What is Salesforce CPQ? - V2Force Blog

According to the Sales Reps Report – 3rd Edition, sales reps spend a mere 34% of their time actually selling whilst 66% (majority) spend time in generating quotes, proposals, and achieving approvals.

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Integrate DocuSign With Salesforce CPQ to Enhance Signing Process

The sales process of any organization is outshone based on the procedure that is being followed for Preparing, Sending, Signing, receiving the signed documents, and then managing those documents.

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Only 56% of higher education respondents report that they have already invested in and deployed CRM. – Gartner

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Providing Exceptional Services to Customers through Case Entitlements

Customer Service is one of the key aspects of the business. Businesses that use salesforce can make use of Case Entitlements to provide better service to their customers. Read more

The proficiency of the support team and customer gratification are both top preferences for any company, so to maintain these preferences, different processes for managing support cases and customer requests are needed to be established, but Salesforce has made it very easier for all of us with the introduction of Case Escalations. Read more

Salesforce Marketing Cloud Journey Builder

We’ve come across several reviews raving about Salesforce Marketing Cloud and its number one feature – Journey Builder.

And, why the hype?

With 4.7/5 overall peer rating on Gartner, Salesforce Marketing Cloud is every bit as powerful as it sounds and loaded with features that effectively enable reaching out to the subscribers in a highly personalized and customized way. Read more

Enhanced Security with Report Event Policy

Report event policies monitor when data is viewed or downloaded from your reports. So, what could be the different use cases where you can use its magic. Here are a few examples:

  1. Require two-factor authentication for all users accessing or downloading reports over a specific size. To attain maximum coverage, write a policy that notifies you and blocks access to reports that process more than a certain number of rows.
  2. Block the downloads for specific user IDs, report IDs, and dashboard IDs.
  3. Disallowing to run or export reports having a column with a specific name. It could contain some sensitive patent data.

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The outbreak of Coronavirus (the virus that caused COVID-19), that emerged in Wuhan, China – stands as a reminder that companies should be prepared beforehand for a large-scale outbreak of such dangerous diseases. Such a dynamic situation, that could span across months and beyond the Asia-Pacific region has the potential to disrupt an organizations’ operational continuity. Read more

Export Data in CSV using JavaScript in Salesforce Lightning

Recently while working on a lightning community, we came across a use case of exporting tabular data in CSV. We were looking for a solution, which is (prioritized top to bottom):

  1. Cost-effective
  2. Quicker to achieve
  3. Good in performance with a large data set

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