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  • Liam

    Member
    May 8, 2023 at 8:21 pm in reply to: What are some key steps to setting up and implementing the system effectively?

    I can add my thoughts as well. In addition to finding the right implementation partner, it's important to have a clear understanding of your business goals and processes. This will help you identify which Salesforce modules and features you need to set up and customize to fit your business needs. Another key step is to provide thorough training to your team on how to use Salesforce effectively. An lms website can be a great tool for delivering comprehensive training materials and tracking progress.

    • This reply was modified 1 year, 9 months ago by  Liam.
    • This reply was modified 1 year, 9 months ago by  Liam.
    • This reply was modified 1 year, 9 months ago by  Liam.

  • Liam

    Member
    March 11, 2023 at 9:09 pm in reply to: What are the Benefits Of Using Salesforce CPQ?

    Great list of benefits! I am now once again convinced that my company has made the decision to switch to Salesforce CPQ. We were using Oracle CPQ, it's not bad software, but it requires a high level of technical knowledge to set up and manage. Salesforce CPQ seems much easier for me to use.

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