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How to launch a post-sales process using the Salesforce and Asana integration “Today’s operations and sales teams are spending more time on ‘work about work’ than on the work that actually drives their business forward,” said Alex Hood, Head of Product at Asana....
How to Monitor Pipeline with a List View in Salesforce In this video, we're going to be looking at how to monitor the pipeline with the list view. This is going to be useful for sales managers or sales directors who need to review the pipeline individually or...
For the everyday marketer, prospects and clients are primarily their target audiences. Their marketing initiatives and efforts typically revolve around these two audiences and their needs. Their campaigns, content, and goals are closely aligned to these audiences in...
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....
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...
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...
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....
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,...
We’ve all heard of Salesforce and may commonly refer to Sales Cloud as Salesforce since it is the most popular product within the Salesforce Ecosystem. Salesforce is the world’s number 1 CRM (Customer Resource Management) platform designed for both...
So I’m sure you’ve heard that Einstein Discovery and Analytics is pret-ty rad. I mean, the lil’ guy basically took over Dreamforce 2019 when he showed up at the Opening Keynote. You can plop this tiny genius literally right in the middle of your meetings. You ask, and...