Discover how a global enterprise enhanced pricing accuracy, streamlined billing, and gained clear revenue visibility using Agentforce-powered automation.
A global manufacturer specializing in biometric access control and workforce identity systems faced growing challenges managing pricing, quoting, contracts, subscriptions, internal collaboration, and billing across its revenue operations. Disconnected tools, manual workflows, and fragmented presales processes limited pricing governance, slowed quote cycles, and reduced visibility into recurring and one-time revenue streams.
To address these challenges, GetOnCRM delivered an Agentforce Revenue implementation focused on end-to-end Agentforce Revenue Lifecycle Management (RLM). Built on Agentforce CRM for manufacturing, the solution was fully integrated with Agentforce Sales and Agentforce Service.
This automation using Agentforce included data migration from legacy systems, seamless ERP integration, presales process customization, and the setup of customer and partner portals. By implementing Agentforce Revenue for manufacturing, the organization automated quote-to-cash workflows, centralized product and pricing logic, and streamlined subscription and contract management.
The result was a scalable, governed revenue platform delivering improved accuracy, operational efficiency, and complete end-to-end revenue visibility.
The client is a global manufacturing organization delivering advanced biometric access control and workforce identity solutions. Its product portfolio includes biometric hardware, embedded software, and enterprise-grade identity platforms used across security-sensitive environments.
Operating through a B2B sales model that includes enterprise customers and channel partners, the organization manages a mix of hardware sales, recurring software licenses, and service contracts. As sales volume and pricing complexity increased, the business required Agentforce Revenue Lifecycle Management to standardize revenue operations and support long-term scale.
Revenue Discovery
Mapped end-to-end quote-to-cash and presales workflows
Presales Customization
Automated qualification, estimation, and approvals
Product & Pricing Modeling
Configured pricing, bundles, and discount governance
RLM Automation
Implemented contracts, renewals, amendments, and billing
Data Migration & ERP Integration
Unified legacy data and synced orders, inventory, and billing
Customer & Partner Portals
Enabled self-service access using Agentforce Experience
Sales–Finance Alignment
Unified workflows and reporting
User Enablement
Role-based training and adoption support
This approach ensured a smooth transition while maintaining business continuity.
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