Choosing the right CPQ partner can be overwhelming. In this post, I’ll share why it makes sense not to go it alone and provide insight into identifying an ideal consulting partner.
A lot of companies find themselves needing to manage a complex Account Management scheme out of Salesforce. What’s the right solution: Account Teams or Enterprise Territory Management? I have solved this general design challenge in a number of different scenarios and situations for clients.
Have you ever wondered: Why am I paying for CPQ given the power of the Salesforce platform? Can I replicate CPQ functionality with flow or custom code? Would it work?
We recently were asked by a customer how to hire the right Salesforce Admin. Here are a few things to look for and a few to avoid.
Salesforce CPQ is a robust and dynamic platform that has a ton of helpful features that ensure your sales team is getting accurate deals out the door fast! While there is so much we could talk about, let’s focus on just a few.
You’ve made the important decisions that begin your CPQ Journey and are wondering what direction to go next. Here are a few ways to help your project team get to where you want to go.
A CPQ administrator is a very valuable resource. Discover what you should look for when hiring a CPQ Admin.
Choosing the right CPQ partner is important. Here are some critical questions to ask.
We’ve been talking a lot about CPQ. In May, we posted about common implementation pitfalls. Here are a couple more we’d like to add.
CPQ seems like the right tool for us but is now the right time? There is so much else that you could be doing. Let’s talk about how to decide what to do first.
Salesforce CPQ is an investment for any organization. So what other options should be weighed before determining the right solution?
Salesforce CPQ is an additional spend on top of Salesforce. So when is it worth it and how do you define ROI for this tool?
Anyone who’s been a part of a strategic technology project knows there are a number of ways they can go wrong. With Salesforce CPQ, there are some common patterns for how this happens, and importantly, how to get back on track.
CPQ is an additional cost on top of Salesforce. But it can transform your business across departments if you’re ready for it.
The Configure, Price, Quote (CPQ) market has many different tools to choose from. So what exactly is Salesforce CPQ? Here we outline the pros, cons, and other considerations worth addressing in your Quote-to-Cash process transformation.
While digital transformation was already a hot topic, it’s gained even more momentum with everything virtual. A great Salesforce consultant can be a power player in these times of short term and long term change.
The Salesforce AppExchange has over 3,500 solutions available to choose from. So how do you get down to brass tax and decide on one?
Before turning to Cloud Giants, tech firm Devada faced not one, but TWO unsuccessful CPQ launches. Working with Alex Kenney-Ackerman, they were able to restore faith in the system and relaunch successfully.
Now’s the time to focus on making positive, proactive changes in your Salesforce strategy that will help you weather the storm and prepare for a return to normal operations. Here’s how three different organizations did just that.
Organizations with a clear view of their CRM data will be at a significant advantage while we work virtually and navigate the upheaval of quarantine. These three sales management dashboards can provide this clear view.
There’s nothing we love more than geeking out with others over CRM technology and how it can help people work smarter rather than harder. Read the latest CG Slack Chat to see what we’re discussing as a team.
How showing and hiding different components in Salesforce CPQ can improve usability and add value to your sales process.
Our top five new year’s resolutions to benefit your investment in Salesforce and rock the new year.
Don’t let a break/fix approach to maintaining Salesforce technology frustrate your team.
Cloud Giants has recently been selected as a finalist for the NC Tech Awards in the Tech For Good category.
Less than 1% of apps on the Salesforce AppExchange are female or minority owned. Let’s change that. Apply today to launch at Dreamforce and win a package of advisory hours with rockstar women who have been there and done that.
State and country picklists can be incredibly beneficial, but a savvy Salesforce admin knows there are multiple approaches to implementing them. Knowing which is best for your business can maximize your budget and streamline your process.
Why commit to a major project until you have the ability to make an informed decision? If your system is causing pain, a needs analysis can be the right solution for determining the path forward.
Salesforce CPQ is a complex system to implement. Knowing some of the common pitfalls can help you avoid them during implementation.