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QLE+ RCA, CPQ Visual Intelligence, Google/Excel Sync, Zero Copy ERP, AI Insights

By B2B-Matrix

RCA, CPQ Visual Intelligence, Google/Excel Sync, Zero Copy ERP, AI Insight

Free  

Never requires payment

Try It
Business Need
Quotes & Orders
Sales Productivity
Data Visualization
Requires
Revenue Cloud CPQ
Compatible With
Revenue Cloud
Revenue Cloud Subscription Management
Revenue Cloud CPQ

The free package for RCA/RLM/ARM and CPQ provides brings visual intelligence, bi directional spreadsheet power, multi user quote handling, and real time ERP or backend data, and Agentforce Insights AT THE POINT OF WORK

  • Demo of Visual Intelligence, Zero Copy ERP, Excel/Google BiDirectional Integration, Agentforce

  • Bi-Directional Excel or Google sheet interface-Unlimited Quote Lines

  • PART 1 : Shows the excel like capabilities within the Quote Line Editor without leaving Salesforce

  • PART 2 : Shows the seamless upload from an Existing Excel sheet (not CSV)

  • Seamless Salesforce to Google Sheets Integration

Highlights

Pain Points/Features Requested by Salesforce RLM & CPQ customers User Interface 1 Ability to freeze columns on the Quote Line Editor (QLE) 2 Add Colors, fonts, formatting, bold/italics 3 Have custom filters to be able to sort on any columns

5 Conditional formatting: Based on rules just like in Excel, be able to show different colors, fonts, etc 6 Preview approvals from within the QLE for Standard approvals (as you know there is no preview approval capability for standard approvals)

7 Ability to expose any object such as installed assets within the quote line editor 8 Economic analysis of the quote with a configurable field set 10 Ability for the user to save his/her own selection of columns and the order i

11 Unlimited Tabs each with its own field set, colors, columns, or referring to any object in Salesforce Excel upload 12 Upload quote line items by dragging an existing Excel (not CSV but Excel) sheet on to the quote without having to convert to CSV. Wo

13 Combining multiple quotes in to a single view and being able to make edits across the quotes 14 Overcoming the Salesforce quote line limit 15 Ability to maintain separation of Service Costs, Manufacturing Costs 16 Leverage CPQ to estimate Services

In summary, making the Quoting and Estimating experience a collaborative process without any limits and with an individualized look and feel without IT intervention and completely configurable

Provider Details

B2B-Matrix
Palo Alto, CA
Founded
2015
Website
Email
Phone
6507045436

B2B-Matrix services are designed and delivered with one goal in mind: Making it easier for users to work . Hence our focus is on adding utilities and applications that make it easier for user to navigate, to visualize and to be able to be more productive. Our focus is not on creating new functionality but rather towards making existing capabilities on the Salesforce platform more accessible, usable and impactful

Pricing Details

Free

You can fully use this solution without payment.

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