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

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

Overview

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

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

  • 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

1. Visual intelligence that guides users to the right action - Conditional Formatting, Instant filtering, User Based Column Management, Multi level grouping and subtotaling 2. Zero Copy real time ERP or backend data visibility at the point of decision. Surface data easily from NetSuite, SAP, MS Dynamics or any backend / Fulfillment system without need for complex middleware 3. Agentforce Insights at the Point of Work leveraging data from both; Salesforce and your Backend Systems without ingestion in to Data Cloud 4. Turbocharged Salesforce with embedded Excel and Google Sheets with bi-directional sync. Now you have both, Excel and Google integrated visually and contextually to your quoting process 5. Scalable quote management with multi user collaboration. No quote line limits Highlights Data remains within Salesforce: Not taking any data outside of Salesforce User remains within Salesforce: Not taking the User outside of Salesforce Complement, not replace Adding capability, not replacing or recreating existing core RLM & CPQ capability No Change to existing implementation There is no change needed  as this is literally plug and play.

Categories

Business Needs
Quotes & Orders
Sales Productivity
Data Visualization
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.
Multiple Currencies
Supports Salesforce orgs that use Multiple Currencies.
Person Accounts
Supports Salesforce orgs that use Person Accounts.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Multiple Currencies
Person Accounts
Managed Package

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