Selling the wrong products can cause a lot of problems. It can slow your team down, create mistakes, and upset your customers.
Good news: Product Qualification Rules in Salesforce Revenue Cloud can fix this.
As Parker Gunnell, Consultant at SOLVD, says:
“Product qualification rules are a key part of helping businesses automate and manage product availability.”
Let’s make it really simple.
Product Qualification Rules help you control which products your sales team can see and sell.
They make sure only the right products show up when building a quote.
Parker Gunnell, Consultant at SOLVD explains:
“They act as gatekeepers. These rules ensure that only products meeting specific business conditions can be added to a quote.”
There are two kinds of rules:
These rules help your team offer the right products every time.
When you use Product Qualification Rules, you:
Parker Gunnell, Consultant at SOLVD says:
“Product qualification rules ensure fewer quoting errors, improve compliance with business policies, and streamline workflows for your sales team.”
SOLVD is making a simple guide soon to show you how to set up these rules.
If you want your sales team to work faster and better, using Product Qualification Rules is a great next step.
At SOLVD, we make Salesforce easy for your team.
👉 Book a free call with SOLVD today to learn how Product Qualification Rules can help you sell smarter.
From my initial call with Spencer through project implementation with John and Evan, my experience with the SOLVD team was excellent. They were quick to understand our business needs, clear when explaining the reasoning behind proposed solutions, transparent when reporting on progress and timeline, and all around enjoyable to work with. Would highly recommend and looking forward to continue working with them in the future!
SOLVD was very straight forward with everything needed to complete the project. No surprises, no issues, and cost was aligned with the estimate. They made implementation easy and quick.
As a rule, I'm pretty stingy with my recommendations. So it's a pleasure for me to recommend Solvd as a top-flight Salesforce consultancy. Solvd recently led our company's conversion to the Lightning interface and did it on time, on budget and made it easy for me and my team. I know I'll use their services again, and am confident they can do the same for you.
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