Why Quote Inside Salesforce
Ditching Word and Excel for native Salesforce quoting. Where the standard quote module falls short and how iQ CPQ fills the gap.
About this episode
Plenty of companies manage opportunities, leads, and contacts in Salesforce, then jump to Word and Excel the moment a quote needs building.
Chad Smith lists where the native quote module gets thin: thousands of SKUs, account-specific pricing, quantity price breaks, and configured products where every unit comes out different. His answer is iQ CPQ, with configurable pricing rules and document output, spec sheets included, all without leaving Salesforce. A quick talking-head pitch rather than a demo.
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Book a call00:14hello I'm Chad Smith and I'm a salesforce.com technical architect with Luxent and I want to talk today about why you should start doing your quotes and Salesforce so a lot of people arteries in Salesforce for opportunity management how contact management lead management but they're not doing their quoting the system now because the quota module in Salesforce it's pretty basic and if you've got thousands of skews and you know to pricing for different accounts price breaks based on quantity or you have configured machines so every product is going down is almost different you really can't do that in standard Salesforce so with our IQ product companies can configure it and customize it to meet their unique requirements as far as pricing configurations and the document output that they need to do I think needs to include spec sheets etc we can do that all with an IQ pour them within Salesforce so people aren't bouncing around between Word Excel and Salesforce to get a quad or you