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®.
- 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.
- 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
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.