How to utilise the Quotes element in Salesforce CPQ

How to utilise the Quotes element in Salesforce CPQ

Once you have defined your criteria in the configure stage, the next area to focus on is the build of the quote itself. Quotes in terms of a Salesforce record relate to a way of documenting products and/or services required by your customer. This document can work as...
How to utilise the configure element in Salesforce CPQ

How to utilise the configure element in Salesforce CPQ

The configure stage of Salesforce CPQ is the first element users encounter and can be incredibly useful, however people tend to rush over this stage rather than utilising all the functions that can really enhance your final quote. This is the step that helps assess...
How to improve Salesforce Adoption

How to improve Salesforce Adoption

You now have your amazing Salesforce system and all the personalisations and configuration stages are complete. You’re really happy with it and you know how much the new system is going to benefit your team, so why are you finding no one is using it? Teams can...
What does a Salesforce Admin do?

What does a Salesforce Admin do?

What is a Salesforce Admin? You’ve heard the term and you know you probably need their help on most things Salesforce related, but do you really know what a Salesforce Administrator does? From managing users, to training and even making system and configuration...
Salesforce Quick Tips: How do I create a new user?

Salesforce Quick Tips: How do I create a new user?

Creating a new user can be troublesome if you’re not quite sure how to do it, however once you learn the steps, you’ll realise how simple it can be. To help you out we have created this easy to follow short video and step by step. To create a new user, the first step...