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Tip of the Week – Quotes are easy to use in Salesforce

Tip of the Week – Quotes are easy to use in Salesforce

I often like to use this blog to introduce users to powerful, underutilized tools available in the Salesforce platform. This week, I’d like to highlight one that I see all too rarely. If you’re in the business of sales, you’re probably used to the sometimes complicated process of building quotes for your customers. You might need to build multiple quotes, each one going through multiple iterations, each time creating a new PDF to send to your customer. Doing this by hand is slow and frustrating, and building this out custom would take a lot of effort and require multiple 3rd-party applications or heavy custom development. Or, you could use Salesforce Quotes and get all these powerful features out of the box!

Released a few years ago, Quotes are an incredibly powerful tool in Salesforce. From an Opportunity, you can add as many new Quotes you need. Add multiple Products at once in a simple process. When everything is ready, click a button to generate a PDF and save it to the record and/or email it to your customer. It will even record each PDF version for your records. If you need a custom Quote template, there’s no need for a 3rd-party application – you can build your template in a simple, yet robust Page Layout editor. If you’re not already using Quotes in Salesforce, you need to give it a try today!

-Jared and the Salesforce Guys

Tip of the Week – Empower your team with sales tips and quotes from the team at Salesforce

Tip of the Week – Empower your team with sales tips and quotes from the team at Salesforce

62 Sales Tips and Sales Quotes from Top Sales Experts

“There is incredible power in leading with research and leading with relevance.” “Today’s inside sales teams must continue to take the lead on embracing and adopting the technology that will help advance the sales process and profession.” “When you’re coaching your sales reps, make sure your feedback is timely, consistent, objective, accurate, individualized and relevant.” “Build advocates and mobilize them.” “The trust that a customer has in your company and in you strongly outweighs the techniques you use to sell. Establishing trust is better than any sales technique.”

I’ve personally never been one for the hang-in-there-kitty posters and Dale Carnegie quotes in big, friendly letters, but every salesperson I’ve ever met has a back pocket full of sales tips and quotes on the ready. They help motivate, help energize, and help sell. While I typically focus my weekly tip on Salesforce specific tricks, this week, I’d like to share with you 62 Sales Tips and Sales Quotes from Top Sales Experts compiled by our colleagues from the Salesforce blog. And if your team needs more, why not look into Quote of the Day! Check them out, and happy selling!

-Jared and the Salesforce Guys