ta-. If I understand this we would use a Quote Process with Guided Selling using the VF Plugin.
19 May 2016 Guided Selling. The following videos demonstrate how to set up basic guided selling for SteelBrick. Lesson 1, Guided Selling Introduction. Lesson 2, Creating Product Fields. Lesson 3, Creating Process Input Fields. Lesson 4, Updating Process Input Fields. Lesson 5, Creating a New Quote Process.
4 Sep 2015 Creating Guided Selling Questions: Navigate to your Quote Process. Enter your relevant Quote Process information. Create a Process Input. Optional: Create an Input Condition. Select the "Conditions Met" if there are any: All or Any. Select the Active checkbox. Optional: Select the Required checkbox if the
Advanced Salesforce Administration. Platform App Builder. Platform Developer. ?. Some of the Salesforce CPQ services we offer: Product Catalog Setup. Custom Dynamic Quote Templates. Document Generation. Docusign Integration. Guided Selling Configuration. Product Bundling and Nesting. Setup Pricing Methods.
Simplify the selling process for your sales reps and make sure they're connecting the right products to the right customers with SteelBrick guided selling software and tools. Now there's a fast, easy way to streamline configuration, pricing, and quote generation. View a demo and see for yourself. WATCH DEMO. guided
Guided Selling Tutorial. by dfernando 05-19-2016 10:26 AM - edited 05-19-2016 10:47 AM. Labels: Guided Selling. The following videos demonstrate how to set up basic guided selling for SteelBrick. Updating Process Input Fields. Lesson 5, Creating a New Quote Process. Lesson 6, Testing the Guided Selling Process
7 Jul 2016 Admins have the power to configure almost every part of the quoting process. You can also create multiple sets of record types and page layouts for specific users or teams so everyone works off of a page layout customized for their job role. A look at SteelBrick's UI. Guided Selling for Faster Product
13 Aug 2015 Product Search Executor - this is a visualforce page is this required for a basic guided selling setup? What value should be entered here? "Input Field - Choose the API name for the field on the Input Field object that accepts the user entry." - There is no "Input Field Object" in steelbrick. I can only assume
13 Aug 2015 Guided Selling.png. We'll return to this example in the Use Case. Guided Selling Setup. The Guided Selling box appears when the user selects Add . of this article and will take you to articles posted by SteelBrick, or just search the term "Guided Selling" which will also include posts in our Support Forum.
A term often used by the CPQ vendors is guided selling. But what does guided selling really mean, and how does it work in practice? Guided Selling Historically. To be able to describe guided selling, we should go back to the experienced traditional sales rep communicating with a customer. Historically it is believed that

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February 2018