Sales teams spend too much time on quotes. They hunt through product catalogues, calculate pricing, check approval chains, and wait. The average quote takes hours or even days to generate. During that time, competitors respond faster and deals slip away.
Salesforce is addressing this with Agentforce for Revenue, which allows representatives to generate quotes in seconds by simply describing what they need. Combined with Revenue Cloud, this approach is changing how B2B companies handle their quote-to-cash operations.
Revenue Cloud is a unified platform that manages the entire revenue lifecycle, from product catalogue management and pricing to quoting, contracting, order fulfilment, and invoicing. It brings together what used to be separate systems into one place.
Agentforce adds AI capabilities to this foundation. It supports guided selling and AI-assisted quoting, allowing sellers to create, update, and send quotes from inside Salesforce without external tools. The system uses natural language processing to understand requests like “Quote 25 licences with a 10% discount” and handles the rest.
The quoting process becomes conversational. Account executives can type requests like “Create a new quote starting today for one year with quantity 100 Sales Cloud Professional, and apply a 10% discount,” and Agentforce takes care of the rest.
The agent pulls data from your product catalogue, applies pricing rules, checks discount policies, and generates the quote. All the manual steps disappear. Sales representatives don’t need to memorise SKU codes or navigate complex pricing matrices.
This shortens ramp-up time because new sellers don’t need to learn product catalogue intricacies. They can be productive from week one instead of waiting months to master your pricing structure.
Speed matters in sales. Between 35-50% of B2B sales go to the vendor that responds to customers first. When your team is stuck generating quotes manually, you’re losing deals before you even respond.
Salesforce is using Agentforce internally and has seen a 75% decrease in quoting time along with an 87% reduction in clicks for its own sales team. That’s the difference between a quote taking four hours and taking one hour. Or what used to take a day now takes 90 minutes.
These aren’t small improvements. For sales teams handling dozens or hundreds of quotes monthly, this translates to weeks of recovered time. Time that can go into customer conversations, deal strategy, or pipeline building.
At Sailwayz, we work with businesses implementing Revenue Cloud and Agentforce across multiple industries. The quoting speed improvements are consistent, but the real benefit shows up in pipeline velocity. When quotes go out same-day instead of next-week, close rates improve.
Agentforce empowers representatives to create accurate, customised quotes in seconds by simply describing what they need, and the system instantly generates the quote, automatically pulling the correct products, pricing, and terms. This capability is especially valuable for companies with complex product catalogues or usage-based pricing models.
Fast quotes mean nothing if they’re wrong. Agentforce for Revenue addresses this by enforcing your pricing rules and approval workflows automatically.
The Apply Discount to Quote Line Item action can reference guardrails before execution. If a representative tries to offer a discount beyond their authority, the system routes it for approval. If a product configuration violates bundling rules, the system prevents it.
This consistency extends across channels. Whether a quote comes from a field representative, a partner portal, or a self-service interface, the same rules apply. Whether a quote is generated by a field representative or through a self-service portal, the pricing, discounts, and bundles stay accurate and up to date.
After a quote is initiated by Agentforce, sellers use Revenue Cloud’s enhanced Product Configurator to quickly tailor complex offerings, including quotes with more than a thousand line items. The configurator uses constraint-based logic instead of rigid rules.
Traditional CPQ systems pile up rules until they become unmanageable. Each new product or pricing change requires more rules. Revenue Cloud’s approach guides representatives to valid configurations in real time without overwhelming them with rule complexity.
Implementation requires planning. You need to turn on Einstein, enable Agentforce, clone packaged flows, register Agentforce actions, create a Quote Management topic, add helper actions, then test and iterate. The technical work is straightforward for experienced Salesforce partners.
The harder part is preparing your data. Your product catalogue needs to be clean. Pricing rules need to be documented. Approval workflows need to be defined. This preparation work determines success.
A clean product model is the foundation; you need to remove duplicates, normalise naming, and align pricing rules before moving to constraint-based configuration. Many implementations stumble here. They rush to build the system before cleaning the data it depends on.
Revenue Cloud connects with ERP systems, billing platforms, and other revenue tools. Because it’s built on the Agentforce 360 Platform, it integrates seamlessly with Sales Cloud, Service Cloud, and other Salesforce applications.
For Sailwayz clients, this integration capability is significant. You don’t need to replace everything at once. Revenue Cloud can sit alongside existing systems while you transition. The API-first architecture makes connections straightforward.
Companies piloting Agentforce for Revenue report measurable changes. AdMed, Inc., a leader in pharmaceutical and biotech training, is piloting the new quoting agent and expects it to cut manual work, accelerate deal cycles, and get quotes to clients faster than ever.
The efficiency gains cascade through the sales organisation. Representatives handle more opportunities. Sales managers spend less time reviewing quotes. Operations teams deal with fewer errors. Finance sees cleaner data flowing into billing and revenue recognition.
Automated processes speed up the entire sales cycle, from quote generation to order fulfilment, helping businesses close deals faster. This acceleration affects cash flow, forecasting accuracy, and customer satisfaction.
Revenue Cloud shines for companies with complex pricing. Revenue Cloud Advanced supports usage selling to facilitate consumption monitoring, reporting, and invoicing, with the goal of enabling billing on platform or not.
If you sell subscriptions, usage-based services, or consumption models, Revenue Cloud handles the complexity. The system can generate quotes for multi-year contracts with monthly billing, usage tiers that adjust based on consumption, and amendments that account for mid-term changes.
Agentforce is available in Slack via API, as well as from the opportunity, quote, and account records within Salesforce, meaning sellers can start, edit, and finalise quotes from wherever they are. This flexibility matters for field sales teams or distributed organisations.
Your representatives can generate quotes from their phones while meeting with prospects. Partners can access the same quoting tools through portals. Customer service teams can create amendment quotes during support calls. Everyone works from the same data with the same rules.
Sailwayz helps clients design these multi-channel implementations. The technical architecture supports it, but you need to think through the business processes. Who can create quotes? What approval levels apply? How do you maintain governance across channels?
Throughout the entire process, data is protected by the Salesforce Trust Layer, with agents operating securely within employee-specific permissions. The system respects role-based access controls.
A representative can only create quotes for their territory. A partner can only access their opportunities. A manager sees broader data but still operates within defined boundaries. This security model extends to the AI agent. It doesn’t bypass permissions or expose restricted data.
For regulated industries, this matters. Financial services, healthcare, government contractors, and other sectors need audit trails and compliance controls. Revenue Cloud provides them while still delivering speed.
Moving to Revenue Cloud with Agentforce requires strategic thinking. Start with your revenue model. Define the revenue models you use today and those you want to support tomorrow; CPQ should enable both.
Map your current quoting process. Where do delays occur? Where do errors happen? What approval bottlenecks exist? These pain points guide your configuration priorities.
Teams should expect a full review of product rules, migration from rule-based logic to constraint-based modelling, updates to contract templates, cleanup of existing assets and subscriptions, testing of quotes, contracts, and order flows, and validation of pricing and approval logic.
As a registered Salesforce consulting partner, Sailwayz guides businesses through Revenue Cloud implementations. We assess your current state, design the target architecture, migrate your data, configure the system, and train your team.
The implementation typically takes several months, depending on complexity. Simple product catalogues with straightforward pricing move faster. Complex configurations with usage-based pricing, multi-currency support, and intricate approval chains take longer.
We focus on clean data, clear processes, and thorough testing. The goal is not just to install software but to change how your revenue operations work.
Agentforce capabilities continue to expand. More invocable actions are provided with each release, so if you’re already a Revenue Cloud customer, make sure to keep an eye out for the newest ones that can help you automate even more.
The platform is evolving towards full revenue lifecycle management. Quote generation is just the beginning. The vision includes automated contract creation, intelligent order orchestration, consumption monitoring, and predictive revenue analytics.
AI agents work alongside teams to automate complex tasks like quote generation, product catalogue management, and consumption auditing. These agents handle exceptions, learn from patterns, and accelerate the entire revenue cycle.
Revenue Cloud with Agentforce requires investment. Licensing costs, implementation services, change management, and training all factor in. How do you justify it?
Look at the time your sales team spends on quotes. Calculate the value of deals lost to slow response times. Consider the cost of quoting errors and their downstream effects. Add the operational burden of disconnected systems.
With autonomously created quotes, automated approvals, and instant pricing calculations, sales team productivity will increase, giving representatives the time they need to build relationships and close deals. That productivity gain has measurable value.
Companies typically see ROI within 12-18 months. The payback comes from increased deal velocity, higher win rates, reduced operational costs, and better revenue realisation.
Every implementation faces obstacles. Product data quality is usually the biggest one. Companies underestimate the work needed to clean catalogues, standardise naming, and document pricing logic.
Change management is the second challenge. Representatives resist new tools. Sales managers want to maintain their spreadsheets. Finance worries about losing control. You need executive sponsorship and clear communication about why the change matters.
Technical integration can be complex, especially with legacy ERP systems or custom billing platforms. API connections usually work, but data mapping and synchronisation require careful planning.
Sailwayz addresses these challenges through structured project methodology. We start with discovery to understand your environment. We run workshops to align stakeholders. We build in phases to manage risk and demonstrate value early.
Revenue Cloud with Agentforce changes how sales teams generate quotes. The speed improvements are measurable. The accuracy benefits reduce errors. The consistency across channels improves customer experience.
For companies struggling with slow quoting, disconnected systems, or complex pricing, this platform offers a way forward. The investment is significant, but the returns justify it through faster deal cycles, higher win rates, and more efficient operations.
Sailwayz partners with businesses implementing Revenue Cloud across the UK and beyond. We bring Salesforce expertise, industry knowledge, and practical implementation experience. If your quoting process is holding back growth, let’s talk about what Revenue Cloud with Agentforce can do for your business.
Visit Sailwayz to learn more about our Salesforce consulting services and how we can help you implement Revenue Cloud effectively.
How long does it take to generate a quote with Agentforce?
Quote generation happens in seconds once the system is configured. Representatives describe what they need in natural language, and Agentforce creates the quote immediately. The time savings come from eliminating manual product selection, pricing calculation, and approval routing. Complex quotes that previously took hours can now be generated in minutes.
Does Agentforce work with existing Salesforce CPQ implementations?
Revenue Cloud represents Salesforce’s strategic direction for revenue management. Existing CPQ customers can migrate to Revenue Cloud Advanced, which provides enhanced capabilities including Agentforce. The migration requires planning and data preparation, but Salesforce provides tools and guidance. Companies with complex CPQ customisations should work with experienced partners to manage the transition.
What industries benefit most from Revenue Cloud with Agentforce?
Any B2B industry with complex quoting benefits, including manufacturing, technology, professional services, healthcare, and telecommunications. Companies with subscription models, usage-based pricing, or configurable products see particular value. The system handles both simple product sales and multi-year contracts with complex terms. Industries with regulatory requirements appreciate the built-in compliance and audit capabilities.
Can partners and channel sellers use Agentforce for quoting?
Yes, Revenue Cloud supports partner portals and channel sales. Partners can access the same quoting tools with appropriate permissions and pricing rules. The system maintains governance across channels while giving partners self-service capabilities. This enables consistent pricing and faster partner response times. Channel management becomes more efficient when everyone works from the same platform.
What happens to existing quotes during Revenue Cloud implementation?
Migration strategies vary based on your current environment. Some companies choose to complete in-flight deals in the old system whilst starting new opportunities in Revenue Cloud. Others migrate historical quote data for reference and reporting. The approach depends on your business needs, data quality, and timeline. Sailwayz helps clients develop migration strategies that minimise disruption whilst ensuring data integrity.
Joshua Eze is the Founder & Salesforce Architect at Sailwayz, a certified Salesforce Consulting Partner based in the UK. With over 6 years of experience leading CRM transformations, he is a certified Application & System Architect passionate about using technology to simplify business processes. Joshua helps companies unlock the full potential of Salesforce with strategic, scalable, and secure solutions.
