REVENUE LIFECYCLE MANAGEMENT (RLM) SOFTWARE

Unlock your revenue potential with Conga Revenue Lifecycle Management

Capture revenue more easily at every step—from negotiation to contract and renewal with our fully integrated Conga Advantage Platform

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Over 10,000 businesses around the world rely on Conga

Why RLM matters

Revenue lifecycle management is the thread that ties siloed business processes together, including that of sales, legal, finance, IT, and HR. It allows you to optimize your revenue at every stage of the customer journey, from the time an opportunity is captured to contract renewals.

RLM prioritizes the top line, generating significantly more revenue and giving you a Revenue Advantage. After all, it’s not easy to track all the revenue flowing into your business. Multiple revenue types and channels further complicate matters.

Diverse revenue streams

Revenue from a variety of sources makes it challenging to manage them effectively:

Sales (direct, indirect)
Services (professional, support)
Rentals (equipment, property)
Subscriptions (software, content)
Usage-based (pay-per-use, metered)
Licensing (intellectual property)

Multiple sales channels

Customers want an omnichannel experience, including channels like:

eCommerce
Direct sales
Partners
Self-service portals
Resellers

The need for a unified approach to revenue management

The only way to move ahead of your competitors is to capture your revenue faster and cheaper, and create a revenue engine to fuel your growth. Without an integrated approach to revenue lifecycle management, your business suffers from challenges like:

Siloed systems and lack of visibility

Most traditional methods rely on separate systems for different revenue streams and channels, creating inefficiencies and data fragmentation.

Manual processes

Manual data entry and reconciliation are not only time-consuming but error-prone, leading to inefficiencies and inaccuracies.

Difficulty in tracking revenue

The inability to track revenue attribution and performance takes away your opportunity to work on existing marketing strategies.

Conga RLM: how everything flows together

Managing revenue doesn’t have to be a complex web of disconnected processes. With Conga's Revenue Lifecycle Management (RLM) software, every revenue function is part of a seamless flow—from initial proposal to contract fulfillment.

Each stage of the revenue lifecycle feeds into the next, creating a continuous, connected process that maximizes efficiency and reduces friction. By capturing every revenue opportunity under one platform, you achieve faster growth, greater profitability, and deeper customer relationships.

Configure, Price, Quote

Automate, optimize, and scale quoting and sales processes

Manage configuration and pricing

Optimize product selection: Use guided selling to streamline product choices.
Ensure accurate pricing: Integrate sales with real-time pricing data.
Handle complex configurations: Quickly quote even the most intricate product and service combinations.

Accelerate quoting and approvals

Automate quote generation: Create detailed quotes at the click of a button.
Expedite approvals: Integrated approval workflows mean faster decision-making and fewer bottlenecks.
Boost sales efficiency: Automate pricing and quoting for the sales teams.

Maximize upsell and cross-sell

Leverage intelligent suggestions: Offer upsell and cross-sell recommendations based on customer data and history.
Increase revenue potential: Ensure your sales teams never miss an opportunity to enhance deals with relevant add-ons.

Automate proposals and quotes

Contract Lifecycle Management

Streamline approvals and manage contract compliance

Speed up contract creation and negotiation

Automate document generation: Use pre-approved templates to create contracts in minutes, not days.
Negotiate confidently: Track changes, maintain version control, and accelerate negotiations with automated workflows.
Ensure compliance: Built-in risk assessment tools flag risky clauses and suggest compliant alternatives.

Execute contracts seamlessly

Secure eSignatures: Collect electronic signatures quickly and securely with Conga Sign.
Track document progress: Keep all stakeholders informed at every stage of execution with automated status updates.
Eliminate manual errors: Reduce the chance of human errors with standardized contract templates and automation.

Negotiate and execute with confidence

Billing & Obligation Management

Centralize contract management and ensure precise fulfillment

Optimize order fulfillment

Automate order processing: Integrate with ERP and fulfillment systems to streamline order management.
Ensure order accuracy: Deliver correct product and service every time, with automated workflows.
Manage product and service fulfillment: Seamlessly handle both physical and digital product fulfillment from a single platform.

Automate invoicing and billing

Invoice and bill in a single click: Leverage the single source of data to create accurate invoices with up-to-date prices.
Improve cash flow management: Automate reminders and notifications for outstanding invoices to accelerate payments.
Connect with ERP systems: Integrate Conga with your enterprise resource planning software to fulfill the revenue recognition process.

Monitor contract performance

Track obligations and commitments: Ensure contract fulfillment by all parties with centralized contract management.
Automate renewals and billing: Set up automatic renewals and billing to ensure continuity without manual intervention.
Gain insights from performance data: Use real-time data to monitor how well contracts are being fulfilled and adjust accordingly.

Manage and fulfill with ease

Renewal Management

Capture renewals and growth opportunities

Maximize renewal opportunities

Automate renewal processes: Set proactive alerts and workflows to help manage renewals without delays.
Leverage customer data: Use data from previous transactions to tailor renewal offers.
Simplify complex renewals: Easily manage renewals for large contracts or those with multiple line items.

Drive expansion with upsell and cross-sell

Identify new opportunities: Reveal untapped upsell and cross-sell opportunities with AI-powered insights.
Create tailored expansion offers: Customize offers to meet the evolving needs of existing customers.
Grow revenue consistently: Build long-term customer relationships by continuously offering value through renewals and expansions.

Renew and expand with conviction

Why choose Conga RLM

With Conga Revenue Lifecycle Management, businesses harness the power of automation, AI, and data integration to manage every step of their revenue process—from quote to cash.

Revenue predictability

Ensure consistent revenue flow with a single source of truth for all revenue operations.

Revenue velocity

Accelerate deal closures and approvals with automated workflows and document management.

Revenue innovation

Unlock new revenue streams using AI-driven insights and predictive analytics.

Revenue lifetime value

Maximize lifetime value with efficient renewals and proactive customer expansion strategies.

Revenue quality

Enhance deal accuracy and compliance with automated, error-free processes.

Revenue efficiency

Increase operational efficiency by automating workflows and minimizing manual efforts.

Meet the Conga Advantage Platform—the premier revenue optimization software

The interactions with customers, the creation of contracts, the configuration of products, and the management of billing must come together in perfect harmony to produce a beautiful, cohesive outcome.

Conga's platform is built to be the ultimate solution for Revenue Lifecycle Management (RLM), seamlessly connecting every phase of the revenue process. It includes CPQ, Document Automation, and CLM, which all work together to capture revenue.

Unified platform for every need

All-in-one revenue solution: Integrate CPQ, CLM, document automation, billing, and more into one cohesive platform.
Streamlined operations: Centralize all revenue processes to reduce complexity and ensure consistency.
Adapt to your business: Configurable workflows and flexible tools allow Conga to scale and fit the unique needs of any organization.

End-to-end visibility and control

Holistic insights: Gain full visibility into your revenue pipeline, from initial proposals to renewals.
Track performance in real-time: Use data-driven insights to monitor and optimize every aspect of your revenue lifecycle.
Reduce risk and ensure compliance: Automated workflows help mitigate risks by ensuring contracts and processes meet regulatory standards.

Future-ready innovation

AI-powered intelligence: Leverage advanced analytics and machine learning to identify growth opportunities and predict potential risks.
Composable architecture: Build a solution that fits into your existing ecosystem, integrating with third-party platforms and applications.
Global reach: Conga supports businesses in every market, with localization and compliance tools designed for different regions and industries.

Empower every team to capture more revenue

Managing your revenue in one integrated platform allows all cross-functional departments to collaborate and support every team—big or small.

Sales
Empower sales to close deals faster and more accurately.
Rapid quoting
Single source of truth
Complex configurations
Collaboration with required teams
Improved deal responsiveness
Legal
Streamline legal processes for better risk management.
Risk assessment
Improved visibility into contracts
Efficient contracts reviews
Collaboration across teams
Finance
Enhance financial oversight and revenue management.
Unified revenue view
Standardized contracts
Pricing discipline
Visibility into obligations
Automated billing and invoicing
Executive
Gain holistic insights for strategic decision-making.
Integrated and real-time metrics
Collaboration facilitation
Market responsiveness
Performance tracking
IT
Improve system integration and data security for seamless operations.
Streamlined integrations
Centralized data management.
Enhanced security measures
Scalability and flexibility
Automated maintenance tasks

The world’s leading revenue management solution

Conga has been a trusted partner for industry leaders around the world. Our RLM platform provides the structure, intelligence, and automation needed to stay competitive and capitalize on every revenue opportunity.

Increased their attach rate from 46% to over 70% and reduced time-to-quote approval by 90%.

Products used:

Conga CPQ

Read case study

We’re looking to use Conga platform as a way to unlock more processing power and unlock things like more inclusion rules, larger bundles, ways that we can auto select products and make it easier for our sales reps.

Amber Small

Senior Manager, CRM Products @Twilio
Reduced contract turnaround by 70% and eliminated 90% of contract templates

Products used:

Conga CLM

Read case study

To meet the Company’s business initiatives, we chose Conga CLM as our solution to transform our contracting process. Conga CLM had the features that would benefit all four pillars of the BODG model and touch every part of the business’s value chain while allowing us flexibility and configurability across our business processes.

Raj Mohan Srinivasan

Raj Mohan Srinivasan Chief Information Officer @Culver Max Entertainment Private Limited
Decreased paperwork by 80% and scaled candidate support by 300%

Products used:

Conga Composer

Conga Sign

Conga Grid

Read case study

Conga Composer has enabled us to scale our candidate support by 3x. I estimate we've reduced 16 hours worth of admin work in a typical candidate cycle to just 30 minutes thanks to Conga.

Jacob Hill

Managing Director & Founder @ Offploy

Ready to unlock the full potential of your revenue operations?

Don't miss out on the opportunity to maximize your revenue. Contact us today to see how you can do it with Conga.

Frequently asked questions

What is revenue lifecycle management?
Revenue Lifecycle Management (RLM) is a comprehensive approach that manages the entire process of generating and capturing revenue from customer relationships. Key components include:
- Proposal
- Quote
- Negotiation
- Execution
- Management
- Fulfillment
- Renewal
- Expansion
What are the benefits of RLM?
With RLM integrated into your operations, you benefit from:
- Streamlined processes: RLM automates quoting, contract creation, and approvals to speed up the revenue cycle and reduce manual effort.
- Reduced errors: It centralizes data and automates workflows to minimize mistakes in quotes, contracts, and billing.
- Enhanced collaboration among teams: RLM provides a unified platform for sales, finance, legal, and IT teams to access information and work together effectively.
- Maximized revenue: It optimizes every stage of the revenue lifecycle to capture more value through intelligent pricing, upselling, and timely renewals.
- Improved operational efficiency: RLM automates tasks and offers performance insights, leading to faster response times and better resource allocation.
What is a revenue lifecycle management platform?
A revenue lifecycle management platform is a centralized software solution that automates and connects all aspects of revenue management. Key features include:
- Integration: Combining document automation, configure, price, quote (CPQ), and contract lifecycle management (CLM).
- Workflow automation: Streamlining revenue-contributing processes to enhance efficiency.
- Data insights: Providing customer behavior data for better decision-making.
- Compliance: Ensuring that all revenue processes meet legal and regulatory standards.

How is RLM different than using individual revenue operations solutions?

RLM connects various revenue processes into one cohesive platform, while individual solutions often provide more limited insights or require additional effort to combine data from different sources.

Revenue lifecycle management platform	Individual revenue operations solutions
Unified platform	Standalone tools
End-to-end visibility	Limited integration
Automation and efficiency	Manual processes
Data-driven insights	Data silos
Improved collaboration	Fragmented view

How is Conga’s RLM different from Salesforce Revenue Cloud?
Salesforce Revenue Cloud is the suite of RLM solutions offered by Salesforce. While both Conga RLM and Salesforce revenue lifecycle management solutions integrate revenue streams, Conga has additional features that simplify every part of your lifecycle.
With our RLM solution, you can:
- Generate documents of any file type (invoices, contracts, proposals) with built-in document generation tool, Conga Composer
- Send documents anywhere for eSignatures directly from the platform
- Integrate the platform anywhere with open API
- Leverage advanced approval workflows
- Manage the entire revenue lifecycle, not just sales
While revenue lifecycle management by Salesforce is targeted toward sales teams, Conga creates seamless cross-functional team collaboration. With Conga, every department can work on the same platform, creating a single source of truth.