As you start building up the foundation of Salesforce CPQ to simplify your pricing and quoting process, you need to get into creating some custom actions to get the work down in CPQ. Custom actions are buttons for sales representatives, through which they can perform any action in the configurator, quote line editor, and any …
by Kriti Sharma 
If you have planned to switch your business over to a CPQ (Configure, Price, Quote) software, you need a solution that increases efficiency and leads to business growth, just like you always wanted. But along with that solution, you need someone so dedicated to oversee and handle the details as you set up the software …
by Kriti Sharma 
Once you have purchased CPQ, the next question is how you can get ready for the next steps? Now you have finalized your CPQ and invested, but you’ll also want to prepare for a successful implementation project to benefit the most from Salesforce CPQ. You might have given a lot of your time picking your …
by Kriti Sharma 
For implementing a Salesforce solution, you need a professional who is active enough and knows technology. There are different Salesforce support plans and service providers, and it can be tough to find out the one that suits you the most. No matter what kind of service you need from Salesforce, you should always look for …
by Kriti Sharma 
B2B marketing needs the right measurements to scale the marketing processes for better results. You can only take it to a small scale if you handle it manually. You need to go for a reliable marketing solution for a better lead generation campaign that involves multiple touchpoints. In this case, businesses need a marketing solution …
by Kriti Sharma 
Be it any technology, people always give priority to a certified professional over a non-certified one. It makes it quite clear that to maintain a successful career in the domain of your interest, you need to be legitimately certified. Talking specifically about the Salesforce ecosystem, the importance of certifications also exists here, in fact, it …
by Kriti Sharma 
For any business, its clients are the topmost assets, which is why they keep trying to attract more. But that’s not all. The hard part is maintaining those relationships once you get them through the door. Chances are, you’ll still lose a large part of those customers. Call it leakage or churn rate, the slightest …
by Kriti Sharma 
Salesforce provides companies a wide range of customer processes that can be enabled with the help of many out-of-the-box modules. However, every business has different needs, due to which the Salesforce platform has to be customized or integrated with custom solutions. This helps incorporate business-specific needs that aren’t covered by the platform- which is the …
by Kriti Sharma 
Sales professionals pitching to existing accounts can be an embarrassing mistake which might end up in confused prospects who might reply, “yes, we already know your company and have been talking to some other representative at your company.” For the sales team, these miscommunications and oversteps can occur quite frequently. In aggregate, such mistakes can …
by Kriti Sharma