Since the client was already using some SF products, it was necessary to transfer all data from an existing CRM system to SF in order to use the whole data to its fullest and get a profit.The Pipeline & Forecast Management Altogether, it helps sales teams predict both short-term and long-term performance to make informed business decisions and to plan ahead in line with comprehensive forecasting based on KPIs. The real-time view of forecasts allows making adjustments at right time.
CPQ Salesforce (configure, price, quote) tool automates the pricing configuration for faster and accurate quotes.
With fully integrated invoicing that’s ready in minutes, and perfect every time you can: Configure Complex Deals in minutes
- Unify Sales and Finance without the need for endless meetings
- Reduce the Human Errors and Operational Costs
- Fasten and Shorten Sales Cycle
- Simplify Contract Creation and Renewal of Quotes
- Avail Discounts
- etc.