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How do I create and manage product bundles effectively with Revenue Cloud

Becca Lough

Selling can be easier when you offer customers more value in one package. That’s what product bundles do — they group items that go well together so customers can buy them all at once.

If you’re using Salesforce, Revenue Cloud helps you create and manage these bundles in a smart, organized way.

What’s a Product Bundle?

A product bundle is a group of items sold together. Think of it like a meal combo — instead of ordering each item, the customer gets everything they need in one go.

“By offering complimentary products together in a single package, businesses can provide added value, simplify the purchasing process, and increase their average order value,” — Parker Gunnell, Consultant at SOLVD

There are two types of bundles in Revenue Cloud:

  • Static bundles: Always the same. The customer can’t make changes.
  • Configurable bundles: The customer can pick and choose what goes in the bundle.

How Do You Make a Bundle?

Here’s a quick and simple version of the steps to create a bundle in Revenue Cloud:

  1. Get your setup ready – Make sure your Revenue Cloud system is ready to manage products and permissions.
  2. Create your main bundle – Turn on the setting that lets you configure the bundle during checkout.
  3. Add the other products – Go to the Structure tab and choose what goes inside the bundle.
  4. Set rules – Pick which items are required and which ones are optional.
  5. Add prices – Link your products to price books so everything is priced correctly.
“Some products can be required, some can be removed, and others can have quantity changes,” — Parker Gunnell, Consultant at SOLVD

Why Should You Care?

Bundles save time for your team and make shopping easier for your customers. Instead of selling one item at a time, you can offer everything they need in one simple package.

“It helps customers save time and money — and helps businesses sell more,” — Parker Gunnell, Consultant at SOLVD

Let’s Make Selling Easier

At SOLVD, we help businesses like yours make the most of Salesforce. Creating bundles is just one way to grow your sales and improve customer experience.

Ready to Get Started?

Book a free call with SOLVD.cloud and let’s talk about how Revenue Cloud bundles can help your team sell smarter.