tech
January 31, 2026
How Salesforce Boosts AI-Driven Sales with Revenue Cloud
Kaseya partners with Salesforce Revenue Cloud to streamline sales, automate processes and create effortless, personalised customer buying journeys
TL;DR
- Salesforce Revenue Cloud is partnering with Kaseya to streamline sales and automate processes.
- The collaboration aims to create effortless and personalized customer buying journeys using AI.
- Salesforce views itself as the number one AI CRM where people and AI agents collaborate for customer success.
- The partnership focuses on automating and simplifying complex processes to allow sellers more customer-centric time.
- This initiative represents a shift towards 'true digital transformation' in business engagement.
- Self-service channels are being established to meet customers on their own terms.
- The approach fixes the 'revenue engine,' stands up modern buying channels, and uses AI for smarter engagement.
- This is identified as the 'third wave of CPQ' (configure, price, quote), moving beyond digitisation and subscription models.
- The third wave integrates AI agents across the entire quote-to-cash process, moving towards comprehensive revenue platforms.
- The quote-to-cash process is targeted for AI optimization due to its data-heavy, rules-driven, and operationally complex nature.
- Consolidating the quote-to-cash process onto a single platform is expected to unlock significant efficiency and disrupt revenue operations.
- The goal is to increase capacity for sales, finance, and operations teams, driving smarter decisions and surfacing real-time revenue opportunities.