overview quote 2 0
DESCRIPTION
Overview of quote 2.0, a tool for salesforce.com to create and manage quote with a graphical drag & drop user interfaceTRANSCRIPT
© www.salesfactory42.com © www.salesfactory42.com
quote 2.0: creating quotes in Salesforce
Michael G. Frohn General Manager, salesfactory42 [email protected]
© www.salesfactory42.com
Benefits
• Developed from Sales for Sales – Fast and easy quote generation (keyboard only or mouse) – Accurate live overview of quotes, valid dates and quote history
• Increased customer satisfaction – To understand quotes fast and easily – Better and easier collaboration in the sales team
• Improved overview, compliance and more accurate numbers – Overview of all open quotes for sales management – Quote history in PDFs for compliance – Always correct products and numbers for better forecasts
© www.salesfactory42.com
quote 2.0: "Full integration in Salesforce
• Full native integration in Salesforce.com – ISO 27001 certified security and high availability – Data is not leaving the secure Salesforce data centers at any time – Full flexibility, customization, reporting, mobile solutions, etc.
• Graphical, intuitive User Interface – Fast and easy „drag & drop“ creation of quotes – Use of test blocks, free text, totals, alternative line items
• Optimized process for quote management – Support of multiple, alternative quotes – Support of multi-tier channel models – E-Mail delivery and workflows at order entry (update of products at opportunity)
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Easy creation of a quote
• Simply load template or existing quote
• Add products
• Adjust quantity and prices
• Send PDF with E-Mail
• Done.
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Alternative line items
• Select line item
• Mark as alternative (icon)
• Line item is shown as alternative and not counted on total or forecast
• Done.
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Support of multi-tier channel partners
• Unlimited number of quotes for each opportunity
• Relationship to three different accounts for each quote
• E-Mail the quote as PDF to one of the accounts
• Quote can be found at any of the accounts
• Quick and easy overview of channel partner quotes
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Workflows and approval process
• Approval process for discounts • Reminder before the „valid until“ date for sales • Automatic de-activation of all open quotes at order entry
• Automatic closing of the opportunity at order entry • Revenues from your ERP system can be shown below the
quote (option)
© www.salesfactory42.com
Overview quote 2.0 features
• Simple and easy creation of quotes
• Support of multi-tier channel partners
• E-Mail delivery of quotes as PDF with history and compliance
• Automatic update of alternative quotes at order entry
• Templates und text blocks for standardization
• Correct numbers, products and forecasts
• Connection to ERP-system (option)
• ISO-certified security and high availability of Salesforce data centers
© www.salesfactory42.com
Live-demo quote 2.0
Book your personal live-demo:
salesfactory42 consulting team Phone +49 89 878 0 676 -24 [email protected]
More information:
www.salesfactory42.com
© www.salesfactory42.com
© www.salesfactory42.com © www.salesfactory42.com
www.salesfactory42.com"Salesforce Consulting Partner [email protected] +49 89 878 0 676 -0 salesfactory42, Munich