Post by account_disabled on Dec 7, 2023 4:15:44 GMT
Products. Upselling has never been easier than now! Dynamically control quote fields displayed in the quote line editor Have you ever wondered how to increase your sales effectiveness? First of all, by saving sales representatives' time and providing them with tools in which they will find only what they really need. of fields in the offer editor if they will only use half of them? The new Salesforce CPQ feature allows you to dynamically customize quote fields in the editor and hide all information not related to specific business units, products or territories.
For example, if your sales team A only sells Email Marketing List ubscription products and team B only sells one-time pay products, you can now control the editor so that only team A will see subscription terms, start date, and all other fields related to subscription products. Your B team won't have to scroll through fields they don't know about - this way you'll avoid unnecessary confusion. Sell additional products and prevent backdated changes Sometimes your sales reps want to sell additional products or subscriptions based on a changed offer
However, you don't want to create new offers with modifications that have start dates earlier than the start dates of existing offers that have changes to the original offer. So how do you kill two birds with one stone? By choosing a flexible solution like Salesforce CPQ! The Winter ' Update combines both of these business needs and enables the sale of additional products as part of offer modifications, while preventing corrections from being saved with dates earlier than those included in existing correction offers. It's not everything To summarize, with the Winter ' update in Salesforce CPQ, you can.
For example, if your sales team A only sells Email Marketing List ubscription products and team B only sells one-time pay products, you can now control the editor so that only team A will see subscription terms, start date, and all other fields related to subscription products. Your B team won't have to scroll through fields they don't know about - this way you'll avoid unnecessary confusion. Sell additional products and prevent backdated changes Sometimes your sales reps want to sell additional products or subscriptions based on a changed offer
However, you don't want to create new offers with modifications that have start dates earlier than the start dates of existing offers that have changes to the original offer. So how do you kill two birds with one stone? By choosing a flexible solution like Salesforce CPQ! The Winter ' Update combines both of these business needs and enables the sale of additional products as part of offer modifications, while preventing corrections from being saved with dates earlier than those included in existing correction offers. It's not everything To summarize, with the Winter ' update in Salesforce CPQ, you can.
