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Achieve Your Goals With One Fluid Revenue Motion, Powered by CPQ
There are few better ways to boost your sales team's performance than by providing them with an end-to-end lead to cash system with your baked-in sales process, and guided selling. We'll help you achieve this and more by implementing Salesforce Sales Cloud and Salesforce Revenue Cloud in 60-days with our own pre-built and ready to go IP.
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Content from a real Plative-Built environment
A Proven Methodology, Made Possible By Hundreds of Deployments
Unlike most Salesforce implementations, Plative Launch is structured to quickly deploy pre-built modules that we've meticulously perfected over hundreds of implementations. This means that you can go from Excel spreadsheets to Salesforce in 60 days or less.
What's Included
Lead to Opportunity
We'll start by connecting your inbound lead form on your website to lead automation logic in Sales Cloud that converts through to opportunities.
Contracts and Renewals
Salesforce CPQ makes contracts and renewal management a breeze. With Plative's IP, you'll be able to manage your new business, upsell, and renewal pipeline in a whole new way.
Products and Price Books
We'll help you capture your full suite of products, services, and subscription bundles in Salesforce CPQ for fast and easy quoting your sales team will love.
Discounts and Approvals
Effective sales teams have different levels of approvals based on a multitude of factors. With Salesforce CPQ, you'll be able to introduce controls so your reps don't leave money on the table.
CPQ Quotes and Orders
Create optionality by building multiple quotes for your customers, building out different deal scenarios, and converting the closed one quote to an order.
Data Loading
All of your data, from client information to quotes, to previous activities, is important for putting together a holistic picture of your customer lifecycle. We'll help you import it all into Salesforce.
You're In Great Company
Hundreds of companies choose Plative to achieve success with Salesforce Sales Cloud and Revenue Cloud
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Get Started Today
You're one small step away from transforming Salesforce into an all-in-one Financial Services Cloud solution. Book a call today.