Tag: CPQ

QLE

Dynamic Quote Fields in QLE

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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Exploring Salesforce CPQ Discount Schedule

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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Exploring Salesforce CPQ Product Features

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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option constraint

Exploring Salesforce CPQ Option Constraints

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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percent of total

Exploring Salesforce CPQ Percent of Total Product

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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configurable product

Exploring Salesforce CPQ Configurable Product

PolSource Pointers for Salesforce CPQ Have a product that requires configuration? Well with Salesforce CPQ, it’s easy! You’ll need to: Go to the Configuration section of the Product object For Configuration Type, select whether it should be: Allowed (means the user can configure it, but isn’t forced to) Required (means the user is forced to…
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renew product

Exploring Salesforce CPQ Renewal Product

PolSource Pointers for Salesforce CPQ Have a product that you’ve quoted, but want it to change when it gets renewed? For example renewing a free trial to a paid subscription? Well with Salesforce CPQ, it’s easy! You’ll need to: Go to the renewals section of the Product object (remember you’ll need CPQ installed and have…
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Exploring Salesforce CPQ Subscription Product

PolSource Pointers for Salesforce CPQ Have a subscription product that you want to create and quote for in Salesforce? Well with Salesforce CPQ, it’s easy! You’ll need to: Set the subscription pricing. Is it a fixed price or is it a % of another product? Set the term. Remember – the final price of the…
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CPQ pitfalls

Avoid the Pitfalls in CPQ Programs

Configure, Price, Quote (CPQ) investments are gaining momentum, with Gartner predicting a yearly growth rate of above 20% well into the 2020s. A well-executed CPQ implementation is seen as a key source of commercial advantage, particularly since a 2019 study by Capstone Insights found that two thirds of your competitors are likely stuck with multiple…
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