TARANG GOEL

Exceptions to the Salesforce CPQ Price Waterfall – Part 3 – Channel Discounts Off List Price

Calculation Sequence of Salesforce CPQ Price Waterfall The standard calculation sequence of Salesforce CPQ Price Waterfall is as follows: List Price->Regular Price->Customer Price->Partner Price-> Distributor Price->Net Price Partner price is calculated fourth in the sequence and is derived by deducting Partner discount from the Customer price. Distributor Price is calculated

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Exceptions to the Salesforce CPQ Price Waterfall – Part 2 – Calculation of the Partner Discount First

Calculation Sequence of Salesforce CPQ Price Waterfall The standard calculation sequence of Salesforce CPQ Price Waterfall is as follows: List Price->Regular Price->Customer Price->Partner Price->Distributor Price->Net Price Partner price is calculated fourth in the sequence and is derived by deducting Partner discount from the Customer price. If you want to know

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Exceptions to the Salesforce CPQ Price Waterfall – Part 1 – Calculation of the Additional Discount Last

Calculation Sequence of Salesforce CPQ Price Waterfall The standard calculation sequence of Salesforce CPQ Price Waterfall is as follows: List Price->Regular Price->Customer Price->Partner Price-> Distributor Price->Net Price Customer price is calculated third in the sequence and is derived by deducting Additional discount from the Regular price. If you want to

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Salesforce CPQ Price Waterfall – Part 3 Effect on the Net price with Types of Additional Discounts

Additional Discounts: Play an incredibly significant role in Salesforce CPQ. Additional discounts which can be entered by the sales users while creating the quote. They are different from system discounts. Customer price is found when Additional discounts are deducted from the regular price in CPQ price waterfall. If there is

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Subscription pricing for Lunchbox product

In the last blog “Configure your Lunchbox” we configured the Lunchbox Product with some configuration rules. Tango foods after having launched the lunchbox product, wants to start a subscription for the Lunchbox product. Subscription is on a Monthly basis. The monthly subscription quantity will be divided by 4 and will

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The value add of CPQ over and above the out of the box Salesforce offering for Lead to Cash Processes – ‘A system perspective’

In this blog, I will explain the value additions which CPQ offers over and above the standard Salesforce salescloud offering. I will explain this keeping system as the focal point. In order to learn CPQ, the knowledge of what CPQ offers in terms of systemic enhancements is vital and should

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CPQ Simplified

In this blog we will deal with answering the following questions: What is CPQ? Where does it fall in the CRM Lead to Cash Life cycle? What are the benefits of CPQ? Who are some of the CPQ application providers? What is CPQ?   CPQ stands for ‘Configure Price Quote’. 

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COVID ’19, Contact Tracing and CRM

In my earlier Blog titled ‘CRM Implementations in the Shadow of Coronavirus’,  I detailed how CRM implementations are impacted by Coronavirus and what are some of the do’s and don’ts for every player involved in the CRM ecosystem. In this blog, I am connecting the dots between COVID-19 (Coronavirus), Contact

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Lead to Cash Processes

Lead to Cash processes come into play when we are implementing CRM on the sales side. They outline the lifecycle of a customer acquisition and product sales including  revenue and cash recognition. Lead to cash can be executed either in a single system or multiple systems depending on the scope

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Understanding the differences between Business Analyst (BA) and Business systems analyst (BSA) in the context of CRM implementations

Inability to understand the difference between the job responsibilities of a BA and BSA can add significant resource risk to a CRM project. In order to understand this further let’s explore the difference between a BA and BSA. Difference between BA and BSA- A person in the role of Business

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