How to Leverage Salesforce CPQ and Billing for Order-to-Cash Efficiency Does your business need a more efficient order-to-cash process? It's possible when you leverage the power of Salesforce CPQ and Billing for OTC. Read on to learn more. The order-to-cash process involves everything from order placement to receiving and reconciling payments across multiple departments Salesforce CPQ and Billing automates the entire order-to-cash process Automating OTC with Salesforce CPQ and Billing makes the entire process faster, more efficient, and more
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7 Tips to Create Better Contract Management Reports in Salesforce When you create better reports in Salesforce, you improve your contract management strategies. So how do you build better reports? This article covers essential tips to help you and your team do just that. Between 60-80% of businesses operate using contracts or service agreements. Generating reports regarding these contracts enables corporations to manage them efficiently. Before you review the tips for creating better contract management reports, let’s take a moment to understand
7 Salesforce Lead Management Best Practices Establishing Salesforce lead management best practices within your organization will help your sales team convert potential customers into loyal buyers. Does your organization have set criteria for how to manage leads? Nearly half of marketers and sales professionals state that the lack of an effective lead generation strategy is the most challenging obstacle for converting leads. Help your teams overcome these challenges. Before examining the seven best practices highlighted in this article, let's first review lead management
Salesforce Leads vs. Contacts: What's the Difference? To put it simply, here’s the difference between Salesforce leads vs. contacts: A lead is the name of a person or company who may (or may not) be interested in the products or services you sell. A contact is an individual with whom one of your reps has established a relationship and is a potential customer. Leads and contacts may seem similar on the surface, but they serve very different purposes in Salesforce.
The 15 Types of Clouds in Salesforce and Their Features Don’t you know that there are 15 different types of clouds in Salesforce? Salesforce is more than just a single CRM tool; it's a collection of tools and services designed to serve different functions. So what do all these Salesforce clouds do? In this article, you'll discover Salesforce’s six major clouds, as well as another nine more targeted clouds, and learn about their essential features and functions. Salesforce tools