Salesforce Revenue Cloud Features
What are the features of Salesforce Revenue Cloud?
Configuration - cpq
- Product Catalog
- Guided Selling
- Configuration Rules
- Price Configuration
- Visual Configuration
Pricing
- Pricing Flexibility
- Discounting
- Terms and Conditions
- Approval Workflow
- Renewals
Quoting
- Grouping
- Version Control
- Quote Document Generation
- Ordering
- Contracts
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Technology Glossary Features
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Configuration - cpq
Product Catalog | Based on 515 Salesforce Revenue Cloud reviews and verified by the G2 Product R&D team. Allows users to search, filter, sort and select items to be added to quote | 84% (Based on 515 reviews) | |
Guided Selling | Based on 453 Salesforce Revenue Cloud reviews and verified by the G2 Product R&D team. Based on answering questions about customers the configurator automatically selects the best fit products | 82% (Based on 453 reviews) | |
Configuration Rules | Based on 517 Salesforce Revenue Cloud reviews and verified by the G2 Product R&D team. Rules ensure that users select only compatible options and that all required items are included | 80% (Based on 517 reviews) | |
Price Configuration | Based on 536 Salesforce Revenue Cloud reviews and verified by the G2 Product R&D team. Pricing is displayed during configuration process so that users can quickly see how configuration changes impact the price | 82% (Based on 536 reviews) | |
Visual Configuration | Images can be displayed of options to enable users to visualize product options as it is being configured This feature was mentioned in 535 Salesforce Revenue Cloud reviews. | 81% (Based on 535 reviews) |
Pricing
Pricing Flexibility | Based on 515 Salesforce Revenue Cloud reviews and verified by the G2 Product R&D team. Ability to support multiple pricing models for one-time, recurring, and other items | 79% (Based on 515 reviews) | |
Discounting | Based on 517 Salesforce Revenue Cloud reviews and verified by the G2 Product R&D team. Ability to manage discounts at quote and line level; ability manage discounts based on volume and customer agreements | 78% (Based on 517 reviews) | |
Commerical Rules | Based on 433 Salesforce Revenue Cloud reviews and verified by the G2 Product R&D team. Allows rules to be written in commercial process so that users don't make errors in pricing, terms, and other commercial considerations | 79% (Based on 433 reviews) | |
Terms and Conditions | Based on 485 Salesforce Revenue Cloud reviews and verified by the G2 Product R&D team. Ensure that users automatically include the right terms based on items being quoted | 83% (Based on 485 reviews) | |
Approval Workflow | See feature definition | Based on 521 Salesforce Revenue Cloud reviews and verified by the G2 Product R&D team. Users can submit quotes, contracts, etc for approval and obtain appropriate approvals quickly | 83% (Based on 521 reviews) |
Renewals | Based on 455 Salesforce Revenue Cloud reviews and verified by the G2 Product R&D team. Allows users to renew existing contracts based on contracted pricing and existing assets already owned | 82% (Based on 455 reviews) | |
Standard Price | As reported in 29 Salesforce Revenue Cloud reviews. Assign standard monthly and yearly prices to products, plans, and packages | 86% (Based on 29 reviews) | |
Discounts | As reported in 29 Salesforce Revenue Cloud reviews. Define standard and custom discounts that can be applied to one or more products and plans | 90% (Based on 29 reviews) | |
Optimization | As reported in 28 Salesforce Revenue Cloud reviews. Analyze pricing data to identify opportunities to improve prices. | 84% (Based on 28 reviews) |
Quoting
Grouping | Based on 508 Salesforce Revenue Cloud reviews and verified by the G2 Product R&D team. Ability to easily group items on quotes; apply and manage discounts and pricing by group | 82% (Based on 508 reviews) | |
Version Control | Based on 452 Salesforce Revenue Cloud reviews and verified by the G2 Product R&D team. Provides abilty for versions to expire, allows users to create new versions, revert to old versions and track changes from version to version | 80% (Based on 452 reviews) | |
Quote Document Generation | Based on 531 Salesforce Revenue Cloud reviews and verified by the G2 Product R&D team. Generate professional proposals with desired branding, product descriptions, pricing, terms, and visuals in desired format (pdf, xls, word) | 81% (Based on 531 reviews) | |
Ordering | Based on 448 Salesforce Revenue Cloud reviews and verified by the G2 Product R&D team. Enables users to seemlessly convert quotes to orders with appropriate validations, workflow, and integration | 83% (Based on 448 reviews) | |
Contracts | Based on 487 Salesforce Revenue Cloud reviews and verified by the G2 Product R&D team. Ability to convert accepted quotes into contracts; set up of required assets and contracts | 82% (Based on 487 reviews) |
Admin
Configuration Ease of Admin | Based on 279 Salesforce Revenue Cloud reviews and verified by the G2 Product R&D team. Easily build and maintain configurator; flexibility to easily embed all desired business logic | 77% (Based on 279 reviews) | |
Pricing Administration | Based on 265 Salesforce Revenue Cloud reviews and verified by the G2 Product R&D team. Can easily build and maintain pricing logic required by business | 78% (Based on 265 reviews) | |
Workflow Management | Based on 260 Salesforce Revenue Cloud reviews and verified by the G2 Product R&D team. Easily build and maintain workflows, misc commercial fields, commercial rules | 79% (Based on 260 reviews) | |
Document Management | Based on 262 Salesforce Revenue Cloud reviews and verified by the G2 Product R&D team. Ability to easily build, update, customize, and maintain quotes, contracts, and other document outputs | 78% (Based on 262 reviews) |
Channels
Mobile User Support | Based on 383 Salesforce Revenue Cloud reviews and verified by the G2 Product R&D team. Supports users working on a mobile devide (phone and/or tablet) | 78% (Based on 383 reviews) | |
Channel Partner Support | Based on 361 Salesforce Revenue Cloud reviews and verified by the G2 Product R&D team. Provides functionality for channel partners to configure, price, quote and buy products in a self service environment | 80% (Based on 361 reviews) | |
eCommerce | End customer users can configure, price, and buy products in a self service environment online This feature was mentioned in 338 Salesforce Revenue Cloud reviews. | 81% (Based on 338 reviews) |
Platform
CRM Integration | Based on 265 Salesforce Revenue Cloud reviews and verified by the G2 Product R&D team. CRM integration is flexible and easy to maintain | 87% (Based on 265 reviews) | |
Integration API | Based on 211 Salesforce Revenue Cloud reviews and verified by the G2 Product R&D team. System provides API's that can be used to easily integrate to financial and other 3rd party systems | 84% (Based on 211 reviews) | |
Internationalization | Based on 203 Salesforce Revenue Cloud reviews and verified by the G2 Product R&D team. System support multiple currencies and languages to enable business in multiple countries | 82% (Based on 203 reviews) | |
Scalability | Based on 257 Salesforce Revenue Cloud reviews and verified by the G2 Product R&D team. Provides ability for very large quotes, number of products, users, rules, required by enterprise level customers | 84% (Based on 257 reviews) | |
Reporting and Dashboards | Based on 245 Salesforce Revenue Cloud reviews and verified by the G2 Product R&D team. Easily generate desired reports and dashboard on configurations, pricing, and quoting | 85% (Based on 245 reviews) | |
ERP Integration | ERP integration is flexible and easy to maintain | Not enough data |
Contract Management Platform Features
Contract Creation | Users can create new contracts within the platform using built-in document creation features. | Not enough data | |
Contract Templates | Create and access templates with to streamline contract creation, taking advantage of pre-written contract clauses and fields. | Not enough data | |
Contract Editing | Relevant contract stakeholders can edit, compare, and revise multiple versions of contracts. | Not enough data | |
Contract Attachments | Additional information, such as images, memos, and invoices, can be attached to contracts as supplemental resources. | Not enough data | |
Contract Collaboration | Internal and external users are able to collaborate on contracts through a shared web portal with messaging features. | Not enough data | |
Approval Process | Contract approvals processes can be streamlined, so that departmental workflows are integrated logically into the system. | Not enough data | |
Notifications & Reminders | Receive notifications and schedule reminders with alerts according to contract milestones. | Not enough data | |
Contract Database | Contracts can be stored in a central online repository with built in search capabilities. | Not enough data | |
Integrations / APIs | The contract management platform can integrate with CRM software to associate contracts with customer records, and with CPQ software to feed calculated quote details into the contract. | Not enough data | |
Reporting & Dashboards | Enable standard and ad hoc reports of contract statuses and timelines, and access live overviews of contract activities. | Not enough data |
Revenue Optimization
At-Risk Customers | Based on 17 Salesforce Revenue Cloud reviews. Identify customers that are more likely to cancel their subscriptions | 77% (Based on 17 reviews) | |
Offer Optimization | Based on 17 Salesforce Revenue Cloud reviews. Optimize product offerings and packages to increase customer loyalty | 75% (Based on 17 reviews) | |
Customer Churn | As reported in 17 Salesforce Revenue Cloud reviews. Address customer churn by identifying the causes of cancellations | 80% (Based on 17 reviews) | |
Revenue Forecasting | Estimate future changes in revenues per product type or customer category This feature was mentioned in 17 Salesforce Revenue Cloud reviews. | 83% (Based on 17 reviews) |
Revenue Recognition
Usage Tracking | Track usage per company, custom time period, or contract 17 reviewers of Salesforce Revenue Cloud have provided feedback on this feature. | 89% (Based on 17 reviews) | |
Deferred Revenue | Track payments received for products that haven't be delivered yet This feature was mentioned in 17 Salesforce Revenue Cloud reviews. | 80% (Based on 17 reviews) | |
Revenue Accrual | As reported in 16 Salesforce Revenue Cloud reviews. Recognition rules to accrue revenue on a daily or monthly basis | 82% (Based on 16 reviews) | |
Revenue Types | Based on 51 Salesforce Revenue Cloud reviews. Support multiple types of revenues, such as recurring and transaction based | 85% (Based on 51 reviews) | |
Revenue Allocation | Based on 48 Salesforce Revenue Cloud reviews. Allows users to allocate revenues to various business entities or departments | 85% (Based on 48 reviews) | |
Reclassification | Based on 47 Salesforce Revenue Cloud reviews. Revenue can be reclassified from one category to another, such as from deferred to earned | 82% (Based on 47 reviews) | |
Compliance | As reported in 48 Salesforce Revenue Cloud reviews. Provide compliance with accounting standards for revenue recognition such as ASC 605, 606 and IFRS 15 | 85% (Based on 48 reviews) | |
Scheduling | As reported in 50 Salesforce Revenue Cloud reviews. Automatic scheduling to ensure that revenue is recognized at the proper time | 86% (Based on 50 reviews) |
Billing and Payments
Payment Terms | Provide multiple payment terms per customer or contract This feature was mentioned in 17 Salesforce Revenue Cloud reviews. | 80% (Based on 17 reviews) | |
Personalized Billing | Based on 16 Salesforce Revenue Cloud reviews. Different types of billing such as: recurring, one time changes, based on number of seats or usage | 80% (Based on 16 reviews) | |
Custom Pricing | Manage customer specific pricing as well as coupons, discounts, and gift plans 17 reviewers of Salesforce Revenue Cloud have provided feedback on this feature. | 82% (Based on 17 reviews) |
Billing
Automation | Based on 76 Salesforce Revenue Cloud reviews and verified by the G2 Product R&D team. Ability to create and send invoices automatically at predefined or custom frequencies. | 86% (Based on 76 reviews) | |
Consolidation | Based on 78 Salesforce Revenue Cloud reviews and verified by the G2 Product R&D team. Consolidate invoices so customers can make one payment for multiple bills. | 85% (Based on 78 reviews) | |
Adjustments | Based on 72 Salesforce Revenue Cloud reviews and verified by the G2 Product R&D team. Adjust invoices to handle exceptions and correct errors. | 81% (Based on 72 reviews) |
Dunning
Collections | Based on 65 Salesforce Revenue Cloud reviews and verified by the G2 Product R&D team. Assists users in collecting payments for unpaid invoices. | 82% (Based on 65 reviews) |
Performance
Packages | Based on 74 Salesforce Revenue Cloud reviews and verified by the G2 Product R&D team. Track the financial performance of various types of packages. | 83% (Based on 74 reviews) | |
Discounts | Based on 79 Salesforce Revenue Cloud reviews and verified by the G2 Product R&D team. Identify the impact of special pricing and discounts on revenue. | 84% (Based on 79 reviews) | |
Plan Changes | Based on 78 Salesforce Revenue Cloud reviews and verified by the G2 Product R&D team. Monitor plan changes such as upgrades and downgrades, or cancellations. | 82% (Based on 78 reviews) |
Revenue Performance
Customer Performance | As reported in 50 Salesforce Revenue Cloud reviews. Track revenue performance by customer, customer groups, or demographics | 88% (Based on 50 reviews) | |
Contract Performance | Monitor revenues per contract, contract types, or groups of contracts This feature was mentioned in 49 Salesforce Revenue Cloud reviews. | 86% (Based on 49 reviews) | |
Revenue KPIs | Based on 47 Salesforce Revenue Cloud reviews. Provide revenue KPIs such as Customer Lifetime Value or Net Customer Worth | 83% (Based on 47 reviews) | |
Pricing & Discounting | Based on 49 Salesforce Revenue Cloud reviews. Analyse the impact of special pricing and discounts on revenue | 86% (Based on 49 reviews) | |
Offering | Based on 49 Salesforce Revenue Cloud reviews. Track the performance of bundles, special offers, and other sales incentives | 88% (Based on 49 reviews) |
Revenue Optimization
Forecasting | As reported in 49 Salesforce Revenue Cloud reviews. Create forecasts to estimate future revenues | 88% (Based on 49 reviews) | |
Promotion Programs | As reported in 49 Salesforce Revenue Cloud reviews. Ability to define promotions to increase revenues | 83% (Based on 49 reviews) | |
Pricing Optimization | As reported in 47 Salesforce Revenue Cloud reviews. Adjust prices to attract more customers and to improve revenues | 84% (Based on 47 reviews) | |
Re-evaluation | Revenue optimization activities can be evaluated on a regular basis 46 reviewers of Salesforce Revenue Cloud have provided feedback on this feature. | 83% (Based on 46 reviews) |
Integration
ERP and Accounting | Standard integration with accounting and ERP software This feature was mentioned in 47 Salesforce Revenue Cloud reviews. | 83% (Based on 47 reviews) | |
Sales and Marketing | As reported in 48 Salesforce Revenue Cloud reviews. Standard integration with sales and marketing software | 90% (Based on 48 reviews) | |
Quote-to-Cash | Standard integration with Quote-to-Cash systems 50 reviewers of Salesforce Revenue Cloud have provided feedback on this feature. | 86% (Based on 50 reviews) | |
APIs | Out of the box APIs to integrate with any type of software 48 reviewers of Salesforce Revenue Cloud have provided feedback on this feature. | 82% (Based on 48 reviews) | |
Accounting | Provide integration with accounting and financial management software 58 reviewers of Salesforce Revenue Cloud have provided feedback on this feature. | 84% (Based on 58 reviews) | |
Payments | As reported in 60 Salesforce Revenue Cloud reviews. Integrates with other payments software | 83% (Based on 60 reviews) | |
ERP | Deliver integrations with accounting modules of ERP systems This feature was mentioned in 59 Salesforce Revenue Cloud reviews. | 82% (Based on 59 reviews) | |
Payments | As reported in 29 Salesforce Revenue Cloud reviews. Integrate with payment processing software and payment gateways. | 84% (Based on 29 reviews) | |
Accounting | As reported in 28 Salesforce Revenue Cloud reviews. Integrate with financial management systems such as accounting and ERP. | 89% (Based on 28 reviews) | |
CRM & Sales | Based on 29 Salesforce Revenue Cloud reviews. Integrate with software that manages customers, sales, and marekting. | 91% (Based on 29 reviews) |
Customer Requirements
Quoting | Ability to create custom quotes based on customer requirements. This feature was mentioned in 93 Salesforce Revenue Cloud reviews. | 87% (Based on 93 reviews) | |
Configuration | Allows users to configure products and revise quotes accordingly. 88 reviewers of Salesforce Revenue Cloud have provided feedback on this feature. | 84% (Based on 88 reviews) | |
Pricing | Provide standard pricing options that can be customized by customer. 90 reviewers of Salesforce Revenue Cloud have provided feedback on this feature. | 84% (Based on 90 reviews) |
Contracts
Creation | Based on 88 Salesforce Revenue Cloud reviews. Deliver standard contract templates that can be modified by users. | 85% (Based on 88 reviews) | |
Negotiation | As reported in 83 Salesforce Revenue Cloud reviews. Track contract changes made by all parties during negotiation. | 85% (Based on 83 reviews) | |
Execution | As reported in 88 Salesforce Revenue Cloud reviews. Implement the final version of the contract, including SLAs. | 83% (Based on 88 reviews) |
Revenue
Invoicing | Monitor invoices and payments per product, customer, or contract. 93 reviewers of Salesforce Revenue Cloud have provided feedback on this feature. | 87% (Based on 93 reviews) | |
Matching | Based on 93 Salesforce Revenue Cloud reviews. Match invoices with sales orders, quotes, and contracts. | 83% (Based on 93 reviews) | |
Recognition | Based on 92 Salesforce Revenue Cloud reviews. Perform revenue recognition to ensure that pricing or payment terms are accurate. | 84% (Based on 92 reviews) |
Reporting
Dimensions | Based on 25 Salesforce Revenue Cloud reviews and verified by the G2 Product R&D team. Reports revenue based on various dimensions, such as subscription segments, geographies, or discounts | 80% (Based on 25 reviews) | |
Deferred Revenue | Based on 25 Salesforce Revenue Cloud reviews and verified by the G2 Product R&D team. Tracks revenue for goods or services that have yet to be collected | 85% (Based on 25 reviews) | |
Revenue Recognition | Based on 26 Salesforce Revenue Cloud reviews and verified by the G2 Product R&D team. Accurately determines and reports the accounting period when revenues are recognized | 89% (Based on 26 reviews) |
Platform Basics
Data Extraction | Ability to auto-extract all key contract metadata and clause language. | Not enough data | |
Contract Comparisons | Provides document parsing, redlining, and auto-tagging for clause comparisons. | Not enough data |
Artificial Intelligence Capabilities
Text Analytics | Ability to analyze text within contracts by using pattern recognition. | Not enough data | |
NLP | Provides the ability to understand and process human language/s within contracts. | Not enough data | |
OCR | Provides OCR capabilities to convert images into digital text (i.e PDFs, TIFFS, etc.). | Not enough data |
Contract Data
Data Import | Ability to import contracts into a centralized repository. | Not enough data | |
Data Export | See feature definition | Provides the ability to export contract data into other systems. | Not enough data |
Custom Reporting | Ability to create reports and dashboards with contract data to provide strategic insights. | Not enough data | |
Clause Identification and Mapping | Identifies and classifies paragraphs through AI-driven clause template matching and learning algorithms. | Not enough data | |
Reporting & Dashboards | As reported in 44 Salesforce Revenue Cloud reviews. Enable standard and ad hoc reports of contract statuses and timelines, and access live overviews of contract activities. | 82% (Based on 44 reviews) | |
Advanced Contract Analytics | Based on 43 Salesforce Revenue Cloud reviews. Provides advanced, AI-driven contract analytics to optimize all aspects of contract management. | 79% (Based on 43 reviews) |
Contract Creation & Management
Contract Creation | Based on 45 Salesforce Revenue Cloud reviews. Users can create new contracts within the platform using built-in document creation features. | 83% (Based on 45 reviews) | |
Contract Templates | Based on 44 Salesforce Revenue Cloud reviews. Create and access templates with to streamline contract creation, taking advantage of pre-written contract clauses and fields. | 84% (Based on 44 reviews) | |
Contract Editing | As reported in 43 Salesforce Revenue Cloud reviews. Relevant contract stakeholders can edit, compare, and revise multiple versions of contracts. | 83% (Based on 43 reviews) | |
Contract Attachments | Based on 43 Salesforce Revenue Cloud reviews. Additional information, such as images, memos, and invoices, can be attached to contracts as supplemental resources. | 83% (Based on 43 reviews) |
Collaboration
Contract Collaboration | Based on 42 Salesforce Revenue Cloud reviews. Internal and external users are able to collaborate on contracts through a shared web portal with messaging features. | 80% (Based on 42 reviews) | |
Approval Process | Based on 44 Salesforce Revenue Cloud reviews. Contract approvals processes can be streamlined, so that departmental workflows are integrated logically into the system. | 85% (Based on 44 reviews) |
Other Platform Features
Notifications & Reminders | As reported in 44 Salesforce Revenue Cloud reviews. Receive notifications and schedule reminders with alerts according to contract milestones. | 83% (Based on 44 reviews) | |
Contract Database | Based on 43 Salesforce Revenue Cloud reviews. Contracts can be stored in a central online repository with built in search capabilities. | 80% (Based on 43 reviews) | |
Contract Compliance | As reported in 42 Salesforce Revenue Cloud reviews. Identify, assess, and manage all contract risks and ensure the fulfillment of contractual obligations | 83% (Based on 42 reviews) | |
Integrations / APIs | As reported in 42 Salesforce Revenue Cloud reviews. The contract management platform can integrate with CRM software to associate contracts with customer records, and with CPQ software to feed calculated quote details into the contract. | 82% (Based on 42 reviews) | |
E-Signature | Based on 43 Salesforce Revenue Cloud reviews. Ability to e-sign legally-binding contracts within the same platform. | 86% (Based on 43 reviews) |
Bill Generation
Templates | As reported in 58 Salesforce Revenue Cloud reviews. Provide standard invoice templates that can be customized by users | 84% (Based on 58 reviews) | |
Digital Billing | Ability to convert invoices to digital formats such as PDF This feature was mentioned in 59 Salesforce Revenue Cloud reviews. | 86% (Based on 59 reviews) | |
Recurring Billing | Automatically generates invoices at pre-defined time intervals 60 reviewers of Salesforce Revenue Cloud have provided feedback on this feature. | 84% (Based on 60 reviews) |
Bill Processing
Consolidation | Based on 59 Salesforce Revenue Cloud reviews. Allow users to consolidate multiple invoices into one | 82% (Based on 59 reviews) | |
Batch Invoicing | Based on 58 Salesforce Revenue Cloud reviews. Ability to create multiple types of invoices | 84% (Based on 58 reviews) | |
Management | Manage invoicing for different types of products or services 59 reviewers of Salesforce Revenue Cloud have provided feedback on this feature. | 84% (Based on 59 reviews) |
Order Management
Opportunities | As reported in 29 Salesforce Revenue Cloud reviews. Manage open opportunities for new or existing customers. | 87% (Based on 29 reviews) | |
Order History | Based on 29 Salesforce Revenue Cloud reviews. Track all open and closed orders by customer, or by product and plan. | 86% (Based on 29 reviews) | |
Upsell & Cross-sell | Based on 28 Salesforce Revenue Cloud reviews. Identify opportunities to upsell and cross sell based on product usage. | 83% (Based on 28 reviews) | |
Renewals | Plans can be renewed automatically or manually, when changes are required. 29 reviewers of Salesforce Revenue Cloud have provided feedback on this feature. | 86% (Based on 29 reviews) |
Products & Plans
Packages | As reported in 27 Salesforce Revenue Cloud reviews. Track the financial performance of various types of packages. | 84% (Based on 27 reviews) | |
Multi-part Deals | As reported in 29 Salesforce Revenue Cloud reviews. Create deals that combine multiple products and plans, with differrent pricing | 82% (Based on 29 reviews) | |
Plan Changes | As reported in 28 Salesforce Revenue Cloud reviews. Monitor plan changes such as upgrades and downgrades, or cancellations. | 81% (Based on 28 reviews) | |
Bundles | Ability to group standard plans and products to create bundles This feature was mentioned in 28 Salesforce Revenue Cloud reviews. | 88% (Based on 28 reviews) |
Revenue Management
Automation | Ability to create and send invoices automatically at predefined or custom frequencies. This feature was mentioned in 29 Salesforce Revenue Cloud reviews. | 86% (Based on 29 reviews) | |
Consolidation | Consolidate invoices so customers can make one payment for multiple bills. 29 reviewers of Salesforce Revenue Cloud have provided feedback on this feature. | 84% (Based on 29 reviews) | |
Adjustments | Based on 28 Salesforce Revenue Cloud reviews. Adjust invoices to handle exceptions and correct errors. | 82% (Based on 28 reviews) | |
Billing Types | Based on 29 Salesforce Revenue Cloud reviews. Provide the option to combine recurring, one-time, and usage based billing | 82% (Based on 29 reviews) |
Generative AI
AI Text Summarization | Condenses long documents or text into a brief summary. | Not enough data | |
AI Text Generation | Allows users to generate text based on a text prompt. | Not enough data | |
AI Text Summarization | Condenses long documents or text into a brief summary. | Not enough data |
Data Management
Updating | Updates subscription data automatically at predefined time periods that can be customized by users | Not enough data | |
Data cleansing | Processes and cleans subscription data from multiple sources, automatically or on demand | Not enough data | |
Integration | Provides integration with subscription billing, subscription management, and other solutions to capture subscription data | Not enough data |
Analysis
KPIs | Includes standard KPIs such as monthly recurring revenue (MRR) or customer lifetime value (CLTV) | Not enough data | |
Dashboards | Dlivers standard dashboards for subscription analysis that can be customized by users | Not enough data | |
Segmentation | Allows users to analyze subscription data by product, time period, type of contract, etc. | Not enough data | |
Revenue Optimization | Provides insights that can be used to improve sales and revenue | Not enough data |
Generative AI - cpq
Dynamic Quoting | Generate personalized quotes and proposals that corresponds with each customer's tailored preferences and buying behavior | Not enough data | |
Dynamic Pricing | Analyzes data to suggest price adjustments instantly based on competitor pricing, demand, market prices, production costs, and other factors | Not enough data | |
Personalized Sale Recommendations | Enhances guided selling by learning customer preferences and suggesting the most suitable products and services based on their individual needs | Not enough data |
