Revenue Management​

Bring New Monetization Models to Market, Solve Your Specific Revenue and Billing Needs, and Transform the Customer Experience

Apttus is “A Leader” in The Forrester Wave: B2B Order Management, Q4 2015

“Apttus has added flexible order orchestration to its strong customer life-cycle management and CPQ foundation.”

Apttus is “A Strong Performer” in The Forrester Wave™: Recurring Customer and Billing Management, Q3 2017

“Apttus solution is good for existing Apttus customers or B2B clients where configuration and approvals are critical to selling process.”

What is Revenue Management?

Apttus Revenue Management increases customer satisfaction by bringing visibility of back-office order and billing management information into the front-office where customer interactions happen. You’ll reduce billing disputes and revenue leakage with accurate invoices. You’ll extend richer product offers, delight customers with delivery, and effectively plan your incoming revenue with financial accuracy and revenue recognition compliance. And, most importantly, you’ll quickly identify revenue opportunities and bring new monetization models to market to drive positive business outcomes.

The Benefits of Revenue Management

CPQ Configure Price Quote - Desktop Screenshot

Use Revenue Management to Transform the Customer Experience

A modern revenue strategy requires the agility only Apttus Revenue Management can provide by bringing visibility of back-office order and billing management information into the middle office where commerce and commercial relationships happen.

  • Package and price your offers with unlimited flexibility for blended business models of physical goods, subscriptions, and professional services.
  • Capture and orchestrate orders across all your channels; easily manage asset-based orders, in-flight changes, and partial or distributed fulfillment, all with end-to-end visibility.
  • Automate revenue recognition for deferred & recurring revenue, and synchronize with your accounting system to ease auditing, enable forecasting, and ensure compliance.

With Apttus Revenue Management, you’ll increase sales performance and reduce renewal surprises with integrated customer, quote, and contract data. Easily manage complex scenarios with advanced productivity features like X-Author for Excel, Intelligent Workflows and Approvals and E-Signature. No matter how complex your business becomes, Apttus Revenue Management makes it easy to change your strategy as you grow.

Eliminate Costs and Delays with 100% Accurate Orders

Pull revenue data, like billing schedules and order terms, directly from your quotes and contracts to ensure correct invoices every time.

CPQ Configure Price Quote - Increase Deal Size
CPQ Configure Price Quote - Increase Deal Size

Solve Compliance With ASC 606 Guidelines for Revenue Recognition with Apttus Quote-to-Cash

ASC 606/IFRS 15 GAAP guidelines affect your end-to-end business processes starting with contracts, through pricing, quotes, orders, and ending with revenue recognition.
Apttus Quote-to-Cash solves compliance with evolving standards, and automates the revenue recognition process, reduces the time & cost of calculating, recording, and reporting on revenue, and eliminates the use of manual processes and reliance on spreadsheets.

Revenue Management Software that Drives Performance with Targeted Incentives, Rebates and Promotions

Provide targeted incentives to all your channels to increase sales and cultivate brand loyalty. Flawlessly execute optimal promotional campaigns, increase partner success through streamlined rebates and drive higher revenue with integrated sales compensation.

CPQ Configure Price Quote - Automate Sales
CPQ Configure Price Quote - Analyze Sales

Make Your ERP a Reporting Powerhouse

Quotes and contracts are a much better indicator of closed deals than open opportunities; by managing quote, contract and revenue data in one place, it’s easy to get a complete picture of your quarter end, and flow accurate data from your CRM into your ERP solution. No matter what revenue models your business supports, Apttus makes it easy to recognize correctly. Use best-in-class analytics to deliver data-based, accurate forecasts.

Boost The Lifetime Value of Your Customers

Grow recurring revenue from existing customers, improve customer retention, and eliminate renewal errors through renewal automation. Connect to Apttus Configure Price Quote and Contract Management to get visibility into purchased products, along with upsell and cross-sell recommendations to nurture your customer relationships over time.

CPQ Configure Price Quote - Administer with Ease

Customer Success Comes Easy With Apttus Revenue Management

When you partner with Apttus, you become a member of the world’s largest community of Quote-to-Cash leaders, achievers and motivators—including experienced CRM administrators, domain experts and CRM MVPs—who can help you grow your own expertise and deliver more value no matter your role. Get the most from Apttus by engaging with our online community, participating in one of our advanced training workshops, or joining over 3,000 Quote-to-Cash experts from Sales, Finance, Legal and IT at our annual user conference, Apttus Accelerate.

Built for Enterprise Requirements

Our Revenue Management software is built for enterprise requirements and integrates with leading CRM software, including Salesforce and Microsoft Dynamics, and ERP software, including Workday, SAP, Oracle, and NetSuite. Being CRM and ERP neutral allows enterprises to choose the cloud infrastructure and application vendors that best meet their needs while still taking advantage of the benefits of an integrated Intelligent Middle Office Platform. Our solution is modular providing a path for broader adoption of the platform over time and enabling enterprises to leverage the best functionality available across cloud infrastructures including Salesforce’s, Microsoft Azure and IBM Cloud.

Apttus Footprint

Revenue Management That Works with Any CRM Including Salesforce and Microsoft Dynamics

Apttus Revenue Management can be accessed within the world’s most popular CRM solutions including Salesforce and Microsoft Dynamics. Companies of all sizes can utilize the most advanced and innovative Revenue Management software available anywhere to bring agility and visibility to their revenue strategy.

Why Use a Revenue Management System?

Why migrate all your revenue information out of your CRM system after the contract has been signed? Apttus Revenue Management keeps all your order, billing, fulfillment, contract and revenue recognition data in your CRM system giving your customer facing teams an easy to use revenue management system to respond to customer needs in real-time. You’ll have contract visibility for revenue protection and global scalability for revenue assurance. With Apttus Revenue Management built from the ground up as part of the Apttus Quote-to-Cash solution, you can track contract details from contract signing to order fulfillment all while maintaining an accurate record of the value you have earned from the deal. Bring the back office to the front with Apttus Revenue Management.

Capitalize on All Revenue Management Levers

Provide multiple opportunities for your business to generate revenue by optimizing the main levers of revenue management: Pricing strategy, controlling inventory, price promotion responsiveness, and distribution channels. You can utilize all of these levers to your advantage and increase your bottom line. Strategically price your products with CPQ, manage promotional campaigns, and appropriately incentivize the right channels, at the right time.

Optimize Your Revenue Management Process

Go through the revenue management process with confidence. Collect historical data from customer contracts for better insight on pricing, purchasing, or product demand information. Use your data within your CRM to better segment your customers and be able to forecast various elements in inventory, demand and more. Strategically optimize your business to achieve the highest revenue possible, all while being flexible and dynamic.

Solutions for the Entire Organization

Persona_CLM_SalesDrive Renewals With Customer-Friendly Operations

Even if the sales cycle is a breeze, if your billing and invoicing process is complicated, your customers will be left with a negative last impression. Be easy to work with from end-to-end with an agile and customer-friendly billing and order management solution. Drive renewal rates with better visibility into the status of your account, and complete order and billing information inside Apttus Omni.

Schedule a Demo

Persona_RevM_SalesOpsCreate One Source of Truth For All Teams

Centralize Sales, Legal and Financial data inside your CRM to improve forecast accuracy, and enable integrated companywide KPIs and executive dashboards. Run analytics on all aspects of the revenue process and identify bottlenecks, risks and business drivers in order to quickly make strategic decisions.

Schedule a Demo

Persona_CLM_ITEmpower Innovation Across The Entire Business

Connect all teams—including Finance—on one cloud solution, and maximize the value of your CRM investment. Eliminate data migration and gain visibility with a complete audit trail for your entire sales cycle. User-friendly tools make adoption easy—even for teams that don’t traditionally embrace cloud solutions.

Schedule a Demo

Persona_CLM_FinanceEliminate Risk While Improving Financial Performance

Automate and control the revenue process— without slowing down your business. You’ll never have to track down a payment again when contract terms are connected directly to your revenue strategy. You’ll gain visibility into pricing, discounting, financial planning, rebates and renewals to confidently report when your entire revenue process is managed on one platform.

Schedule a Demo

Persona_RevM_MarketingGet More Value from Your Rebates

Stay on top of your partner rebates across all channels and geographies and ensure that you pay rebates based on agreed upon terms and performance levels. Eliminate the stress of rebates tracking and get better visibility into rebates effectiveness by managing all partner rebate and contract information in one place.

Schedule a Demo

Apttus Customer Success


Additional Revenue Management Resources

ASC 606 Demo

Revenue Management Success Kit

Ultimate Guide to Revenue Management

Why Apttus

Seamless Comprehensive Middle Office Platform

Single Data Model Across the Middle Office

Configurable, Flexible and Agile Platform

Validated Industry Leadership, Proven Outcomes