CPQ Price Rules – What Are They?
In Salesforce CPQ, Price Rules are mechanisms used to adjust product prices based on predefined conditions. These rules ensure that the quotes you give to your customers are accurate, and consider various factors and business logic that might impact the final price.
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Salesforce Announces Free Data Cloud and Tableau
At Dreamforce 2023, Salesforce announced that customers with Enterprise, Unlimited or Unlimited Plus Edition will be provisioned with free licenses for Data Cloud and Tableau.
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Avoid These 6 Email Marketing Mistakes to Maximise Long Term Success
In today’s digital era, email marketing remains a powerful tool for businesses to connect with their audience, drive engagement, and ultimately boost conversions. Whilst the potential benefits are immense, navigating the landscape of email marketing requires finesse, attention to detail and evaluation over time.
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Boosting Form Security: The Vital Role of Visible reCAPTCHA in Marketing Forms
As we know, having a form on your site or landing page is an effective way of obtaining information from your prospects. That’s why it’s important to keep an eye out on your form functionality and submission rates for unexpected errors. Form submission errors can be a major issue if left unnoticed.
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Custom Email Preference Centre – What is it?
An Email Preference Centre is a place where your known prospects can subscribe (or unsubscribe) to the types of communications they receive from you. The intention of having this is to allow your prospects to choose which communications they are interested in reading about.
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Put Mobile First in your Email Marketing
Emails make up the core of any marketing automation platform, and Account Engagement is no exception. Whether you are sending targeted email communications or automated nurture or response emails, it is crucial that your emails work. While it might look great in the Editor itself, do you always review how it looks on mobile devices?
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Using Queues in Account Engagement
First things first, when we’re talking about a queue in Account Engagement – what do we actually mean?
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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 discounts to get us to the Net Price (this is the price field for the total of the Quote Line/Quote).
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Building Forms with Multiple Dependencies
In Account Engagement, dependent fields allow you to establish a parent-child relationship between the different form fields. By dynamically presenting fields based on previous selections, you can collect more relevant and accurate data while guiding prospects through a tailored form-filling experience. But when would you use these dependencies in your forms?
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Taking Control of Time: Building a Better Relationship with your Working Day
Finding effective strategies to manage our time and tasks is more important than ever in our fast-paced and demanding world. Whether you’re a busy professional, consultant, or someone looking for a better work-life balance, mastering the art of time management can be game-changing.
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Stop Talking about Data Hygiene and Start Taking Action!
One of the most common phrases I hear when speaking with customers is “We just need to sort our data quality”. It’s a commonly repeated refrain, often with little activity beyond that. It seems that people don’t know where to start.
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Do You Really Need That Field?
It is straightforward to create a field in Salesforce. The flexibility of Salesforce is one of my favourite things about the platform. However, with this, you must also take on the responsibility of ensuring the platform is meeting the needs of the business.
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