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Expand Quoting Flexibility for Salesforce CPQ

January 9, 2017

Companies have dramatically improved the speed and accuracy of the quoting process with CPQ. But many companies still have Microsoft Excel tools that help their sales people in the quoting process to do quote analysis, goal seek or to do mass changes in large multi-line quotes. Now, companies using Salesforce CPQ have a quick and easy way to integrate MS Excel into the Salesforce CPQ quote to further simplify the quoting process and increase sales productivity.

With X-Data for Salesforce CPQ, MS Excel templates can be accessed directly from the Salesforce CPQ quote. Model N X-Data handles all the synchronization, leveraging the rules and permissions in Salesforce CPQ to determine exactly which templates can be used and what data can be modified. Changes in the MS Excel templates are highlighted for easier operation, tracked in the template record and synchronized with the Salesforce CPQ quote. X-Data is also a powerful tool to help CPQ admins load and manage master data for their CPQ solution, because X-Data can help to manage any kind of data contained in MS Excel into Salesforce. Watch this video and contact for more information.

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