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X-Data for Salesforce CPQ

Empower sales reps to quote faster and more effectively by extending Salesforce CPQ with the ease and familiarity of Microsoft Excel®.

Features

  • Manage quote data entirely within Excel
  • Create and update quotes, even while offline
  • X-Data toolbar in Excel
  • X-Designer template builder
  • Pre-built, out-of-the-box Excel templates for master data administration, quotes and contracts
  • Custom template designer enabling administrators to create new templates and deploy them to users in minutes.
  • Centralized template management
  • Automatic highlighting of changes
  • Automated update logging
  • Bi-directionally transfer large data sets between Excel and any Salesforce object
  • Map multiple objects per Excel worksheet
  • Create dynamic lookups from Excel to Salesforce
  • Create new templates and configure UI to access them
  • Integration with any Salesforce object
  • Easily update accounts, contacts, opportunities, quotes faster
  • Quickly migrate and mass update data to and from Salesforce with a few simple clicks.
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Model N solutions transform the revenue lifecycle from a series of disjointed operations into a strategic end-to-end process.

Request A Demo to see how we can help transform your business.

Benefits

  • Quickly and securely extract, analyze, and update Salesforce quotes in a few simple steps
  • Extract, analyze, and modify your leads, accounts, contacts, opportunities, and quotes en masse
  • Migrate and mass update data faster and more easily
  • Simplify and accelerate administration and maintenance
  • Increase user adoption of Salesforce CPQ
You have an inquiry? We are here to help.

Thank you for your interest in Model N and our Revenue Management solutions and services. Please submit the form to the right and a representative will contact you to answer questions.

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