Salesforce CPQ (Configure, Price, Quote) is a tool that helpssalesteams quickly generate accurate quotes for complex products or services by automating the quoting process. It integrates seamlessly with Salesforce CRM, allowing users to configure products, set prices, apply discounts, and create pro...
What Is Salesforce CPQ Salesforce CPQ enables your sales team to create quotes quickly and with minimal errors and efforts. The process starts with creating an opportunity by your sales team and subsequently handing over the quote–within a short time. This way the process becomes faster and co...
Because Salesforce CPQ is integrated with Salesforce CRM, the information sales teams need is available on their mobile devices. The process of delivering quotes becomes a lean, efficient activity. “Spending time developing or providing the wrong product or service is a tremendously wasteful use ...
A typical use case for Cross Filters in Salesforce is to identify a record WITHOUT another related record (also known as an exception report). Perhaps you would like to know which Opportunities don’t have any Activities this week, or you are trying to find all Accounts that became customers...
What is CPQ (Configure, Price, Quote)? Most modern sales processes can be broken into two main parts: Selling and paperwork. In addition to selling the correct product or solution, sales reps need to g...
If you’re not happy with your current results, it might be the perfect moment to reevaluate your outbound sales strategy. A well-crafted outbound sales strategy is crucial for the success of any business. It helps generate better leads and acquire more customers for your business. In addition...
You’ve probably heard about Salesforce while researching customer relationship management (CRM) solutions for your business. Your employees may have even
Whether you’re in sales or service, the common thread is the customer, which is why one of Salesforce’s core features is the ability to manage your accounts and key contacts within that account. Accounts and contacts allow you to manage organizations you work with as the key people within...
Agentforce is how humans with AI drive customer success together, equips organizations with autonomous agents that boost scale, efficiency, and satisfaction across service, sales, marketing, commerce, and more New Agentforce Atlas Reasoning Engine autono
However, with Salesforce data showing thattwo-thirds of sales repsfeel like they’re drowning in tools, it’s a good idea to look for sales technology that condenses as much functionality as possible. Moreover, it means that it’s more important now than ever to be sure that every tool...