Mastering Quote-to-Cash: End-to-End Demo of Our Salesforce Automation
Автор: CRM Hacker
Загружено: 2024-09-10
Просмотров: 1057
Dive into our comprehensive demo of the Quote-to-Cash application for Salesforce! Watch as we walk through the full process, from creating a new quote to automating renewals, upsells, and upgrades.
In this video, you will learn:
How to create and sync quotes with opportunities.
The automation of renewal opportunities and contract details.
Upselling and upgrading subscriptions with co-termed pricing and automatic updates.
Discover how our app simplifies complex sales processes and boosts efficiency in your Salesforce environment.
Timestamps: 0:01 - Introduction and Overview 0:14 - Creating a New Quote 0:50 - Adding Products and Saving Quotes 1:22 - Syncing Quotes to Opportunities 1:52 - Automating Renewals 2:39 - Generating and Syncing Renewal Quotes 3:05 - Upselling Process and Co-Term Pricing 5:04 - Upgrading Subscriptions and Canceling/Replacing Products 7:01 - Finalizing Quotes and Syncing Updates 8:23 - Reviewing the Final Renewal Opportunity
Try our Quote-to-Cash application today and streamline your sales process!
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