See What’s New: Marketing, Commerce, and Revenue Management

Learning Objectives

After completing this unit, you’ll be able to:

• Describe the latest features and enhancements for Marketing, Commerce, and Revenue Management.
  

Delve into the new features in Marketing, Commerce, and Revenue Management to create high-conversion customer journeys and automate the entire quote-to-cash lifecycle. By connecting personalized engagement with streamlined financial operations, you drive predictable growth and ensure every customer interaction translates into measurable revenue.

Marketing

Customer Engagement Agent (formerly Marketing & Sales Agent)

Customer Engagement Agent is your 24/7 teammate that proactively engages target buyers, converts leads into meetings, and unifies buyer insights to drive pipeline and upsell. It nurtures and qualifies buyers through always-on, conversational campaigns.

Real-Time Offer Management

Marketing teams can get bogged down by slow campaign development cycles, a lack of personalization at scale, and an inability to manage promotions and offers centrally. Real-Time Offer Management solves these bottlenecks by enabling brands to deliver personalized 1:1 offers based on dynamic customer behaviors, maximizing promotional ROI. With AI agents built-in, marketers can collaborate and orchestrate offers at scale, and close the loop via intelligent insights and attribution.

Rich Communication Services (RCS)

Deliver branded mobile experiences with rich media and two-way, agentic interactivity. Elevate the customer experience with personalized media cards, tap-through CTAs, and scrollable suggested actions to make every interaction deeply engaging and meaningful.

Commerce

Storefront Next

Storefront Next delivers enterprise scale with out-of-the-box simplicity. This AI-first storefront is quick to launch, easy to manage, and high-converting. Get the extensibility of an enterprise platform with the speed of a low-code workspace.

Agentic Merchandising

Merchandisers gain back time for strategy with Agentic Merchandising. Embedded in B2C Commerce, your command center, Agentforce automates tasks like product sorting—cutting manual work by 80% to help you focus on growing sales.

POS-OMS Order Unification

Unlock true omnichannel agility with real-time POS-to-OMS (point of sale to order management system) sync. Unlike disconnected systems, associates can instantly modify items, prices, and delivery at POS, ensuring efficiency and improved customer experience.

Revenue Management

Collections with Agentforce

Accelerate revenue recovery by using AI to score invoice risk and prioritize follow-ups. Use advanced workflows and guidance from Agentforce for context-informed outreach, increasing collection results and customer satisfaction.

Automated Ramp Deals and Integrated Free Trials

Accelerate deal velocity by automating complex ramp schedules, including free and trial segments. Streamline early renewals for ramped assets to eliminate manual errors and save time, ensuring accuracy across the entire deal lifecycle.

Smart Product Discovery with Constraint Rules

Accelerate time to close with smarter, more accurate deal configuration. Constraint rules provide real-time product visibility and transaction-based recommendations, surfacing compatible products and hiding incompatible options to guide sellers to the right configuration.