It has been a long time since the Salesforce Lightning Experience has released, and it has proven itself to be more efficient than the Classic version of Salesforce. However, as a client-side base platform, the users are likely to face slow load speed issues while making the transition. Therefore, you might have to put in …
Migrating any critical software requires addressing the related complex challenges and preparing a clear roadmap for implementation. As the work environment and resources of every company are unique, Salesforce Lightning migration needs a tailored approach to be followed. Bringing such a change in the IT setup also requires necessary work on user adoption. A business …
With Salesforce stopping to make enhancements to Salesforce Classic, companies have started moving to Salesforce Lightning Experience. However, migrating from Salesforce Classic to Salesforce Lightning Experience is not easy for companies with numerous users who have their day-to-day work dependent on the platform. But despite the difficulty, the functionality gained is worth the investment. It’s …
Salesforce CPQ gives the team a platform that is easy to use and cloud-based, so they can work from anywhere and at any time. CPQ is hosted within the Sales Cloud, so you can directly link with your CRM and easily make the most impactful sales decisions and increase Salesforce product visibility. But what makes …
Every seller has to face challenges while generating quotes for complex products for a wide range. This case is more common for companies that have high-value products in the industry. Sales representatives in typical industry verticals need advanced product knowledge to create an accurate quote for the product. This can be very time-consuming to generate …
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 …
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 …
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 …
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 …