PolSource 2020 by the Numbers
Want to learn more about our 2020 success? Contact us today!
Want to learn more about our 2020 success? Contact us today!
It’s been an unusually trying year to say the least, but at PolSource, we’ve worked hard to thrive through adversity and keep up business as usual. In fact, despite the hurdles of adjusting to the new normal, we’ve had a banner year. With the festive season approaching, we hope you’re finding some downtime to destress…
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PolSource joins an elite handful of boutique, 5-star rated consulting partners to earn the Salesforce Partner Service Expert Navigator status on Salesforce AppExchange. Krakow, Poland – November 17, 2020 — PolSource S.A., known as the “global boutique” Salesforce Consulting Partner, is steadily climbing the ranks on Salesforce AppExchange. With the release of Q3 updates, the…
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Written by Ty Fribbs, Director, CPQ & Billing Practice, AMER at PolSource Sales Reps appreciate an efficient CPQ implementation that allows them to quickly capture the information needed to quote and close a deal. Too often, they are presented information that is not relevant to them or the deal and causes unnecessary clutter and confusion. …
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Austin, Texas, October 1st, 2020 – PolSource announced today that it has joined Pledge 1%, a corporate philanthropy movement dedicated to making the community a key stakeholder in every business. Spearheaded by Atlassian, Rally, Salesforce and Tides, Pledge 1% empowers companies to donate 1% of product, 1% of equity, 1% of profit or 1% of…
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PolSource Pointers for Salesforce CPQ Do you want to apply discounting on your Products? With Salesforce CPQ Discount Schedules you will be able to do so for volume-based and term-based discounts, as well as discounts applied directly on Product’s cost. You’ll need to: Go to Discount Schedule Object and create new record Give your Discount…
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PolSource Pointers for Salesforce CPQ Group options within your bundle into nicely organized, user-friendly sections with Salesforce CPQ Product Features. You’ll need to: Go to you parent bundle Product record and navigate to related list of Product Features Create new Product Feature record – the Configured SKU will be filled for you automatically with your…
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PolSource Pointers for Salesforce CPQ If you want a simple tool to control dependencies or exclusions of options within your bundle Salesforce CPQ is there for you with Option Constraint functionality. You’ll need to: Go to you parent bundle Product record and navigate to related list of Option Constraints Create new Option Constraint record –…
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PolSource Pointers for Salesforce CPQ With Salesforce CPQ you can introduce a more flexible approach to pricing! Make your Subscription Product’s price dependent on other products present on your Quote with Percent of Total configuration: You’ll need to: Go to the Subscription section of the Product record page For Subscription Pricing, select Percent of Total Set…
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Written by Dave McCall, Service Cloud Director at PolSource Before the release of Salesforce Service Cloud Voice, I wrote a series of thoughts about what the product might be able to do. But imagining a product’s capabilities based on the marketing and actually implementing that product for a customer are often very different things. I’ve…
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