Recently, I got involved with a requirement to build a Salesforce CRM roadmap for a client. Here is the context of this requirement The client will be implementing Salesforce for the first time The client needs a lot of education about Salesforce CRM and the Force.com platform The client has
Tag: CRM system
This is the fourth blog in the How to Set up pricing in Salesforce CPQ series. In this blog, we will learn about custom pricing. In the first blog of this series we learnt about the core pricing types in Salesforce and in the second we saw contracted and special
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’.
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
This writeup will deal with customer definition process on greenfield CRM implementations. Future state customer definition is one of the foundational pillars of CRM transformation programs. Customer definition is a very broad and multi-dimensional exercise. Customer definition can happen at multiple levels in an enterprise and at each level it