Tag: Salesforce

einstein for service

How Einstein for Service Unlocks Service Value

Written by Dave McCall, Service Practice Senior Director at PolSource Einstein for Service unlocks a variety of improvements for service organizations. If you have a mature service organization, this functionality can be used to provide a whole new set of benefits. For years, Salesforce has been releasing a variety of Einstein options. With Einstein for…
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smart assets vax

PolSource and PSignite extend Salesforce Vaccine Cloud with Smart Assets VAX solution

PolSource among select group of Salesforce partners extending the power of new Salesforce Vaccine Cloud PolSource and ISV partner PSignite to deliver “Smart Assets VAX” for cold storage monitoring, a solution for Salesforce Vaccine Cloud which ensures vaccines are stable, traceable and not delayed from manufacturer to patient Krakow, Poland – February 2, 2021 –…
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service expert

PolSource Leads the Way on Salesforce AppExchange with Service Expert Status

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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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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PolSource Joins the Pledge 1% Movement, Makes Commitment to Integrated Philanthropy

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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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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Product Features banner

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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service cloud voice after the first implementation

Service Cloud Voice: After Our First Implementation

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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