QLE+ RCA, CPQ Visual Intelligence, Google/Excel Sync, Zero Copy ERP, AI Insights
By B2B-Matrix
- Rating
- 4.3
- Reviews
- 6
- Pricing
- Free
- Listed since
- 2024
About QLE+ RCA, CPQ Visual Intelligence, Google/Excel Sync, Zero Copy ERP, AI Insights
RCA, CPQ Visual Intelligence, Google/Excel Sync, Zero Copy ERP, AI Insight
1. Visual intelligence that guides users to the right action - Conditional Formatting, Instant filtering, User Based Column Management, Multi level grouping and subtotaling
2. Zero Copy real time ERP or backend data visibility at the point of decision. Surface data easily from NetSuite, SAP, MS Dynamics or any backend / Fulfillment system without need for complex middleware
3. Agentforce Insights at the Point of Work leveraging data from both; Salesforce and your Backend Systems without ingestion in to Data Cloud
4. Turbocharged Salesforce with embedded Excel and Google Sheets with bi-directional sync. Now you have both, Excel and Google integrated visually and contextually to your quoting process
5. Scalable quote management with multi user collaboration. No quote line limits
Highlights Data remains within Salesforce: Not taking any data outside of Salesforce
User remains within Salesforce: Not taking the User outside of Salesforce
Complement, not replace Adding capability, not replacing or recreating existing core RLM & CPQ capability
No Change to existing implementation There is no change needed as this is literally plug and play.
Highlights
- Pain Points/Features Requested by Salesforce RLM & CPQ customers User Interface 1 Ability to freeze columns on the Quote Line Editor (QLE) 2 Add Colors, fonts, formatting, bold/italics 3 Have custom filters to be able to sort on any columns
- 5 Conditional formatting: Based on rules just like in Excel, be able to show different colors, fonts, etc 6 Preview approvals from within the QLE for Standard approvals (as you know there is no preview approval capability for standard approvals)
- 7 Ability to expose any object such as installed assets within the quote line editor 8 Economic analysis of the quote with a configurable field set 10 Ability for the user to save his/her own selection of columns and the order i
- 11 Unlimited Tabs each with its own field set, colors, columns, or referring to any object in Salesforce Excel upload 12 Upload quote line items by dragging an existing Excel (not CSV but Excel) sheet on to the quote without having to convert to CSV. Wo
- 13 Combining multiple quotes in to a single view and being able to make edits across the quotes 14 Overcoming the Salesforce quote line limit 15 Ability to maintain separation of Service Costs, Manufacturing Costs 16 Leverage CPQ to estimate Services
- In summary, making the Quoting and Estimating experience a collaborative process without any limits and with an individualized look and feel without IT intervention and completely configurable
Screenshots and videos
Pricing
Free.
Compatibility
- Works with
- Revenue Cloud
- Revenue Cloud Subscription Management
- Revenue Cloud CPQ
- Requires
- Revenue Cloud CPQ
- Salesforce editions
- Essentials
- Professional
- Enterprise
- Unlimited
- Performance
- Developer
- Salesforce Platform
- Lightning Experience
- Supported
- Salesforce mobile app
- Not supported
- Salesforce security review
- Passed on March 21, 2024
- Languages
- English