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11 Tips to Have a Successful HIMSS20

11 Tips to Have a Successful HIMSS20

Before, after and during: make sure you’re prepared for HIMSS20 This article was published on March 2, 2020 Whether it is your first time attending…

Why we love Salesforce CPQ

Why we love Salesforce CPQ

Why We ♥ Salesforce CPQ Configure Price Quote (CPQ) is a business tool that allows your organization to send sales quotes with consistent, accurate pricing…

How to: Reps’ Quote Needs Approval

How to: Reps’ Quote Needs Approval

“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…

Supercharge Your Company’s Approval Process with Record Types

Supercharge Your Company’s Approval Process with Record Types

/ related to: Quoting (CPQ) with Salesforce ® / Approval processes are very common during the quoting process . Many times Sales Managers, Sales Directors, and…

3 Ways Salesforce CPQ Can Help Your Company Right Now!

3 Ways Salesforce CPQ Can Help Your Company Right Now!

“We use spreadsheets and little pieces of paper.  Then e-mail stuff.” Mike said.  “I figured there’s gotta’ be a better way!” Recently I visited a…

Patient Engagement, Variety in Technology in Healthcare

Patient Engagement, Variety in Technology in Healthcare

Earlier this year, Salesforce published a study exploring the communication habits of roughly 2,000 Americans as it pertains to their care providers, insurers, and pharmaceutical…

Thought Partner – What is it?

Thought Partner – What is it?

What is a “Thought Partner”?  According to Forbes, it’s defined this way: “A Thought Partner is someone who: Challenges your thinking. Causes you to modify or…