Through the Salesforce CPQ Contracting process, we generate a lasting record of products and services a customer has purchased or subscribed to. Once a deal is closed, Salesforce CPQ needs to create that record of what the customer has purchased or subscribed to – This is where Contracts come into play!
In the video, we will overview contracts and how we create them in Salesforce CPQ.
What is Salesforce Contracts?
Salesforce Contracts is a feature that allows businesses to manage their contracts within Salesforce. With Salesforce Contracts, users can create, track, and manage contracts from start to finish, all from within the Salesforce platform. This feature includes tools for creating contract templates, generating contracts, and tracking contract status and renewal dates.
Users can also set up alerts and reminders to stay on top of contract deadlines and renewals. Contracts is a valuable tool for any business that needs to manage multiple contracts, particularly those in industries such as finance, healthcare, and legal services. By streamlining the contract management process, Contracts can help organizations save time, improve accuracy, and reduce risk.
Salesforce Contracts Video
Here is the agenda of the session
- Introduction to Contracts
- Renewal Model
- Contract from Opportunity
If you missed the initial session then please check our Salesforce CPQ Playlist for recording and check our all Salesforce CPQ Training sessions detail from here. Please help us to spread the words with #ApexHoursCPQ
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