Posted by Megan Leary, Senior Consultant Extending your Salesforce data and resources to partners is an invaluable way to connect with your channel in real-time. From assigning Leads, collaborating on Opportunities, registering deals and extending training resources – Partner Communities can help deals get closed faster. Now in the Spring ‘17 release, Salesforce is arming…
Read Article »Posted by Buan Consulting The Smart Approvals feature in Salesforce CPQ Advanced Approvals package has been around for some time but it hasn’t always worked as advertised. Initially, clients were very excited about the time-saving promise of this feature. If a quote is rejected during the approval cycle, approvers who initially approved would not receive…
Read Article »Posted by Greg Coolidge, Senior Consultant Have you had difficulty building out native block pricing and discount schedules calculated by list unit price, quantity and subscription term? If so, here are some steps to help you create a custom object to store your product prices and a price rule to populate the list unit price…
Read Article »Posted by Mike Bergman, Senior Consultant If you are not new to the Buan Consulting blog, you have no doubt seen many great posts about the benefits of using Salesforce CPQ to help eliminate many of the frustrating and time-consuming steps in creating accurate quotes within Salesforce.com. If you are already using Salesforce CPQ, congratulations! …
Read Article »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…
Read Article »Posted by Sue Faron, Principal Consultant You’ve seen our blog posts on the huge value CPQ can bring to your sales team. Today, we will explore the ways you can build on those tools and begin to track your contract negotiations via SpringCM for Contract Lifecycle Management (CLM). This integration will allow you to streamline…
Read Article »Posted by Kristina Fine, SteelBrick Practice Manager This is the fifth and final installment in a five-part series that looks at the Configure, Price, Quote (CPQ) process and outlines the fundamentals of CPQ and how to get started with a CPQ solution. Thus far in our five-part series on examining CPQ, we have addressed all…
Read Article »Configure, Price, Quote (CPQ) makes it easy for your customers to buy. A CPQ solution gives Sales Reps the ability to provide customers with high quality quotes, accurate pricing and supporting documentation in a timely manner helping them to make informed buying decisions. 1. Your Company vs. the Competition Chances are prospective customers will also…
Read Article »Posted by Kristina Fine, SteelBrick Practice Manager This is the fourth installment in a five-part series that looks at the Configure, Price, Quote (CPQ) process and outlines the fundamentals of CPQ and how to get started with a CPQ solution. The good news is product demand is high. The bad news is customers are seeking…
Read Article »Companies that have invested in a CPQ solution are more likely to have the most efficient sales teams. A CPQ solution is designed to support a wide range of sales processes. These processes include sales objectives and incentives, quote generation, management of sales channels, and customer and territory management. Because not all CPQ solutions are…
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