Revenue Cloud
Revenue Cloud
Configure, Price, Quote (CPQ), Contract Management, and Billing.
Revenue Cloud
The Revenue Cloud handles the complete financial lifecycle of your customers, bridging the gap between Sales and Finance. It combines product catalog, pricing rules, quoting (CPQ), contract management, invoicing, and payment tracking into a unified revenue engine.
Functional Capabilities
1. CPQ (Configure, Price, Quote)
Generate accurate quotes for complex products with intelligent pricing.
- Product Bundle Configuration: Define valid product combinations with constraints
- Price Rules: Volume discounts, partner pricing, tiered pricing, and promotional pricing
- Multi-Currency Support: Quote in 8 currencies (CNY, USD, EUR, GBP, JPY, HKD, SGD, AUD)
- Discount Management: Tiered approval workflows for discounts (0-10%, 10-20%, >20%)
- Quote Generation: One-click PDF creation with customizable templates
- Product Recommendations: AI-suggested product bundles based on customer needs
Objects: product, product_bundle, product_bundle_component, quote, quote_line_item, pricebook, price_rule, discount_schedule, approval_request
2. Contract Management
Manage the entire contract lifecycle from creation to renewal.
- Contract Creation: Auto-generate contracts from closed opportunities
- Amendment Tracking: Handle mid-term upgrades, downgrades, and modifications
- Auto-Renewal: Automatically generate renewal opportunities 90 days before expiration
- E-Signature Integration: Ready for DocuSign/Adobe Sign integration
- Version Control: Track contract amendments with full audit trail
- Expiry Alerts: Automated notifications for upcoming renewals
Objects: contract
3. Billing & Invoicing
Streamline invoice generation and payment collection.
- Invoice Generation: Create invoices from contracts with line-item detail
- Payment Plans: Support for installment payments and milestones
- Payment Tracking: Record payment status (Pending, Partial, Paid, Overdue)
- Automated Reminders: Email alerts for upcoming and overdue payments
- Multi-Currency Invoicing: Support for international transactions
- Tax Calculation: Automatic tax computation based on jurisdiction
Objects: invoice, invoice_line, payment
4. Product Catalog Management
Centralized product information for sales and marketing.
- SKU Management: Product codes with variants and families
- Product Families: Group related products for easier management
- Inventory Tracking: Stock levels with low-stock alerts
- Multi-Unit Support: Sell by unit, case, pallet, or custom UOM
- Product Lifecycle: Active, Inactive, End of Life status tracking
- Sales Collateral: Attach datasheets, images, and product videos
Objects: product, product_bundle
5. Pricing Strategy
Flexible pricing to support any business model.
- Tiered Pricing: Volume-based price breaks (e.g., 1-10 units: $100, 11-50: $90)
- Regional Pricing: Different prices by geographic region
- Channel Pricing: Separate pricing for direct, partner, and online channels
- Promotional Pricing: Time-limited special offers
- Customer-Specific Pricing: Contract pricing for enterprise accounts
- Cost-Plus Pricing: Automatic margin calculations
Objects: pricebook, price_rule, discount_schedule
AI-Powered Features
Intelligent automation throughout the revenue cycle:
- Smart Product Bundles: AI recommends optimal product combinations based on customer budget
- Win Probability: Predict quote acceptance rate before sending
- Optimal Pricing: AI suggests competitive pricing based on market data
- Discount Optimization: Recommend maximum discount while maintaining target margins
- Renewal Prediction: Identify at-risk renewals for proactive retention
- Upsell Opportunities: Detect expansion opportunities in existing accounts
Integration Points
- Sales Cloud: Converts Opportunities to Quotes and Contracts
- Service Cloud: Validates support entitlements based on contract status
- Finance Systems: Export invoices to ERP systems (SAP, NetSuite, QuickBooks)
- Payment Gateways: Process payments via Stripe, PayPal, or bank transfers
Key Objects (13 Total)
| Object | Description |
|---|---|
product | Product catalog with SKUs and families |
product_bundle | Pre-configured product packages |
product_bundle_component | Individual products within bundles |
quote | Customer quotes with line items |
quote_line_item | Individual products on quotes |
pricebook | Pricing matrices by region/channel |
price_rule | Automated pricing rules and discounts |
discount_schedule | Tiered discount structures |
approval_request | Discount approval workflows |
contract | Customer contracts and agreements |
invoice | Invoices generated from contracts |
invoice_line | Line items on invoices |
payment | Payment records and tracking |
Business Metrics
Track revenue health with real-time metrics:
- Total Contract Value (TCV): Sum of all active contracts
- Annual Recurring Revenue (ARR): Subscription revenue normalized to annual
- Quote-to-Close Ratio: Percentage of quotes that convert to contracts
- Average Deal Size: Mean contract value
- Renewal Rate: Percentage of contracts that renew
- Days Sales Outstanding (DSO): Average time to collect payment