Today’s sales teams are under increasing pressure to deliver accurate quotes quickly, handle complex pricing models, and meet customer expectations—all while staying competitive. To address these challenges, companies are turning to Salesforce CPQ™ (Configure, Price, Quote – a.k.a. Revenue Cloud), a comprehensive solution designed to streamline the sales process from start to finish. This Ad […]
Ad Victoriam Solutions
Salesforce Billing™, an add-on package to Salesforce CPQ™ (Revenue Cloud), empowers users to seamlessly invoice orders generated through CPQ sales, consolidating finance and sales functions within a unified platform. This integration streamlines invoicing, payment processing, tax application, and credit/debit note issuance, fostering organizational cohesion and enhancing customer experiences. Let’s explore the top five reasons to […]
Ad Victoriam Solutions
Salesforce CPQ™ (Revenue Cloud), or Configure, Price, Quote from Salesforce® is a sales tool for companies to provide accurate pricing with any given product configuration scenario. CPQ applications take into account optional features, customizations, quantities, and discounts, allowing sales reps to quote prices quickly and accurately. Salesforce CPQ gives your sales team easy-to-use software available […]
Ad Victoriam Solutions
It’s no secret that fostering positive relationships with your customers out-of-the-gate can help to transform those customers into real brand supporters and long-term partners. Such is the case with AdVic and a recent high-tech customer that provides cloud-based business solutions to their customers. The Initial Project In need of a solution for their rapidly growing […]
Ad Victoriam Solutions
Salesforce Billing™ is an add-on package that builds on the existing Salesforce CPQ™ package to allow for users to invoice orders coming out of the sales completed through CPQ. By bringing Finance into the same platform as Sales, organizational silos are reduced to provide your customers with the best experience possible. In Salesforce Billing, Finance […]
Ad Victoriam Solutions
Ad Victoriam Solutions (AdVic) was called in when a market-leader was merging their vulnerability and identity security operations with another org to offer the cybersecurity industry’s first identity-based security automation platform. Their merger presented a problem they wanted AdVic to solve – duplicate Salesforce Clouds. In addition, they had previously undergone several org migrations leaving the business with […]
Ad Victoriam Solutions
The Quoting Challenge Ad Victoriam Solutions’ welcomed challenge involved longtime client Concurrent Technology, Inc. Concurrent is a global company that develops software solutions focused on storing, protecting, transforming, and delivering visual media assets. Concurrent was utilizing the standard quoting system within Salesforce alongside Excel spreadsheets to manage their quoting process. Their processes were labor-intensive and […]
Ad Victoriam Solutions
