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Vistex RevFlo App

Enterprise digital transformation through Quote to Agreement Integration

Overview

Vistex RevFlo App is an app on Salesforce by Vistex for configuring price contracts. Developed for Sales Reps, it allows reps to quickly negotiate pricing. The app integrates seamlessly between Salesforce.com and SAP/Vistex Agreements and pricing.

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  • Provides functionality to add prices, discounts, quantities, and product bundling options for the products and services during the sales negotiation process. Price guidance will help Sales Team to negotiate Prices, volumes and discounts effectively.

  • Integrated with Vistex Proforma and provides Gross-to-Net information to Business user. It also allows users to prepare the quote, Contracts, and amendments in a quick and easy way.

  • Supports Guided-Selling process. Vistex RevFlo App is seamlessly integrated with SAP/Vistex Agreement.

  • Salesforce Opportunity to RevFlo Quote (Price Request) Integration Quote Type determination based on Opportunity parameters Auto selection of Opportunity Products into Quote Rules Opportunity to Quote – Two-way Integration

  • Integration with Vistex proforma/simulation for(Margin Analysis and Gross-To-Net calculations Integration with Price guidance (Deal score, Peer Group analysis, Ceil/Floor/Target price)

  • Enhancement concept - Flexibility to call Salesforce flows from RevFlo Application Call flexible formulas from application configuration

  • Quote Item level approvals

  • RevFlo Quotes are integrated with Prospects. Provides end-to-end process flow for Prospects Quote approvals to Account Creation to Finalizing Quotes

Vistex RevFlo app is an easy-to-use app that provides the capabilities needed to exchange pricing, contracting and claim information between Salesforce.com and Vistex. RevFlo provides solution thru which prices, discounts, quotes, and contracts can be easily managed, simulated, implemented, analyzed, optimized, and tracked. It provides out of box integration thru configurable screens, simpler and easy mapping, and canned interfaces. RevFlo app leverages principles of guided selling and cross/up-selling. Sales Reps can run simulations and make educated decisions in offering prices and promotions, discounts while achieving required margins. Prerequisites: Maintain Accounts and Products, Price Book (optional) App Features: Opportunity to Quote (Price Request) Integration Product Bundle: Maintain Product Bundle and Features Contract/Price Request/Quote Integration Creation of Contract/Quote Integration with Vistex Gross-To-Net/Margin analysis and Price guidance Quote header and Line item approval Submission of Contract/Quote to SAP Amendments for Price/date changes, new products Prospect to Quote Integration Rebate and Promotion performance reports for SalesReps

Categories

Business Needs
Contract Management
Quotes & Orders
Integration
Industries
Healthcare & Life Sciences
High Tech
Manufacturing
Personas
Architect
Consultant
Sales Representative / Manager
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Agentforce
Agentforce solutions are customizable, conversational, AI assistants. They boost Salesforce user productivity in a safe way by facilitating everyday business interactions across a wide range of workflows and tasks. Learn More
Person Accounts
Supports Salesforce orgs that use Person Accounts.
Sales Programs
Supports Sales Programs, which provides sales teams with AI-powered coaching, actionable insights, and automated program delivery. Learn More
Community Builder
Ready to use in the Salesforce Community Builder.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Lightning App Builder
Ready to use in the Salesforce Lightning App Builder.
No Limits
Lightning Ready
Agentforce
Person Accounts
Sales Programs
Community Builder
Managed Package
Lightning App Builder