Salesforce Introduces Agentforce for Revenue
Salesforce has introduced Agentforce for Revenue.
It brings digital labor that takes on routine work like quoting, follow-ups and
data entry, so every sales rep can focus on building relationships and driving
revenue. Embedded in Revenue Cloud, this solution combines the power of humans
and AI agents to streamline the entire quote-to-cash process, from quoting and
contracting to ordering and invoicing, with greater speed, accuracy and
confidence.
Instant quotes with Agentforce for Revenue
Agentforce empowers reps to create accurate, customized quotes
in seconds. Reps simply describe what they need - like "Quote a new
generator with the usage-based energy pack" -and Agentforce instantly
generates the quote, automatically pulling the correct products, pricing and
terms. Salesforce is already using Agentforce internally and has seen a 75
percent decrease in quoting time along with an 87 percent reduction in clicks
for its own sales team.
Agentforce is designed to deliver quoting speed and accuracy
to customers across any industry, from manufacturing to healthcare. AdMed, a
leader in pharmaceutical and biotech training, is now leveraging Revenue Cloud
to modernize its sales process.
"Revenue Cloud is transforming the way we do
business," said Bill Francy, President of Client Services, AdMed.
"We're currently piloting the new quoting agent, and we expect it to cut
manual work, accelerate deal cycles and get quotes to clients faster than ever.
It's not just about efficiency. It's about unlocking more closed-won
opportunities and scaling smarter."
Faster, smarter product configuration
Generating a quote is only the first step. To truly unlock
speed and accuracy across the entire quoting journey, sellers also need a
smarter way to configure products.
After a quote is kicked off by Agentforce, sellers use
Revenue Cloud's enhanced Product Configurator to quickly tailor complex
offerings, including quotes with more than a thousand line items. Unlike
traditional CPQ tools that rely solely on rigid, rule-heavy systems,
Salesforce's new constraint-based logic engine augments those traditional
approaches, giving customers the flexibility to handle whatever complexity
their business demands. It uses bidirectional rules and point-and-click
templates to dramatically reduce rule maintenance and authoring time. Think of
it as a GPS for quoting that guides reps to valid configurations in real time,
speeding up time-to-quote.
Today's revenue operations are more complex than ever.
According to Deloitte, 71 percent of B2B executives struggle with manual,
fragmented sales processes, and 13 percent of deals are lost because of
disconnected tools. As hybrid monetization models become the norm, reps don't
have time to manually piece together subscriptions, usage-based pricing, and
service offerings. Revenue Cloud, powered by Agentforce, eliminates that
complexity, unifying all transaction types on a single quote and carrying the
transaction data through to the order and invoice.
How it works
To make this possible, Salesforce rebuilt its CPQ solution as
the new Revenue Cloud: the industry's first composable, AI agent-powered
revenue platform. Its API-first architecture embeds every revenue business
process within accessible APIs, making it easy for agents to sit atop and
interact with those processes.
"Salesforce CPQ helped usher in the second wave of
revenue management by enabling recurring revenue at scale," said Meredith
Schmidt, EVP and GM of Revenue Cloud, Salesforce. "Now, with Revenue
Cloud, we're delivering the third wave: revenue management powered by an API-first,
composable, and agent-ready platform that lets revenue flow seamlessly across
every channel, from sales reps and partner portals to self-service and field
service."
Agentforce and Revenue Cloud unify structured and
unstructured data (purchase history, product catalogs, connected asset
insights) for timely, accurate actions. This data, harmonized in Data Cloud,
powers Agentforce's agentic AI, enabling teams to deploy autonomous,
goal-oriented agents that can reason and act. Unlike traditional AI assistants
that merely suggest next steps, Agentforce executes tasks end-to-end, freeing
sellers for higher-value work.
Throughout the entire process, data is protected by the
Salesforce Trust Layer. Agents operate securely within employee-specific
permissions, helping to ensure both agent and employee access only authorized
data and actions. This allows every quote to comply with company policies,
pricing rules, and customer data, significantly reducing time-to-quote.
Dig deeper
These innovations are part of Salesforce's Summer '25
release, the biggest yet for Revenue Cloud, and all are available today. With
this release, Revenue Cloud provides teams with greater power, flexibility and
speed than ever before. Additional capabilities include:
Seamless Workflows with Slack and CRM: Agentforce is available in Slack via API, as
well as from the opportunity, quote and account records within Salesforce. This
means sellers can start, edit, and finalize quotes from wherever they are, all
within the same flow of work. Quotes follow the transaction, so there's no
rekeying or duplication.
Revenue Cloud Billing: As a complete revenue platform, Revenue
Cloud's API-first architecture empowers users to create their own agents to
support any process across the quote-to-cash lifecycle, including billing. With
all data from quote to invoice on a single platform, Revenue Cloud Billing
facilitates accurate and transparent invoicing.
Revenue Management Intelligence: Sales, finance and operations teams can
accelerate decision-making with real-time visibility into their entire revenue
lifecycle. Tableau Next, embedded in Revenue Cloud, provides a clear view of
key metrics like pricing trends, order flow and revenue performance, empowering
teams to act instantly on insights.
For current customers
Salesforce remains committed to supporting current Salesforce
CPQ customers, as it continues to be a robust solution for many businesses.
Customers can renew contracts, add licenses and count on full support. For
those ready to begin their migration to Revenue Cloud as their complete,
agentic revenue platform, Salesforce offers a strong ecosystem of trusted
partners to help guide the transition.
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