Agentforce Revenue Management & Quoting Agent for Manufacturers | mindZvue

Overview

For made-to-order manufacturers, the biggest threat to a deal isn’t the close — it’s everything that happens before it. Pricing checks, configuration changes, and approval handoffs quietly stall quotes while a ready buyer waits.

In this session, Salesforce and mindZvue walked through how Agentforce Revenue Management, built on Revenue Cloud Advanced, and the Agentforce Quoting Agent help manufacturing teams move from customer interest to an approved quote — faster, and without losing control of pricing rules, discount limits, or approval workflows.

Webinar Highlights

• The real cost of manual quoting — why pricing checks, configuration changes, and approval handoffs are where manufacturing deals slow down, and how to spot where your process is stalling
• Product selection & configuration, live — a real demo of building a configured, multi-component quote inside Revenue Cloud Advanced
• The Agentforce Quoting Agent in action — building and adjusting quotes using natural language, directly from an Opportunity
• Approval automation — routing exceptions through approval workflows without slowing down the rest of the deal
• Document generation, contracts & assets — from quote to signed contract to activated order, with full asset and renewal history
• Staying in control — how Agentforce assists with execution while your commercial rules, pricing, and approval authority stay exactly where you set them
• What implementation actually takes — practical guidance manufacturing teams need before starting a Revenue Cloud Advanced rollout

Key Takeaway: Approach Your RCA Implementation as a Project

1. Lead with the Business Process — Start with how you sell, quote, price, approve, and fulfill today, then translate that into the right Salesforce solution.
2. Involve the Right Stakeholders Early — Bring in Sales, Operations, Finance, and IT from day one to prevent delays later.
3. Prioritize Phase 1 — Focus first on the processes that deliver the most immediate value, then expand.
4. Assign a Clear Internal Owner — One person to coordinate stakeholders, resolve questions, and keep the project moving.
5. Test with Real-World Scenarios — Validate with real users and real scenarios before go-live to drive adoption.

Bottom line: You bring the business expertise. Your implementation partner brings the Salesforce expertise. Success comes from building the solution together.