Of the many integrations that can be made by third parties into the salesforce platform, CPQ stands for ‘Configure, Price, Quote’ – in simple terms,…
A Salesforce administrator is a professional who is responsible for managing and maintaining a Salesforce implementation. They are responsible for the configuration, customizations, and upkeep…
Understanding what the customer needs, keeping an account of all their custom preferences, and pricing is a huge task in itself. Sales teams begin with…
Introduction Business statistics prove SDR spends time on creating proposals rather than closing deals. It is apparent that the sales management process becomes insignificant when…
For a manufacturing company, preparing professional and accurate quotes is just as important as other operations. It may sound easy, but as the number of…
We're extremely glad to introduce to you our new AppExchange product - Welkin's Customizable Path. Would you like to give your users better visibility of…
Video 1: Intro to Managing Your Subscription Products with Salesforce CPQ: Salesforce CPQ is a great tool for managing complex sales quoting processes and creating professional output documents.…
The sales representatives have a variety of tasks at hand and better management of these tasks results in more productivity. These tasks primarily include preparing…
When you have hundreds or thousands of leads to respond to in a single day, errors happen and you get overwhelmed. Right from sending the…
Why use Salesforce Sales Cloud Salesforce’s Sales Cloud is a top-rated CRM software that helps firms integrate information about leads, sales, and customers and access…
“Is this necessary?” “We’ve always done it this way.” “That is a steep learning curve to navigate.” All of us hear one or all of…
A typical B2B buying experience is known to be complex and heavily layered. With a prolonged quoting process and the lack of personalization in billing…
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