5 ways to manage Quoting and Products more
effectively
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April 23, 2013
www.InternetCreations.com
@icsfdc
Agenda
1. Create Opportunity and Quote2. Families/Codes3. Native Quoting4. Rapid Products5. Electronic Signatures6. Invoice Schedules7. Reporting8. Summer '13 Additions
www.InternetCreations.com
@icsfdc
1. Create Opportunity and Quote
○ Internet Creations free widget○ AppExchange Listing
○ Create everything in 1 click○ New Opportunity○ New Syncing Quote○ Contact Role○ Custom Fields
www.InternetCreations.com
@icsfdc
2. Families/Codes (Segmenting)
○ Associated fields on Products○ Product Detail Page (Price Book, Standard Price
○ Filtering for Product selection
○ Reporting
www.InternetCreations.com
3. Native Quoting
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○ How it works
■ Editing Quote Templates and Fields to Display
○ Product selection onto a Quote/Opportunity
○ Strengths and Weaknesses
www.InternetCreations.com
@icsfdc
4. Rapid Products
○ Add products to Opportunities & Quotes faster and with fewer clicks
○ Calculates total price in realtime based on quantity, sales price, and discount
www.InternetCreations.com
○ Select Products quickly using type-ahead search
AppExchange Listing:http://ic.force.com/rp
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5. Electronic Signatures
○ Capture electronic signatures using Docusign or Echosign
○ Collect signatures and information – anytime, anywhere, on any device, or in-person.
○ Quotes are executed faster, and they are completed properly.
www.InternetCreations.com
@icsfdc
6. Invoice Schedules
○ Invoice scheduling on the Opportunity & Quote level
○ Include Invoice Schedule on Quotes
○ Use time-based workflow to remind accounting to
issue invoices
www.InternetCreations.com
@icsfdc
7. Reporting
○ Reporting on Opportunity, Quote, and Product data
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8. Summer 13' additions
○ Price Books tab
○ Customizable Price Books○ Fields○ Page Layouts○ Record types○ Triggers
@icsfdc
www.InternetCreations.com
Questions?