--- title: "Salesforce Revenue Cloud Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Salesforce Revenue Cloud Software - reviews, pricing plans, popular comparisons to other Revenue Management products and more." source_url: "https://www.capterra.com/p/265484/Salesforce-Revenue-Cloud/" page_type: "product" language: "en" publication_date: "2026-10-01" --- # Salesforce Revenue Cloud Software Review 2026: Features, Integrations, Pros & Cons Last updated on October 1, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Support](#support)[Reviews](#reviews) Salesforce Revenue Cloud ## What is Salesforce Revenue Cloud? Revenue Cloud is an end-to-end revenue management platform built on Salesforce Customer 360. Revenue Cloud puts your customer at the center and helps you deliver exceptional customer experiences with flexibility across buying channels, monetization models, and ongoing changes. Unifying your revenue processes allows you to grow revenue on any channel and drive efficiency with automation across the entire product-to-cash journey. ## What is Salesforce Revenue Cloud used for? [Billing and Invoicing](https://www.capterra.com/billing-and-invoicing-software/)[Contract Management](https://www.capterra.com/contract-management-software/)[Revenue Management](https://www.capterra.com/revenue-management-software/) Recognitions Shortlist Top alternative Featured Overall rating Based on 83 user reviews Reviews sentiment Positive 86% Neutral 13% Negative 1% Starting price $75 Per User, Per Month Free trial available Includes Free Version Capterra Shortlist charts the highest-rated and most popular products... - Contract Management / 2026 - Quoting / 2025 - Recurring Billing / 2025 Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Salesforce Revenue Cloud?[Manage this product listing](https://www.g2.com/products/agentforce-revenue-management-formerly-salesforce-revenue-cloud/claim_requests/new?auto=true) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Salesforce Revenue Cloud 4.4 (83) VS. [4.9 (4,319)](https://www.capterra.com/p/205015/Deel/reviews/) Starting Price $75 Per User, Per Month Starting Price $5 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.0 (83) Ease Of Use 4.8 (9,515) Value For Money 4.2 (53) Value For Money 4.7 (5,958) Customer Service 4.1 (72) Customer Service 4.7 (5,649) ## Salesforce Revenue Cloud alternatives [4.7 (694)](https://www.capterra.com/p/162588/HoneyBook/reviews/) Starting price $36.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 94% of reviewers rated it above 4 stars [4.4 (3,335)](https://www.capterra.com/p/120109/Xero/reviews/) Starting price $25.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 88% of reviewers rated it above 4 stars [4.7 (2,749)](https://www.capterra.com/p/140363/HouseCall-Pro/reviews/) Starting price $79.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 95% of reviewers rated it above 4 stars [Docusign](https://www.capterra.com/p/121506/Docusign/) [4.7 (9,523)](https://www.capterra.com/p/121506/Docusign/reviews/) Starting price $15.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 97% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/121506/Docusign/) ## FAQs about Salesforce Revenue Cloud Overview ### What problems does Salesforce Revenue Cloud solve? Salesforce Revenue Cloud solves error-prone spreadsheet quoting, inconsistent pricing, and slow approval workflows by guiding product configuration, enforcing pricing rules, and generating standardized quote and order documents. Sales representatives, sales operations teams, and revenue leaders benefit most when managing complex product catalogs, multi-year deals, multiple quote versions, and stakeholder approvals within Salesforce. Answer based on 22 reviews Overview ### Which roles and teams benefit most from Salesforce Revenue Cloud? Salesforce Revenue Cloud is most used by sales leaders, account executives, and sales development teams managing opportunities, quotes, renewals, and revenue forecasts. Salesforce administrators, developers, and managers support configuration and data governance, while owners, CEOs, directors, and project managers monitor pipeline performance, coordinate revenue processes, and guide commercial decisions. Answer based on 78 reviews Overview ### What company size and industries is Salesforce Revenue Cloud built for? Salesforce Revenue Cloud is used most often by small businesses, which represent 52% of reviewers, with Computer Software as the leading industry at 19%. It also serves enterprise and midsize organizations, each comprising 24% of reviewers, particularly in Information Technology and Services (13%) and Consumer Services (5%). Answer based on 83 reviews Features and Usability ### What are the key features of Salesforce Revenue Cloud? Salesforce Revenue Cloud includes core quote-to-cash capabilities: product configurator, custom pricing rules, automated quoting, approval workflow, and proposal generation. It also supports CRM-based client tracking, sales forecasting, and reporting dashboards. Differentiating features include contract management, recurring billing, revenue recognition, and integrations with Salesforce applications and third-party systems. Answer based on 22 reviews Pricing ### How much does it cost and what fees or limitations are included? Salesforce Revenue Cloud starts at $75 per user/month for CPQ, with CPQ+ at 150 and Revenue Lifecycle Management at 200 per user/month. A free version and free trial are available. Reviewers describe pricing as premium or slightly overpriced, and note complex configurations can require technical expertise or consulting support. Answer based on 18 reviews Getting Started and Support ### How easy is it to onboard and train a team on Salesforce Revenue Cloud? Salesforce Revenue Cloud offers in-person training, live online sessions, webinars, documentation, and videos. Reviewers indicate that users familiar with Salesforce can learn core workflows relatively quickly, while new users need time to understand quoting and product configuration. Admins typically require more extensive training because configuration, fields, and ongoing system maintenance can be complex. Answer based on 20 reviews Getting Started and Support ### What customer support options does Salesforce Revenue Cloud offer, and how do users rate the experience? Salesforce Revenue Cloud provides email/help desk, FAQ/forum, knowledge base, phone support, 24/7 live representative, and chat support. Users often describe staff as polite, responsive, and clear, with helpful customer success and support agents. However, some users want more support capacity, clearer guides, and better community resources for complex configurations. Answer based on 20 reviews Features and Usability ### How does Salesforce Revenue Cloud improve the quoting process? Salesforce Revenue Cloud creates standardized, professional quotes with guided product configuration, pricing controls, approvals, and CRM-based quote tracking. Sales teams value faster document generation, multiple quote options, and fewer manual-entry mistakes. Complex multi-year deals or large product catalogs can require careful setup, specialist implementation, and additional training. Answer based on 22 reviews Features and Usability ### Is Salesforce Revenue Cloud easy to use? Salesforce Revenue Cloud feels approachable for everyday quoting, product selection, and document creation, especially for teams already familiar with Salesforce. Many sales users find the interface intuitive after onboarding and appreciate automatic calculations. Configuration and initial rollout can feel complicated, however, while some users want simpler navigation, updated screens, and clearer guidance. Answer based on 22 reviews ## Features AI summary Based on 383 Revenue Management reviews Capterra data shows that buyers of revenue management software rank the following features as their top priorities: - **Billing & Invoicing** (**51%** of reviewers rated this feature as critical) - **Dynamic Pricing** (**63%**) - **Price Optimization** (**57%**) Salesforce Revenue Cloud supports all three of the features reviewers rate most highly: **Billing & Invoicing**, **Dynamic Pricing**, and **Price Optimization**. Together, these capabilities help businesses manage charges accurately, adjust pricing based on changing conditions, and improve margin control, allowing teams to handle revenue operations with greater consistency and confidence. Dynamic Pricing 5.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important Real-time price adjustment for a product or service to reflect changing market conditions, geolocation, customer behavior, etc. Price Optimization 4.0 (5) 100.00% of 5 reviewers that rated this feature as important or highly important Track factors that affect pricing and adjust prices accordingly to increase sales Forecasting 3.9 (8) 87.50% of 8 reviewers that rated this feature as important or highly important Form predictions based on past and present data/trends Financial Management 4.9 (7) 100.00% of 7 reviewers that rated this feature as important or highly important Plan, manage, and track the financial activities of an individual or organization Quotes/Estimates 4.3 (17) 64.71% of 17 reviewers that rated this feature as important or highly important Generate quotes or estimates for customers Contact Management 4.5 (10) 90.00% of 10 reviewers that rated this feature as important or highly important Manage, organize, and store contact information Salesforce Revenue Cloud 339 features ### All Features - Access Controls/Permissions: Define levels of authorization for access to specific files or systems - Accounting: Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. - Accounting Integration: Integrate with a third-party accounting system - Accrual Accounting: Recognizing income when earned and expenses when incurred regardless of when cash is received or disbursed. - ACH Payment Processing: Accept electronic bank-to-bank transfers using a network called the Automated Clearing House (ACH) - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - Activity Tracking: Track and document all activities across devices, networks, and other systems - Adaptive Learning: Intuitive interface and user-friendly design which seamlessly integrate with existing workflows - Adjustments: Adjusts sales tax prices for certain products, customers, or occasions where necessary - Advanced Contract Analytics: Provides advanced, AI-driven contract analytics to optimize all aspects of contract management. - AI Copilot: A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users - AI Redlining: The use of AI to automate the process of reviewing, identifying and marking changes in contracts - AI Text Generation: Allows users to generate text based on a text prompt. - AI Text Summarization: Condenses long documents or text into a brief summary. - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - Annotations: Highlight content and/or make notations about parts of content - API: Application programming interface that allows for integration with other systems/databases - APIs: Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc with other software applications. - Approval Process: Contract approvals processes can be streamlined, so that departmental workflows are integrated logically into the system. - Approval Process Control: Manage the process of evaluating documents or requests submitted for approval - Approval Workflow: Route documents and other data through one or more stakeholders for review and approval - Approved Workflows: Implements role-based controls and streamlines workflows automatically for approving price changes or exceptions. - At-Risk Customers: Identify customers that are more likely to cancel their subscriptions - Audit Management: Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws - Audit Trail: A record of all activities within the system, including user access, changes made, etc. - Automated Quoting: Generate rule-based quotes for clients automatically - Automated Receipt Matching: Match digital receipt images or data with corresponding expense entries - Automation: Automates manual tasks such as visitor arrival and departure notifications, guest badge printing and contact information autofilling. - Autonomous Task Execution: Completes tasks independently without constant human intervention - Backup and Recovery: Create backups and provide methods to recover deleted/lost data - Bank Reconciliation: Compare and match accounting/financial records with corresponding bank statements - Batch Invoicing: Ability to create multiple types of invoices - Batch Processing: Software's ability to perform similar action on multiple similar files simultaneously - Behavior Tracking: Track visitors'/audience's responses across web pages and other optimized content - Benchmarking: Compare key metrics for the business against prominent players in the industry - Billing & Invoicing: Create, manage, and send invoices or bills to customers - Billing Portal: Gateway through which end users can view past bills and pay current invoices - Billing Rate Management: Setting up the amount/charge for per hour of work by a company or professional - Billing Types: Provide the option to combine recurring, one-time, and usage based billing - Bills of Material: Material list of manufacturing parts and associated costs - Booking Management: Create, update, and manage bookings, itineraries, and reservations - Bulk Send: Process of sending a large number of documents, messages or emails to multiple recipients at once - Bundles: Ability to group standard plans and products to create bundles - Buy Side (Suppliers): An agreement between a business and an external supplier for the delivery of a set of products or services - Calendar Management: Track and manage schedules and meetings via an integrated calendar - Call Data Records(CDR): Records or detailed document of call data produced by a telephone exchange over telecommunications equipment. - Cancellation Management: Allow customers to cancel their subscription remotely. - Cash Flow Management: Monitoring, analysis, and projection of the movement of cash into and out of a business over a specific period - Catalog Management: Create and manage digital catalog of products/services with their details, specifications, and price - Channel Partner Support: Provides functionality for channel partners to configure, price, quote and buy products in a self service environment - Clause Identification and Mapping: Identifies and classifies paragraphs through AI-driven clause template matching and learning algorithms. - Client Management: Manage contact details and communication with clients - Client Portal: Private online space that lets businesses securely share documents and provide information access to clients - Collections: Assists users in collecting payments for unpaid invoices. - Commerical Rules: Allows rules to be written in commercial process so that users don't make errors in pricing, terms, and other commercial considerations - Competitive Analysis: Evaluating strengths and weaknesses of companies with the same target audience - Competitor Price Tracking: Monitor and compare prices for competing products - Completion Tracking: Track the current status and completion of activities, tasks, goals or deliverables via progress indicators - Compliance: Implements policies and controls to help the organization meet various compliance certifications and standards, such as SOC 1, SOC 2, SSAE 18, ISO 27001, HIPAA and PCI DSS. - Compliance Management: Track and manage adherence to policies for any service, product, process, or supplier - Compliance Tracking: Track and report regulatory data to either internal management or external stakeholders - Configurable Workflow: Configure existing workflows to meet your organization's needs - Configuration: Users or customers can configure parts by using a parametric 3D configurator. - Configuration Ease of Admin: Easily build and maintain configurator; flexibility to easily embed all desired business logic - Configuration Rules: Rules ensure that users select only compatible options and that all required items are included - Consolidation: Centralize payments data from multiple sources such as gateways or payment service providers - Contact Database: Centralized database of stakeholders and their contact information such as names, address, phone number etc. - Contact Management: Manage, organize, and store contact information - Contingency Billing: Business model where clients pay their lawyer a fee only if the case is won/settled successfully - Contract Attachments: Additional information, such as images, memos, and invoices, can be attached to contracts as supplemental resources. - Contract Collaboration: Internal and external users are able to collaborate on contracts through a shared web portal with messaging features. - Contract Comparisons: Provides document parsing, redlining, and auto-tagging for clause comparisons. - Contract Compliance: Identify, assess, and manage all contract risks and ensure the fulfillment of contractual obligations - Contract Creation: Users can create new contracts within the platform using built-in document creation features. - Contract Database: Contracts can be stored in a central online repository with built in search capabilities. - Contract Drafting: Create, edit, and revise contracts/written agreements - Contract Editing: Relevant contract stakeholders can edit, compare, and revise multiple versions of contracts. - Contract Negotiation: Dialogue between two or more parties to resolve points of difference and agree on a set of legally binding terms - Contract Performance: Monitor revenues per contract, contract types, or groups of contracts - Contract Templates: Create and access templates with to streamline contract creation, taking advantage of pre-written contract clauses and fields. - Contract/License Management: Track, store, and access client contracts or licenses - Contracts: Ability to review supplier contracts and identify critical requirements or potential risks. - Cost Analysis: Analyze and calculate business costs - Cost Tracking: Process to track, record, and analyze expenses that occurred over the entire duration of a given project - Creation: Deliver standard contract templates that can be modified by users. - Credit Card Processing: Accept and process credit card transactions - Credit Note: Legal document used by sellers & buyers to adjust invoice values in case of wrong billing, damaged goods etc. - CRM: Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system - CRM & Sales: Integrate with software that manages customers, sales, and marekting. - CRM Integration: Integration with third-party CRM systems - Cross-system Integration: Works across multiple software systems or databases - Custom pricing: Enables administrators to set up job post packages for companies to purchase, including customized pricing plans. - Custom Pricing Rules: Create custom predefined rules for prices for products and services - Custom Reporting: Reports created by the user to cater to specific requirements. If you can build it in Excel, you can build it in the custom report writer - Customer Accounts: Record customer information, purchase history, and other notes - Customer Churn: Address customer churn by identifying the causes of cancellations - Customer Database: A collection of customer information such as contact details, demographics, previous interactions, etc. - Customer History: Access previous interactions or concerns to maintain customer relationships - Customer Management: Store and organize information about customers and previous interactions - Customer Performance: Track revenue performance by customer, customer groups, or demographics - Customer Profiles: Record customer information, purchase history, and other notes - Customer Segmentation: Process of dividing customers into groups based on common characteristics - Customizable Branding: Add customized logos and colors to align with company branding - Customizable Fields: Customize data fields to support various needs and use cases - Customizable Invoices: Invoices that can be tailored according to company's branding, payment terms and personalized information - Customizable Reports: Alter the layout and content of reports - Customizable Rules: Rules followed by the software/AI can be configured by users to suit their specific needs - Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements - Dashboard: Assembly of graphs and charts for visualizing and tracking statistics/metrics - Dashboards: An easy to read, often single page, real-time user interface, showing a graphical presentation of the current status and historical trends of an organization's Key Performance Indicators (KPIs) to enable instantaneous and informed decisions to be made at a glance. - Data Cleansing: Removes data that is incomplete, inaccurate, or irrelevant from a dataset - Data Export: Allows users to export grading and assessment data in multiple formats for easy sharing and integration. - Data Extraction: Automatically retrieve and pull information from documents, websites, images, data sets, and other sources - Data Import: Able to import client data from multiple sources such as accounting software, spreadsheets or previous tax returns - Data Import/Export: Import and export data to and from software applications - Data Visualization: Graphical representation of data - Decision Making: Makes informed choices based on available data and objectives - Deferred Billing: Buyer isn't billed until the period is up without any interest charges - Deferred Revenue: Track payments received for products that haven't be delivered yet - Demand Forecasting: Forecast customer demand using historical insights and simulations - Digital Billing: Ability to convert invoices to digital formats such as PDF - Digital Signature: Electronic signing method that validates the authenticity and integrity of a digital document - Dimensions: Reports revenue based on various dimensions, such as subscription segments, geographies, or discounts - Discount Management: Track products that are for sale at a reduced price or part of coupon promotions - Discounting: Ability to manage discounts at quote and line level; ability manage discounts based on volume and customer agreements - Discounts: Define standard and custom discounts that can be applied to one or more products and plans - Document Management: Store, manage, and track all electronic documents in a centralized location - Document Review: Review and analyze existing information across documents - Document Storage: Store and organize documents in a centralized system - Document Templates: Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file - Drag & Drop: Assemble applications and processes by dragging over and arranging pre-built components - Dunning Management: Process of automatically notifying clients when payments fail to ensure invoices are paid - Duplicate Detection: Compare new data with existing records to detect duplicate entries - Dynamic Pricing: Real-time price adjustment for a product or service to reflect changing market conditions, geolocation, customer behavior, etc. - Dynamic Quoting: Generate personalized quotes and proposals that corresponds with each customer's tailored preferences and buying behavior - E-signature: Offers e-signature functionality in-product, whether through integration or native capability. - eCommerce: End customer users can configure, price, and buy products in a self service environment online - eCommerce Management: Has a built-in eCommerce system or integrates with third-party systems to manage online sale of products - Elasticity-based pricing: Calculate the price elasticity of demand by analyzing pricing and market data to find the most optimal price points - Electronic Payments: Electronically collect payments for goods or services - Electronic Signature: Digitally sign online documents - Email Management: Manage, store and organize emails within the system or via third-party apps - Email Reminders: Reminders sent via email - Enrollments/Onboarding: Manage the enrollment and onboarding of all new members and accepted applications - ERP: Integrates with ERP systems to reconcile financial data across various modules and departments - ERP and Accounting: Standard integration with accounting and ERP software - ERP integration: Integrate with existing ERP systems - Estimating: Estimate expected cost based on various factors before a project begins - Event Logs: A chronological record of actions or occurrences within a network, software, or process - Execution: Deploy work orders on the shop floor to personnel and equipment. - Expense Tracking: Monitor and record expenses such as purchases or charges incurred - File Encryption: Encrypts data within the file, which can only be decrypted using a password or encryption key - File Sharing: Public or private sharing of digital files such as documents, audio/video, images, and more - Financial Analysis: Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk - Financial Management: Plan, manage, and track the financial activities of an individual or organization - Financial Reporting: Generate reports to assess the financial performance of an organization - Flexible Rate Tables: Control and set flexible rates that depend on multiple variables and enable rate automation and calculation - For Airlines: Created for use in the aviation and air transportation industry - For Hospitality Industry: To be used by the hospitality industry - For Internet Service Providers (ISP): Companies that provide access to the internet and its related services. - For Small Businesses: Designed for small businesses - For Telecommunications Industry: Specifically for telecommunications industry - Forecasting: Form predictions based on past and present data/trends - Fraud Detection: Identify and prevent suspicious activity - Full Text Search: Search for specific words or phrases within a document or database - Generative AI: Use AI to generate content in the form of text, images, videos, etc. - Government Contracts: Contracts specific to government agencies or organizations who deal with government agencies - Grouping: Ability to easily group items on quotes; apply and manage discounts and pricing by group - Guided Selling: A process designed for sellers to guide them through the entire selling process - Historical Trend Analysis: Review data from past periods to reveal recurring tendencies - Hourly Billing: Business model that charges based on the amount of time spent on an hourly basis - Integration: Integrate with a variety of data sources, such as guest wifi, customer data platforms, visitor counters, POS systems, and third-party data sources. - Integrations / APIs: Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc. with other software applications. - Internationalization: Extend compensation configurations around the globe using flexible location profiles, multiple language options, and automatic currency conversion tools within the system. - Inventory Control: Monitor product stock levels - Inventory Management: Track and manage inventory levels to maintain proper supply - Inventory Tracking: Track and monitor inventory items, such as raw materials, unfinished goods, and ready-to-sell items - Invoice Creation: Create invoices from scratch or have recurring invoices - Invoice History: Store and view prior invoices for each account/client - Invoice Management: Captures invoice data and maintains comprehensive records for auditing and reporting purposes - Invoice Processing: Creation, processing, verification, and execution of invoices till the payment is made - Invoicing: Sends invoices through the software and allows clients to pay on the spot. - KPI Monitoring: Tracking the status of previously identified performance measurements - KPIs: Provide performance metrics such as delivery performance, on-time arrival performance, and compliance. - Machine Learning: Enable businesses to implement machine learning algorithms on business data such as sales and revenue - Management: Financial information can be imported from multiple sources such as spreadsheets, text files, or databases - Market Data Analysis: Collect & analyze data from multiple sources to get insights into competing products, customer behavior, pricing & marketing strategies - Master Data Management: Verify, organize, manage & store enterprise data assets in a centralized repository - Matching: Ability to match AP invoices to POs, contracts, or payments - Mobile Access: Access software remotely via mobile devices - Mobile Payments: Clients can submit payments via mobile devices - Mobile User Support: System supports users that want to access system data and fuctionalyt from a mobile devide (phone and/or tablet) - Monitoring: Observe and track the demand, usage, progress or quality of a system, product, or user - Multi-Channel Management: Manage inventory, communication, marketing, orders & more across warehouses, stores and online channels - Multi-Currency: Manage and handle various international currencies - Multi-Language: Manage and support multiple languages - Multi-part Deals: Create deals that combine multiple products and plans, with differrent pricing - Multi-Period Recurring Billing: Set rebilling periods, charging customers one rate annually or semi-annually, then a better rate afterward, as a subscriber benefit - Multi-step Planning: Ability to break down and plan multi-step processes - Multi-Store: Manage multiple teams and operations from a central location - Multiple Data Sources: Allows users to manage data from a number of sources - Multiple Payment Options: Process payments via multiple modes directly through the application - Natural Language Interaction: Allows users to give natural-language instructions for browser-based tasks. - Negotiation: Track contract changes made by all parties during negotiation. - NLP: Provides NLP capabilities in order to understand text in documents and applications. - Notifications & Reminders: Receive notifications and schedule reminders with alerts according to contract milestones. - OCR: Converts scanned or image-based documents into searchable, screen-reader-compatible text. - Offer Optimization: Optimize product offerings and packages to increase customer loyalty - Offering: Track the performance of bundles, special offers, and other sales incentives - Omnichannel Pricing: Manages price lists to synchronize consistency across multi-channels, products, services, regions, and customer segments. - Opportunities: Manage open opportunities for new or existing customers. - Optimization: Offers the ability to enhance listings with menus, photos, videos, or other rich data - Order Management: Manage and track customer orders for goods, investments, or any other purchases - Ordering: Enables users to seemlessly convert quotes to orders with appropriate validations, workflow, and integration - Packages: Track the financial performance of various types of packages. - Payment Processing: Accept, record, and reconcile financial transactions - Payment Terms: Provide multiple payment terms per customer or contract - Payment Tracking: Track sent and received payments, invoices, and bills. - Payments: The ability to accept online payments for classes or equipment, store payment information, or set up recurring payments. - PCI Compliance: Store, process, and transmit cardholder data in compliance with the Payment Card Industry Data Security Standard (PCI DSS) - Performance Metrics: A set of indicators that tracks the performance of networks, applications, systems, teams, etc. - Personalized Billing: Different types of billing such as: recurring, one time changes, based on number of seats or usage - Personalized Pricing: Offers personalized prices and promotions to different customer segments based on their individual preferences, behavior, or purchase history. - Personalized Sale Recommendations: Enhances guided selling by learning customer preferences and suggesting the most suitable products and services based on their individual needs - Plan Changes: Monitor plan changes such as upgrades and downgrades, or cancellations. - Point of Sale (POS): Accept and process customer payments for products or services using hardware and software - Post-Paid Service: Services paid in real-time or end of the monthly billing cycle. - Pre-built Templates: Pre-defined templates within a library for common cases such as contracts, websites, emails, and more - Pre-Paid Service: Services paid in advance before the end of the monthly billing cycle. - Predictive Analytics: Predict future data based on historical data sets - Predictive Pricing Models: Use simulation models and scenario planning to predict and compare strategy outcomes for prices and promotions - Price and Cost Calculations: Calculate rule-based prices for a product/service - Price Configuration: Pricing is displayed during configuration process so that users can quickly see how configuration changes impact the price - Price differentiation: Create unique pricing based on product, store, geography, or customer segmentation - Price Execution: Performs complex price calculations and delivers prices directly into front-end sales and commerce systems, such as CPQ tools, CRMs, ERPs, and eCommerce platforms. - Price Forecasting: Form predictions for optimal prices based on past and present data (market data, competitor products, special events, weather, etc.) - Price List Management: Create and manage price lists for products, customer segments, and geographic locations. - Price Optimization: Track factors that affect pricing and adjust prices accordingly to increase sales - Price/Margin Management: Track and manage the profit margin between the cost of a product and its selling price. - Pricing: Provide standard pricing options that can be customized by customer. - Pricing & Discounting: Analyse the impact of special pricing and discounts on revenue - Pricing Administration: Can easily build and maintain pricing logic required by business - Pricing Analytics: Track and analyze key pricing metrics for reports, intelligence dashboards, historical data tracking, trend analysis, etc. - Pricing and Cost Calculations: Calculate rule-based prices for a product/service - Pricing Flexibility: Ability to create and manage tiered, negotiated, a la carte pricing structures as well as upgrades, add-ons, etc. - Pricing Management: Tool used to determine accurate pricing and product eligibility for borrowers - Proactive Assistance: Uses webpage, tab, browsing session, or selected text context to generate responses and suggestions - Product Catalog: Present a catalog of inventory that customers can view - Product Configurator: Customize the specifications of a finished product to meet the particular needs of a customer - Product Data Management: Capture, organize and track product-specific data and information in a centralized location - Productivity Tools: Tools to facilitate the production of information and promote efficiency - Profitability Analysis: Evaluate the degree to which business operations bring monetary gains - Project Billing: Business model that bills clients an amount based on the project/task/job performed - Projections: Estimate or forecast of a future scenario based on the study of present trends - Promotion Optimization: Assess and optimize pricing markdowns, special offers, or other promos - Promotion Programs: Ability to define promotions to increase revenues - Promotions Management: Design, communicate, and distribute incentives to perform a specific action - Proposal Generation: Create proposals based on costs of labor and materials - Purchase Order Management: Create, send, and track purchase orders and their statuses - Purchasing & Receiving: Workflows that help acquire inventory, issue purchase orders and receive and store items in required quantity - Quote-to-Cash: Standard integration with Quote-to-Cash systems - Quotes/Estimates: Generate quotes or estimates for customers - Quoting: Ability to create custom quotes based on customer requirements. - Re-evaluation: Revenue optimization activities can be evaluated on a regular basis - Real-Time Analytics: Analyze and gain insights into data in real-time - Real-Time Data: Receive data and information in real time - Real-time Insights: Provides intelligent pricing insights and analysis with data-driven recommendations. - Real-Time Monitoring: Active monitoring of systems, applications, or networks - Real-Time Reporting: Active reporting of data and metrics - Real-Time Updates: Receive system updates as soon as any changes are made - Reclassification: Revenue can be reclassified from one category to another, such as from deferred to earned - Recognition: Perform revenue recognition to ensure that pricing or payment terms are accurate. - Recommendations: Algorithmically generated suggestions based on user behaviors, preferences, or data patterns to enhance UX, productivity, or engagement - Recurring Billing: Ability to charge customers on a recurring basis for subscription-based purchases - Recurring Invoicing: Generate recurring invoices - Recurring/Subscription Billing: Automated process of charging customers at regular intervals for repeated access or use of a product or service - Refund Management: Oversee the process of issuing refunds - Reminders: Timed notification for any upcoming task, deadline, appointment, or activity - Renewal Management: Manage and track the renewal process for various services, subscriptions, contracts, or licenses - Renewals: Allows users to renew existing contracts based on contracted pricing and existing assets already owned - Reporting & Dashboards: Survey results can be visualized and reported on in real time, with manager dashboards and automated reporting tools. Reports can be customized and distributed to aid in organizational improvement and employee performance reviews. - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - Reporting and Dashboards: Campaign performance can be monitored and visualized in dashboard that displays key success metrics in real time. Reports can be generated and distributed to relevant stakeholders. - Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data - Repricing engine: AI-driven algorithms that allow for automatic repricing in real-time - Revenue Accrual: Recognition rules to accrue revenue on a daily or monthly basis - Revenue Allocation: Allows users to allocate revenues to various business entities or departments - Revenue Forecasting: Estimates potential revenue based on current performance and market trends. - Revenue KPIs: Provide revenue KPIs such as Customer Lifetime Value or Net Customer Worth - Revenue Management: Monitor sales and make necessary adjustment in order to increase demand and revenue - Revenue Optimization: Provides insights that can be used to improve sales and revenue - Revenue Recognition: An accounting principle that identifies the specific conditions in which revenue is recognized and determines how to account for it. - Revenue Types: Supports multiple types of revenues, such as recurring and transaction based - Rules Engine: It is a logic or a condition that executes business rules in a runtime production environment - Sales and Marketing: Standard integration with sales and marketing software - Sales Automation: Automate processes to manage leads, contacts, opportunities and sales activities - Sales Forecasting: Estimate of expected sales revenue within a specific time frame, such as quarterly, monthly or yearly based on past trends and reports. - Sales Reports: Reports specific to sales analysis for trends and strategies - Sales Tax Management: Calculation of consumption tax imposed on the sale of goods/services - Sales Trend Analysis: Analyze the current state of sales data to accurately understand trends and forecast future sales numbers. - Scalability: Manage a growing amount of work to meet increased demand without compromising performance - Scenario Planning: Develop potential scenarios to identify risks and opportunities - Scheduling: Plan availability and assign specific time slots for tasks and resources - Search/Filter: Search and filter data across systems to locate required information by entering keywords or certain criteria - Segmentation: Group leads or contacts based on their specific characteristics - Self Service Portal: Online portal through which end users can access the system, manage tasks, or obtain information - Sell Side (Customers): An agreement between a buyer and a seller for the sale and delivery of goods or services - Service Provisioning: Allocate necessary resources such as equipment, wiring, and transmission available in a carrier's network. - Specialty Contracts: An agreement that's only valid if signed by all involved parties, sealed, and delivered - Standard Price: Assign standard monthly and yearly prices to products, plans, and packages - Status Tracking: Track the status over time for a request, process, asset, or transaction - Strategic Planning: At a high level, visualize a preferred outcome, define goals and identify specific steps to achieve them - Subscription Management: Process of managing customer subscription lifecycle for a recurring service or a product - Subscription Plan Management: Manage the subscription plans of all active members - Task Management: Create, manage and track all task activities and progression - Tax Calculation: Calculate tax and make deductions on gross income from sources like wages, investments or self-employment - Tax Compliance: Track tax-related transactions, tax remittance and tax reporting for various groups of employees and contractors - Tax Management: Implementation of various strategies to manage tax obligations via planning and maintaining compliance - Team Collaboration: Allow multiple team members to edit and work on the same document - Template Management: Create, save, and re-purpose templates for emails, forms, etc. - Templates: Sample files or documents that could be customized as needed or used as is - Terms and Conditions: Ensure that users automatically include the right terms based on items being quoted - Text Analytics: Ability to analyze text within contracts by using pattern recognition. - Third-Party Integration: Addition of necessary external data, applications, tools, or features - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - Time & Expense Tracking: Log and record hours worked and costs spent to assist in billing and invoicing - Transaction History: Record of all transactions such as purchases, deposits, withdrawals and transfers within a specific period - Transaction Monitoring: Monitor or audit historical and current transactions to analyze customer account activities - Trend Analysis: Review data from past periods to reveal recurring tendencies and predict future performance - Updating: Updates subscription data automatically at predefined time periods that can be customized by users - Upsell & Cross-sell: Identify opportunities to upsell and cross sell based on product usage. - Usage Tracking: Track a business' IaaS usage statistics through dashboards, metrics, and reporting. - Usage Tracking/Analytics: Track and interpret metrics on the usage of company resources - User Management: Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks - Version Control: Track revisions and updates made to files and navigate between different versions - Visual Analytics: Interact with data visualization elements, such as charts and graphs, to drill down into data - Visual Configuration: Configuration of custom product parts by using 2D &3D visualizations - Workflow Automation: Streamlining repetitive tasks and activities through automated and predefined workflows - Workflow Management: Create, design and manage workflows for repetitive tasks --- Get Advice We can help you find the software with the features you need. Features 4.4 (69) 4.4 Based on 69 reviews ## Pricing Value for money 4.2 (53) Free Trial Free Version [View pricing plan details](https://www.capterra.com/p/265484/Salesforce-Revenue-Cloud/pricing/) CPQ $75.00 Per User,Per Month It includes: - Configuration, Pricing, and Quoting - Enhanced Product Catalog - Out-of-the-Box Pricing Methods CPQ+ $150.00 Per User,Per Month It includes: - Advanced Approvals and Advanced Order Management - Usage-Based Pricing - Document Generation Billing Growth Custom quote available It includes: - Invoice Scheduler - Tax Management - Milestone Billing Billing Plus Custom quote available It includes: - Omni-channel pricing & APIs - Line-level Allocations - Revenue Recognition Reporting Revenue Lifecycle Management $200.00 Per User,Per Month It includes: - Product Catalog and Pricing - Transaction Management and CPQ - Contract Lifecycle Management Value for money 4.2 (53) 4.2 Based on 53 reviews Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 4.1 (72) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.1 (72) 4.1 Based on 72 reviews ## User reviews Overall rating 4.4 Based on 83 reviews Filter by rating 5(48) 4(23) 3(11) 2(1) 1(0) Mentioned topic Sorted by most recent SH Syed Hamza T. Consultant Chemicals ### "Streamlined Our Contract-to-Cash Process" 5.0 Overall Rating 5.0 5.0 Ease of Use 3.0 3.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 8/10 August 5, 2026 Overall, it's been a strong investment for value for money once you factor in the time saved on manual invoicing, contract tracking, and document handling. It required an upfront investment in setup and training, but it's paid off through smoother operations and better visibility across our revenue processes. Pros Salesforce Revenue Cloud has made a real difference in how we manage the contract-to-invoice lifecycle. The contract management tools are intuitive and cut down significantly on manual back-and-forth when setting up and amending agreements. Built-in document signature functionality means we no longer need a separate e-signature tool, which speeds up approvals and keeps everything in one audit trail. Invoicing is far more accurate now that it's tied directly to contract terms, reducing the kind of discrepancies that used to eat up time in reconciliation. Security has also been solid — role-based access and data controls give us confidence when handling sensitive supplier and customer information. On top of that, integrated email and document sending means proposals, contracts, and invoices go out without switching between platforms. Cons The learning curve can be steep for new users, especially those unfamiliar with the broader Salesforce ecosystem. Customer support response times have occasionally been slower than expected for non-urgent tickets, and some of the more advanced configuration options require either technical expertise or support from a Salesforce partner to set up properly. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. DJ Dean J. Sales Financial Services ### "Salesforce Revenue Cloud is AMAZING" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 June 5, 2026 Fantastic. I would recommend this to any business wanting to level up. This is the best way to take your business to the next level. Pros Great product with a great cost. It's not the cheapest on the market but it is by FAR the best. It's easy to learn and doesn't take a lot. It's safe and secure and from what I can see the document signature seems to be easier than anything. Cons Nothing really. I haven't had any issues at all. Seems smooth and any questions i've had have been answered immediately. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. JL Jenna L. Sales Manager Computer Software ### "Salesforce for Sales Leaders" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 4.0 4.0 Likelihood to Recommend 8/10 April 6, 2026 I use the system daily to manage Account Executives. I find it very easy to make reports and filter them to have effective meetings about pipeline. Pros Revenue Cloud helps me run my teams pipeline to be able to forecast proper and project deal velocity. Cons Sometimes there are a lot of unused fields that cause noise for reps to move their deals down the stages and funnel. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Emmanuel K. Sr. Business Administrator Automotive ### "Salesforce is a Great Tool" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 3.0 3.0 Likelihood to Recommend 9/10 March 5, 2026 Overall is very good, modern and will get things done easier. It's pretty amazing the capabilities it has. Pros Keeps things organized. It's a useful program for the business. It can take some time to get used to and learn. Cons Because of how capable it is, it can take time to learn and understand the program. But once you get in there and learn, it end up being great. Switched from [Genius ERP](https://www.capterra.com/p/105244/Genius-Manufacturing/) Company acquisition had us change our program. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. MT Mariane T. Manager Business Supplies and Equipment ### "The revolution in payment management system" 5.0 Overall Rating 5.0 5.0 Ease of Use 3.0 3.0 Features 5.0 5.0 Customer Service 4.0 4.0 Likelihood to Recommend 8/10 November 29, 2025 Pros i really like the way the interface is designed. The data are easy to imput and the calculations are done almost automatically. The invoicing is easy due to template. it is also easy to do some self learning so as to better use the plateform and be able to get better value for money Cons It requires a good level of computer knowledge to be able to better navigate on salesforce Revenue Cloud Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. MD Melanie D. Regional Director Computer Software ### "A full service product that requires a lot of management" 4.0 Overall Rating 4.0 4.0 Ease of Use 3.0 3.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 7/10 April 14, 2025 Overall it's a very good enterprise tool. But it needs a lot of management and specifically at least one person or a team to keep it running for the organisation. If a salesperson has to do all these tasks it takes away from their time actually selling. Pros It keeps us up to date with all open opps and keeps us on top of targets for the quarter. I can link to gmail and sync all my emails. Cons I find it not so user friendly to build reports or just manage it day to day and requires quite a lot of maintenance. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Oscar froylan P. translator manager Translation and Localization ### "Efficiency in a nutshell" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 8/10 January 15, 2025 It was perfectly efficient and straightforward. Pros I don't think I came into a single problem with Salesforce. Cons The layout is not incredibly attractive, but it's not too outdated, either. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. AN Anonymous User Manager Consumer Services ### "Salesforce one of the best multipurpose CRM" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 January 14, 2025 In my organization, I am using Salesforce's multiple apps like salesforce cloud and salesforce outcall monitoring app, for outcall to handle customers query. Pros Salesforce revenue cloud software help sales team to identify the best price and configure the product. It is an automation tool that help to find accurate pricing of products and reduces complex pricing into easiest way. Cons Sometime multiple option may confuse the user as interface is bit complex. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. LG LaTosha G. rec Health, Wellness and Fitness ### "excellent product 10/10 " 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 January 14, 2025 excellent would give 10/10 and recommend to any company that tracks clients progress Pros this program really helps us keep track of clients and dates and scheduling consults exellent program Cons nothing to complain about staff is very polite and respond to question in a timely manner Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. JK Jerry K. Director, Audit and Compliance Accounting ### "Great for tracking customer ACV and Sales Operations" 4.0 Overall Rating 4.0 4.0 Ease of Use 3.0 3.0 Features 3.0 3.0 Customer Service 3.0 3.0 Likelihood to Recommend 7/10 January 13, 2025 Great for tracking customer ACV and Sales Operations Cons It doesn't intergrade well with other ERPs such as ServiceNow Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. [View all Reviews](https://www.capterra.com/p/265484/Salesforce-Revenue-Cloud/reviews/) ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.