- Overview
- Salesforce Edition Requirements
- Salesforce Org Sizing
- Nextian Salesforce Package Installation
- Nextian Salesforce Apps
- Post Installation Configuration
- Setting Default Apps
- Configuring Console Apps Utility Items
- Configuring Dashboards Access
- Configuring Standard Objects Layouts and Lightning Pages
- Setting MyDomain
- Configuring Case/Support Settings
- Setting User Permissions
- Enabling Setting Object Audit Fields
- Creating Queues
- Configuring Field History Tracking
- Configuring Picklist Color Coding
- Enabling Residential Accounts
- Pairing With NMS/RMM Systems
- Nextian Sales
- Nextian Quote-to-Cash (QTC) Model
- Nextian Product Management
- Nextian Quoting
- Quote Line Items
- Creating Quotes
- One-Click Service Change Quotes
- Adding Quote Line Items
- Adding Quote Line Items From Templates
- Changing Service Renewal Type
- Cloning Individual Quote Line Items
- Ordering Quote Line Items
- Applying Markups and Discounts
- Resetting Markups & Discounts
- Quote and Quote Line Item Validation
- Re-reading Quote Pricing
- Requesting Dynamic/Marketplace Product Pricing
- Navigating From Quote Line Items To Products
- Syncing Quotes
- Quote Cloning
- Exporting Quotes to Excel
- Creating Quote PDFs
- Converting Opportunity/Quote To Order
- Working with DocuSign
- Sending Quote PDF via Email
- Quote Approvals
- Quote Financial Model (New, Lost and Uptick/Downtick)
- Nextian Order Management
- Nextian Service Management, Support & Monitoring
- Services
- Service Add-Ons
- Service Changes
- Service Fulfillment Status
- Service Term, Renewal and Expiry
- Finding services approaching and of term and month-to-month services
- Starting Services
- Managing/Changing Service Fulfillment Status
- Re-terming Services / Customer Renewals
- Re-rating / Changing Service MRR
- Changing Service Account / Transfer of Billing
- Canceling Services
- Service Elements
- Creating Service Elements From Templates
- Service Financial Model
- Service Contacts
- Service Timeline
- Service Validation Rules
- Upgrade Opportunities
- Elements
- Availability Metrics
- Performance Metrics
- Alarms
- Locations
- Scheduled Maintenance
- Services
- Standard Salesforce Object Extensions
- Dashboards and Reports
- Nextian Settings
- Nextian and Salesforce Search
- Nextian and Salesforce Omni-Channel
- Product
MODULES
Plan, launch and manage your product offerings throughout their entire lifecycleRetain and upsell customers with comprehensive account intelligence and analytics
Quickly create accurate quotes for complex products, subscriptions and add-ons
Empower your customers with 24/7 self-service, support and on-line ordering
Ensure faster, consistent order delivery with tasks, workflows and automation
Accelerate Partner sales for cloud & communications services with quote desk and partner helpdesk
