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Place Revenue for CPQ | Revenue Waterfall, Deferred Revenue & ERP Integration

Together, Place and Salesforce CPQ complete the last mile for sales-to-cash

Overview

Place is the RevOps platform purpose-built for Salesforce CPQ to power end-to-end revenue management.

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  • End-to-end revenue management - natively with Salesforce CPQ. Gain real-time visibility into revenue forecasts, revenue recognition scheduling, and deferred revenue down to the customer and transaction level.

  • ASC 606 and IFRS 15 right out-of-the-box. Handle your complex revenue calculations like identifying performance obligations, allocating revenue, modifications, and more - tailored to your unique business model.

  • Stop wasting time and money on customizations. Place eliminates unnecessary custom development work by natively handling complex revenue workflows in Salesforce.

  • Simplify complex reporting with real time data. By centralizing subscription, financial, and operational data within Salesforce, customers can manage complex revenue recognition schedules and deferred revenue waterfall easily.

  • Connect your billing and financial data across systems. Bi-directional sync eliminates manual re-entry between Salesforce and your accounting system. Saving time and money by speeding up month-end close with seamless reconciliations.

  • A single source of truth philosophy. All within Salesforce - your past, present, and future data flow together seamlessly and automatically to create the most current reports, charts, and SaaS metrics that matter to your business.

Place Revenue for CPQ is the RevOps platform purpose-built within Salesforce to power end-to-end revenue management. Say goodbye to data silos, spreadsheets, disconnects, and revenue leakage. Place keeps your entire business on the same page with connected revenue processes and insights - enabling companies to fearlessly scale into the future. Place equips RevOps, go-to-market teams, finance, and accounting teams with integrated tools to: -Automate billing, subscription, and revenue workflows natively in Salesforce, eliminating revenue leakage -Generate invoices and ensure a connected sales-to-cash workflow -Break down data silos and ensure teams have the data they need in real-time -Gain real-time visibility into revenue analytics and KPIs -Generate reliable revenue forecasts with drivers based on customer insights -Prepare accurate reporting for stakeholders and the board The results for leaders are accelerated growth, operational excellence, and strategic finance powered by Salesforce. Place maximizes enterprise value by optimizing revenue generation, predictability, and financial strategy.

Categories

Business Needs
Contract Management
Quotes & Orders
Dashboards & Reports
Industries
High Tech
Personas
Administrator
Business Operations Manager
Executive
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.
Multiple Currencies
Supports Salesforce orgs that use Multiple Currencies.
Community Builder
Ready to use in the Salesforce Community Builder.
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
Multiple Currencies
Community Builder
Managed Package
Salesforce Mobile