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Pricefx Agents & Deal Optimization for Salesforce

By Pricefx

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Pricing
Paid
From $10,000 per company per year
Listed since
2026

About Pricefx Agents & Deal Optimization for Salesforce

Win More Deals. Protect Margin. Price with Confidence in Salesforce.

Pricefx Agents & Deal Optimization connects three optimization engines: Win Rate Optimization, Negotiation Guidance, and Product Recommendations. As sellers work a quote, Pricefx calculates in real time pricing guardrails, win probability, and recommended products.

Every recommendation is backed by transparent pricing guardrails and explainable logic, so reps and managers can understand not just what to do, but why.

DEAL FLOW FOR SELLERS A typical deal begins with Pricefx Agents highlighting accounts and opportunities with the highest margin or growth potential. From there, reps create a quote and see floor, target, and stretch prices populate line-by-line. Win probability updates as quantities or discounts change, and relevant cross-sell products appear based on similar deals and customer patterns. Because the same models and Agents operate across every opportunity, your best deal strategies become the default discipline for every rep, region, and segment.

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.

Screenshots

App Set Up

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App Set Up

Pricing

Paid, from $10,000 per company per year.

Pricefx Agents & Deal Optimization for Salesforce plans
PlanPriceBilled
Standard$10,000 per companyYearly

Pricing is based on Revenue Under Management and the Pricefx Modules required by the customer.

Compatibility

Works with
  • Platform Cloud
  • Revenue Cloud CPQ
  • Manufacturing Cloud
Requires
  • Sales Cloud
  • Revenue Cloud
  • Platform Cloud
Salesforce editions
  • Professional
  • Enterprise
  • Unlimited
Lightning Experience
Supported
Salesforce mobile app
Supported
Salesforce security review
Passed on January 12, 2026
Industries
  • Automotive
  • High Tech
  • Manufacturing
Languages
  • English