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Pricefx Agents & Deal Optimization for Salesforce
Win More Deals. Protect Margin. Price with Confidence in Salesforce.
- Industries
- AutomotiveHigh TechManufacturing
- Business Need
- Enterprise Resource PlanningQuotes & Orders
- Requires
- Sales CloudRevenue CloudPlatform Cloud
- Compatible With
- Platform CloudRevenue Cloud CPQManufacturing Cloud
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.
Highlights
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.
Provider Details

Pricefx is the global leader in AI-powered price optimization and management for B2B enterprises. The Pricefx Enterprise Pricing Intelligence Platform brings together connected pricing Agents, AI-driven price and deal optimization, and core capabilities for price management, agreements, quoting, and more to enable organizations to turn pricing into a strategic growth lever. Embedded within leading enterprise ecosystems, Pricefx integrates pricing intelligence directly into systems teams use every day, helping to align pricing strategy with deal execution at scale. Since pioneering cloud-native pricing more than a decade ago, Pricefx has delivered the industry’s fastest time to value, with customers typically activating in under six months and achieving an average first-year ROI of 15X. For more information, please visit www.pricefx.com.
Pricing Details
Pricing is based on Revenue Under Management and the Pricefx Modules required by the customer.
Standard
$10,000 USD/company/year