5 ways to manage quoting and products more effectively

5 ways to manage Quoting and Products more

effectively

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April 23, 2013

www.InternetCreations.com

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Agenda

1. Create Opportunity and Quote2. Families/Codes3. Native Quoting4. Rapid Products5. Electronic Signatures6. Invoice Schedules7. Reporting8. Summer '13 Additions


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1. Create Opportunity and Quote

○ Internet Creations free widget○ AppExchange Listing

○ Create everything in 1 click○ New Opportunity○ New Syncing Quote○ Contact Role○ Custom Fields


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2. Families/Codes (Segmenting)

○ Associated fields on Products○ Product Detail Page (Price Book, Standard Price

○ Filtering for Product selection

○ Reporting


3. Native Quoting

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○ How it works

■ Editing Quote Templates and Fields to Display

○ Product selection onto a Quote/Opportunity

○ Strengths and Weaknesses


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4. Rapid Products

○ Add products to Opportunities & Quotes faster and with fewer clicks

○ Calculates total price in realtime based on quantity, sales price, and discount


○ Select Products quickly using type-ahead search

AppExchange Listing:http://ic.force.com/rp

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5. Electronic Signatures

○ Capture electronic signatures using Docusign or Echosign

○ Collect signatures and information – anytime, anywhere, on any device, or in-person.

○ Quotes are executed faster, and they are completed properly.


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6. Invoice Schedules

○ Invoice scheduling on the Opportunity & Quote level

○ Include Invoice Schedule on Quotes

○ Use time-based workflow to remind accounting to

issue invoices


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7. Reporting

○ Reporting on Opportunity, Quote, and Product data

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8. Summer 13' additions

○ Price Books tab

○ Customizable Price Books○ Fields○ Page Layouts○ Record types○ Triggers

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Questions?

5 ways to manage quoting and products more effectively

Business