Why we love Salesforce CPQ (Configure – Price – Quote)
Jan 31 2019 // Why we ♥ Salesforce CPQ Configure Price Quote (CPQ) is a business tool that allows your organization to send sales quotes with consistent, accurate pricing information to customers. As consultants who work with Salesforce CPQ…
Letting Reps Know Their Quote Needs Approval
Jan 15 2019 // “Does My Quote Need Approval?” Letting Reps Know Before Quote is Sent “It’s the end of the quarter and I need to generate a quote within the next half hour for the customer to sign.…
Supercharge your Approval Process with Record Types
Nov 16 2018 // / related to: Quoting (CPQ) with Salesforce®/ Approval processes are very common during the quoting process. Many times Sales Managers, Sales Directors, and CFO’s need to review quotes that don’t meet certain parameters or thresholds before…
The CPQs of Closing a Deal
Jan 08 2018 // You’ve generated interest through your marketing efforts. You’ve qualified your leads or prospective customers. You’ve confirmed that your products or services solve the prospective customer’s problems or needs. Now what? This is where Salesforce CPQ…
