8377087607, Door Step Call Girls In Kalkaji (Locanto) 24/7 Available
Quote Management Made Easy Through Salesforce and the AppExchange
1. Quote Management Made Easy Through Salesforce and the AppExchange Harpreet Ahluwalia, Salesforce.com Kevin McHugh, Symbol Technologies, Inc. Benjamin Taft, Foundry Networks, Inc. Ryan Borders, PlantCML Track: Sales Executives
2.
3.
4.
5. Kevin P. McHugh Director, Worldwide Sales Operations [email_address]
6.
7.
8.
9. Symbol CRM Intuitive, Easy to Use and Fast Online, Offline or Mobile Real Time Forecasting Territory Management Tool Robust Out of Box Features Managed by the Business Easy to Extend and Integrate Legacy Product Configurator Guided Selling – 6,000+ Products Complex Quoting Scenarios Real Time SAP Pricing Deal Desk Workflow Approval Audit Trail Custom Solution AppExchange API
10.
11. Launching Solution Builder Comergent (Solution Builder) Login Data Migration Using AppExchange API Link to Product Catalog Configurator
12. Selecting Products – Guided Selling 6 Divisions 200 Product Families 6,000 Part Numbers Drill Down Product Catalog Starting at Product Division
13. Building a Quote Rules Based Product Family Top Down Approach Build Product List for Quote Technically Accurate Quotes
14. Real Time Pricing & Discounting Multiple Quote Iterations Real Time SAP Pricing Call Override Standard Pricing
15. Price Approvals Submit a Price Exception for Approval Notes & Attachments Sales Team Retrieval using AppExchange API Generate HTML Print Views of accurate and approved quotes
16. Updating the Opportunity for Accurate Forecasting Timed Update Using AppExchange API No Forecast Amount Override
39. Automatic Opportunity Updates Products and Prices are Automatically Populated Opportunity Value is Updated for Accurate Forecasting Proposal is Automatically Attached to Opportunity
40.
41. Kevin McHugh Director, Worldwide Sales Operations Benjamin Taft Vice President, Marketing Ryan Borders Sales Operations Manager QUESTION & ANSWER SESSION