News & Resources — Posts Tagged ‘Tip of the Month’

Key Considerations for Salesforce CPQ MDQ Implementations

Renee Kelliher

Posted by Renee Kelliher, Senior Consultant What Is MDQ? Multi-Dimensional Quoting (MDQ) provides additional functionality around subscription products to allow flexibility when selling products over a fixed term. Typically, subscription-based products are sold at a fixed quantity and price for the duration of the quote term so a change to the quantity or price is…

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My Three Favorite Uses of Summary Formulas in Salesforce Reports

Megan Leary

Posted by Megan Leary, Senior Consultant Wave Analytics is the shiny new toy…and admittedly very cool. But we must not forget the tool that made real-time, reliable and easily attainable data possible – the Salesforce Report Builder! Report Builder has evolved over the years and new capabilities have been added since its inception.  One of…

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7 Selling Points of SteelBrick CPQ!

Jocelyn Davis

Eliminate your pain points with a configure, price, and quoting system from the App Exchange Does this sound painfully familiar to you? Creating quotes is frustrating and time consuming for your sales reps. Your sales reps spend more time on administrative tasks than with customers. You’ve lost deals because your competitor provided a quote faster….

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Email your Salesforce Reports Automatically

Jocelyn Davis

Do you hate the hassle of running those weekly reports and emailing them to a group of users?  Did you know you can set up your Salesforce Reports to run and be emailed to you and other users automatically? It’s easy. Here’s how: 1. Navigate to the “Reports” tab. 2. Select the desired report. 3….

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