Real-Time
Change/Update the products in each Opportunity as new info comes up in sales reviews and customer conversations
In-Line
Make changes in the Opportunity record, without clicking through multiple screens and updates
Simple
No need for training or complicated export/imports to update Opportunities
Secure
All updates leverage the native Salesforce security model
No Manual Updates: eliminate the need to do cumbersome updates, or manually export/import data
No Enterprise CPQ: no need for extensive implementation/training, configuration or costs
No Grid Solutions: no need for tool-specific training or configuration around generic capabilities
No Microsoft Excel: Avoid external Excel Connector setup or cell-by-cell updates of individual entries/fields
Replace generic guesses with more detailed and up-to-date Opportunity forecasts
Use simple, native Quoting functionality without buying new apps or licenses
Know exactly what you’re selling, for how much, to whom and when
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