Activity Forums Salesforce® Discussions What is Salesforce Steelbrick? How can I use It for generating quotation based on custom zones pricing structure?

  • What is Salesforce Steelbrick? How can I use It for generating quotation based on custom zones pricing structure?

    Posted by Utsav on April 28, 2016 at 6:39 am

    What is Salesforce Steelbrick? How can I use steelbrick for genrating quotation based on custom zones pricing structure (i.e All States has been divided into custom zones where prices for services is being charged based on zone in which user is present)?

    shariq replied 4 years ago 3 Members · 2 Replies
  • 2 Replies
  • PRANAV

    Member
    August 30, 2016 at 11:01 am

    Hi Utsav,

    Salesforce Acquires SteelBrick in December 2015 for US$360 million.

    SteelBrick, a Salesforce company, is dedicated to making selling simple. SteelBrick helps companies accelerate growth by automating quoting, contracting, and billing processes with the next generation Quote-to-Cash product suite.

    For generating Quotations you have to purchase the steelbrick(pro or premium plans as per your need) ,then use its features as per your need as it is a maximum customizable product.

    Hope this helps you.

    Thanks

  • shariq

    Member
    September 18, 2018 at 8:19 am

    Hi,

    Salesforce offers a full quote-to-cash platform, comprised of Salesforce CPQ (configure-price-quote) and Salesforce Billing. You can configure quotes, manage pricing, and create contracts and orders with Salesforce CPQ. From there, you can generate invoices, collect one-time and recurring payments, and easily recognize revenue with Salesforce Billing.

    CPQ stands for configure, price, and quote. To remember that, think of these questions: What products does the customer want to buy (configure)? How much do those products cost (price)? How can we give the customer details about the sale (quote)?

    The C is for configure. You pick out what they’ll buy.

    The P is for price. We add it up, easy as pie.

    The Q is for quote: A nice PDF for you.

    Salesforce CPQ uses smart rules to make sure you and your reps sell related products together and to prevent incompatible products from ending up on the same quote.

    a quote is both the document you give the customer and the electronic record of quote data. Your opportunity is where you go to create a new quote. You can create many quotes on that opportunity, but only one can be your primary quote.

    After you create a quote, you add products. Salesforce CPQ makes it easy. You click Add Products to display a list of active products, and you simply check which products you want to include on the quote.

    Quotes in Salesforce represent the proposed prices of your company's products and services. You create a quote from an opportunity and its products. Each opportunity can have multiple associated quotes, and any one of them can be synced with the opportunity.

    Thanks

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