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Creating a Customer facing Quote in APTTUS X-Author Tool

Creating a Customer facing Quote in APTTUS X-Author Tool

Apttus provides powerful, flexible tools that you can use to streamline your contract management. The award winning X-Author tool is an add-on to MS Office.  For this blog, we will showcase the use of MS Word on a Windows PC (sorry Mac users!) Create a Quote/Proposal and add a few product line item...

Creating an Account and an Opportunity in Salesforce CPQ/ Steelbrick

Creating an Account and an Opportunity in Salesforce CPQ/ Steelbrick

Here are the basic steps to setting up an account and an opportunity in SFDC CPQ Log into your salesforce instance Navigate to the Account tab Click New Enter Values Then click Save Click New Contact Enter the following values Create New Opportunity Set the following field values and click save Navi...

Installing Steelbrick CPQ in Salesforce.com

Here are the basic steps to setting up SFDC CPQ   Log into your salesforce instance Navigate to Price Books tab Deactivate Standard Activate Standard Price Book Install the Native CPQ package https://login.salesforce.com/packaging/installPackage.apexp?p0=04tA0000000SCaYIAW Click Install for all...

Key Features in OBIEE, Tableau and Salesforce Analytics

Key Features in OBIEE, Tableau and Salesforce Analytics

We recently completed our first Wave Analytics project for a leading financial institution in North America. Here is a tabular comparison of key features in OBIEE, Tableau and Salesforce Wave Analytics.   OBIEE Tableau Salesforce Wave Analytics Report Analysis Sheet/Analysis Lens Data Snapshot ...

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