
Best Practices for Managing Account Types in Salesforce
An overview of best practices and implementation options for managing account types in Salesforce (partners, resellers, vendors, customers).
An overview of best practices and implementation options for managing account types in Salesforce (partners, resellers, vendors, customers).
Learn how to overcome Salesforce attachment limitations (storage size, content search, user experience, etc.) with external file storage.
Familiarize yourself with key Configure, Price, Quote (CPQ) and Quote-to-Cash (QTC) terms and concepts in a quick and easy, five-minute overview.
Simplify trouble ticketing automation for complex cloud & communications services integrating Salesforce with your monitoring systems.
Overview of sources for subscription service sales commissions (opportunities, orders, services) within Salesforce quote-to-cash.
Learn how to configure Salesforce as a “zero-touch” CRM to increase sales rep productivity, providing accurate reporting at the same time.
We help enterprises increase revenue, profitability and gain efficiencies by realizing the full potential of the Salesforce platform.
Nextian
Quote-to-Cash Solutions for Cloud and Communications
Address:
5465 Legacy Drive #650
Plano, TX 75024
U.S.A.
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BY INDUSTRY
Cloud Infrastructure Providers
Cloud Software Companies
Managed Service Providers
Communications Service Providers
BY ROLE
CEO / Owner
CRO / VP Sales
CFO / VP Finance
COO / VP Operations
CPO / VP Product
CIO / VP IT
Product Management
Plan, launch and manage your product offerings throughout their entire lifecycle.
CPQ & Sales
Quickly create accurate quotes for complex products, subscriptions and add-ons
Order Management
Ensure faster, consistent order delivery with tasks, workflows and automation
Service Management, Support & Monitoring
Retain and upsell customers with comprehensive account intelligence, support, monitoring, analytics
Customer Portal
Empower your customers with 24/7 self-service, support and on-line ordering