Salesforce Revenue Cloud

We have a saying at Englhard Consulting, “All roads lead to Quoting.” For a B2B company or companies that need to Quote their customers, ensuring that the Quoting process is standardized, streamlined, and accurate is one of the most important things for a business.

On the front end of a business, your Sales team works with your prospects/customers on the Quote. The speed to Quote, accuracy of the Quote, and the ability to present what a prospect/customer will be purchasing is a big influence in their initial experience with your business, and can even impact if a prospect/customer will move forward or not.

On the back end of a business, the Quote provides the guidance for a company to be able to know what to do post sale. Is there an invoice that needs to be generated, does the customer need to be provisioned in your systems, does a project need to kick off, how does training and onboarding get involved? All of these things are tied to what is in the Quote and the Quote process itself.

The Quote experience for a rep is a crucial part of this business ecosystem. How easy is it for the rep to Quote? How quickly can a Quote be made? Are there guidelines in place to make sure the Quote is accurate, from both a product configuration need and priced correctly? Getting this right can improve your reps experience and improve the front and back end experiences as well. So, although all roads lead to Quoting, it’s not just about the Quote, but about the process!

Learn more about Salesforce Revenue Cloud below and Book a Meeting with us to explore more together!