AI-Assisted Quotes, Renewals, and Revenue Lifecycle Automation
Agentforce Revenue combines CPQ, Revenue Cloud, and AI agents to automate the full revenue lifecycle — from first quote to renewal. Inforge configures your price books, builds renewal agents, and wires the approval logic so your RevOps team closes faster with fewer errors.
Configure. Price. Quote. Renew. Automatically.
Salesforce CPQ and Revenue Cloud are powerful tools that most organizations configure incorrectly — resulting in quoting delays, discount leakage, and manual renewal processes. Agentforce Revenue adds an AI layer that monitors pipeline health, triggers renewal outreach, flags at-risk accounts, and drafts quotes based on deal context. Inforge brings certified CPQ expertise and Agentforce knowledge together to implement the full stack properly.
A proven process for every engagement
We map your pricing model, product catalog, discount structure, and approval matrix to design a clean CPQ configuration.
Our certified CPQ consultants build your price books, product bundles, quote templates, and approval workflows in your org.
We configure Agentforce agents that monitor subscription timelines and trigger renewal outreach at the right moment.
Every quote scenario — bundles, discounts, amendments, co-terming — is validated before go-live. No surprises in production.
Sales and RevOps teams receive documentation and training so they own the system from day one.
Automated pricing logic and approval workflows eliminate the manual steps where most quoting errors occur.
AI agents monitor renewal timelines and flag at-risk accounts before they churn — not after.
Automated approvals and AI-drafted quotes mean deals move through the pipeline in hours, not days.
CPQ data flows into Revenue Cloud dashboards giving leadership a real-time view of bookings, ARR, and renewal health.
Ready to automate your revenue lifecycle?
Let's review your current quoting and renewal process and show you what a well-configured CPQ + AI layer looks like.