Accounts
During this time we can't make updates to run rate forecasts in Salesforce
1-day lockdown
We send this document to show pricing to a customer without need for a KOFA or signature.
Draft Proposal
These two forms are now shorter and simpler to submit and everyone can see them in SFDC
Demo Request and Solution Architects request
Salesforce's logout time is now one hour but soon I will log into SFDC via…
KORE OneLogin
Currency and KORE Subsidiary are automatically set by SFDC based on this field
Billing Address field on Accounts
Instead of a Hardware Order Form, this document can be attached to a Hardware Request on Quotes if the customer has purchased the same product before
Purchase Order (PO)
It was increased from 99 to 400
Number of line items in a quote
I can find sales collateral, customer facing decks and training guides on…
KORE Content Hub
How do I request an account transfer in SFDC?
Via Chatter to SalesOps and both parties
Reps can now discount price on quotes up to this % without approval
10%
SIM Cards and Prepaid plans can now be forecasted under this Product Family type
Connectivity NRC
I must install this plug-in to log email interactions directly from my Outlook inbox into Salesforce
Salesforce add-in for Outlook
The Key Account Plan is found on this type of account in SFDC
Parent Account
Services that used to be default and mandatory to Quotes
ONAS (Optional Network Application Services)
Hardware requests in SDX now follow the same discount process as CPQ. True or False?
TRUE
Tool in Salesforce to request Hardware that is not available in CPQ
SDX - Hardware
A parent account is auto-created and the run rate forecast is pre-populated when I close won an opportunity for this customer type
New Customer
This eliminated the need to request pricing via email and excel sheets
SPRs (Special Pricing Request) in SDX
These commission %s are now automatically added to my quotes in CPQ so I don't need an SPR
Channel Partner Commissions
Pitch deck builder and Digital Room for Customers are features of…
KORE Content Hub