No matter how great the products and services we sell may be, the biggest driving factor to customer satisfaction is a pleasant customer experience. Approximately 80% of customer LTV comes after the first order. And over 2/3 of deals fall through at the quoting stage....
THE BLOG
Selecting the Right Salesforce Offering – An Overview of the Salesforce Clouds & Apps
Selecting the Right Salesforce Offering Are you at the point in the decision process where you’ve come to the realization that Salesforce is the right CRM software for you and your company, but are completely overwhelmed by the thought of attempting to select the...
Learn Salesforce CPQ: How to resize columns in QLE
Salesforce CPQ: How to Resize Columns in QLE Today we will be covering a Salesforce CPQ topic. How to resize columns in QLE. This is a new feature from the Winter 2021 release. The default setting in CPQ does not allow column resizing. So, let's turn that on first. 1....
How I passed the Salesforce CPQ Certification
My Journey to Pass the Salesforce CPQ Certification My journey with Salesforce started a little over a year ago. I have spent most of my career in the IT “world” and when I found out about Salesforce and what the ecosystem can do, I was immediately interested. I know...
Salesforce CPQ Pricing Guidance Considerations & Activation
INTRODUCTION TO SALESFORCE CPQ In today’s article, we discuss both Salesforce CPQ and its native out-of-box feature pricing guidance. Before we fully dive in let's discuss CPQ and its audience. Since 2015 Salesforce CPQ has been providing quoting solutions to its...
Dynamic Forms are a Game Changer for Salesforce CPQ
I’ve been configuring Salesforce for Clients for the better part of a decade and one of the recurring themes that we’ve come across is the requirement for dynamic rendering. When it comes to dynamic rendering, it usually involves one or more of the following: Dynamic...
Salesforce CPQ, Making Quote Line Editor (QLE) Adjustments
The Salesforce CPQ lightning component known as Quote Line Editor (QLE) is a powerhouse. Working hand in hand with CPQ to precisely quote products and compile them into Quote Lines. Driving the initial configuration of Opportunity Products and Order Products too....
Integrating Salesforce CPQ, Sales Cloud, Shopify & Authorize.net
How to Integrate Salesforce CPQ, Sales Cloud, Shopify, and Authorize.net Oftentimes, organizations will require a variety of applications to meet the needs of their unique and yet ever-changing business processes. While operating in several different applications,...
Salesforce CPQ Complex Summary Variables
Salesforce CPQ Complex Summary VariablesHow to use a summary field to multiply multiple records (with examples) Roycon has been operating in the Salesforce CPQ world, delivering comprehensive solutions and adaptions to our clients that require a robust solution for...