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Pricefx Agents & Deal Optimization for Salesforce

Win More Deals. Protect Margin. Price with Confidence in Salesforce.

Overview

Agents & Deal Optimization brings AI-powered pricing intelligence into every opportunity in Salesforce. By analyzing quotes, deal history, and account health, it guides how reps and managers price, negotiate, and structure deals.

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  • AGENTS Integrated agents surface pricing insights. They analyze quotes, deal history, and account health to flag discount creep, off-guideline deals, upsell-ready accounts, and churn risk, and recommend what to do next.

  • WIN RATE OPTIMIZATION AI price recommendations help reps win more deals. Analyze wins and losses to show how pricing affects win probability across segments, products, and deal types; surfacing signals and price guidance during quote creation.

  • NEGOTIATION GUIDANCE Guide negotiations with data-backed pricing guardrails. Define floor, target, and stretch price ranges using customer history, deal size, and margin targets; presenting ranges so reps protect margin and keep deals moving.

  • PRODUCT RECOMMENDATIONS Increase deal value with AI product recommendations. Identify cross-sell and upsell combinations most likely to close using buying patterns, similar customers, and product data; then surface recommended bundles.

  • AGENTFORCE INTEGRATION Give sellers a pricing copilot inside Agentforce. Reps and managers can ask natural-language questions about deals, pricing, and quote guardrails; and Pricefx Agents turn context into recommended actions, prices, and products.

Pricefx Agents & Deal Optimization connects three optimization engines: Win Rate Optimization, Negotiation Guidance, and Product Recommendations. As sellers work a quote, Pricefx calculates in real time pricing guardrails, win probability, and recommended products. Every recommendation is backed by transparent pricing guardrails and explainable logic, so reps and managers can understand not just what to do, but why. DEAL FLOW FOR SELLERS A typical deal begins with Pricefx Agents highlighting accounts and opportunities with the highest margin or growth potential. From there, reps create a quote and see floor, target, and stretch prices populate line-by-line. Win probability updates as quantities or discounts change, and relevant cross-sell products appear based on similar deals and customer patterns. Because the same models and Agents operate across every opportunity, your best deal strategies become the default discipline for every rep, region, and segment.

Categories

Business Needs
Enterprise Resource Planning
Quotes & Orders
Industries
Automotive
High Tech
Manufacturing
Personas
Business Operations Manager
Business User
Sales Representative / Manager
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Agentforce
Agentforce solutions are customizable, conversational, AI assistants. They boost Salesforce user productivity in a safe way by facilitating everyday business interactions across a wide range of workflows and tasks. Learn More
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Salesforce Mobile
Supports Salesforce for iOS and Android.
No Limits
Lightning Ready
Agentforce
Managed Package
Salesforce Mobile