Salesforce CPQ Tutorial 24 - Creating Amendments
Amendment in Salesforce CPQ: As we all know, changes are inevitable in any business. After a contract gets created, your customers may request chang…
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Salesforce CPQ Tutorial 23 - Creating Contracts, and Renewals
Quick Recaps of Sales Process : Generally, the sales process starts with Account creation and creating opportunities. In opportunity, sales reps are …
Salesforce CPQ Tutorial 22 - Configuring and Generating Quote Templates
Quote Templates: A quote template is a customizable solution to generate professional and standardized customer quotes. These templates allow busi…
Salesforce CPQ Tutorial 21 - Contracted Pricing
Contracted Pricing: Picture this scenario: You've successfully sold a specific product to a customer for $1000. Now, whenever the customer renews…
Salesforce CPQ Tutorial 20 - Discounting in CPQ
Discounting in CPQ (Discount Schedules): When creating a quote, sales representatives often encounter the necessity for discounts in various busines…
Salesforce CPQ Tutorial 19 - Guided Selling
Guided Selling: As explained in the above image, Guided selling is a Salesforce CPQ out-of-the-box feature that helps reps to guide customers to buy…