health Dashboard No 
Automatic CRM Updates No 
Contact / Activity Tracking No 
RevOps Automation No 
Revenue Dashboard No 
Revenue Intelligence / Reporting No 
Sales Analytics No 
Sales Forecasting No 
Third-Party Data Aggregation No 

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