Smart Start

by Community Manager on ‎07-17-2015 10:29 AM - edited a month ago by Community Manager

Just purchased Salesforce CPQ and eager to begin your implementation? Need a way to organize the data your business requirements? Ensure a "smart start" by preparing a few areas so your Salesforce CPQ implementation has a proper foundation.

 

SMART START WORKBOOK

The Smart Start Workbook covers the main functional areas of SteelBrick. As you progress through the workbook you will collect and document valuable business requirements and data required to implement Salesforce CPQ. This guide will help you through the steps required to collect this valuable data.

 

Tip: Develop the layout and workflows of your Steelbrick CPQ integration as you're collecting and organizing this data. Establishing the layout and workflows of your integration early on will ensure a smooth transition to the final product.

 

Use the following spreadsheets to track your business data. We've provided a sample spreadsheet for reference and a blank you that you can fill in with your own information.

 

SMART START WORKBOOK SECTIONS

Profiles