Live Webinar

Agentforce Revenue Management: Unifying Revenue Management with Agentic AI

September 15, 202611:00 AM to 12:00 PM GST

Trusted Salesforce Partner

Salesforce Partner since 2012

★

4.9 AppExchange rating

Recognized by Forrester

Agentforce Revenue Management leads the way to one platform

Revenue teams want one thing more than any other: a faster, AI-run path from quote to cash. That's where we start.

In this session, we show what that path looks like in production, and how it connects to the same unified platform — Marketing Cloud, Data 360, Sales, Service, and Field Ops — that agentic AI depends on.

Presented By

Selvanayagam Kalyanasundaram

Practice Manager, Revenue Cloud

Vijayakarthigeyan Sivakumar

Senior Salesforce Business Analyst

Daniel Manohar

Technical Manager

Webinar Agenda

Welcome: The Case for One Platform

Fragmented systems and disconnected data show up as one thing to your customer: friction. We open by making the case that unification, not another tool, is what actually fixes it.

Key takeaway: Unification, not more tools, is the fix.

Quote-to-Cash, Reimagined: Agentforce Revenue Management

Agentforce Revenue Management joins the platform story: agents that quote, price, and move deals through to cash, running on the same data as everything else.

Key takeaway: Quote-to-cash is agent-run too: same platform, same data.

Unified Data in Action: Marketing Cloud + Data 360

See how one connected view of the customer powers coordinated campaigns and segmentation across Sales, Service, and Marketing, with no more guessing which system has the truth.

Key takeaway: What a unified data foundation looks like in practice.

Case Study / Demo: Sales, Service & Field Ops, Powered by Agentforce

A real deployment, shown live: agents acting on unified data across sales, service, and field operations, grounded and governed, with zero data retention.

Key takeaway: What it looks like when agents run on a real, unified data foundation.

Beyond This Deployment: Scaling with Agentforce

One deployment doesn't make a pattern. We widen the lens to the broader portfolio, including Agentforce Revenue Management, to show this approach repeats.

Key takeaway: This is a governed, repeatable pattern.

Closing: What's Next

A recap, live Q&A, and one clear next step to take the conversation further.

Key takeaway: A concrete path to start unifying data and deploying agents.

Who Is This Webinar For?

💰

RevOps & Quote-to-Cash Owners

CPQ, billing, and revenue operations owners exploring what Agentforce Revenue Management can do for cycle time.

📊

Sales, Service & Marketing Leaders

Leaders across EMEA evaluating agentic AI and looking to move past pilot into production.

🛡️

IT & Data Leaders

Teams responsible for CRM data strategy, governance, and data residency across GDPR-Europe and GCC markets.

Our Key Salesforce Services

Agentforce Strategy & Implementation

From use-case selection to governed, production-grade agent deployment across Sales, Service, and Marketing.

CPQ → Agentforce Revenue Management

Migrating legacy CPQ to Agentforce Revenue Management (fmr. Revenue Cloud Advanced / Salesforce CPQ), with AI-assisted quoting built in.

Data 360 & Unified Customer Data

Building the single customer view that makes every downstream agent, whether sales, service, or revenue, actually trustworthy.

Learn more about our Salesforce practice

FAQs

It spans Sales, Service, and Marketing, with a dedicated look at Agentforce Revenue Management and how these agents now touch quote-to-cash as well.

Yes. The unified data segment speaks to data residency and sovereignty considerations relevant to both GDPR-Europe and GCC markets.

Yes, a real, governed deployment. Client and industry details stay confidential.

No. The session is built for teams at any stage, from first evaluation to scaling an existing deployment.