Cpq Software Discussions

I am very interested in what people who use (or have used) Oracle Configurator think of its capabilities. If anyone is willing to share their opinions, I would appreciate hearing them.

What is CPQ software? 

What is PROS CPQ? 

What does Salesforce CPQ allow you to do?

What does CPQ mean in Salesforce?

We recently released a free Beta of a Box and Hubspot Integration for Hubspot CRM. Feel free to check it out - we'd love any feedback https://www.boxconnector.app/

Sometimes I can't click on my next task or it duplicates information from my last task

I know I personally had the struggle to learn it in the beginning. Is there a way you guys can make it easier for newer people?

I see that PandaDoc integrates with SalesForce. I use Act! Does anyone else?

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

Add more workflow for simple console for new users

My limit is 1000 emails a day. I get kicked out of Microsoft even if I am below my limit.

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

What's the best way to manage partners inside Hubspot? Knowing all companies are partners, assigning deals, etc.

They told me is not possible without affecting other users.

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... Read more

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

Want to disable the "Allow Cookies" question and just globally accept for all users.

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.

Recommend above most other software

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

Most of the time I use the same document for many people, but I need to slightly change the document depending on the person.

We've used sequences for sales outreach, and I'm wondering about the functionality and the purpose that others find from it for other companies.

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

Automatic logging of emails works for PC but not for Mac so our Mac users need to manually BCC to log emails. When will Automatic Email logging for Mac be rolled out?