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Your AI-Powered Revenue Engine for CPQ, Billing & Contracts (SUMMER '26) | Agentforce Revenue Demo

Salesforce Product Center25 juni 2026Bekijk op YouTube

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Afl. 1 · Agentforce: AI voor sales

Salesforce demonstreert hoe Agentforce Revenue Management prijsstelling en offertes automatiseert.

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Wat je leert

  • Agentforce Revenue Management integreert offertestelling, contractbeheer, facturering en incasso in één platform om alignment en efficiency te verbeteren
  • AI-agenten handhaven automatisch prijsregels, kortingsdrempels en promoties in real-time om marge te beschermen en compliance te waarborgen
  • Eenmalige deal-definitie synchroniseert automatisch alle voorwaarden, contracten en facturering, waardoor handwerk vrijwel verdwijnt
  • Geautomatiseerde contractgeneratie uit dealinformatie en automatische incasso via AI-scoring zorgen ervoor dat verkochte producten exact overeenkomen met wat gefactureerd wordt

Veelgestelde vragen

Wat is het kernprobleem dat Agentforce Revenue Management oplost?
Versnipperde revenue-systemen kunnen niet meegroeien met bedrijfsgroei, waardoor offertes, contracten en facturering niet op elkaar afgestemd zijn. Agentforce integreert deze processen in één platform zodat wat je verkoopt precies overeenkomt met wat je factureert.
Hoe helpen AI-agenten bij deal-evaluatie en prijsbescherming?
AI-agenten evalueren deals in real-time en handhaven automatisch prijsregels, kortingsdrempels en promoties. Dit beschermt marges, zorgt voor compliance en versnelt besluitvorming, ook via Slack met volledige deal-context.
Wat gebeurt automatisch nadat je een deal eenmaal hebt gedefinieerd?
Agentforce genereert automatisch contracten vanuit de dealgegevens en synchroniseert alle voorwaarden, schema's en facturering. Wijzigingen in dealvoorwaarden worden automatisch in contracten en facturen verwerkt, zonder handmatig werk.
Hoe versnelt Agentforce het betaalprocesproces en incasso?
Het platform genereert automatisch facturen uit gesloten deals en gebruikt AI-gestuurde scoring om klanten in te schatten op betalingsvaardigheid. Dit zorgt ervoor dat je sneller betaald krijgt en incasso-activiteiten worden geoptimaliseerd.

Onderwerpen

Beschrijving van het kanaal

Discover how Agentforce Revenue Management unifies your entire revenue stack — from quoting and contracts to billing and collections — on one complete revenue platform. Most revenue systems can't keep pace with business growth, leaving quotes, contracts, and billing out of alignment and revenue on the table. Agentforce Revenue Management is the headless revenue engine that connects every way you sell, so what you sell is exactly what you invoice, and what you invoice gets paid. In this video, you'll learn how to: • Evaluate deals in real time using AI agents that enforce pricing rules, discount thresholds, and promotions to protect margin and stay compliant • Define a deal once and let Agentforce Revenue Management automatically update terms, schedules, and contracts — with no manual work • Generate contracts directly from the deal, fully aligned to what was sold, and keep everything in sync when terms change • Automate renewals and expansions so nothing slips through the cracks as contracts renew or usage exceeds limits • Streamline billing and collections with automatic invoice generation and AI-powered scoring so you get paid faster *TIMESTAMPS* 0:00 - Why fragmented revenue systems sabotage AI 0:23 - Introducing Agentforce Revenue Management 0:30 - Revenue decisions in Slack: full deal context for agents 0:43 - Real-time deal evaluation: pricing rules, discounts & promotions 0:57 - Define the deal once — Agentforce handles the rest 1:08 - Automated contract generation from the deal 1:23 - Automated renewals and expansion deals 1:35 - Billing and collections: from closed deal to paid invoice 1:53 - How agents execute within your revenue workflows 2:09 - Agentforce Revenue Management: the complete revenue platform *RESOURCES & LINKS* Explore Revenue Lifecycle Management: salesforce.com/sales/revenue-lifecycle-management Learn more about Revenue Management Software: salesforce.com/sales/revenue-lifecycle-management/revenue-management-software Read the guide on CPQ: salesforce.com/sales/cpq/what-is-cpq #Salesforce #AgentforceRevenue #RevenueManagement #RevenueLifecycleManagement #SalesforceCPQ #AgenticEnterprise #Agentforce #DigitalTransformation --------- Subscribe to Salesforce’s YouTube Channel: http://bit.ly/SalesforceSubscribe Learn more about Salesforce: https://www.salesforce.com Facebook: https://www.facebook.com/salesforce Twitter: https://www.twitter.com/salesforce Instagram: https://www.instagram.com/salesforce LinkedIn: https://www.linkedin.com/company/salesforce About Salesforce: Improve customer relationships with Salesforce, the #1 AI CRM where humans with agents drive customer success together. Our integrated platform pairs your unified customer data with trusted agents that can assist, take action autonomously, and hand off seamlessly to your employees in sales, service, marketing, commerce, and more. Disclaimer: This video is for demonstration purposes only. All account data depicted is fictional and does not contain personally identifiable information (PII). This content is intended solely to illustrate product functionality in a simulated environment.