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Salesforce Tips and Resources

Quick Tips to Get Started with Salesforce Quote-to-Cash

Posted by Cece Adams on Jun 8, 2017 10:35:00 AM

It’s a fact of life that closing deals can be complicated. And if your company needs to manage a large product catalog, apply automatic discounts, or keep track of a quote’s signature status, you may have some even bigger issues.

A great Configure-Price-Quote (CPQ) tool can be invaluable in these scenarios. While there are many tools in the market, Salesforce Quote-to-Cash (formerly SteelBrick) has some impressive features that kick traditional CPQ up a notch.


But with so much functionality available, knowing where to start can be tricky.

Fortunately, there are easy ways to dip your toes into the Configure, Price and Quote elements of Salesforce Quote-to-Cash, so you can get your team quickly up and running and start closing those complicated deals effortlessly.

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Topics: Salesforce Quote-to-Cash

CRM + CPQ: 3 Unexpected Advantages of Salesforce Quote-to-Cash

Posted by Cece Adams on May 31, 2017 6:48:00 AM

For most of its existence, Salesforce has focused its solutions around improving the internal processes of selling to and servicing clients. That’s why in 2015, when Salesforce acquired leading configure-price-quote (CPQ) vendor SteelBrick for a cool $300 million, stakeholders across the CRM industry collectively held their breaths to see how things would shake out.

With the addition of CPQ – aka Salesforce Quote-to-Cash – to the Salesforce family of solutions, Salesforce appears to be extending its CRM wheelhouse to encompass more of the “final mile” aspects of closing sales.

The 300-million-dollar question, though, is: How well does Salesforce Quote-to-Cash work?

Let’s explore that further.

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Topics: Salesforce Quote-to-Cash

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