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Revenue Cloud: Quote Templates | Expert Coaching
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Get individual expert coaching to help you start using quote templates in Salesforce CPQ. We'll give an overview of how quote templates work and walk you through configuring a sample template.
0:00 Intro and Overview
0:13 What are Quote Templates?
0:30 Demo - Structure of Quote Templates
3:21 How to Build a Quote Template
5:18 Recap and Next Steps
#Salesforce #ExpertCoaching #RevenueCloud #SalesforceSupport #SalesforceHowTo #Accelerator #ExpertCoachingVideo #SalesCloud #SalesforceCPQ
Use & Optimize: Revenue Cloud: Quote Templates
Salesforce is a customer relationship management solution that brings companies and customers together. It's one integrated CRM platform that gives all your departments — including marketing, sales, commerce, and service — a single, shared view of every customer.
0:00 Intro and Overview
0:13 What are Quote Templates?
0:30 Demo - Structure of Quote Templates
3:21 How to Build a Quote Template
5:18 Recap and Next Steps
#Salesforce #ExpertCoaching #RevenueCloud #SalesforceSupport #SalesforceHowTo #Accelerator #ExpertCoachingVideo #SalesCloud #SalesforceCPQ
Use & Optimize: Revenue Cloud: Quote Templates
Salesforce is a customer relationship management solution that brings companies and customers together. It's one integrated CRM platform that gives all your departments — including marketing, sales, commerce, and service — a single, shared view of every customer.
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