News & Resources — June 2016 Archive

SteelBrick Quote Calculator Plugins

Posted by Paul Overy, Senior Consultant Buan Consulting has partnered with SteelBrick since August 2014 and has delivered SteelBrick CPQ solutions since then. SteelBrick CPQ is a Configure, Price, Quote application that runs on the platform.  While SteelBrick CPQ can be used out-of-the-box, you may require additional customizations to meet specific needs of your business. …

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Salesforce Data Loader

Posted by Jim Miller, Senior Consultant When you are trying to move a lot of data into or out of your Salesforce instance, Data Loader is a good tool to know and have ready in your tool box. Data Loader is a desktop tool that you can download for free from within your Salesforce Setup….

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3 reasons why many CPQ & CLM projects fail

For the last decade, Gartner research has shared more than 50% of all CRM software projects, which include CPQ and CLM, have either failed to meet expectations or failed outright. It’s a discouraging trend. But the root-cause analysis reveals that better Preparation and Planning can mitigate failure and begin to reverse the tide. Why do so many…

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