Welcome to our Insights Section

Your gateway to a world of knowledge and discovery.
our latest articles
recent post

Dynamic CPQ Quote PDFs in Salesforce: Part 1 - Product Setup

This step-by-step guide is crafted for Salesforce CPQ users at the fictional Bikes Unlimited, demonstrating how to create dynamic Quote PDFs for a wide range of customized bicycles. Represented by Selina, the sales manager, and Dina, the developer, this guide aims to streamline the quoting process, ensuring that each quote is tailored to the customer's specific needs, from motor types to essential add-ons. By following these practical steps, users will enhance the customer experience through swift, accurate quotes while improving operational efficiency. Dive into the innovative world of Bikes Unlimited, where customer satisfaction is paramount. 1/2
sEE THE STORY
Dynamic CPQ Quote PDFs in Salesforce: Part 1 - Product SetupDecoration Icon

Valuent Blog

Blog
|
April 9, 2024

Dynamic CPQ Quote PDFs in Salesforce: Part 2 - Quote Template and Template Content

This step-by-step guide is crafted for Salesforce CPQ users at the fictional Bikes Unlimited, demonstrating how to create dynamic Quote PDFs for a wide range of customized bicycles. Represented by Selina, the sales manager, and Dina, the developer, this guide aims to streamline the quoting process, ensuring that each quote is tailored to the customer's specific needs, from motor types to essential add-ons. By following these practical steps, users will enhance the customer experience through swift, accurate quotes while improving operational efficiency. Dive into the innovative world of Bikes Unlimited, where customer satisfaction is paramount. 2/2
Tsenko Aleksiev
read article
Blog
|
March 21, 2024

Maximizing your Revenue Lifecycle: 10 Benefits of using Salesforce CPQ

In the dynamic world of CPQ systems, Salesforce CPQ shines as a top choice for managing the full revenue lifecycle. By adopting Salesforce CPQ, businesses can meet critical CPQ implementation needs while unlocking benefits tailored for contemporary sales environments. Here, we explore why Salesforce CPQ is the ideal tool, aligned with the ten key considerations for successful implementation.
Stefanie Peijan
read article
Blog
|
March 25, 2024

Case tracking and reporting made easy

In customer support and service, efficiency and clarity in case management are crucial. Salesforce is no exception to this rule. However, service teams across various industries face a common, yet significant challenge: accurately tracking and reporting the status duration of customer cases. This problem is particularly pronounced when cases undergo multiple status changes, such as being opened, closed, reopened, and closed again. Such complexities have long hindered the ability of service teams to precisely measure and report on the time spent resolving each case.
Ivan Todorov
read article
Blog
|
April 5, 2024

Dynamic CPQ Quote PDFs in Salesforce: Part 1 - Product Setup

This step-by-step guide is crafted for Salesforce CPQ users at the fictional Bikes Unlimited, demonstrating how to create dynamic Quote PDFs for a wide range of customized bicycles. Represented by Selina, the sales manager, and Dina, the developer, this guide aims to streamline the quoting process, ensuring that each quote is tailored to the customer's specific needs, from motor types to essential add-ons. By following these practical steps, users will enhance the customer experience through swift, accurate quotes while improving operational efficiency. Dive into the innovative world of Bikes Unlimited, where customer satisfaction is paramount. 1/2
Tsenko Aleksiev
read article
Blog
|
April 5, 2024

5 Avoidable mistakes that can ruin your Salesforce implementation in 2024

Implementing Salesforce within your organization can revolutionize how you manage customer relationships, drive sales, and ultimately, achieve business success. The journey to a successful Salesforce implementation, however, is filled with challenges that can hinder your progress. We'll explore the common pitfalls to avoid and provide practical advice for leaders looking to not only implement Salesforce but to also cultivate a culture of enthusiastic Salesforce users among their employees.
Stefanie Peijan
read article
Blog
|
March 19, 2024

Introducing Salesforce Revenue Lifecycle Management: A Game-Changer for Business Revenuе

Welcome to the future of revenue growth! Salesforce Revenue Lifecycle Management (RLM) is here to transform your business. Part of the Salesforce Revenue Cloud, RLM simplifies your entire customer journey—from initial engagement to lasting loyalty—all in one platform.
Tsenko Aleksiev
read article
Blog
|
March 20, 2024

Switch, Save and Succeed - How Salesforce Sales Engagement Outperforms Outreach.io and Salesloft

In my search for the best sales tools, I compared Salesforce with other big names like Outreach.io and Salesloft. I found that Salesforce stands out because it helps us manage leads better, works well with other tools we use, and saves us money. I'm sharing my experiences to help anyone looking to improve their sales process. My journey shows why Salesforce became my favorite for boosting our sales team's performance.
Dennis Knodt
read article

Valuent Blog

Our Authors

Claudia Schneebacher

Ivan Todorov

Managing Director

David Kunze

Co-Founder Valuent

Dennis Knodt

Co-Founder Valuent

Tamara Suter

HR & Talent Acquisition

Tsenko Aleksiev

Developer

Stefanie Peijan

Senior Marketing Manager
Clear All
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
Update cookies preferences