Salesforce CPQ – The Price Waterfall

What is the Salesforce CPQ Price Waterfall? The CPQ Pricing Waterfall is a multi-step process/sequence that utilises different prices and...

Special Fields in Salesforce CPQ

Salesforce CPQ is a large system with very powerful functionality - but it may come as a surprise that it...

5 Tips When Implementing Salesforce Sales Cloud

So, you have finally decided to take the plunge and move away from your tired, complicated spreadsheets or your rigid,...

Winter ’23 Release: Our Top 5 Sales Cloud Features

It’s finally here… the highly anticipated release notes are now available, outlining all of the new features & functionality that...

What is RevOps and how does it relate to Salesforce?

Over the past 3 years, we have seen more and more of our customers adopting Revenue Operations (RevOps) strategies within...

Product Bundles: A Sprinkle of This and a Dash of That

Regardless of the number of products your company has to offer, generating accurate Quotes is still a big challenge for...

Setting up Multiple Currencies in Salesforce

Does your organisation operate in multiple Countries? Do users need to be able to view opportunities and quotes in their...

Summer’20 release and CPQ

Despite a slight delay, there is a lot of excitement about the Summer'20 release. Our Pardot team are especially excited,...

4 tell-tale signs you should investigate Salesforce CPQ

Salesforce CPQ is not a cheap tool from a licence or implementation perspective. This is mainly due to the fact...