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Philipp Mathis 님이 * Salesforce Revenue Cloud *에 글을 올렸습니다

hello everyone - Is there somewhere a step by step set-up/configuration guide/handbook available? I looked already at http://pages.mail.salesforce.com/gettingstarted/sales-cloud/quote-to-cash/ but I haven't found what Im looking for. I currently have a trial version and would like to only set-up the very basic to be able to play around with the price calculator (to see if we can replicate our pricing with the CPQ price calculator) and to get the feeling how the contract drafting is working to set together a contract based upon product selection (to see how much we would need to "standardize" our terms etc. in order to be able to compute the contract easily via clicking)

many thanks

댓글 5개
  1. 2018년 7월 14일 오전 12:56

    It sounds like you're going for some sort of "try-it-before-you-buy-it" scenario. Some pieces of the package are fairly out of the box, but most of it does require scoping and tailoring to your business.

    Salesforce CPQ is more "out-of-the-box" than our competitors, but that doesn't mean you just flick a switch and our product knows your entire business and automagically builds itself. CPQ implementations are complex and best attacked with an experienced consultant.

    Salesforce can put out all the content possible and it still will not be a substitute for having a consultant to guide an implementation. If you're looking for a demo of what CPQ might look like for your business I believe this is something your Account Executive can provide upon request.

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