Quote 2.0 is a Salesforce app that allows users to easily create quotes within Salesforce. It provides benefits such as fast quote generation, improved visibility into quotes and forecasts, and increased customer satisfaction. Quote 2.0 integrates natively with Salesforce and offers an intuitive interface for creating, managing, and approving quotes. It also supports features like multi-tier channel partners, alternative line items, and workflows.

1. quote 2.0: creating quotes in Salesforce
Michael G. Frohn
General Manager, salesfactory42
mfrohn@salesfactory42.com
© www.salesfactory42.com

2. Benefits
• Developed from Sales for Sales
– Fast and easy quote generation (keyboard only or mouse)
– Accurate live overview of quotes, valid dates and quote history
• Increased customer satisfaction
– To understand quotes fast and easily
– Better and easier collaboration in the sales team
• Improved overview, compliance and more accurate numbers
– Overview of all open quotes for sales management
– Quote history in PDFs for compliance
– Always correct products and numbers for better forecasts
© www.salesfactory42.com

3. quote 2.0: "
Full integration in Salesforce
• Full native integration in Salesforce.com
– ISO 27001 certified security and high availability
– Data is not leaving the secure Salesforce data centers at any time
– Full flexibility, customization, reporting, mobile solutions, etc.
• Graphical, intuitive User Interface
– Fast and easy „drag & drop“ creation of quotes
– Use of test blocks, free text, totals, alternative line items
• Optimized process for quote management
– Support of multiple, alternative quotes
– Support of multi-tier channel models
– E-Mail delivery and workflows at order entry (update of products at
opportunity)
© www.salesfactory42.com

4. Easy creation of a quote
• Simply load
template or existing
quote
• Add products
• Adjust quantity and
prices
• Send PDF with E-
Mail
• Done.
© www.salesfactory42.com

5. Alternative line items
• Select line item
• Mark as alternative
(icon)
• Line item is shown as
alternative and not
counted on total or
forecast
• Done.
© www.salesfactory42.com

6. Support of multi-tier channel
partners
• Unlimited number of quotes for each opportunity
• Relationship to three different accounts for each quote
• E-Mail the quote as PDF to one of the accounts
• Quote can be found at any of the accounts
• Quick and easy overview of channel partner quotes
© www.salesfactory42.com

7. Workflows and approval process
• Approval process for discounts
• Reminder before the „valid until“ date for sales
• Automatic de-activation of all open quotes at order entry
• Automatic closing of the opportunity at order entry
• Revenues from your ERP system can be shown below the
quote (option)
© www.salesfactory42.com

8. Overview quote 2.0 features
• Simple and easy creation of • Templates und text blocks
quotes
for standardization
• Support of multi-tier • Correct numbers, products
channel partners
and forecasts
• E-Mail delivery of quotes as
• Connection to ERP-system
PDF with history and
(option)
compliance
• ISO-certified security and
• Automatic update of
high availability of
alternative quotes at order
Salesforce data centers
entry
© www.salesfactory42.com

9. Live-demo quote 2.0
Book your personal live-demo:
salesfactory42 consulting team
Phone +49 89 878 0 676 -24
info@salesfactory42.com
More information:
www.salesfactory42.com
© www.salesfactory42.com

10. © www.salesfactory42.com

11. www.salesfactory42.com"
Salesforce Consulting Partner
info@salesfactory42.com
+49 89 878 0 676 -0
salesfactory42, Munich
© www.salesfactory42.com