Ahead of the Curve5 Nov 2021

AOTC EP 39 - CPQ: Streamline the Process of Configuring, Pricing and Quoting

Sales teams have been churning out customer quotes for as long as there have been salespeople in the field. Before the advent of quoting software, prices and quotes were generated manually on spreadsheets. As virtually all companies across all industries have come to realize, spreadsheets are slow, cumbersome, and prone to human error. In fact, the more complex the quote, the more the odds rise of errors creeping in to disrupt the selling process. And if a customer wants a quote immediately, well, forget it, it’ll take a few days. In this episode of Ahead of the Curve, we’ll hear from Gerent solution architect Lisa French on why Salesforce CPQ has been an absolute game-changer for sales teams around the world, allowing instant, accurate, and even complex quotes in the field while the sales rep is across from the customer. Guest Bio Lisa French openly admits to being a geek. She “speaks” a number of different computer languages, programs with them fluently and is one of Gerent’s top solution architects. Lisa specializes in Pardot and CPQ and is Salesforce-certified on both. She has nearly 20 years’ experience with Salesforce technology and programming, all of which she brings to Gerent every day. Key Ideas 01:57 – Why CPQ is a game changer for sales teams 04:08 – How CPQ allows sales teams to create complex quotes and pricing engines 06:28 – What happens when you can integrate CPQ with an ERP 10:43 – CPQ comes in two versions: Industries CPQ and Salesforce CPQ 13:11 – Is CPQ a user-friendly solution? 14:54 – Two case studies that prove CPQ’s worth

Denne episoden er hentet fra en åpen RSS-feed og er ikke publisert av Podme. Den kan derfor inneholde annonser.

Episoder(43)

AOTC EP 43 - Secrets to a Successful Salesforce Implementation

Businesses in virtually every industry are finding tremendous value in deploying Salesforce within their organization. But with any new platform, software, or toolset, comes one major question for man...

4 Feb 202231min

AOTC EP 42 - Top-Down Transformation - How Team Leaders Can Operationalize Big Change

In theory, embracing digital transformation is one of the biggest steps a business can take to differentiate itself and adapt to a rapidly changing world. But in practice, digital transformation can o...

19 Jan 202226min

AOTC EP 41 - MuleSoft – Pulling Data From Any Source and Making It Accessible To All

Companies, organizations, and industries are waking up to the critical value and importance of data. It drives everything today. But data comes from different sources which means that companies have t...

4 Des 202119min

AOTC EP 40 - Gerent Digital – A Full-Service Digital Customer Experience Agency

It’s surprising to find a digital agency these days that was founded before the word ‘digital’ was in anyone’s vocabulary. Gerent Experience (formerly Gerent Digital) is just such an agency. The prin...

1 Des 202122min

AOTC EP 38 - Pardot: How It Generates Quality Leads For Marketing And Sales Teams

There is plenty of technology available for marketing teams that can help generate leads. But when you begin to examine which technology generates quality leads, scored on their likely convertibility,...

19 Okt 202120min

AOTC EP 37 - Marketing Cloud: Powerful But Complex. How Gerent’s Implementation Approach Works Best

There is likely no more all-encompassing and muscular marketing tool available to marketers than Marketing Cloud from Salesforce. More than a dozen fully integrated applications reside under the Marke...

13 Okt 202119min

AOTC EP 36 - Salesforce Commerce Cloud: One-Stop Shopping For Both B2B and B2C Companies

In 2020, consumers spent 375 billion dollars in the U.S. shopping online – give or take a few million. Much of that was driven by the pandemic and major online companies like Amazon and one or two oth...

24 Sep 202120min