Discussões de Cpq Software

Besides basic font size and color, how do I access any additional editing features?

Add more workflow for simple console for new users

Meu limite é de 1000 e-mails por dia. Sou expulso do Microsoft mesmo se estiver abaixo do meu limite.

Hello Team, I am very much new in CPQ and need your assistance to draft some discovery questions on CPQ, we have a requirement to integrate the OCC with CPQ. Please if you can share some discovery questions which help me to understand client business better.

How can I use the CPQ data to create visualization in Salesforce Einstein analytics

contact number

Qual é a melhor maneira de gerenciar parceiros dentro do Hubspot? Sabendo que todas as empresas são parceiras, atribuindo negócios, etc.

Eles me disseram que não é possível sem afetar outros usuários.

My advice is to implement the IPAD app correctly. I use IPAD exclusively and it is very convenient, however if there was an app done right, it would be a great asset. It could be very useful for me to be able to upload attachments directly via app. This is because if I sync ( kalendarik ) with... Leia mais

I have started to have problems with our gmail server. I regularly send up to 1,000 emails per day on sequences. Is there a best practice or better way here?

System requirements in running your organization

Nothing

I have added a client/contact under the wrong company and I am not seeing the delete option but a merging of contacts only. Please guide me through. Thanks!

Is there a way to stop having tickets automatically associate to deals with the same contact?

Need to send 1 email to multiple possible clients

Quero desativar a pergunta "Permitir Cookies" e apenas aceitar globalmente para todos os usuários.

My team is currently using Salesloft and PipeDrive and we are strongly considering transitioning to Hubspot as our CRM. I'm all ears to any advice on the Hubspot & Salesloft integration along with best practices.

I wonder how a successful Adhoc customization would work when changing Zoho's underlying code.

Recomende acima da maioria dos outros softwares

Is there a call out from the Hubspot app using an Aircall number from my iPhone rather than my primary mobile number?

Seem to get lost about selecting the people to call, keeps going through the same people.

A very good product to use

For importing the leads, some where we are using the data which we are having in the excel files. we cannot directly import the google sheet data or excel data in the zoho CRM software. It might be great if you are using the software

Na maioria das vezes, uso o mesmo documento para muitas pessoas, mas preciso alterar ligeiramente o documento dependendo da pessoa.

Usamos sequências para prospecção de vendas, e estou me perguntando sobre a funcionalidade e o propósito que outras empresas encontram nisso.

Is there any major upgrade coming soon to Qwilr that will be made specifically for the budget/pricing tokens?

O registro automático de e-mails funciona para PC, mas não para Mac, então nossos usuários de Mac precisam adicionar manualmente o BCC para registrar e-mails. Quando o registro automático de e-mails para Mac será implementado?

If my organization is not selling hardware, they are just selling SAAS, but they want to know while quoting which other hardwares customer will be using, what is the best way to set up this kind of structure? Do we need to create those other hardware SKUs or should they be tied along as attributes.

I sometimes have issues with creating the right category filters and I am not sure how to check the effectiveness of the forecast.

Quero tornar as propostas consistentes com a minha marca e, como usei um modelo, não tenho certeza da melhor maneira de fazer isso. Além disso, adoraria terceirizar a criação das propostas!!!

Pode a plataforma ser utilizada para a assinatura digital de recibos gerados pelo meu sistema de dados

Scenario: I want to show a client a good, better, best offering for a tv commercial (3 packages). Within each package the client is shown the roles and day rates for each role for the production crew. Instead of having the client select multiple boxes wihin one package to indicate their desired... Leia mais

I send the same to document to multiple signatories so I tried creating one document and share it with multiple signatories and only one person could sign it, how do i change that?

I need more templates on Information Technology and Services