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RevenueCloud - Opportunity Splits, Sales Commissions, Subscriptions Scheduling

Paid

Discounts available for nonprofits

Rating

(16)

Listed On

12/29/2010

Latest Release

3/28/2018

Split Revenue Forecasting, Commissions, Overlays, Custom Fields, PE, EE, UE

100% Native, Certified, Lightning Ready, User-Friendly##Edit Salesforce Product Schedules in Lightning with Custom Fields.##Also see our App: "CloudComp Commission Anything" for Quota Management, Multi-Plan, Multi-Tier Incentive Compensation.

  • Opportunity Splits, Product Splits, Revenue Forecasting, Sales Commissions made easy! Edit Salesforce Product Schedules in Lightning! Automate your Product Schedules! Adds Support for Revenue Recognition and ASC 606 Compliance to your Quoting & CPQ Apps!
  • Splits and schedules Opportunity Pipeline and Revenue between multiple Sales Reps or Divisions for use in Commissions Calculations, Pipeline and Revenue Forecast Reports and Dashboards. Highly Customizable screens, interfaces, reports and dashboards.
  • Supports all Opportunities including Products, Quantity and Revenue Schedules, Native Salesforce Reporting and Export to Excel of Split Opportunity Revenue, Commissions, Expected Revenue, Supports Advanced Currency Management with Dated Exchange Rates.
RevenueCloud extends Salesforce by adding key Revenue Splitting, Scheduling and Forecasting functionality even in Professional Edition.####The extensive RevenueCloud Scheduling features automatically add Revenue Recognition visibility to your SaaS Subscription sales data and support your ASC 606 Compliance needs.####You'll have real-time Split Revenue, Quantity, Overlay, Expected Revenue, Quantity by Rep, Division, Account, Opportunity, Product and more for daily, weekly, monthly, quarterly, yearly or custom time frames stored securely in your Salesforce org with all data easily exportable to Excel.####Need split product and schedule data via Salesforce API for back-office integration or incentive compensation? The RevenueCloud Customizable Line Item Schedule Object makes it easy!####Need to split Opportunity Products separately? RevenueCloud supports separate product splits!####The 30 day FREE evaluation is fully functional, no obligation to purchase and support for Salesforce administrators included####RevenueCloud will save you time, improve efficiency and visibility, enabling you to get rid of your time-consuming spreadsheets and get the data into Salesforce where you need it!

Highlights

  • Optimized for Lightning ExperienceLightning Ready
  • Compatible with Professional, Enterprise, Unlimited, Developer, and Performance EditionsProfessional & Up
  • Built 100% on the Lightning Platform, providing reliability and performanceNative App
  • Apps, tabs, and objects in this package don't count against org limitsNo Limits

Contents of managed packages don't count against your org's app, tab, and object limits. Contents of unmanaged packages count against these limits, so check your org before installing.Package Contents

  • Custom Objects: 10
  • Custom Applications: 2
  • Custom Tabs: 2

Lightning components are building blocks for Salesforce apps. Use global components to build custom apps with tools like Lightning App Builder and Community Builder.Lightning Components

  • Global: 0
  • App Builder: 0
  • Community Builder: 0

Requirements

Other System Requirements
Installs and sets up in less than 5 minutes.##Grant access to all users during install.##Please see Configuration Guide for instructions to add the 2 Inline VisualForce pages to the Opportunity and Opportunity Product Page layouts.

Support Free Support for Salesforce Administrators during business hours 9AM - 5PM PT M-F throughout 30 day evaluations and annual App Subscriptions. Contact Surfwriter for a free demo and needs discussion to find out how we can help: http://surfwriter.com

+1 (888) 231-3646

Additional Information

Package Name
RevenueCloud
Version
RevenueCloud Winter 18 / 2.77.0
First Release
12/29/2010
Latest Release
3/28/2018
Languages

Customization Guides

Surfwriter.com
Santa Cruz Ca, USA
Founded
1997
Phone
(888) 231-3646

An ISV and Consulting Partner since 2007, Surfwriter brings deep experience and expertise in Commissions Management, Sales Performance Management, Incentive Compensation, Revenue Recognition, Sales Data Processing, Digital Media Data Management and Salesforce Administration. ##The "CloudComp Commission Anything" App by Surfwriter automates Enterprise Multi-Plan, Multi-Tier, Multi-Currency Sales Commissions, Quota Management and Incentive Compensation in Salesforce with speedy click-to-configure setup for all standard and custom objects and fields. ##The "RevenueCloud" App, by Surfwriter enhances sales team collaboration by enabling highly configurable Opportunity revenue sharing, Automated Monthly Revenue Scheduling, Ad Server Data Integration, Insertion Order Management and more! ##Surfwriter Apps are 100% Native, Certified by Salesforce.com and support Multi-Currency with Dated Exchange Rates.##Learn more: http://surfwriter.com

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