Sales Cloud / Quoting Solutions
Whether it's a Sales Rep's first day on the job, or an experienced Sales Solutions designer, iDialogue ensures every quote is correct and compliant with product configuration and pricing rules.
Quote Rooms
All iDialogue solutions include interactive "rooms" for a personalized self-service Buyer Experience.
All iDialogue solutions include interactive "rooms" for a personalized self-service Buyer Experience.
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Sales Cloud - Flow CPQ
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Sales Enablement
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Salesforce CPQ / Revenue Cloud
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Use out of the box Sales Cloud features and Flows to enable end to end quote processes. Extend Sales Cloud with basic Configure, Price, and Quoting (CPQ) functionality using Salesforce Flows.
Configure
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Quote
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iDialogue intelligently auto-suggests content based on Opportunity-specific details; like products, competition, industry, and dozens of other data points.
10 minute video "Getting to Closed-Won Faster with Sales Enablement"
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Sales Reps access deal-specific content directly from Opportunity page layout.
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All of the iDialogue Sales Cloud features are available to Salesforce CPQ, plus the following enhancements:
Document Rooms
Add CPQ Quotes to iDialogue rooms for multi-quote buyer experience.
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Price Calculators and Website Integration
Give buyers self-service access to price calculators based on CPQ price schedule tiers. Full access to the iDialogue headless CMS Configuration API for integrating product configuration options into websites. |
Payment Processing
Add payment method capture and credit processing to any Opportunity, Quote, Account, Contract, or Invoice record.
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Revenue Solutions
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Payment Methods
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Credit Card Processing
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Billing and Onboarding
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Batch Invoicing
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Invoice Payments
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Payment Methods
Add payment method capture and credit processing to any Opportunity, Quote, Account, Contract, or Invoice record.
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Credit Card Processing
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Send Contact requests from Account, Contact, Opportunity, or Invoice records that request customers to enter billing contact information.
Automate emails sent to billing contacts.
- Reduces invoicing and billing errors
- Faster Accounts receivable
Automate emails sent to billing contacts.
Onboarding Solutions
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Web Forms
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Checklists
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Payment Processing
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No back and forth emails to collect customer information.
Send them links to personalized rooms to fill out web forms:
Build web forms from any Salesforce standard or custom object. Web forms support text input fields and file uploads. |
Checklists provide contacts with a structured TODO list for uploading documents and answering questions. Automatically send contacts periodic reminders to complete checklists.
Internal Salesforce users utilize features like:
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