Without an efficient CPQ solution in place, sales representatives may be creating an opportunity in Salesforce or a different CRM and then would have to generate a completely new quote in an external spreadsheet to the customer relationship management.
2. Sign#1 - Disorganized systems to generate quotes
Without an efficient CPQ solution
in place, sales representatives
may be creating an opportunity
in Salesforce or a different CRM
and then would have to generate
a completely new quote in an
external spreadsheet to the
customer relationship
management.
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3. Sign#2 - Difficult and fragmented quote and order reporting
Salesforce CPQ reporting helps businesses
stay close to the highest standards of
transparency when it comes to the count of
quotes that get converted into orders. It is
also useful to measure how many cross-sells
and upsells happened within a specific
period.
cloud.analogy info@cloudanalogy.com +1(415)830-3899
4. Sign#3-System Admins struggles hard tomaintainand scale the
quoting system
cloud.analogy info@cloudanalogy.com +1(415)830-3899
An organization, in order to maintain an efficient
and smooth-functioning quoting system, must be
able to add, edit, or delete products to or from the
product catalog seamlessly. It is a well-known fact
that pricing structures fluctuate every now and
then and this statement holds equally good for the
professional services industry.
5. If you want to make big inroads into the world of profitability, Salesforce
CPQ is what will guide you to the road that is less traveled by and that will
make all the difference.
cloud.analogy info@cloudanalogy.com +1(415)830-3899