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...
What is Salesforce CPQ?

What is Salesforce CPQ?

What does CPQ mean? CPQ is talked about a lot in Salesforce terminology, but what actually is it and how can you get the best results by using it? CPQ stands for Configure, Price, Quote. To help you remember this Salesforce has created a short rhyme: The C is for...