Help & Support
Elevate Your Agents with AgentExchange Solutions
Easily enhance Agentforce with pre-built AI solutions from AgentExchange. Browse, install, and deploy agents, actions, and apps directly into your environment. Tell Me More
Have Questions?
RevOps Suite: CPQ, Subscriptions, Billing, Invoicing & Renewals
Self-implement your entire CPQ + Revenue Lifecycle on Salesforce in days.
Overview
Self-implement your entire revenue lifecycle on Salesforce in hours to days, not months to years.
See How RevOps Suite: CPQ, Subscriptions, Billing, Invoicing & Renewals Works
With SAASTEPS, you can operationalize your full revenue lifecycle: CPQ (Configure, Price, Quote) Subscriptions & Usage-Based Models Billing & Invoicing Payments & Revenue Tracking Renewals & Expansion Management All connected. All in Salesforce
Customers use SAASTEPS to: - Reduce tech stack complexity - Eliminate data silos across revenue teams - Accelerate time-to-revenue - Improve forecasting and reporting accuracy - Enable AI with structured, standardized data - Gives you complete control
You don’t need a large SI or months of planning. - Guided setup experience - Step-by-step guided workshop and video tutorials - No-code configuration, declarative admin - Optional support-as-a-service Go live in hours to days. Expand as you grow.
Traditional solutions like CPQ tools, billing platforms, and subscription systems require months of implementation, heavy services, and ongoing maintenance. SAASTEPS flips that model: - 95% Preconfigured: Skip months of setup - Self-Implementable: Built for Admins, not consultants - 100% Native to Salesforce: No integrations, no silos - Single Data Model: One source of truth across all revenue operations - No-Code Configuration: Adapt as your business evolves
Categories
- Business Needs
- Quotes & OrdersSubscriptionsPayments Processing
- Industries
- CommunicationsHigh TechNonprofit
- Personas
- AdministratorBusiness Operations ManagerExecutive
- FeaturesNative AppBuilt exclusively on the Salesforce Platform, ensuring reliability and performance.No LimitsThis product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in HelpLightning ReadyOptimized for Salesforce orgs that use Lightning Ready.AgentforceAgentforce 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 MoreMultiple CurrenciesSupports Salesforce orgs that use Multiple Currencies.Person AccountsSupports Salesforce orgs that use Person Accounts.Salesforce ShieldSupports Salesforce orgs that use Shield.Managed PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.Lightning App BuilderReady to use in the Salesforce Lightning App Builder.Salesforce MobileSupports Salesforce for iOS and Android.
- Native AppNo LimitsLightning ReadyAgentforceMultiple CurrenciesPerson AccountsSalesforce ShieldManaged PackageLightning App BuilderSalesforce Mobile
